Transaction coordination: the contract-to-close checklist

Stop losing deals after the signature. Order title day 0, inspection day 1, financing day 2, and let the Under Contract sequence assign each task.

• Why this video exists: the curriculum used to jump from the sales close straight to dispositions. SiftStack ships a full contract-to-close operations layer (sequences 09-12) that nobody teaches as a w
• Sequence 09, Under Contract : the moment status changes to Under Contract, due diligence kicks off automatically: "Order title search" (day 0), "Schedule inspection" (day 1), "Verify financing" (day 2
• Order title search same day: liens, judgments, open mortgages, and heirs surface here, and every day of delay is pipeline risk.
• Schedule the inspection immediately (if the walkthrough video from 6.2 did not already cover it); this feeds the renegotiation script from 6.3 if findings are material.
• Verify financing within 48 hours: cash proof, hard money commitment, or the private lender package from 6.8; on an assignment, this means verifying the END buyer's funds.
• Sequence 12, Deal Closed : status Closed fires "Record deed / update records," tags closed_deal, and strips under_contract and closing_scheduled. The record cleanup matters: a closed property left dir
• Title problems route to the curative lane: the Title Issue Flagged sequence (seq 22) refers the record to a title attorney and moves it to a Title Review status , connecting back to the curative-title
• Who does this work, the TC role:
• Owner-run is the default in Phase 1 and Phase 2 (the Operator and the Delegator): the sequences ARE the TC, and the owner just clears the tasks daily.
• Task timing from the templates: title order day 0, inspection day 1, financing day 2; closing confirmation day 0, clear title day 1, wire day 2; dead-deal follow-up at 90 days .
• The Acquisitions sequence folder in Sift: open sequences 09-12 and read the actions live.