Sample Steps to Close


Project Start Date: Wed 3/1/06
Project Finish Date: Fri 4/14/06

Task_Data

Name
Start_DateFinish_DateActual_StartActual_FinishDuration
Steps to Close
Wed 3/1/06Thu 4/13/06Wed 3/1/06NA32 days
copy of contract to client
Wed 3/1/06Wed 3/1/06Wed 3/1/06Wed 3/1/06480 mins
get copy of condo documents
Fri 3/17/06Fri 3/17/06Fri 3/17/06Fri 3/17/061 day
review and accept condo documents
Mon 3/20/06Wed 3/22/06NANA3 days
apply for mortgage
Wed 3/1/06Tue 3/7/06NANA5 days
send copy of contract to mortgage company
Wed 3/8/06Wed 3/8/06NANA15 mins
get good faith estimate
Wed 3/8/06Wed 3/8/06NANA15 mins
schedule home inspection
Wed 3/1/06Tue 3/14/06NANA10 days
schedule termite inspection
Sat 3/11/06Sun 4/9/06NANA30 days
get name of title company
Thu 3/16/06Thu 3/16/06Thu 3/16/06Thu 3/16/061 day
KP transfer documents to Sterling Management
Mon 3/20/06Fri 3/31/06NANA10 days
attend inspections
Tue 3/14/06Tue 3/14/06NANA1 day
letter to seller problems to be corrected
Wed 3/15/06Tue 3/21/06NANA5 days
loan commitment letter
Wed 3/1/06Tue 4/11/06NANA30 days
check with title company survey/appraisal
Fri 3/31/06Fri 3/31/06NANA15 mins
check with lender-loan approval, etc
Fri 3/31/06Fri 3/31/06NANA15 mins
Check with seller - problems corrected
Fri 3/31/06Fri 3/31/06NANA15 mins
schedule walkthru
Fri 4/7/06Fri 4/7/06NANA15 mins
call electric co - change owner - do not turn off
Tue 4/11/06Tue 4/11/06NANA15 mins
call water co - change owner - do not turn off
Tue 4/11/06Tue 4/11/06NANA15 mins
call insurance co - change owner - do not turn off
Tue 4/11/06Tue 4/11/06NANA15 mins
call Telephone & cable co - change owner - do not turn off
Tue 4/11/06Tue 4/11/06NANA15 mins
get copy of HUD
Thu 4/13/06Thu 4/13/06NANA15 mins
get escrow check if needed
Thu 4/13/06Thu 4/13/06NANA15 mins
client needs cashier's check for closing
Thu 4/13/06Thu 4/13/06NANA15 mins
bring keys and garage door openers
Thu 4/13/06Thu 4/13/06NANA15 mins
Closing
Fri 4/14/06Fri 4/14/06NANA0 days
update office file
Fri 4/14/06Fri 4/14/06NANA1 hr