Closing document preparation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Purchase agreement received

   Purchase agreement is uploaded to the system and closing date is scheduled. Workflow automatically extracts property details and party information to begin document preparation.

   SoftProRamQuest
2. 2

   Action

   Retrieve property data

   System pulls comprehensive property information including legal description, tax records, and ownership history. Data is validated against multiple sources for accuracy.

   DataTraceStewart Title
3. 3

   Action

   Generate initial document set

   Core closing documents are automatically generated including deed, settlement statement, and title policy. Documents are populated with verified property and party data.

   SoftProCloser's Choice
4. 4

   Decision

   Check special requirements

   System evaluates if transaction requires additional documents such as affidavits, power of attorney forms, or state-specific disclosures. Branches workflow based on requirements identified.

   ResWareSoftPro
5. 5

   Action

   Compile final document package

   All required documents are assembled into complete closing package with proper sequencing. Package includes signature pages and notarization requirements clearly marked.

   Closer's ChoiceResWare
6. 6

   Action

   Validate compliance requirements

   Automated compliance check verifies all documents meet federal, state, and local requirements. System flags any missing elements or potential issues for review.

   SoftProStewart Title
7. 7

   Output

   Deliver closing document package

   Complete, compliant closing document package is delivered to designated parties with digital signatures enabled. Package includes execution instructions and timeline.

   RamQuestCloser's Choice

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