Introduction: OVERVIEW OF A SALE

Welcome | Timeline | Responsibilities

Module 1: INTAKE

Document Review | Client Contact | Obtaining Documents
On completing this module you'll have a thorough understanding on the processes, documents, and information required on a sale transaction, as well as initial flags to watch for to avoid potential issues before they arise.

Module 2: PAYOUTS

Lender Types | Payout Requests | Discharges
On completing this module you'll have a deep understanding of the different lender types, the requirements for each, how and where to requests payouts, and preparation and requirements for discharges.

Module 3: PREPARATION

Documents | Preparation | Return
On completing this module you'll know which documents are required, how to prepare the vendor package for signature, and how to ensure an accurate return of signed documents to the buyer's representative.

Module 4: COMPLETION

Completion Package | Paying Out | Reporting
On completing this module you will understand how to prepare the final document package for completion, how to account for and disburse sale proceeds, and how to report to the necessary parties.

Module 5: POST-COMPLETION

Bring Forwards | Discharges | Closure
On completion of this module you'll understand how to set the necessary bring forwards for things like discharges, holdbacks, and undertakings. You'll know how to prepare and register discharges and complete the final closure of the file.