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Closing Preparation Workflow

Pre-closing coordination including title review, final walkthrough, and closing document preparation

Complexity: Complex | Duration: 30m+ | Category: Industry/Real Estate

Tags: closing title final-walkthrough settlement compliance

Workflow Diagram​

Steps​

Step 1: Title order​

Agent: title

coordinator - initiate title search and insurance

Step 2: Survey coordination​

Agent: vendor

coordinator - order property survey if needed

Step 3: Appraisal tracking​

Agent: real

estate-transaction-specialist - monitor appraisal completion

Step 4: Loan approval monitoring​

Agent: real

estate-transaction-specialist - track financing

Step 5: Homeowner's insurance​

Agent: real

estate-transaction-specialist - verify coverage

Step 6: Final walkthrough scheduling​

Agent: scheduling

coordinator - coordinate property inspection

Step 7: Closing statement review​

Agent: financial

analyst - validate closing disclosure

Step 8: Wire fraud prevention​

Agent: legal

compliance-specialist - verify wiring instructions

Step 9: Document preparation​

Agent: real

estate-transaction-specialist - assemble closing package

Step 10: Closing coordination​

Agent: real

estate-transaction-specialist - confirm date/time/location

Usage​

To execute this workflow:

/workflow industry/real-estate/closing-preparation-workflow.workflow

See other workflows in this category for related automation patterns.