Copy of snippet "New Contract Deal Room Notes"

Sara's LC Text Blaze Template (2026)


***MILESTONE SUMMARY***
(keep at top please)
○ EM → $ rec. on
Inspections
○ Booked
○ TRR Rec →
○ Final TRR Due →
Lending
○ Conditional Approval:
○ Appraisal:
○ CTC:
Title & Closing
○ Title Commitment:
○ MIC:
○ Prelim Rec →
○ FWT →
○ Closing →
_____________________________
***OG POST-MUTUAL AUDIT***
⬥Mutual
⬥SP = $
⬥EM = $
⬥Title
⬥Close →
⬥HW
⬥MIC → paid by,
⬥Seller:
⬥Buyer:

***:card_index_dividers:AUDIT ITEMS***


***SELLER INTRO***
⬥VACANT or OCCUPIED
:camera_with_flash: Photoshoot → sellers present or away 
:old_key:Access → sentri, combo, door code
:stopwatch:︎ ShowingTime →
:paw_prints:Pets → Yes or No
:wastebasket:Trash Day →

⬥ Marital Status → married or not married
⬥ Contact Preference → txt, call, email
⬥ Future Mailing Address →
:memo: Signing → in-person or remote

***:card_index_dividers: OG PRE-MUTUAL AUDIT***



***▐░░░░░ PILOT CRITERIA ░░░░▌***
[MC to SELLER] SLA Met?
:white_check_mark: Sent at
[MC to Agent] SLA Met?
:white_check_mark: Sent at 
○ NO Incomplete Task
○ All Service Providers Added
○ Legal Names Added
⬥ " Not on Contract" for No Parties to Contract
✄┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
*** MC TRANSACTION NOTES***

______________________
*** LISTING SCREENSHOT ***
⬥📸PHOTOS →
⬥3D SCAN
⬥ DESCR: