After Closing Action Plan – Tie up the Loose Ends

Time to tie up the loose ends! The After Closing Action Plan lists the actions my team and I take to tie up the loose ends and consider this probate real estate sale completed. We make sure the personal representative has received the proceeds from the sale and we close out the paper files. I write personal notes with closing gifts and put happy clients on my reference sheet.

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After Closing Action Plan Lessons

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