Intake summary
Names, contact details, closing date, role, property address, known deadlines, and current file status.
Refinance support
Refinance document checklist and timeline support.
Organize refinance documents, lender requirements, payout details, ID lists, property information, and follow-up questions so the file is easier to review.
Closing support desk
Intake, checklists, document notes, deadline reminders, and handoff summaries in one place.
View clear bullet-point detailsRefinance support can organize
- Borrower contact details and property summary.
- Existing mortgage details, payout/maturity notes, and lender contacts.
- New lender or broker requirements and commitment-letter checklist.
- ID, insurance, tax, title-related, and valuation/appraisal document notes.
- Timeline reminders for funding, signing, and missing lender information.
Documents often requested
- Mortgage commitment or lender instructions
- Existing mortgage/payout statement
- Photo ID list
- Property tax statement and insurance details
- Appraisal, survey, or title-related documents if requested
- Broker/lender correspondence
The exact document list depends on your lawyer, lender, real estate agent, transaction type, province, and file status.
Missing-item tracker
What has been received, what is missing, who is responsible, and what date should be watched.
Review handoff
Questions and unresolved points are organized for lawyer, lender, real estate agent, or client review. RealEstateExpt does not make legal decisions.