Document Assembly & E-Signature Workflow

Organize and manage document assembly and e-signature workflow for closing.

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Steps: 1) Create master checklist 2) Assign document preparation 3) Set internal review deadline 4) Create signature sequence 5) Set up e-signature portal 6) Send documents 2-3 days pre-closing 7) Track signatures and address issues

Output: Master checklist, document prep schedule, signature tracker, portal instructions.

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Why this works

Organized document flow prevents closing delays. Clear instructions prevent signature mistakes.

Risks & review

Missing documents discovered at closing delay 24+ hours. Signature mistakes require re-execution.