Property review and ordering of title exams, municipal lien certificates, UCC searches, surveys, zoning certificates, and other due diligence items. Collection and review of due authority documents. I flag discrepancies early and bring any findings to you before placing orders.
Review of title exams with comments for the attorney. Preparation of title commitments, pro forma policies, CPLs, preliminary CDs, and HUDs.
Preparing and updating closing agendas. Drafting residential and commercial loan documents, cash closing documents, and due authority documents, all from attorney-approved templates. Careful drafting helps keep your edits to a minimum.
Gathering and coordinating the items needed to finalize CDs, HUDs, and settlement statements, with requests sent early to help avoid last-minute scrambling.
Correspondence on your firm's behalf with lenders, title companies, real estate agents, surveyors, and clients. I request documents, schedule closings, and provide status updates. Legal questions are always referred to you.
File balancing, E-Recording, closing binders, and final title insurance policies for attorney/agent issuance.
Flexible paralegal support during peak volume, vacations, or staff leave, to help keep files from falling behind.
Whether you need a file handled from start to finish, help with individual tasks, or combined files for bulk ordering, I can adapt to how your firm already works.
Every firm works a little differently. Let's talk about yours.
For Attorneys and Law Firms
Tell me about your files and your volume, and I'll take it from there.
Prefer email? Email liz@onedeskover.com.