My Tasks
Initial Contact – QR Lead High Priority
Contact new lead: FinalFix Test (from QR Intake)
Verify initial $25,000 deposit cleared escrow at Suncoast Title High Priority
Call Helen at Suncoast (239) 514-4900. Deposit was due Feb 23 — confirm receipt.
Confirm $4,500 inspection credit addendum signed by all 4 parties High Priority
Ryan, Collins, Noyes, Chiarenzelli all must sign. Send via DocuSign.
Request HOA estoppel from Pelican Bay Association Medium Priority
Contact Helen Park (239) 597-2821. Allow 5-7 business days.
Confirm second deposit $50,000 wire by March 7 High Priority
Wire info from Suncoast Title. Confirm wired by close of business March 7.
DEADLINE: Confirm inspection period ends March 6 — send waiver if proceeding High Priority
Inspection period expires March 6. Send written notice of proceeding or negotiating.
Arrange POA or remote notary for Tom Collins (traveling March 10-20) High Priority
Tom must sign all closing docs. If traveling, arrange apostille POA or schedule remote online notary...
DEADLINE: Finance contingency expires March 9 — confirm loan commitment High Priority
Call Wells Fargo Michael Reston (239) 261-3333 ext. 104. Obtain written loan commitment letter.
Confirm appraisal access — call condo management 24 hrs ahead Medium Priority
Appraiser Robert Delgado (239) 777-2211 scheduled. Condo management must be notified.
Schedule final walkthrough with Kathryn and Linda Medium Priority
Schedule 2-3 days before closing (March 11-12). 1 hour in unit.
Confirm wire transfer instructions and closing funds from buyers High Priority
Buyers need to wire closing balance (approx $153,500 after deposits). Do NOT email wire instructions...
Obtain closing statement from Suncoast Title High Priority
Request HUD/settlement statement for buyer and seller review.
Confirm closing appointment time and location Medium Priority
Suncoast Title, 800 Laurel Oak Dr Ste 500, Naples. Confirm with all 4 parties.
Closing day — attend and ensure all docs signed High Priority
Bring ID copies for all parties. Confirm recording and fund disbursement same day.