Task Board
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Tasks
To Do 14
Verify initial $25,000 deposit cleared escrow at Suncoast Title
HighCall Helen at Suncoast (239) 514-4900. Deposit was due Feb 23 — confirm receipt.
Confirm $4,500 inspection credit addendum signed by all 4 parties
HighRyan, Collins, Noyes, Chiarenzelli all must sign. Send via DocuSign.
Request HOA estoppel from Pelican Bay Association
Contact Helen Park (239) 597-2821. Allow 5-7 business days.
Confirm second deposit $50,000 wire by March 7
HighWire info from Suncoast Title. Confirm wired by close of business March 7.
DEADLINE: Confirm inspection period ends March 6 — send waiver if proceeding
HighInspection period expires March 6. Send written notice of proceeding or negotiat...
Arrange POA or remote notary for Tom Collins (traveling March 10-20)
HighTom must sign all closing docs. If traveling, arrange apostille POA or schedule ...
DEADLINE: Finance contingency expires March 9 — confirm loan commitment
HighCall Wells Fargo Michael Reston (239) 261-3333 ext. 104. Obtain written loan com...
Confirm appraisal access — call condo management 24 hrs ahead
Appraiser Robert Delgado (239) 777-2211 scheduled. Condo management must be noti...
Schedule final walkthrough with Kathryn and Linda
Schedule 2-3 days before closing (March 11-12). 1 hour in unit.
Confirm wire transfer instructions and closing funds from buyers
HighBuyers need to wire closing balance (approx $153,500 after deposits). Do NOT ema...
Obtain closing statement from Suncoast Title
HighRequest HUD/settlement statement for buyer and seller review.
Confirm closing appointment time and location
Suncoast Title, 800 Laurel Oak Dr Ste 500, Naples. Confirm with all 4 parties.
Closing day — attend and ensure all docs signed
HighBring ID copies for all parties. Confirm recording and fund disbursement same da...
In Progress 0
Waiting on Others 0
Completed 1
Initial Contact – QR Lead
HighContact new lead: FinalFix Test (from QR Intake)