Rooted
by Nicole Franks
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Client Resources
Escrow
Contact
Home
Client Resources
Escrow
Contact
Rooted
Agent Dashboard
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Agent Dashboard
Escrow Checklists
Manage all your active transactions in one place from any device.
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Create Escrow Checklist
Client Info
Buyer Name(s)
Property Address
Personal message to your clients
CONGRATULATIONS! You are officially in escrow! Below is your personalized checklist of important dates and tasks. Check items off as they are completed and I will guide you through each step. I am always just a text away.
Title Company
Title Company
Contact Name and Phone
Title Email
Lender Info (optional)
Lender Name
Lender Company
Lender Phone
Key Dates
Offer Accepted
Closing Date
Checklist Items — edit text and dates anytime
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Notes from Nicole (shown to client)
Generate Client Link
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