Below are plug-and-play operational checklists, written so they can be dropped into SOPs, training manuals, or QA audits without rewriting. They’re intentionally practical, not aspirational.
Title Lifecycle Checklists:
1. File Open / Order Intake Checklist
Owner: Intake / Order Entry
Goal: Create a file that won’t sabotage downstream work
2. Processing Checklist
Owner: Processor
Goal: Clear requirements methodically, not reactively
3. Examination Checklist
Owner: Examiner
Goal: Produce a defensible, usable commitment
4. Closing Disclosure Checklist
Owners: Processor + Closer
Goal: Prevent settlement-table hostage negotiations
5. Closing Prep Checklist
Owner: Closer / Settlement Officer
Goal: Ensure the file is actually close-ready
6. Settlement Checklist
Owner: Settlement Officer / Notary
Goal: Execute correctly the first time
7. Escrow & Disbursement Checklist
Owner: Escrow / Funding
Goal: Move money safely and compliantly
8. Post-Closing Checklist
Owner: Post-Closing
Goal: Make the file stay closed
To gain access to the full checklists in an editable Google Doc that allows you to customize them as needed, use directly in files, or use as a template for customizing your software based workflow system.
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