Qualia Proficiency Assessment

Welcome to your Qualia Proficiency Assessment

Branch

Escrow Officer

Documents


Is there a copy of the file Letter – Buyer (NEW in the (1) Escrow Instructions folder (It is acceptable if they rename the document Opening Letter)

And, after opening the file, make sure that this was generated properly using the phrase/clause, OPENING LETTER - BUYER (NEW) pictured below


Is there their a copy of the file Letter – Buyer (NEW) in the Correspondence folder?


Check the E-Signing Documents folder for a copy of Amendment – All Parties. Has the document been generated properly with the following,
  • The Clause (Phrase) - CREDIT TO BUYER FROM SELLER
  • The credit amount is $500.00
  • The description of the credit is for Closing Costs

Connect

Goto the Connect tab, 

Is the Closing Status is set to Closing Prep?


Does the Connect Inbox contain a message to Vic Stefan?
Is there an attachment, Opening Letter – Buyer ?


Does the Requests tab for the following 2 Information Requests that were sent to Vic Stefen?
  • Confirm Home Warranty Information
  • Confirm Legal Name and Prior Names


Does the Requests tab for the following Information Request that were sent to John Smith?
  • Upload Trust Agreement


Does the Confirm Home Warranty Information task have a reminder sent?

Fedex Integration

Is there a Fedex Label to Pango Listing Brokerage?

Fees

Is there an escrow fee of $600.00 to each side? (Please make sure that the fees are bucketed properly)


Is there an Agent Credit to Buyer of $1,500.00 on Screen L/N? The Payor must be set to the Pango Selling Brokerage.

Tasking

On Basic Info, is Steve Jobs is set as the Escrow Assistant?


Are the following 2 tasks set to the user that took the assessment with a due date of 11/25/2020

  • Call Buyer and provide notes

  • Call Seller


Are the following 2 tasks are marked as completed?
  • Acknowledge Receipt of Contract
  • Review Contract and Input Data


Does the email contain the email template Pango – OPENING – INTRODUCTION BUYER?


Also, is the document waiting for Esign from Vic Stefen?

Contacts

Is Pango Loan Brokerage with the address 12 North Main Street, Los Angeles, CA 90012 selected?