Differences

This shows you the differences between two versions of the page.

--- user:vtaylor_realty [2026/01/02 19:31] – [steps / documents] vtaylor
+++ user:vtaylor_realty [2026/01/02 19:46] (current) – [Phase 3: The "Roadmap" (Under Contract)] vtaylor
@@ Line 49: / Line 49: @@
 Ownership is yours, but there are a few final Volusia-specific administrative tasks.
-  * Utility Transfer: Most Volusia providers (like Volusia County Water, Duke Energy, or FPL) require a copy of your Closing Statement (HUD-1) to activate your account.
+  * [[Utility Transfer]]: Most Volusia providers (like Volusia County Water, Duke Energy, or FPL) require a copy of your Closing Statement (HUD-1) to activate your account.
-  * Homestead Exemption Application: Once you move in, you should apply for the Homestead Exemption via the Volusia County Property Appraiser (VCPA).
+  * [[Homestead Exemption]] Application: Once you move in, you should apply for the Homestead Exemption via the Volusia County Property Appraiser (VCPA).
     *  Note: You must do this by March 1st of the year following your purchase to lower your property taxes and cap your assessment increases at 3% per year.
   * Keys & Garage Openers: Ensure you receive all "points of entry" and any warranties for recent repairs.
@@ Line 73: / Line 73: @@
 This is the most important email you will send. Once an offer is accepted, the client’s "clock" starts.
-  *  The "We are Under Contract!" Milestone Email
+  *  The "We are [[Under Contract]]!" Milestone Email
   *  This email should contain a bulleted list of dates that cannot be missed:
     * Escrow Deposit: Date and location for the EMD.
@@ Line 84: / Line 84: @@
 As the finish line nears, shift the focus to administrative logistics.
-  *  The Utility Transfer Email: Send this 7 days before closing. Include a clickable list of local providers like Volusia County Water, Duke Energy, and FPL.
+  *  [[Utility Transfer]] email: Send this 7 days before closing. Include a clickable list of local providers like Volusia County Water, Duke Energy, and FPL.
-  *  The "Clear to Close" Celebration: Confirm the date, time, and location (Title Company office). Remind them to bring their Government-issued ID and instructions for Wiring Funds (include a warning about wire fraud).
+  *  "[[Clear to Close]]" Celebration: Confirm the date, time, and location (Title Company office). Remind them to bring their Government-issued ID and instructions for Wiring Funds (include a warning about wire fraud).
-  *  The Homestead Exemption Reminder: Send this in January of the year following their purchase. Remind them to file with the Volusia County Property Appraiser by March 1st to save money on taxes.
+  * [[Homestead Exemption]] Reminder: Send this in January of the year following their purchase. Remind them to file with the Volusia County Property Appraiser by March 1st to save money on taxes.
-Example: The "Utility Transfer" Template
-Subject: Moving Week! Important Utility Info for [Property Address]
-Hi [Client Name],
-Congratulations—we are almost at the finish line! To ensure you have power and water the moment you get your keys, I recommend scheduling your utility transfers for [Closing Date].
-Here are the providers for your new home in [City]:
-  *  Electric: [Provider Name & Link]
-  *  Water/Sewer: [Provider Name & Link]
-  * Trash: [Provider Name & Link]
-Note: The utility companies may ask for a copy of your signed Closing Disclosure (CD) to verify ownership. Please keep a digital copy handy!