Differences

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--- user:vtaylor_realty [2026/01/02 19:40] – [steps / documents] vtaylor
+++ user:vtaylor_realty [2026/01/02 19:46] (current) – [Phase 3: The "Roadmap" (Under Contract)] vtaylor
@@ 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 85: / Line 85: @@
 As the finish line nears, shift the focus to administrative logistics.
   *  [[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.