I coordinate residential closings and spend most of my time flagging Schedule B-II items and clearing payoffs; does anyone have a concise, practical checklist or template for commitment review and curative tracking? Right now I use a three-tab Google Sheet (commitment, curatives, funding) with 48–72 hour targets, but I’d love a cleaner workflow — general information only is fine, and specific issues will go to the attorney.
I’d collapse it into one ‘B‑II Exceptions’ table (Airtable or Notion) where each exception is a row with doc needed, responsible party, SLA due (+48/72h formula), status, and proof link, then use saved views for ‘Needs curative’ and ‘Ready to fund’ — feels like triage instead of whack‑a‑mole. General info only; if a survey/CCR issue pops up, loop in counsel — want a barebones template?
One tweak that saved me time: assign a short ‘Exception ID’ to each B‑II item (e.g., BII‑07), put it in the email subject and file names, and use a Gmail filter to auto‑label replies so every curative stays threaded by ID. Do you already tag items this way? Anything that hints at a gap or estate issue gets a ‘needs counsel’ tag so an attorney reviews before you chase docs.
But love this; if your ‘2-minute bedside report’ streams, Wi‑Fi will betray you when you scale to four sections. Preload the clips on the manikin iPad and enable Guided Access so they can’t jump apps, and add a tiny printed short link next to the QR as a no‑camera fallback, @lhall_789. Do you want captions auto‑on to cut through lab noise?
Add a ‘proof-in-file’ checkbox and conditional formatting around ‘48–72 hour’ deadlines — instant triage; ok for Google?