Free core · Completion tab
Closing packsClient ZIP, lender ZIP, CoT checklist.
On each client file, open the Completion tab. Build a client pack (cover, outstanding items, key docs) or a lender panel pack. Not a separate download: part of the free workbench.
How you use it
- Open a purchase or sale client file
- Go to the Completion tab
- Review stages and funds checks
- Prepare client pack or build lender ZIP
Practice tool only. Not legal advice. Review packs before sending to clients or lenders.