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## 🌅 Morning Brief

Here's your high‑signal plan for today:
- **✅ Bluebird Lane:** Inspection contingency removal due today. Follow up on RR response.
- **🧮 Baker Street:** EMD wire confirmation still missing.
- **🛡️ Maple Avenue:** Appraisal review needed; lender is waiting.

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### 🏡 1024 Bluebird Lane - Escrow #44592
> *"We're reviewing the repair request with the sellers now. We should have an answer for you by noon."* — Janet (Listing Agent)

**Critical Window:** Inspection contingency removal is due by 5 PM. We're still waiting on the seller's response to our RR from June 11th.

> *"My clients are anxious about the HVAC. If we don't get a credit, they might want to walk."* — Mark Wilson (Buyer's Agent)

**Your Play:** If we don't hear by 1 PM, follow up to ensure we meet the deadline. We need a firm 'yes' or 'no' on the repairs to move forward.

Draft follow up to Janet Call Mark Wilson

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### 🧮 221 Baker Street - Escrow #AB-8821
> *"I sent the wire instructions to the buyers yesterday, but I haven't seen the confirmation come through yet. Can you check with them?"* — Sarah Jenkins (Escrow Officer)

**The Delay:** The EMD was due yesterday. We haven't received confirmation from Escrow or the buyers.

**Compliance Check:** Check in with the buyer's agent to see if the wire was sent. We need to stay in compliance with the contract timelines.

Draft email to buyer's agent Confirm wire status

---

### 🛡️ 333 Maple Avenue - Escrow #CD-1234
> *"The appraisal just hit my desk. It's coming in at $890k, which is $5k short of the contract price. We need to figure out if the seller will drop or if the buyer covers the gap."* — Tom Peterson (Lender)

**The Appraisal Gap:** The appraisal report was uploaded this morning. It came in $5,000 below the purchase price.

**Action Required:** Review the report and schedule a call with the agent to discuss negotiation strategy. We have 3 days to respond to the low appraisal.

Open appraisal report Draft email to agent

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### 📅 Calendar
- **Today:** Block 1 PM for Bluebird follow-up; check Baker EMD at 4 PM.
- **Tomorrow:** Deadline for Maple Avenue appraisal response.

### 📊 Deal Status
| Property | Role | Stage | Next Milestone | Target Date | Risk/Notes |
|---|---|---|---|---|---|
| Bluebird Lane | Buyers | Post-Inspection | Contingency Removal | Today | High risk (Repair pushback) |
| Baker Street | Buyers | Initial Escrow | EMD Confirmation | Yesterday | Low risk (Wire delay) |
| Maple Avenue | Sellers | Appraisal | Negotiate Gap | June 20 | Medium risk (Price gap) |

Want me to jump in now?

Draft follow up to Janet | Draft email to buyer's agent | Open appraisal report

Draft an email to the listing agent for Bluebird Lane requesting the repair items we discussed.

Sure thing. I'll address this to Janet (the listing agent) and CC Mark Wilson so he's in the loop. I'll also include the escrow number, reference the specific repair items from the inspection report, and add a reminder about the June 15th contingency deadline to keep the deal on track.

Hello Janet,

Following up on the inspection of 1024 Bluebird Lane (Escrow #44592). My clients would like to request that the following repairs be addressed:

1. HVAC: Blower motor replacement
2. Master bathroom: Faucet leak repair
3. Front deck: Secure loose railing

Please let us know if the sellers are willing to address these before the June 15th contingency deadline. I have CC'd Mark Wilson on this email as well.

If you have any questions please let me know.

Regards,
John Doe
Transaction Coordinator

Who was the preferred retrofitting vendor we used on the Smith deal last year? I need someone for the Bluebird escrow.

Searching your email history for mentions of Smith and retrofitting vendors...

I found a completion certificate from November 2024 for the Smith transaction (123 Oak St). You used **Advanced Retrofit Services**.

**Contact Details:**
- **Vendor:** Advanced Retrofit Services
- **Contact:** Mike Henderson
- **Phone:** (555) 012-3456
- **Email:** [email protected]

In that deal, they handled the seismic shut-off valve and water heater strapping. Based on the Bluebird Lane inspection report, you'll need those same items addressed.

Would you like me to check if there were any other repairs handled in that transaction?

Yes, and did they handle the repairs too?

Yes, I found a supplemental work order from December 2024. They handled the sub-area moisture barrier installation and treated a small area of dry rot on the front deck.

I've noted the front deck repair as a potential item for the Bluebird Lane inspection as well.

View Smith transaction summary