A lot of PMS have automations for this but if you are only doing it for one unit, Docusign or any other similar service should work fine. 

While Holton-Wise tries to provide each and every client with as customized of a service as possible, the reality is that when you are dealing with a company who manages hundreds of properties for investors all over the U.S and abroad there must be automated policies and systems in place.

I did some research and my best guess is the automated messages are being sent to phone numbers based on data from data broker websites. 

"For purposes of enforcing the due-on-sale (or due-on-transfer) provision, if any, in the security instrument, theservicer must consider all of the following situations to be a transfer of ownership:- the purchase of a property “subject to” the mortgage loan,- the assumption of the mortgage loan debt by the property purchaser,- any exchange of possession of property under a land sales contract or any other land trust device, and- in cases in which an inter vivos revocable trust is the borrower, any transfer of a beneficial interest in thetrust."

I’m leaving this here in case someone wants to adapt my version of the spreadsheet (supports multiple properties, one per row), as well as an automated, programmatic way of populating the spreadsheet given a paragonrels.com link from an agent/broker.

Our friend and real estate agent, instrumental in this acquisition, recommends a family interested in a month-to-month rental of the vacant unit, beginning shortly after closing.

There is/are often a new instrument(s) (quitclaim deed, confirmatory deed, easement, etc.) executed and recorded.

I view a HELOC as a great short term debt instrument to get you into deals - like a flip, BRRRR, or a deal that you can't pass up while waiting to sell another property. 

You should do a google search for 'instrument of service,' which, I would assume is what you got from the architect.

Currently, I've been setting up an automated system to handle leads and it's just about ready to pull the trigger but I need to feed it with leads.