Mar 2, 2021
While this transaction was one on the smaller ones from a sales price perspective, it came with an abundance of challenges. Trust sales always involve a lot of moving parts, but they become even more complicated when the property is located in a 55+ Community (The Villages) and has a buyer barely qualifying for FHA Financing. Vickie proactively started off the escrow by having the Seller's Trust reviewed and ensuring that he had all of the applicable documents necessary to carry out the sale. As the Successor Trustee, there were still some steps he needed to take to ensure this all went off without a hitch, and Vickie played a bit role in that. Lisa really helped us overcome some of the difficulties in the transaction by being extra consultative and attentive, the same way she would on a $3M deal.