Closing Instructions + Wire Info
Send closing day logistics including location, funds needed, and a wire fraud warning.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Sends wire transfer instructions and closing details to a buyer ahead of their real estate closing.
- Real estate closing wire info
- Closing day instructions
- Buyer closing package
Fields your team can fill in
To
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Cc
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Subject
Closing Day Instructions — property_address
Hi client_first_name,
Closing day is almost here — congratulations! I want to make sure you're fully prepared so the day goes smoothly. Here are all the details you'll need.
CLOSING DETAILS
• Property: property_address
• Closing Date: closing_date
• Closing Time: closing_time
• Location: closing_location
• Title Company: title_company
• Estimated Cash to Close: $funds_needed
⚠ WIRE FRAUD WARNING — PLEASE READ CAREFULLY
Wire fraud targeting real estate closings is increasingly common. Before wiring any funds, you must call title_company directly using a phone number you independently verified — do NOT use a phone number provided in an email, even one that appears to come from us or the title company. If you receive any last-minute changes to wire instructions by email, treat it as fraudulent and call me immediately at me::phone.
WHAT TO BRING
• Government-issued photo ID (driver's license or passport)
• Certified funds or confirmation of wire transfer if not already sent
• Any outstanding documents requested by the title company
CLOSING DAY CHECKLIST
A full closing day checklist is attached — please review it the day before. See you at the closing table!
Workflow context
When to use this workflow
Use this workflow when a buyer or seller needs closing day logistics, funds needed, title company details, and wire fraud reminders before closing.
What this replaces
This replaces manually drafting closing emails, retyping closing locations and amounts, and remembering to include fraud warning language every time.
Why teams standardize this email
Closing emails are time-sensitive and detail-heavy. Standardizing them helps real estate teams communicate logistics clearly and reinforce wire fraud precautions before the client takes action.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the closing instructions email in Outlook
- Prompts for client name, property address, closing date, closing time, closing location, funds needed, title company, and phone number
- Adds a property-specific subject line
- Can include configured closing or wire instruction attachments
- Keeps the draft editable for final review
FAQ
Does Toggles send or verify wire instructions?
No. Toggles prepares the email draft. Wire instruction verification should follow your brokerage, title company, and security process.
Can the fraud warning language be standardized?
Yes. Teams can include approved wire fraud reminder language in the workflow.
Can the agent review closing details before sending?
Yes. The email is prepared as an editable Outlook draft.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.