Closing Instructions + Wire Info Email Workflow for Outlook
Send closing day logistics including location, funds needed, and a wire fraud warning. Copy this ready-to-use Outlook email template, or use it as a reusable Toggles workflow with variables, recipients, attachments, and team sharing.
Free to try. No automatic sending - review every draft before sending.
Copy/paste template
Copy the closing instructions + wire info email template
Use this once as a regular Outlook template, or launch the full Toggles workflow when you send it repeatedly.
What this template helps you avoid
Common email risks
- Missing required details
- Rewriting the same email manually
- Inconsistent wording across a team
- Forgetting attachments, links, recipients, or preparation notes
Fields your team can fill in
To
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Cc
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Bcc
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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 adds beyond a normal Outlook template
Toggles inserts the workflow directly in Outlook, prompts for variables, prepares operational details, and keeps the draft editable before sending.
- 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.
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Toggles for Outlook Quickstart Guide
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