Step 4 — Fill in contact info

I'm uploading Closings [YEAR].csv and Master Contacts.csv. For each client on a Confirmed or Double-check deal, find their email, phone, and birthday in this order:

1. Master Contacts (match by client name)
2. My transaction files in [Dropbox / Google Drive], if connected
3. My email: threads with the client, CC lines, signatures, and escrow party lists

Only use contact info that clearly belongs to my client, not the other agent, the lender, or the escrow officer. Ignore anyone in Master Contacts categorized as an Agent, Lender, Escrow / Title, or Vendor, including the Likely ones.

If a deal has two clients, give each person their own email, phone, and birthday. If they share an email or phone, note it instead of guessing who it belongs to.

Add columns: Email, Phone, Birthday, Found In. Leave blanks blank and flag them. Give me the updated Closings [YEAR].csv and tell me how many clients are still missing an email or phone.