CLOSING CHECKLIST
BUYER
This Closing Checklist is a sample checklist for Transaction Closing Services. The timelines and steps are approximate and are not based on an actual file. Each file is unique and will have its own timeline and action items. Each agent is provided with the opportunity to customize their service to best fit their clients’ needs. Effective Date: Closing Date: Inspection Deadline: Inspection Date/Time: Loan Application Deadline: Finance Contingency Deadline: HOA: Home Warranty: Sale Price: Escrow Amount: Finance Type:
FORMS
INSPECTIONS
Contract
MLS
BBD
Seller's Dis
HOA Dis FHA/VA Rider
7 DAYS BEFORE CLOSING
Date Ordered:
keys/garage door openers
Date Complete:
Results:
Arms Leng.
TBN
DAY 1
Verify loan package to be sent day before or morning of closing
Actions: Resolved: Upload to Paperless:
Rider G
Broker Aff.
Remind list agent to collect
Confirm Utility info sent to buyer
Arrange Closing time/location
Inform LA of closing details
APPRAISAL Date Ordered: Date of Appraisal:
Schedule Walkthrough
5 DAYS BEFORE CLOSING
Verify paperless is complete
Notify List Agent
Submit Greensheet
Review for Completeness
Contact Lender for results
Email MCA and request DA
MLS Pending
Appraisal Copy sent to buyer
Confirm w/agent that DA is
Contract sig/initials complete
Check on Loan Status with Lender
Upload to paperless
Get Lender OK to order Survey
Send DA to Title
Hello Everyone (Attach Contract)
Contact Title with OK and have
Release any escrow that is held
Buyer Email (attach contract)
Lender Email
Title Email
12 DAYS BEFORE CLOSING
Listing Agent Email
Title commitment received
Verify loan application made
Title commitment uploaded to
2 DAYS BEFORE CLOSING
VoE & Copy of check
paperless
Upload to Paperless
Survey received
Copy sent to Buyer
Survey uploaded to paperless
HOA payoff received
Verify loan commitment
HOA docs (or link) sent (Complete within 3 days)
correct
with another company
them order survey
Verify with closing title company that escrow has been recieved
Request final HUD and check for accuracy
Email Buyers confirming closing time and location
confirmation
AFTER CLOSING
Verify Buyer has selected home
Verify LA has ordered sign down
insurance
Send thank you note to buyers on
Order home warranty
behalf of agent.
Request Preliminary HUD
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2012 Closing Checklist - Buyer – Last Rev 01/2013 Copyright Black Tree Consulting, Inc. © 2013