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Closing Checklist for Real Estate Agents
Closing Checklist for Real Estate Agents
Want to create your Closing Checklist for Real Estate Agents?
Copy this template, change the name, add or delete steps and fields, and voila!
Enjoy!
Edit this template
1
Current checklist credentials
Form Fields
Agent's name:
Describe the property and the deal conditions briefly:
2
Review and understand the sales contract
Form Fields
Action taken:
Done!
Not applicable
Missed!
3
Review the property survey
Form Fields
Action taken:
Done!
Not applicable
Missed!
4
Obtain a clear title to the property
Form Fields
Action taken:
Done!
Not applicable
Missed!
5
Coordinate with the lender to ensure the loan is approved and funds are disbursed
Form Fields
Action taken:
Done!
Not applicable
Missed!
6
Obtain homeowner's insurance policy
Form Fields
Action taken:
Done!
Not applicable
Missed!
7
Review closing costs and verify they are accurate
Form Fields
Action taken:
Done!
Not applicable
Missed!
8
Review the HUD-1 settlement statement
Form Fields
Action taken:
Done!
Not applicable
Missed!
9
Schedule final walk-through of the property
Form Fields
Action taken:
Done!
Not applicable
Missed!
10
Arrange for utilities to be transferred or disconnected
Form Fields
Action taken:
Done!
Not applicable
Missed!
11
Notify the post office of the change of address
Form Fields
Action taken:
Done!
Not applicable
Missed!
12
Review and sign all closing documents
Form Fields
Action taken:
Done!
Not applicable
Missed!
13
Arrange for funds for closing to be wired or brought in certified funds
Form Fields
Action taken:
Done!
Not applicable
Missed!
14
Obtain any necessary licenses or permits
Form Fields
Action taken:
Done!
Not applicable
Missed!
15
Obtain final inspection report and approve
Form Fields
Action taken:
Done!
Not applicable
Missed!
16
Obtain any necessary certificates of occupancy
Form Fields
Action taken:
Done!
Not applicable
Missed!
17
Obtain keys to the property and any garage door openers
Form Fields
Action taken:
Done!
Not applicable
Missed!
18
Verify property taxes are current and paid
Form Fields
Action taken:
Done!
Not applicable
Missed!
19
Verify HOA fees are current and paid
Form Fields
Action taken:
Done!
Not applicable
Missed!
20
Obtain a copy of the warranty deed
Form Fields
Action taken:
Done!
Not applicable
Missed!
21
Review and sign the deed of trust/mortgage
Form Fields
Action taken:
Done!
Not applicable
Missed!
22
Obtain a copy of the title insurance policy
Form Fields
Action taken:
Done!
Not applicable
Missed!
23
Review and sign any necessary lien releases
Form Fields
Action taken:
Done!
Not applicable
Missed!
24
Obtain a copy of the mortgage note
Form Fields
Action taken:
Done!
Not applicable
Missed!
25
Obtain a copy of the bill of sale
Form Fields
Action taken:
Done!
Not applicable
Missed!
26
Obtain a copy of the final closing statement
Form Fields
Action taken:
Done!
Not applicable
Missed!
27
Obtain any necessary title work
Form Fields
Action taken:
Done!
Not applicable
Missed!
28
Obtain any necessary surveys
Form Fields
Action taken:
Done!
Not applicable
Missed!
29
Obtain any necessary homeowner's association documents
Form Fields
Action taken:
Done!
Not applicable
Missed!
30
Obtain any necessary tax documents
Form Fields
Action taken:
Done!
Not applicable
Missed!
31
Update your records with the new property ownership information
Form Fields
Action taken:
Done!
Not applicable
Missed!
32
Provide the buyer with a list of local services (utilities, schools, etc.)
Form Fields
Action taken:
Done!
Not applicable
Missed!
33
Provide the buyer with a copy of the user manual for any appliances or systems
Form Fields
Action taken:
Done!
Not applicable
Missed!
34
Provide the buyer with contact information for any necessary warranties
Form Fields
Action taken:
Done!
Not applicable
Missed!
35
Provide buyers with a list of local inspectors and contractors
Form Fields
Action taken:
Done!
Not applicable
Missed!
36
Review and sign any necessary change of ownership documents
Form Fields
Action taken:
Done!
Not applicable
Missed!
37
Review and sign any necessary property transfer documents
Form Fields
Action taken:
Done!
Not applicable
Missed!
38
Review and sign any necessary transfer of security deposit documents
Form Fields
Action taken:
Done!
Not applicable
Missed!
39
Obtain any necessary HOA transfer fees
Form Fields
Action taken:
Done!
Not applicable
Missed!
40
Obtain any necessary transfer taxes
Form Fields
Action taken:
Done!
Not applicable
Missed!
41
Notify appropriate parties of the sale (such as mortgage company, insurance company, etc.)
Form Fields
Action taken:
Done!
Not applicable
Missed!
42
Provide the seller with a list of items left on the property
Form Fields
Action taken:
Done!
Not applicable
Missed!
43
Provide the seller with a list of items removed from the property
Form Fields
Action taken:
Done!
Not applicable
Missed!
44
Obtain any necessary receipts for repairs or improvements made to the property
Form Fields
Action taken:
Done!
Not applicable
Missed!
45
Obtain any necessary receipts for cleaning or staging services.
Form Fields
Action taken:
Done!
Not applicable
Missed!
46
Review any necessary lease agreements or rental contracts
Form Fields
Action taken:
Done!
Not applicable
Missed!
47
Review any necessary property management agreements
Form Fields
Action taken:
Done!
Not applicable
Missed!
48
Review any necessary property maintenance agreements
Form Fields
Action taken:
Done!
Not applicable
Missed!
49
Obtain any necessary transfer of keys to property management or leasing agent
Form Fields
Action taken:
Done!
Not applicable
Missed!
50
Obtain any necessary receipts for commission payments
Form Fields
Action taken:
Done!
Not applicable
Missed!
51
End of a template.
