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CLOSING CHECKLIST Prop Address: Effective Date Close Date Title Co. Phone: Fax: Contact: Lender Phone: Fax: Contact: FOR USE BY LISTING BROKER FOR USE BY SELLING BROKER Selling Associate: Listing

How to fill out closing checklist - agent

How to fill out closing checklist - agent?

1. Organize all necessary documents and paperwork, such as the sales contract, title deed, and any addenda or amendments.
2. Review the list of required tasks on the closing checklist and ensure that each one is completed accurately and on time.
3. Verify that all necessary parties, such as the buyer, seller, and lender, have signed and initialed all relevant documents.
4. Double-check that all financial aspects, such as the final purchase price, loan information, and closing costs, are accurately reflected in the paperwork.
5. Coordinate with all parties involved to schedule the closing date and time, ensuring that everyone is available and prepared.
6. Conduct a final walkthrough of the property to inspect its condition and confirm that any necessary repairs or obligations have been fulfilled.
7. Make sure that any outstanding fees, such as property taxes or homeowner association dues, are paid and accounted for.
8. Review the HUD-1 settlement statement or closing disclosure form to ensure all financial figures are accurate and all necessary fees are included.
9. Provide copies of all relevant documents to all parties involved, such as the buyer, seller, lender, and title company.
10. Keep detailed records of all actions taken and documents exchanged throughout the closing process for future reference or potential audits.

Who needs closing checklist - agent?

1. Real estate agents or brokers representing either the buyer or seller in a real estate transaction.
2. Mortgage loan officers or lenders involved in a real estate transaction.
3. Title companies or attorneys responsible for overseeing the closing process.
4. Buyers or sellers who want to ensure that all necessary steps are completed and nothing is overlooked during the closing process.
5. Any party involved in a real estate transaction who wants to maintain organized records and adhere to industry best practices.

For pdfFiller’s FAQs

What is closing checklist - agent?

Closing checklist - agent is a document that outlines the necessary steps and information to be completed and reported by the agent during the closing process of a transaction.

Who is required to file closing checklist - agent?

The agent involved in the transaction is required to file the closing checklist.

How to fill out closing checklist - agent?

The agent must carefully review the checklist and provide all requested information and documentation before submitting it.

What is the purpose of closing checklist - agent?

The purpose of the closing checklist is to ensure that all necessary steps are completed, and all required information is reported accurately during the closing of a transaction.

What information must be reported on closing checklist - agent?

The closing checklist typically includes information such as the final purchase price, details of the property, any outstanding issues or contingencies, and signatures from all parties involved.

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