Contract-To-Close Package
- Review contract for completion – note any special items – obtain missing signatures, initials
- Confirm option money & earnest money receipted on contract
- Ensure Information About Brokerage Services and lender pre-approval letter received
- Email client copy of contract
- Confirm inspections scheduled & inspector has CBS code
- Confirm listing agent/ seller knows about inspection date and time
- Coordinate resale cert/ HOA docs with title per deadline in contract (if applicable)
- Review fully executed amendment for completion & obtain missing initials, etc
- Send amendment to other agent, title, and lender
- Title commitment reviewed – verify names, legal & check Sched C for title issues
- Review resale cert – confirm no issues (if applicable)
- Confirm resale cert/ HOA docs delivered to buyer per contract (if applicable)
- Coordinate survey with lender and title (new or existing per contract)
- Schedule closing & email buyer “closing email” w/ title co address, reminder to bring ID & certified funds to closing
- Confirm buyer’s loan approval with lender and appraisal done and met value with lender
- Confirm buyer’s insurance to title
- Repair receipts in file per amendment – obtain from listing agent & email copies to buyer/agent
- Order home warranty
- Confirm title received agent’s commission disbursement authorization from office
- Mark calendar to email buyer two weeks before closing to set up utilities
- Review HUD & email agent & buyer along w/ directs to title, name of closer and closing time
- Obtain copy of final HUD
- Update MLS with “Sold” information (if applicable)
- Send CD with all file documents to agent
If you would like a service that is not on the list, I would be happy to meet with you and discuss a customized service package.