REQUIRED TO OPEN TITLE 

Buyer’s Agent Real Estate Transaction Checklist:

 

• Upon delivery of signed earnest money contract, please provide:

  • Buyer’s mortgage company name, loan officer/processor names, telephone/fax numbers and email addresses.

  • Buyer’s insurance agent name, phone/fax and email address.

  • Your commission disbursement authorization, if applicable.

• Upon receipt of the Title Commitment, review Schedule C for any issues that must be resolved prior to closing. Please provide relevant documentation and/or contact names, numbers and email addresses.

• Schedule your closing appointment at least one week in advance.

• Buyer and closer will need all closing instructions and loan documents at least 24 hours prior to closing.

• Remind the buyer to bring a cashier’s check and two forms of identification to the closing.

Seller’s Agent Checklist:

 

• Upon delivery of signed earnest money contract, please provide:

  • Seller’s existing loan payoff information, including mortgage company name, loan number, telephone/fax numbers and social security number(s).

  • A copy of the listing agreement.

  • Your commission disbursement authorization, if applicable.

• Upon receipt of the Title Commitment, review Schedule C for any issues that must be resolved prior to closing. Please provide relevant documentation and/or contact names, numbers and email addresses.

• Provide a copy of the existing survey if it is to be used for closing.

• Advise the closer of the name of the Home Warranty company, as well as the person responsible for ordering such. 

• Fax or email copies of repairs and/or other invoices to be paid “out of closing” prior to closing.

• Call the day prior to confirm your closing time.