REQUIRED TO OPEN TITLE 

These checklists were created to assist buyer’s and seller’s

INFORMATION NEEDED TO OPEN TITLE & CLOSE THE TRANSACTION  for 
agents and buyers expedite  their orders. 

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.

© 2021 by Polk County Abstract, Inc.

802 N. Washington

Livingston, Texas 77351

Phone: 1.936.327.2496