Free Pre Closing Checklist Template
Closing Checklist
Designed by:
[YOUR NAME]
Purpose:
This checklist is designed to be completed before the actual closing, providing a structured approach to verify that all necessary preparations, legal obligations, and logistical details have been addressed and serves as a valuable tool to minimize oversights and facilitate a seamless closing process.
Agreement Review
This section focuses on reviewing the purchase agreement to ensure accuracy and compliance.
|
No |
Activities |
Status |
|
1 |
Thoroughly read the purchase agreement |
|
|
2 |
Double-check the property's details in the agreement |
|
|
3 |
Ensure the agreed price & terms are correct |
|
|
4 |
Review closing date and timeframe |
|
|
5 |
Check contingency clauses |
|
Financing Confirmation
This segment addresses the verification of financing details and ensuring funds are in place.
|
No |
Activities |
Status |
|
1 |
Verify mortgage approval |
|
|
2 |
Confirm down-payment amount |
|
|
3 |
Prepare the final amount for closing costs |
|
|
4 |
Ensure Assurance of funds availability |
|
|
5 |
Reconfirm interest rates and loan terms |
|
Final Walkthrough and Inspection
In this division, tasks necessary for a final walkthrough and property inspection are laid out.
|
No |
Activities |
Status |
|
1 |
Schedule the final walkthrough |
|
|
2 |
Check for any undisclosed damage |
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|
3 |
Test the functioning of appliances, HVAC systems, etc. |
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4 |
Ensure resolved agreements from the home inspection |
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5 |
Assess the cleanliness and condition of the property |
|
Documentation Preparation
This section highlights tasks associated with the preparation and verification of essential documentation.
|
No |
Activities |
Status |
|
1 |
Prepare your ID and Social Security Number |
|
|
2 |
Gather all mortgage-related documents |
|
|
3 |
Obtain proof of homeowners insurance |
|
|
4 |
Keep a copy of the contract and any addendums |
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|
5 |
Prepare funds transfer method for the closing amount |
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