Pre Closing Checklist

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

3

Test the functioning of appliances, HVAC systems, etc.

4

Ensure resolved agreements from the home inspection

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

5

Prepare funds transfer method for the closing amount

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