After Closing Checklist
After Closing Checklist
General Items
- Schedule a follow-up call with the client to ensure satisfaction
- Gather feedback for future improvements
- Update internal records to reflect the closing status
Documentation
- Confirm all closing documents are signed and dated
- Ensure copies of all documents are provided to all parties
- Verify that title insurance is in place
- Check that the deed is recorded appropriately
- Obtain and review the settlement statement (HUD-1 or Closing Disclosure)
Financial Considerations
- Confirm all funds have been disbursed correctly
- Ensure all outstanding fees and taxes are paid
- Review mortgage documents for accuracy
Property Transition
- Conduct a final walk-through of the property
- Change locks and security codes if necessary
- Set up utility accounts in the new owner's name
- Provide the new owner with keys and access codes
Communication
- Notify relevant parties of the closing completion (agents, lenders, etc.)
- Send a thank-you note to the client
- Provide information on local services and amenities to the new owner
Generated from Panda Checklist
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