Real estate closing checklist template 2026

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  1. Click ‘Get Form’ to open the real estate closing checklist template in our editor.
  2. Begin by entering the property address, listing company, and both selling and buying agents' details at the top of the form. This sets a clear context for your checklist.
  3. Proceed to fill in the seller and buyer information along with their respective attorneys. Ensure accuracy as this is crucial for legal documentation.
  4. For each item listed under the checklist, mark off completed tasks such as 'Earnest Money Check' and 'Order Termite Inspection'. Use our platform's checkbox feature for easy tracking.
  5. In sections requiring utility transfers, input the utility companies, contact details, and dates. This ensures a smooth transition for new homeowners.
  6. Review all entries carefully before finalizing. Utilize our editor’s features to make any necessary adjustments or additions.

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With DocHub, it’s pretty simple. The platform offers users an add-on called DocHub for Gmail, which you can locate in the Google Workspace Marketplace free of charge. Install it and grant it access to your Google account. Open your email with your printable real estate transaction checklist templates attached and click on the add-on button in the right-side panel. Log in to your DocHub account, and import the file to our editor, where you can complete it and sign.

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Closings traditionally require a cashiers check in order to cover your closing costs and cash to close, which is the real estate term encompassing your down payment, closing costs, and reimbursement for prepaid expenses.
10 Steps to Closing on a House Offer and Acceptance. Open an Escrow Account. Conduct a Title Search and Obtain Title Insurance. Schedule a Home Inspection. Negotiate Closing Costs. Secure Financing. Review All Documents. Conduct a Final Walk-Through.
Lenders typically do last-minute checks of their borrowers financial information in the week before the loan closing date, including pulling a credit report and reverifying employment. You dont want to encounter any hiccups before you get that set of shiny new keys.

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Bring identification and funds If you did conduct a wire transfer, bring proof of the transfer. Your checkbook in case there are any last-minute changes to the amount you will pay at closing. Proof of homeowners insurance. The Closing Disclosure you received from your lender beforehand.

real estate transaction checklist pdf