Real estate closing checklist template 2026

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  1. Click ‘Get Form’ to open the real estate closing checklist template in the editor.
  2. Begin by entering the property address, listing company, and selling company details at the top of the form. This sets the context for your closing process.
  3. Fill in the names of the sales agents, seller, buyer, and their respective attorneys. Ensure accuracy as this information is crucial for legal documentation.
  4. Proceed to section 1 regarding earnest money. Document whether it has been deposited and note any relevant dates or transfers to the closing attorney.
  5. Continue through each checklist item methodically. For example, under 'Order Termite Inspection', specify if a transfer of termite bond protection is needed.
  6. For utility arrangements, list each utility company along with contact details and dates for transfer to ensure a smooth transition post-closing.
  7. Finally, review all entries for completeness and accuracy before saving or sharing your completed checklist.

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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.
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.

People also ask

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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