Real Estate Closing Guidelines

Browse This Checklist When You're Buying a Home

In order to close a real estate purchase, there are a number of tasks to be completed and a number of documents to be prepared by you, your lender, settlement agent, and closing agency.

We hope that the checklist below will help you ensure a smooth and easy process. Call C&C Title & Settlement, LLC for a FREE consultation on property purchase closing!

Property Purchase Closing Checklist

• Prior to and during your property search:
• Get the pre-approval done by working with your lender
• On acceptance of the final contract:
• A copy of the contract and your contact information must be submitted to the lender and to our office, either by you or your real estate agent
• We'll then send out an information sheet for you to fill out and get back to us within a couple of days
• Once you submit the sheet, the deed will be ordered the way you want it
• A survey quote is ordered, if requested by you
• Ensure that you get a home inspection done at this stage
• Simultaneously, an inspection addendum for any items that need fixing must be noted and submitted to the seller for the repair process
• Two weeks before closing:
• Follow up with your lender to ensure that closing is on schedule
• If it is, schedule your move into the new house and arrange for utility transfers
• A change of address at the post office is appropriate at this stage
• A couple of days before closing:
• We will contact you at this time; if not, you can contact us to schedule the closing date and time
• Day before closing
• Inspect the home with your agent to ensure that all suggested repairs have been made and that the home is in the same order as mentioned in the contract
• Acquire certified funds for closing
• Day of closing
• Bring the certified funds
• Bring a photo ID for anyone that is on the deed and / or borrowers
• Bring any other documents specified by your lender