Real Estate Agent Closing Checklist

 

  • Contract with all addenda sent to Settlement Ink with Settlement Information Sheet (PDF)
  • EMD deposited with escrow agent
  • Schedule Settlement- date/time
  • Condo/HOA Documents –Delivered to Buyer for review
  • Home Inspection; if any adjustments send addendum to Settlement Ink and Lender selected and all parties notified
  • Radon Inspection
  • Lead/Mold Inspection
  • Lender Selected- all parties notified
  • Appraisal –appointment for access, confirm contract value
  • Well/Septic Inspection/Certifications – delivered to lender/Settlement Ink
  • Hazard Insurance –buyer has finalized and sent to lender/Settlement Ink
  • Termite Report –Completed and sent to lender/Settlement Ink
  • Home Warranty- Company Selected; invoice to Settlement Ink
  • Post Settlement Occupancy –Agreement completed and brought to settlement
  • Commitment – received from lender and distributed to parties
  • Overage Check –Ordered and brought to Settlement Ink
  • Settlement Statement – review draft prior to closing; call with any adjustments
  • Final Walk Thru Scheduled
  • Settlement at Settlement Ink
  • Turn in final settlement statement and broker check
  • Post Occupancy Walk Thru; if applicable
  • Final Walk Thru Addendum – to Settlement Ink to release security deposit

What Clients Say

Sheila

Joy I am all settled into my new home. Thanks to you and Dave I am a homeowner. Yea! Thanks to you & your team for all your hard work. It was so nice to meet you. Best Wishes Always. Sheila arrow_icon

Trian

To Settlement Ink, This is an amazing team that worked to make a dream possible. Thank you for always going above and beyond! Love, Trian

Paula

Joy, Thank you so much for making the settlement of Conestoga Way so easy! It is always such a pleasure to do business with you, you are thorough, professional and you make every case I’ve ever brought you so much a pleasure to close.  I only wish the whole process went as smoothly! Thank you again Joy- You are a “Pro”. All of settlement pros is wonderful as well. Many thanks Paula