Buyer's Closing Checklist
By Katy Real Estate Expert and Realtor Tim Sojka
Systems are the key to success. Our closing system has been very valuable to us. Here is a copy and we hope this helps you have more successful transactions. We use this in addition to the Keller Williams Checklist (I highly encourage anyone not with KW to at least read the Millionaire Real Estate Agent).
See Tim Sell Team
BUYERS
Closing Checklist
Sold Price: ___________ Close Date: ___________ Option Ends:_____________
Title Co: ______________Officer: _____________ Ph# ____________FAX_______
Other Agent: ____________________Ph# _______________FAX________________
Lender:_________________________Ph#_______________FAX________________
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Copy of Contract to buyer ___Copy of Contract to Title with Earnest $ |
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Option $ to appropriate party ___FAX survey to Title & Lender |
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Copy of Contract to Lender |
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Post option & close dates on board ____ Update Big Book: agent, title, lender |
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Start KW Green Sheet & KW Closing File Checklist |
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Earnest $ receipted ____Option $ receipted |
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Email or call with list of inspectors to buyer |
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Remind buyers to start working on getting Homeowners Insurance |
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Get copy of inspection report ____Amendment to Title Co. & Lender |
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Title Commitment Received ____Order Home Warranty |
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Turn in file to Nasrin with all documentation |
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Email list of utilities/HOA/ MUD info |
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Email Driver's License form to client |
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FAX Disbursement Authorization (DA) to Title Co. |
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Call Lender & get good faith estimate ____Tim go over good faith with client |
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Input closing date in Tim's calendar |
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Schedule Walk-thru |
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Order Lowe's Gift Card |
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Make new home address labels |
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Get HUD from Title Co & Review with client |
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Call clients with directions to Title Co. & how much to bring to close |
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Remind Tim to bring Closing Gift |
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Make copy of HUD & Check - give to Nasrin |
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Put original HUD in clients file & copy of check/check stub in folder/ check to Tim |
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Change clients new address in Top Producer / Remove from Big Book |
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Add to STS After Closing Plan / Move client file to Inactives |
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Prepare Homestead Exemption |
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TP Contact type: Past client |
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If you would like more information about luxury homes in Katy or West Houston from someone who really understands the community, contact Katy Realtor Tim Sojka at 713-822-2152. To shop for a home online go to www.Search-Katy-Homes.com .
All information posted is the intellectual property of Katy Real Estate Agent Timothy Sojka and cannot be republished or used without his written consent.
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