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Your Client’s 10 Days til Closing Checklist

By
Real Estate Agent with eXp Realty of California, Inc. CA DRE #01490977

A 10 Days til Closing Checklist for Buyers and Sellers

 

Getting to closing is a huge task – it’s emotional , as well as a time period filled with lots of tasks to be accomplished in order for closing to occur successfully.

 

Are YOUR clients prepared?

 

At the recent CRS Sellabration in Orlando I attended a session with Debbie Yost, where the focus was on systems to make your business run more smoothly and create the best experience for your clients.

 

10 Days to Closing ChecklistOne of the take-a-ways for me was the focus on the 10 Days to Closing...that intense time period when there is so much happening, lots of emotions, and plenty of things that need to be accomplished by sellers and buyers before closing occurs.

 

A terrific system to have in place for your clients’ is a 10 Days to Closing Checklist, with a list of everything that has to occur in that final time period, in chronological order (it may not quite be 10 days, depending on the process you follow in your area, and the circumstances of your transaction, but you get the idea).

 

Not only is this checklist a great way to keep you on track with all that needs to happen, but it also outlines the tasks your buyers or sellers need to accomplish as they march toward the closing door to make sure there is nothing uncovered. We all spend time talking to and emailing our sellers and buyers, but why not also provide a checklist to help them keep on target? And it’s another way to show you care.

 

You have been through this process many times, but could you put a checklist together of everything that is supposed to happen to help your clients succeed? Sure you could…try it. Your clients will appreciate it.

Posted by

Jeff Dowler, CRS
Certified Residential Specialist / Realtor®


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Comments (17)

Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Happy Easter to you Jeff Dowler,  Great information for a checklist,  Hope you have a great day!

Mar 27, 2016 01:15 AM
Michael Jacobs
Pasadena, CA
Pasadena And Southern California 818.516.4393

Good morning, Jeff --- excellent checklist --- I'm going to adapt this to be a part of the package I share with my buyers/sellers unless there is one that has already been created specifically for sellers.  Thanks for sharing.   Bookmarked!

Mar 27, 2016 01:55 AM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Will Hamm 

Happy Easter to you! Thanks for stopping by. Enjoy the rest of your weekend

Jeff

Mar 27, 2016 02:12 AM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Michael Jacobs 

I have one for sellers, and one for buyers. Still finalizing but happy to share - email me

Jeff

Mar 27, 2016 02:13 AM
LUXURYSOCALREALTY COMPASS La Jolla
Compass - La Jolla, CA
San Diego Partner - The Private Client Network

Good Morning Jeff Dowler CRS a 10 day to closing checklist is a phenomenal idea for all.

Mar 27, 2016 02:40 AM
Sheri Sperry - MCNE®
Coldwell Banker Realty - Sedona, AZ
(928) 274-7355 ~ YOUR Solutions REALTOR®

Jeff Dowler CRS - I love the checklist idea.  I try to stay in touch with my clients who are closing but inevitably you can miss something.... Just last week I got a call from escrow saying that a customer hasn't filled out their packet yet! YIKES! Had to make a special trip and walk them through it!!

Mar 27, 2016 02:51 AM
Katerina Gasset
The Gasset Group & Get It Done For Me Virtual Services - Provo, UT
Amplify Your Real Estate & Life Dreams!

Hello, Jeff! This is an interesting read. Thanks for sharing this and I hope you have a pleasant day ahead!

Mar 27, 2016 03:09 AM
Hella M. Rothwell, Broker/Realtor®
Carmel by the Sea, CA
Rothwell Realty Inc. CA#01968433 Carmel-by-the-Sea

Thanks for the checklist, Jeff. Clients tend to get a little anxious right at the end, and this checklist is very important, especially the "Verification of Property Condition." Just reminded a client of mine about that so that we can schedule the final walk-through.

Mar 27, 2016 03:54 AM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Joy Bender 

Thanks! It was a real eye-opener when I heard this. I keep adding to my collection of checklists for buyers and sellers!

Jeff

Mar 27, 2016 04:27 AM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Sheri Sperry - MCNE 

There ARE a lot of details to keep track of.  In addition to my checklists I also have a Transaction Coordinator who helps me keep track of things

Jeff

Mar 27, 2016 04:29 AM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Thanks, Nestor & Katerina Gasset 

I appreciate the compliment. Thanks for stopping by!

Happy Easter!

Jeff

Mar 27, 2016 04:59 AM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Hella M. Rothwell, Broker/Realtor® 

Thanks for the compliment and for your comments. Yep, it's always a busy time and there are plenty of details to take care of.

Enjoy the rest of your weekend!

Jeff

Mar 27, 2016 05:00 AM
Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets
Big Block Realty 858.232.8722 - La Jolla, CA
CEO of Vision Drive Realty - Coastal San Diego

Great checklist Jeff! My checklist additionally includes:

  • remember to cancel current insurance on property sold.
  • Arrange for mail to forward to new address.
  • Change of address announcements to friends & family and
  • update address with all billing & subscriptions.

 

Mar 27, 2016 06:09 AM
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Thomas J. Nelson, Realtor 

These are important things to include as well - thanks

And thank you for the reblog!

Jeff

Mar 27, 2016 10:42 AM
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

Jeff, Great idea.  I use something similar … it’s my marketing schedule for sellers and escrow schedule for buyers. There is so much going on both need a guide and to be reminded many times via emails, text or phone calls. 

Mar 28, 2016 12:53 AM
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

These are important reminders and many sellers havee never done this before and have no idea about the little things that might go unnoticed..

Mar 28, 2016 12:55 AM
Eric Kodner
Madeline Island Realty - La Pointe, WI
CRS, Madeline Island Realty, LaPointe, WI 54850 -

This is an excellent tip that can't be repeated often enough, Jeff. Thanks!

Mar 29, 2016 03:42 PM