Don't Pack Your Important Documents!

Real Estate Agent with Keller Williams Santa Fe 40056

In my pre-listing and listing presentation, I include the standard "Tips for Moving" page on which I list moving resources and tips. One of the sentences reminds clients to be sure to keep their important documents with them when making their move, especially in the event that selling one home will coincide with getting qualified for a loan and/or closing on another. 

Having that information in my listing package is one thing. I've learned that I also need to reiterate it to both buyers and sellers as we get closer to closing dates. 

It's tax time, and two of my recent buyers are scrambling through their storage and boxes to locate their 1099s and W-2s. We're going under contract on another deal with a seller, and they can't locate their trust documents. They think they might be in that stack of boxes in the garage.

Obviously these clients can all call various entities (their employer, attorney, etc) and get copies of those documents. However, wouldn't it be nice if I was the hero who had reminded them again and again to keep those important documents out of moving boxes?

I'm making a note, and I'm writing this article, to remind both sellers and buyers out there to create a very safe corner in your office or home where you can set aside any documents that might be essential at tax time or for getting your loan funded or your sale closed.

This is important advice for me personally as I'm about to list my own home and begin the packing process. And it will save us from some headaches and chaos in coming months.



Posted by

Bunny Terry

Keller Williams Santa Fe

130 Lincoln Avenue, Suite K

Santa Fe, New Mexico 87501


Comments (5)

Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Hi Bunny

This is such smart advice. There is always some scrambling in a move to find things but looking for important paperwork is not something you want to mess around with when this information is needed, especially if you do not have your documents digitized.

Have a great weekend!


Mar 24, 2017 09:26 AM
Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

  What great advice!  I did a blog post about "moving day".   I need to go update it, and add this thought, thank you.

May 29, 2017 06:06 AM
Debb Janes EcoBroker and Bernie Stea JD
ViewHomes of Clark County - Nature As Neighbors - Camas, WA
REALTORS® in Clark County, WA

Hi Bunny, hope you're staying busy with real estate. Would love to see an updated post from you.  This is such a helpful post about the  dreaded "moving day." :) 

Oct 26, 2017 06:56 AM
Ricardo Mello
Manhattan Miami Real Estate - Manhattan, NY
Manhattan & Miami Real Estate Agent

Great advice Bunny!

Jan 23, 2019 08:41 AM