Real Estate Closing Checklist Form PDF Details

Are you in the process of buying or selling a home? If so, you'll need to be familiar with the real estate closing process. A real estate closing checklist can help ensure that everything goes smoothly at closing. This form can help you keep track of the documents and items that need to be completed or addressed prior to closing. Using a checklist can help reduce stress and make the Closing process less confusing. If you're unsure about what needs to be done before Closing, talk to your Realtor or Attorney. They should be able to provide you with a detailed list of what needs to be done, and when it needs to happen.

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QuestionAnswer
Form NameReal Estate Closing Checklist Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesreal estate closing checklist, transaction coordinator contract to close checklist, real estate transaction checklist, real estate transaction checklist templates

Form Preview Example

CLOSING CHECKLIST

PROPERTY ADDRESS

 

 

 

 

 

LISTING COMPANY

 

SELLING COMPANY

SALESAGENT

 

SALESAGENT

 

SELLER

 

 

BUYER

 

 

 

 

 

 

 

SELLER'S ATTORNEY

 

BUYER'S ATTORNEY

 

 

 

 

 

 

 

 

 

 

 

* DO NOT FORGET TO NOTIFY OUT-OF-STATE SELLERS OF THE NON-RESIDENT

 

 

 

 

INCOME WITHHOLDING TAX *

_____1.

EARNEST MONEY CHECK

 

 

 

 

 

_____A. Deposited/Date

 

 

 

 

 

 

_____B. Transfer to Closing Attorney

 

 

 

 

 

_____C. Other

 

 

 

 

 

_____2.

MULTIPLE LISTING SERVICE

 

 

 

 

 

Computer

Forms

 

_____A. Contingency Pending

_____A. Change of Status

 

_____B. Pending

_____B. Other

 

_____C. Sold

 

 

 

 

_____3.

PUT UP SOLD SIGN

 

 

 

 

_____4.

REMOVE LOCK BOX

 

 

 

 

_____5.

ORDER TERMITE INSPECTION

 

 

 

 

 

_____A. Transfer Termite Bond Protection

 

_____B. Pest Control Protection

 

 

 

 

 

_____C. Other

 

 

 

 

 

_____6.

PROPERTY INSPECTION (Order any repairs needed)

 

_____A. Appliances

_____F. Roof

 

_____B. Furniture

_____G. Miscellaneous Convey Items

 

_____C. Window Treatments

_____H. Removal of Non-Convey

 

_____D. Plumbing

_____I. Other

 

_____E. Electric

 

 

 

 

_____7.ARRANGE TRANSFER OF UTILITIES, ETC.

 

UTILITY

COMPANY

CONTACT

DATE

 

 

 

 

 

 

Electricity

 

 

 

 

 

 

 

 

 

Water

 

 

 

 

 

 

 

 

 

Sewer/Septic Tank

 

 

 

 

Tap Fee

 

 

 

 

Impact Fee

 

 

 

 

Septic Tank

 

 

 

 

Approval

 

 

 

 

 

 

 

 

 

Cable TV

 

 

 

 

 

 

 

 

 

Telephone

 

 

 

 

 

 

 

 

 

Garbage

 

 

 

 

 

 

 

 

 

Gas

 

 

 

 

 

 

 

 

 

Mail

 

 

 

 

 

 

 

 

 

Security

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 350 PAGE 1 OF 2

_____8.

INSURANCE

 

 

 

 

 

 

 

 

 

 

 

AGENCY

 

 

 

 

CONTACT

DATE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Flood

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Wind, Storm, & Hail

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fire (Hazard)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

____9. LOAN APPLICATION

 

 

 

 

 

 

 

 

 

 

 

COMPANY

 

PROCESSOR

DATE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Loan Assumption

 

 

 

 

 

 

 

 

 

 

 

 

 

Prorate Interest

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Mortgage

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Second Mortgage

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

____10.

ORDER DEED PREPARATION

 

 

 

 

 

 

 

 

_____A. Name as it should appear on deed

 

 

 

 

 

 

 

 

 

_____B. Does Seller want Buyer's Attorney to prepare deed?

 

 

 

 

_____C. Does Buyer want Title Insurance?

 

 

 

 

 

 

 

 

_____11.

ORDER SURVEY

 

 

 

 

 

 

 

_____12.

RENTAL INFORMATION

 

 

 

 

 

 

 

 

_____A. Sign Management Agreement/or Withdraw From Rental Program

 

 

 

_____B. Sign Interest Agreement

 

 

 

 

 

 

 

 

_____C. Lock Box Agreement for Buyer

 

 

 

 

 

 

 

 

_____D. Refund Lock Box Fee to Seller

 

 

 

 

 

 

 

 

_____E. Check with Bookkeeper for Outstanding Bills

 

 

 

_____13.

CONDOMINIUMS

 

 

 

 

 

 

 

 

_____A. Notify Home Owners Association

 

 

 

 

 

 

 

 

_____B. Transfer Name and Address

 

 

 

 

 

 

 

 

_____C. Outstanding Balance/Prorated Rents

 

 

 

 

 

 

 

 

_____D. Transfer Rent Securities

 

 

 

 

 

 

 

_____14.

REVIEW SALES CONTRACT TO BE SURE ALL CONTINGENCIES HAVE BEEN MET

_____15.

SELLER SIGN LEASE AGREEMENT IF REMAINING IN HOUSE/CONDO

 

 

_____16.

CLOSING STATEMENT REVIEW

 

 

 

 

 

 

 

 

_____A. Check Addition and Subtraction

 

 

 

 

 

 

 

 

_____B. Transfer Rent Securities

 

 

 

 

 

 

 

 

_____C. Interest Prorated

 

 

 

 

 

 

 

 

_____D. Earnest Money Transferred to Closing Attorney

 

 

 

 

_____E. Go over Closing Statement with Buyer

 

 

 

 

 

 

 

 

_____F. Go over Closing Statement with Seller prior to Closing

 

 

 

 

_____G. Termite Inspection fee

 

 

 

 

 

 

 

 

_____H. Reminder: Signed Agency Disclosure

 

 

 

 

 

 

 

_____17.

KEYS

 

 

 

 

 

 

 

 

_____A. Get Keys from Seller

 

 

 

 

 

 

 

 

_____B. Give Keys to Buyer

 

 

 

 

 

 

 

 

 

 

AFTER THE CLOSING

 

 

 

_____1.THANK YOU LETTERS TO BUYER AND SELLER. PERIODIC FOLLOW UPS ARE NICE!

 

 

_____2.

DISBURSE FUNDS

 

 

 

 

 

 

 

 

_____A. Selling Agent

 

 

 

 

 

 

 

 

_____B. Listing Agent

 

 

 

 

 

 

 

 

_____C. Referral

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The foregoing form is available for use by the entire real estate industry. The use of the form is not intended to identify the user as a REALTOR®. REALTOR® is the registered collective membership mark which may be used only by real estate licensees who are members of the NATIONAL ASSOCIATION OF REALTORS® and who subscribe to its Code of Ethics. Expressly prohibited is the duplication or reproduction of such form or the use of the name "South Carolina Association of REALTORS®" in connection with any written form without the prior written consent of the South Carolina Association of REALTORS®. The foregoing form may not be edited, revised, or changed without the prior written consent of the South Carolina Association of REALTORS®.

© 2002 South Carolina Association of REALTORS®. 01/02

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