Real Estate Closing Documents Checklist
Discover our Real Estate Closing Documents Checklist, an indispensable tool tailored for real estate agents. Designed to facilitate the closing process, this checklist enables direct upload of information and documents by buyers and sellers through shareable links. Customize it once to align with your business needs, and use it efficiently for multiple transactions with minimal adjustments. Get started by clicking 'Save as Template' and make it a staple in your transaction toolkit.
For Buyers
Buyer Information
Full Name
Contact Number
Email Address
Current Residential Address
Loan Documents (If Applicable)
Loan Application Form
Drag & drop a file or click here
Mortgage Pre-approval Letter
Drag & drop a file or click here
Credit Report
Drag & drop a file or click here
Proof of Income
Pay Stubs, W-2s, etc.
Drag & drop a file or click here
Bank Statements
Drag & drop a file or click here
Offer and Agreement
Initial Offer Document
Drag & drop a file or click here
Signed Purchase Agreement
Drag & drop a file or click here
Counteroffer Documents
Drag & drop a file or click here
Inspections and Appraisals
Home Inspection Report
Drag & drop a file or click here
Pest Inspection Report (if applicable)
Drag & drop a file or click here
Appraisal Report
Drag & drop a file or click here
Insurance and Warranties
Homeowners Insurance Policy
Drag & drop a file or click here
Title Insurance Policy
Drag & drop a file or click here
Home Warranty Information
Drag & drop a file or click here
Legal and Compliance
Government-Issued Identification
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Disclosure Statements
Property Condition, Lead-Based Paint, etc.
Drag & drop a file or click here
Closing Disclosure
Drag & drop a file or click here
Closing Process
Final Closing Statement
Drag & drop a file or click here
Transfer of Funds Proof
Down Payment, Closing Costs, etc.
Drag & drop a file or click here
Property Deed
Drag & drop a file or click here
For Sellers:
Seller Information
Full Name
Contact Number
Email Address
Forwarding Address
Property Details
Property Address
Type of Property
Apartment, House, Condo, etc.
Year of Construction
List of Renovations or Repairs
Listing and Marketing Documents
Original Listing Agreement
Drag & drop a file or click here
Marketing Materials
Flyers, Online Listings, etc.
Drag & drop a file or click here
Offer and Negotiation
Buyer's Offer Document
Drag & drop a file or click here
Counteroffer Documents (if any)
Drag & drop a file or click here
Inspections and Reports
Property Inspection Reports
Drag & drop a file or click here
Pest Inspection Reports (if applicable)
Drag & drop a file or click here
Legal and Compliance
Property Title or Deed
Drag & drop a file or click here
Mortgage Payoff Information
Drag & drop a file or click here
Disclosure Forms
Property Condition, Lead-Based Paint, etc.
Drag & drop a file or click here
Closing Process
Closing Statement
Drag & drop a file or click here
Bill of Sale
Drag & drop a file or click here
Transfer Tax Receipts
Drag & drop a file or click here
What is this Template
This Real Estate Closing Documents Checklist is a meticulously designed tool intended to streamline the real estate closing process. It provides a detailed outline of all necessary documents and information required for a smooth transaction closure. This checklist is a digital solution, ensuring that all parties have clarity on what is needed, reducing the likelihood of missed or incorrect documentation, and thereby minimizing delays in the closing process.
Who is it For
This checklist is primarily crafted for real estate agents, who play a pivotal role in coordinating and finalizing property transactions. It's equally valuable for both experienced agents and those new to the industry, providing a standardized procedure that enhances efficiency and accuracy. The checklist's adaptability also makes it a useful resource for buyers and sellers, who can contribute directly to the document collection process.
What Does it Cover
The checklist covers an extensive array of documents and information necessary for closing a real estate transaction. For sellers, it includes property-related documents, legal compliance forms, and financial records. For buyers, it encompasses financing documents, insurance policies, and various agreements and disclosures. Each section is tailored to the specific needs of buyers or sellers, ensuring all relevant information is captured.
How to Use It
This checklist is adaptable for use in various scenarios:
- As the Agent: Use the full checklist to manage and oversee the entire document collection process yourself for both buying and selling sides. This centralized approach ensures that you, as the agent, maintain comprehensive oversight of all documentation.
- As a Buyer's Agent: Extract the buyer-specific section from the checklist and create a separate, focused checklist. This tailored checklist can then be shared with the buyer via a link, allowing them to input their information and upload necessary documents directly.
- As a Seller's Agent: Similarly, create a seller-specific checklist by selecting the relevant part of the main checklist. Share this customized checklist with the seller for direct document and information submission.
Getting Started
- Save as Template: Initially, save the comprehensive checklist as a template in your account. You can save multiple times (as agent, for buyer, for seller) according to your approach.
- Customize for Specific Roles: Depending on your role as a buyer's or seller's agent, tailor the checklist by extracting the relevant sections. This creates a focused checklist specific to the needs of either the buyer, the seller or both.
- Share with Buyers/Sellers: Use the sharing feature to send the customized checklist to the respective party. This allows buyers and sellers to directly contribute to the document collection process, enhancing efficiency and engagement.
- Monitor Progress: Regularly check the shared checklist to monitor progress and follow up as necessary to ensure all documents are submitted timely and correctly.
- Secure and Organize: All collected documents and data are securely stored within the app, ensuring easy access, organization, and reference throughout the transaction process.
By utilizing this approach, agents can effectively manage their role in the real estate closing process, whether working with buyers or sellers, and ensure a smooth and streamlined transaction.