Title Page

  • Conducted on

  • Prepared by

  • Location


  • Contract Date

  • Survey Date

  • Option Period Date

  • Closing Date

  • Possession Date and Time

  • Financing Date

  • HOA Docs (If Applicable)

  • Exclusion

  • Earnest Money Amount

  • Home Warrant Allowance

  • Special Provision

  • Seller Paid Closing Cost

  • Objections


  • Set up dates of Contract in Checklist

  • Submit Contract and Earnest Money to Title Company

  • Deliver Option Money To Selling Agent

  • Schedule Inspections for Buyer

  • Obtain or set date for Survey

  • Will buyer attend closing?

  • Buyer to complete Loan Application

  • Perform Inspections & Request repairs within Option Period

  • Schedule closing time with Title Company

  • Request Repair Receipts

  • Remind buyer to get Insurance

  • Set up buyer with Utility Concierge

  • Receive credit Approval

  • Receive HOA Docs (if applicable)

  • Set up walk thru

  • Make sure buyer has valid ID to close

  • Receive and balance HUD-1

  • Attend Closing

  • Follow up funding

Sign Off

  • Name and Signature

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