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loan closing checklist

Pre-Closing Checklist

Verify all necessary documents have been collected

Confirm loan terms with borrower

Review final loan estimate with borrower

Schedule closing date and time

Order title search and insurance

Closing Day Checklist

Ensure all parties are present for closing

Review closing documents with borrower

Verify all fees and charges are correct

Sign all necessary documents

Collect any final funds due

Post-Closing Checklist

Record the loan with the appropriate authorities

Provide borrower with copies of all closing documents

Update loan servicing system with new information

Disburse funds to appropriate parties

Send final closing package to borrower

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