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Closing disclosure

Buyer Information

Verify buyer's name, contact details, and identification

Confirm buyer's loan information, including loan type, interest rate, and term

Ensure accuracy of buyer's credit score and any applicable credit adjustments

Seller Information

Verify seller's name, contact details, and identification

Confirm seller's loan information, if applicable

Ensure accuracy of seller's payoff amount and any outstanding liens

Provide seller with a copy of the Closing Disclosure

Record seller's signature on the Closing Disclosure

Confirm seller's confirmation of closing date and estimated closing time

Ensure funds are wired or delivered to seller in accordance with the closing instructions

Record seller's release of rights to the property

Notify seller of any post-closing responsibilities

Property Information

Confirm property address, legal description, and any associated parcel numbers

Verify property's current market value and appraised value

Ensure accuracy of property taxes, insurance, and any homeowner association fees

Loan Information

Verify loan amount, loan term, and interest rate

Confirm any loan origination fees, points, or other charges

Ensure accuracy of any prepaid interest, escrow payments, or mortgage insurance

Closing Cost Details

Verify all closing costs, such as attorney fees, title insurance, and appraisal fees

Confirm any lender credits or seller concessions

Ensure accuracy of any escrow deposits or prepaid items

Loan Estimate Comparison

Compare the Closing Disclosure to the previously provided Loan Estimate

Verify any changes in loan terms, costs, or fees

Ensure accuracy of any revised loan estimates or adjustments

Loan Calculations

Verify the total loan amount, including principal and interest

Confirm the finance charge, including any points or prepaid interest

Ensure accuracy of the annual percentage rate (APR) and total interest percentage (TIP)

Other Disclosures

Confirm the presence of any special disclosures, such as adjustable rate features or negative amortization

Ensure accuracy of any required loan assumptions or contingencies

Verify any additional disclosures related to the loan or property

Contact Information

Provide contact details for all parties involved in the closing process, including lenders, attorneys, and real estate agents

Ensure accuracy of contact information for any required post-closing support

Signatures and Dates

Verify that all required parties have signed the Closing Disclosure

Confirm the date of the closing and any associated deadlines or contingencies

Ensure accuracy of all signatures and dates on the document

Delivery and Receipt

Confirm the method of delivery for the Closing Disclosure

Verify that the buyer has received the Closing Disclosure in a timely manner

Ensure accuracy of any delivery confirmation or receipt documentation

Note: This is a general checklist for a Closing Disclosure in a real estate transaction. It may vary based on specific state laws, lender requirements, and individual circumstances. It is recommended to consult with a real estate professional or attorney for a comprehensive and accurate checklist tailored to your situation.

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