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sales closure checklist

Pre-Closing Preparation

Confirm all necessary documentation is complete and accurate.

Review the purchase agreement and ensure all contingencies are met.

Verify that all inspections and appraisals have been conducted.

Ensure financing is in place and ready for closing.

Schedule a final walkthrough with the buyer.

Communication with Stakeholders

Notify all parties involved (buyer, seller, agents, lawyers) of the closing date and time.

Confirm that all parties have received and reviewed the closing disclosure.

Discuss any last-minute concerns or questions with the buyer and seller.

Coordinate with the title company to prepare closing documents.

Final Checks

Ensure all required signatures are obtained on closing documents.

Confirm that the earnest money deposit has been applied appropriately.

Review the final settlement statement for accuracy.

Check that all necessary funds are available for closing.

Post-Closing Actions

Provide the buyer with keys, access codes, and any necessary information for the property.

Ensure that the deed is recorded with the appropriate government office.

Send a thank-you note to the buyer and seller for their business.

Follow up to address any post-closing questions or issues that may arise.

Documentation and Compliance

Store all closing documents securely in compliance with regulations.

Update the real estate agency's records to reflect the closed transaction.

Prepare a summary report of the transaction for internal review.

Ensure compliance with local, state, and federal real estate laws.

Feel free to adjust or expand on any section as needed!

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