Real Estate Transaction Check List Address:_______________________________________ City: _______________ Zip: _______
Seller's Name: ___________________________________________Phone ( ) ____________
Purchase Price:$ ______________________________________ Earnest: $_________________
Closing by: _____________________ Terms: ________________________________________
Title Co.: _____________________________________________________________________
Phone (____)_________________Fax (____)____________________
PRE-CLOSING
[__] Legal Description
[__] Title Check Date:___________________ Problems?_________________________________
[__] Title OK
[__] Lender Set-up Name:__________________________________________________________
Phone (____)_________________Fax (____)____________________
[__] Loan Amount:___________________
[__] Termite Ordered Company:__________________________________ Date:_____________
[__] Closing Set Date:_________________ Time:________ Place:________________________
[__] Appraisal Date:______________ Name:_____________________ Phone: ( )__________
[__] Insurance Date Faxed:______________________________
[__] Utilities Phone:________ Date on:_______________ H20 Phone _________ Date on:________
[__] Contractors Bid__________________ Phone: (____)____________Start Date:___________
[__] Work Orders: Any ?_______________________________________________
[__] Final Inspection Date:________________________ OK ?___________________________
[__] Trust Agreement Trustee:_______________________________________________
[__] Deed signed in Advance ?_____________
[__] Settlement Statement Received OK? ___________________________________________
[__] Funds to Close OK
NOTES: _________________________________________________ _________________________________________________
POST CLOSING
[__] Payment Booklet OK _________ File Prepared ___________Placed in Computer ________
[__] Corporate Resolution in File
[__] Utilities ON ? _________________________________
[__] Lockbox placed Combo:_____________ Where:____________________________________
[__] Contractors Ready ?___________________________________________________________
[__] Insurance Certification Received
[__] Sign(s) in Yard FSBO_____ L/O_____ WE BUY_______ Corner______ Amenities_______
[__] Ads _________________________________________________
[__] Call Buyers' List
[__] Property Info Sheet
[__] Faxed To Sales Agent
NOTES: _________________________________________________ _________________________________________________ This document and accompanying materials are designed to provide authoritative information in regard to the subject matter covered in it. It is for illustration purposes only and presented with the understanding that the author and publisher are not engaged in rendering legal, accounting or other professional opinions. If legal advice or other expert assistance is required, the services of a competent professional should be sought. | 
