Pre-Settlement Checklist
There are several important items and documents the title company needs that allow the processing team to get your file ready for settlement. To ensure a timely and efficient closing, make sure you have the following items ready in advance.
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SELLER Pre-Settlement Checklist
[ ] Personal Information Sheet
[ ] Mortgage Payoff Authorization Letter
[ ] Second Mortgage Payoff Letters
[ ] Property Tax Information
[ ] Ground Rent Information
[ ] Homeowners Insurance Cancellation
[ ] Homeowners Association Letter
[ ] Original Death Certificate (if applicable)
[ ] Estate Sale (Probate Records)
[ ] Designate Power of Attorney (If applicable)
[ ] Wire Instructions for Proceeds
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BUYER Pre-Settlement Checklist
[ ] Personal Information Sheet
[ ] Lender Information
[ ] Home Warranty Information
[ ] Homeowners Insurance
[ ] Property Survey
[ ] Designate Power of Attorney (If applicable)
[ ] Submit Earnest Money Deposit
[ ] Wire Instructions for Cash to Close
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REALTOR® Pre-Settlement Checklist
[ ] Personal Information Sheet
[ ] Sales Contract
[ ] Buyer Earnest Money Deposit
[ ] Sellers Contribution Information
[ ] Commission Sheet
[ ] Administration Fee
[ ] Termite Paperwork
[ ] Property Survey
[ ] Home Warranty Information
[ ] Broker Disbursement Instructions
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REFINANCE Pre-Settlement Checklist
[ ] Personal Information Sheet
[ ] Mortgage Payoff Authorization Letter
[ ] Ground Rent Information
[ ] New Lender Information
[ ] Loan Officer Information
[ ] Property Tax Information
[ ] Homeowners Insurance
[ ] Homeowners Association Letter
[ ] Wire Instructions for Cash to Close
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