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Serving the Greater Area of
San Antonio, TX

Sample Closing Agenda

Your Closing

Buyers

  • After escorting you into the closing room, we will ask for your ID(s). We’ll take a moment to make photocopies of your ID(s) before returning them to you.
  • You will sign the following documents:
    • Signature affidavit
    • Closing Disclosure
    • First payment letter
    • Escrow account disclosure
    • NOTE
    • Deed of trust
    • Loan application
    • Loan agreement
    • Veterans Affairs documents, if applicable
    • Miscellaneous lender documents
    • Title company documents
      • W9
      • 4506T
      • Occupancy affidavit
      • Termite inspection
      • Survey
      • Closing affidavit
  • After answering any questions you have about the documents, we’ll verify your payment method – either a cashier’s check or wire transfer.
  • We will then make copies of these documents and provide you with a set for your records.
  • We will submit these documents to your lender for funding authorization.
  • Upon funding authorization, we will contact your agent.

Your Closing

Sellers

  • After escorting you into the closing room, we will ask for your ID(s). We’ll take a moment to make photocopies of your ID(s) before returning them to you.
  • You will sign the following documents:
    • Closing Disclosure
    • Warranty deed
    • Seller’s information sheet
    • Title company documents
      • W9
      • 4506T
      • Occupancy affidavit
      • Termite inspection
      • Survey
      • Closing affidavit
  • After answering any questions you have about the documents, we’ll verify your payment method – either a cashier’s check or wire transfer.
  • We will contact your agent when we have funding authorization and when your wire transfer is issued.