- Whenever you turn in the Earnest Money/Contract to Stewart Title or as soon as possible thereafter, please provide us with your Buyer's mortgage company name(s), loan officer/processor names, telephone/fax numbers along with all applicable e-mail addresses.
- As soon as possible, please provide us with your Buyer's insurance agent name, phone/fax, and e-mail address.
- Please provide your commission disbursement authorization (aka CDA), if applicable.
- Upon receipt of the Title Commitment, please review Schedule C for any items/issues that need to be provided and/or cleared prior to closing. As quickly as possible, please provide relevant documentation and/or contact names.
- Whenever you turn in the Earnest Money/Contract to Stewart Title or as soon as possible thereafter, please advise your Escrow Officer and/or Escrow Assistant as to whether the Buyer's closing papers will be a "mail-out," or if a Power of Attorney will be used.* *Power of Attorney forms must be approved in advance by Stewart Title as well as the Buyer's Lender.
- Please call to schedule your closing appointment at least one week in advance.
- Remind your Buyer(s) that they will need to bring a bank cashier's check made payable to Stewart Title for their portion of closing costs.* Also remind them to bring two forms of valid government issued identification such as a Passport, Driver License, ID card, Social Security card, etc. *Please refer to the final, approved HUD Settlement Statement for the exact closing [costs] amount due.
- Please remember that your Buyer(s) and the Escrow Officer (aka Closer) need closing instructions and loan documents from the [Buyer's] mortgage company at least 24 hours in advance of closing to allow ample review and preparation time.
New Agent Kit
Agent Checklist for a Successful Closing
If you are the Buyer's Agent:
If you are the Seller's Agent:
- As soon as possible, either included with the Earnest Money Contract or under separate cover, please provide us with the Seller's existing loan(s) payoff information - mortgage company name(s), loan number(s), telephone/fax numbers, and social security number(s).
- Please include a copy of the Listing Agreement with the Contract.
- Please provide your commission disbursement authorization (aka CDA), if applicable.
- Upon receipt of the Title Commitment, please review Schedule C for any items/issues that need to be provided and/or cleared prior to closing. As quickly as possible, please provide relevant documentation and/or contact names.
- Please provide a copy of the existing survey if it is to be used for closing provided there have been no structural modifications/improvements made to the property since the original [survey] date.
- Please advise the Escrow Officer/Escrow Assistant the name of the Home Warranty company that will be used, if applicable, as well as the person/party responsible for ordering such.
- Please fax or e-mail copies of repair and/or other invoices to be paid "out-of-closing" to the Escrow Officer or Escrow Assistant prior to the actual closing time/date ...furnishing invoices during closing will cause a delay.
- Please advise your Escrow Officer and/or Escrow Assistant as to whether the Seller's closing papers will be a "mail-out," or if a Power of Attorney will be used.* *Power of Attorney forms must be approved in advance by Stewart Title.
- Please call to schedule your closing appointment at least one week in advance. Please call the day prior to confirm your closing time.
Together we can achieve a smooth, successful closing. Thank you for your help!