Sample Closing Agenda

After escorting you into the closing room, we will ask for your two forms of ID. We’ll take a moment to make photocopies of your ID(s) before returning them to you.

You will sign documents, such as:

• Signature affidavit
• Closing Disclosure/Settlement Statement
• First payment letter
• Escrow account disclosure
• Note
• Mortgage
• Loan application
• Loan agreement, if applicable
• Miscellaneous lender documents
• W9 (Social Security verification)
• 4506T (IRS authorization/verification)
• Occupancy affidavit
• Survey
• Closing affidavit 
• Title company documents

After answering any questions you have about the documents, we’ll verify receipt of your wire transfer (if applicable).

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 disburse the funds.

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
• Title company documents
• Affidavits
• Any required lender documents

When we have funding authorization funds will be disbursed.