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.
