Checklist: Closing on House

[Your Company Name]

Prepared by : [Your Name]

Objective

Closing on a house is a significant milestone, often representing the culmination of a long process of searching, negotiating, and securing financing for your new home. To ensure the closing process goes smoothly, it's essential to be well-prepared and organized.

Pre-Closing Preparation

This category covers all necessary preparations before finalizing a home purchase, such as insurance arrangements, scheduling, and reviewing the contract.

Review contract details

Schedule the closing date

Settle homeowners insurance

Arrange for a house inspection

Prepare for funding

Legal and Financial Obligations

This category includes tasks related to the legal and financial obligations of buying a house, such as the transfer of title and meeting the agreed terms of payment.

Finalize mortgage

Arrange for title search

Settle closing costs

Transfer the title

Meet agreed payment terms

Home Inspection

In this category, tasks related to the final inspection before closing on the house are listed.

Check installed fixtures

Look for possible damages

Ensure repair clauses are met

Perform a final walk-through

Ensure the home is as agreed upon

Closing Day Preparations

This category focuses on final preparations, signing of documents, and preparing for the handover on closing day.

Prepare identification and payment proof

Review final documents

Sign documents

Finalize property transfer

Receive keys or other access tools

Post-Closure Obligations

This category covers your obligations as a new homeowner, such as updating addresses and meeting homeowner responsibilities.

Change address details

Perform homeowner obligations

Set up utilities and services

Set up utilities and services

Keep closing documents for record-keeping

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