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From Contract to Closing

The Form below is how we ensure that everything goes smoothly with all of our Closings.  We have created this tool to ensure that all aspects of the closing are documented and completed, so that nothing interferes with our clients obtaining their financial goals.  Please take a minute to look through all tthe ways in which Allen Family Real Estate manages your transactions.

Call Allen Family Real Estate to reserve a seat for the next Selling Seminar, or to set up a personal appointment with Michael Allen to discuss selling your home.

 CLOSING PROCEDURES, THE INSPECTION, THE APPRAISAL, AND PUTTING OUT THE FIRES

 

Closing Checklist

 

Address of Sold Property:______________________________ Price:________________

 
MLS#:______________________________ Projected Closing Date:________________
 
                                    Sellers                                                                              Buyers
 
Name:______________________________            _________________________________
 
___________________________________            _________________________________
 
___________________________________            _________________________________
 
Address:____________________________            _________________________________
 
___________________________________            _________________________________
 
___________________________________            _________________________________
 
Forwarding Address:__________________            _________________________________
 
___________________________________            _________________________________
 
___________________________________            _________________________________
 
Phone H:____________________________            Phone H:_________________________
 
W:_________________________________            W:______________________________
 
W:_________________________________ W: ______________________________
 
Pager:______________________________            Pager:____________________________
 
Cellular: ____________________________            Cellular:__________________________
 
Email:______________________________ Email: ___________________________


Closing Checklist

Page 2
 

COOP AGENT:

 
Name:__________________________________________________________________
 
Firm:___________________________________________________________________
 
Address:________________________________________________________________
 

Phone: W:_____________________________ H:_______________________________

 

Fax:__________________________________ Cellular:__________________________

 
Pager:________________________________ Email:____________________________
 
CLOSING:
 

Name of Officer:__________________________________________________________

 
Company:_______________________________________________________________
 
Address: ________________________________________________________________
 
Phone:__________________________________________________________________
 

Fax:________________________________ Email:______________________________

 

Escrow #:___________________________ Date of Opening:______________________

 

CONTINGENCY CLOSING:

 

Name of Officer:__________________________________________________________

 
Company:_______________________________________________________________
 

Address: ________________________________________________________________

 
Phone:__________________________________________________________________
 

Fax:________________________________ Email:______________________________

 

Escrow #:___________________________ Date of Opening:______________________


Closing Checklist

Page 3
 

CONTINGENCY CLOSING:

 

Name of Officer:__________________________________________________________

 
Company:_______________________________________________________________
 

Address: ________________________________________________________________

 
Phone:__________________________________________________________________
 

Fax:________________________________ Email:______________________________

 

Escrow #:___________________________ Date of Opening:______________________

 
LENDER:
 
Name of Firm:____________________________________________________________
 

Agent:______________________________ Broker: _____________________________

 

Address: ________________________________________________________________

 

Loan #: _________________________________________________________________

 

Phone W:____________________________ H:_________________________________

 

Fax:________________________________ Pager:______________________________

 
Cellular:____________________________ Email:______________________________
 
SECOND LENDER:
 
Name of Firm:____________________________________________________________
 

Agent:______________________________ Broker: _____________________________

 

Address: ________________________________________________________________

 
Loan #: _________________________________________________________________
 

Phone W:____________________________ H:_________________________________


Closing Checklist

Page 4
 

Fax:________________________________ Pager:______________________________

 
Cellular:____________________________ Email:______________________________
 

TITLE INSURANCE:

 

Name of Firm:____________________________________________________________

 
Rep:____________________________________________________________________
 

Called in:________________________________________________________________

 

Phone W:____________________________ H: _________________________________

 

Fax:________________________________ Pager: ______________________________

 
Cellular:____________________________ Email: ______________________________
 

Short Rate:__________________________ Binder:______________________________

                   (Notify Title Rep)

 
 

Name of Firm:____________________________________________________________

 
Rep:____________________________________________________________________
 

Called in:________________________________________________________________

 

Phone W:____________________________ H: _________________________________

 

Fax:________________________________ Pager: ______________________________

 
Cellular:____________________________ Email: ______________________________
 

Notes: __________________________________________________________________

 
________________________________________________________________________
 
________________________________________________________________________
 
________________________________________________________________________


Closing Checklist

Page 5
 
FINANCING:      COMMISSION:
 

Deposit___________________________      Gross_______________________________

 

Add’l Deposit______________________     Concessions__________________________

 

Balance Down______________________    Referral Fee__________________________

 
1st________________________________     Net Commissions_____________________
 
2nd_______________________________      Note Amount ________________________
 

3rd_______________________________       Terms ______________________________

 

Total Sales Price___________________       Net Cash____________________________

 

CHECKLIST TO CLOSE:

1.   Deposit Receipt:  To Client:______ Recv’d from Client: ______ File: ______
 

2.   Counter Offers: To Client:______ Recv’d from Client: ______ File: ______

 
      Counter to Counter: To Client:______ Recv’d from Client: ______ File: ______
 
3.   Escrow Instructions: File
 

4.   Home Protection Plan:

 

      Company:____________________________________________________________

 

      Ordered:__________________________ Phone:_____________________________

     

      Confirmation:______________________ Rep:_______________________________

 

5.                  Property Inspection:

6.                        Signature Inspection Services:

               
Ordered:___________ Appointment: ___________ Report on File: ___________
 

            Repairs Agreed:____________________ Repairs Done:_____________________

 

6.            Permits: In file:_____________________________________________________


Closing Checklist

Page 6
 

7.         In Escrow Letter:   Receipted to Agent:__________________________________

               
Outside Affiliates:________________   ________________   ________________
 

8.         Seller Carry Back Disclosure:

               
Buyer: Sent:________________________ Received:_______________________
               
Seller: Sent:________________________ Received:_______________________
               
Agent: Sent:________________________ Received:_______________________
 

9.         Lead Paint Dis.: Received from Seller:________________________________________

               

Received from Agent: ________________________________________________

               

File:______________________________ To Agent:________________________

 

10.       Listing Disclosure:

               

To Buyer:__________________________ Received: _______________________

               

To Seller:__________________________ Received:________________________

               

To Agent:__________________________ Received: _______________________

 

11.            Agency Disclosure and Confirmation:

               

To Buyer:__________________________ Received: _______________________

               

To Seller:__________________________ Received:________________________

               

To Agent:__________________________ Received: _______________________

 

12.            Environmental Hazard Booklet:

               

To Buyer:__________________________ Received: _______________________

               

To Seller:__________________________ Received:________________________

               

To Agent:__________________________ Received: _______________________


Closing Checklist

Page 7
 

13.       EPA Lead Booklet:

               

To Buyer:__________________________ Received: _______________________

               

To Seller:__________________________ Received:________________________

               

To Agent:__________________________ Received: _______________________

 

14.       Sale Pending Rider Up:_______________________________________________

 

15.       Caddy Tray/Brochure/Lockbox Picked Up (If Applicable):___________________

 

16.            Homeowners Documents: Receipt to Agent:______________________________

 

17.       Move Card: ________________________________________________________

 

18.       Sale Board: ________________________________________________________

 

19.       Cash Flow Sheet:____________________________________________________

 
20.       Pests:
            Other:_____________________________________________________________
               
Limit:_____________________________________________________________
 

Ordered Inspection:__________________ Date of Work:____________________

 

Seller’s Notified:____________________ Seller’s Notified:__________________

 

21.       Garage Inspection:

               

Date Ordered:_______________________ N/A: ___________________________

 
22.            Appraiser:__________________________________________________________
Name and Address
 

            Works for Whom?___________________ Appoint for:______________________

 

            Seller Notified:_____________________ Time:___________________________


Closing Checklist

Page 8
 

Who to meet Appraiser:_______________________________________________

 

            Comps Needed:             ” Yes   ”   No

 

            Parameters Needed:__________________________________________________

 

            2nd Appraiser:______________________________________________________

 

            Works for Whom?____________________ Appoint for:_____________________

 

            Seller Notified:______________________ Time:__________________________

 

            Who to meet Appraiser:_______________________________________________

 

23.       Loan approval:_____________ By Whom:_____________ Date:______________

               
Conditions:_________________________________________________________
 

24.       Order Binder Completion:____________________________________________

 

25.       Call sign down/get riders/lockbox/caddy tray:_____________________________

 

AT CLOSE OF ESCROW:

1.         Report Sold to MLS:_________________________________________________

 

2.         Take out of up books:________________________________________________

 

3.         Thank You letters:

            Client 1:___________________________________________________________

               

Client 2:___________________________________________________________

               

Client 3:___________________________________________________________

               

Other Broker:_______________________________________________________

               
Lender:____________________________________________________________
               
Other:_____________________________________________________________
 

4.         Just Sold Cards (Notify Mail House):____________________________________

Closing Checklist

Page 9
 

5.         Print in Anniversary Book:____________________________________________

 

6.         Take off all websites mentioned in listing checklist:________________________

 

7.         Sales to Date Ledger:_________________________________________________

 

8.            Database/Red Dot/Have/Want (both sides of transaction):____________________

 

9.         Send sold info to Press Telegram “Real Estate Desk”:_______________________

 

10.            Closing Statement and Letter dated January 10th in file:_____________________

 

11.       Make Michael ask for Referral:__________________________________________

 

12.       E&O Insurance Transaction Log:_______________________________________

 

13.            Closing statement, and copy of check in file:______________________________

 

14.            Michael’s office questionnaire sent to client:_______________________________

 

15.             Request for moving mailer card addressed phone numbers:__________________

 

16.            Moving card mailed:_________________________________________________

 

17.       This file cannot close without Testimonial Letter or explanation as to negotiate:

 
_________________________________________________________________
 

18.            Referral Fee Payments: ______________________________________________

 

19.       Call all referrals of move card:_________________________________________

 
20.       Send referral/finder’s fee:

            Name: ____________________________________________________________

           
Phone W:__________________________ H:_____________________________
           


Closing Checklist

Page 10
 

Cellular:__________________________ Pager:___________________________

           

Fax:_____________________________ Email: ___________________________

           

Amount $_________________________ Date Sent:________________________

 
 
 

Closing Checklist

Page 11
 

From Our Clients

Hope all is well with you. Thank you again for everything (especially your patience). We love New Hampshire!

Susan Brenna, Lee NH