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:________________
Closing Checklist
COOP AGENT:
Phone: W:_____________________________ H:_______________________________
Fax:__________________________________ Cellular:__________________________
Name of Officer:__________________________________________________________
Fax:________________________________ Email:______________________________
Escrow #:___________________________ Date of Opening:______________________
CONTINGENCY CLOSING:
Name of Officer:__________________________________________________________
Address: ________________________________________________________________
Fax:________________________________ Email:______________________________
Escrow #:___________________________ Date of Opening:______________________
Closing Checklist
CONTINGENCY CLOSING:
Name of Officer:__________________________________________________________
Address: ________________________________________________________________
Fax:________________________________ Email:______________________________
Escrow #:___________________________ Date of Opening:______________________
Agent:______________________________ Broker: _____________________________
Address: ________________________________________________________________
Loan #: _________________________________________________________________
Phone W:____________________________ H:_________________________________
Fax:________________________________ Pager:______________________________
Agent:______________________________ Broker: _____________________________
Address: ________________________________________________________________
Phone W:____________________________ H:_________________________________
Closing Checklist
Fax:________________________________ Pager:______________________________
TITLE INSURANCE:
Name of Firm:____________________________________________________________
Called in:________________________________________________________________
Phone W:____________________________ H: _________________________________
Fax:________________________________ Pager: ______________________________
Short Rate:__________________________ Binder:______________________________
                  (Notify Title Rep)
Name of Firm:____________________________________________________________
Called in:________________________________________________________________
Phone W:____________________________ H: _________________________________
Fax:________________________________ Pager: ______________________________
Notes: __________________________________________________________________
Closing Checklist
Deposit___________________________ Â Â Â Â Gross_______________________________
Add�l Deposit______________________    Concessions__________________________
Balance Down______________________Â Â Â Referral Fee__________________________
3rd_______________________________ Â Â Â Â Â Terms ______________________________
Total Sales Price___________________ Â Â Â Â Â Net Cash____________________________
CHECKLIST TO CLOSE:
2.  Counter Offers: To Client:______ Recv�d from Client: ______ File: ______
4.  Home Protection Plan:
     Company:____________________________________________________________
     Ordered:__________________________ Phone:_____________________________
     Confirmation:______________________ Rep:_______________________________
5.                 Property Inspection:
6.                      Signature Inspection Services:
           Repairs Agreed:____________________ Repairs Done:_____________________
6.           Permits: In file:_____________________________________________________
Closing Checklist
7.        In Escrow Letter:  Receipted to Agent:__________________________________
8.        Seller Carry Back Disclosure:
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
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:____________________________________________________
Ordered Inspection:__________________ Date of Work:____________________
Seller�s Notified:____________________ Seller�s Notified:__________________
21.      Garage Inspection:
Date Ordered:_______________________ N/A: ___________________________
           Works for Whom?___________________ Appoint for:______________________
           Seller Notified:_____________________ Time:___________________________
Closing Checklist
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:______________
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:_______________________________________________________
4.        Just Sold Cards (Notify Mail House):____________________________________
Closing Checklist
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. Â Â Â Â Â Â Â Â Â Â Â 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:_________________________________________
           Name: ____________________________________________________________
Closing Checklist
Cellular:__________________________ Pager:___________________________
Fax:_____________________________ Email: ___________________________
Amount $_________________________ Date Sent:________________________
Closing Checklist
