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Real Estate Contract to Close Checklist Template

Use a real estate checklist template to keep track of critical housing information, such as listing and selling price, buyers and sellers contact information, closing date, and other requirements. This information is vital to making informed decisions regarding the purchase of a property and ensuring all assets are in place before the transaction is approved.

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Real Estate Contract to Close Checklist Template


List Price / Sale Price
Year Built
Seller Name
Buyer Name
Transaction Type
Date of Contract
Closing Date

Required for all Listings

Listing contract signed by all parties
Closing Instructions signed?
Square Footage Disclosure completed and signed?
Seller Property Disclosure completed with source of water information and signed?
If not on Seller Property Disclosure, is Source of Water completed and signed?
MLS sheet active?
If built before January 1, 1978, is Lead-Based Paint Obligation form completed and signed?
Is Lead-Based Paint Disclosure completed and signed?
Has O&E report been ordered, or is one present?
Is Seller Net Sheet filled out and signed by seller?
If the property is mortgaged, is the Seller Authorization signed and completed?
Is the Seller Advisory signed?

Required if applicable for Listing files

Definitions of Working Relationships
County tax record
Short Sale Addendum
Well checklist or permit
Referral form?
CIC documents?
Lease agreements if rental property
Power of Attorney

Required for Sales Contracts

KW Online Greensheet
Sales Contract
Closing Instructions
Change of Status for Seller?
Change of Status for Buyer?
Square Footage Disclosure
Seller Property Disclosure with Source of Water information
Source of Water on SPD or Source of Water Document
MLS Pending or Under Contract
Lead-Based Paint Disclosure
Earnest money Receipt
Title Commitment
Inspection Objection
Buyer Advisory
Buyer Acknowledgement
Buyer Listing Agreement
Broker Disclosure to Buyer

Required if applicable for Contract Files

Foreclosure Addendum
Short Sale Addendum
Post-Closing Occupancy Agreement
Home Warranty Information
Promissory Note marked REDEEMED
Loan Commitment or proof of funds if cash
Referral Form
Leases if rental property
P&L if income property
Power of Attorney
Notice of Termination

Required for all Closings

Closing proceeds check to company within 24 hours
Seller's Settlement Statement
Buyer's Settlement Statement
Closing Instructions
Warranty Deed
Tax Certificate
Tax Agreement
Bill of Sale
Final Affidavit / Lien Waiver
Real Property Transfer Declaration
Deed of Trust, if applicable

Required for all Closings if applicable

Loan Payoff if our listing
Well Permit Transfer
Agent Authorization Letter
Note/Deed of Trust if owner carry
Lease Agreement
Power of Attorney


I have personally checked this file.
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A Real Estate Contract to Close Checklist Template is a useful tool for real estate professionals to ensure that all documents and tasks necessary for a successful closing are completed. The template includes a comprehensive list of items that must be completed in order to close on a property, including tasks such as submitting an earnest money deposit, completing a title search, obtaining a home inspection, and more. This template is designed to help streamline the closing process and ensure that all parties involved are on the same page. It can also be used as a reference guide to ensure that all necessary documents are completed correctly.

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