Real Estate Contract to Close Checklist

Digitalize this paper form now

Register for free on lumiformapp.com and conduct inspections via our mobile app

• Cut inspection time by 50%
• Uncover more issues and solve them 4x faster
• Select from over 4000 expert-proofed templates

★★★★★

★★★★★

Rated 5/5 stars on Capterra

Real Estate Contract to Close Checklist

Audit

MLS #

List Price / Sale Price

Year Built

Seller Name

Buyer Name

Transaction Type

Seller Buyer Double-Sided

Date of Contract

Select date

Closing Date

Select date

Required for all Listings

Listing contract signed by all parties

Safe At Risk N/A

Closing Instructions signed?

Safe At Risk N/A

Square Footage Disclosure completed and signed?

Safe At Risk N/A

Seller Property Disclosure completed with source of water information and signed?

Safe At Risk N/A

If not on Seller Property Disclosure, is Source of Water completed and signed?

Safe At Risk N/A

MLS sheet active?

Safe At Risk N/A

If built before January 1, 1978, is Lead-Based Paint Obligation form completed and signed?

Safe At Risk N/A

Is Lead-Based Paint Disclosure completed and signed?

Safe At Risk N/A

Has O&E report been ordered, or is one present?

Safe At Risk N/A

Is Seller Net Sheet filled out and signed by seller?

Safe At Risk N/A

If the property is mortgaged, is the Seller Authorization signed and completed?

Safe At Risk N/A

Is the Seller Advisory signed?

Safe At Risk N/A

Required if applicable for Listing files

Definitions of Working Relationships

Safe At Risk N/A

County tax record

Yes No N/A

Short Sale Addendum

Yes No N/A

Well checklist or permit

Safe At Risk N/A

Amend/Extend?

Yes No N/A

Referral form?

Yes No N/A

CIC documents?

Yes No N/A

Lease agreements if rental property

Yes No N/A

Power of Attorney

Yes No N/A

Required for Sales Contracts

KW Online Greensheet

Safe At Risk N/A

Sales Contract

Safe At Risk N/A

Closing Instructions

Safe At Risk N/A

Change of Status for Seller?

Safe At Risk N/A

Change of Status for Buyer?

Safe At Risk N/A

Square Footage Disclosure

Safe At Risk N/A

Seller Property Disclosure with Source of Water information

Safe At Risk N/A

Source of Water on SPD or Source of Water Document

Safe At Risk N/A

MLS Pending or Under Contract

Yes No N/A

Lead-Based Paint Disclosure

Safe At Risk N/A

Earnest money Receipt

Safe At Risk N/A

Title Commitment

Safe At Risk N/A

Inspection Objection

Safe At Risk N/A

Buyer Advisory

Safe At Risk N/A

Buyer Acknowledgement

Safe At Risk N/A

Buyer Listing Agreement

Safe At Risk N/A

Broker Disclosure to Buyer

Safe At Risk N/A

Required if applicable for Contract Files

Counterproposal

Yes No N/A

Amend/Extend

Safe At Risk N/A

Foreclosure Addendum

Yes No N/A

Short Sale Addendum

Safe At Risk N/A

Post-Closing Occupancy Agreement

Safe At Risk N/A

Home Warranty Information

Safe At Risk N/A

Promissory Note marked REDEEMED

Yes No N/A

Loan Commitment or proof of funds if cash

Safe At Risk N/A

Referral Form

Yes No N/A

Leases if rental property

Yes No N/A

P&L if income property

Safe At Risk N/A

Power of Attorney

Yes No N/A

Notice of Termination

Yes No N/A

Required for all Closings

Closing proceeds check to company within 24 hours

Yes No N/A

Seller's Settlement Statement

Yes No N/A

Buyer's Settlement Statement

Yes No N/A

HUD-1

Yes No N/A

Closing Instructions

Yes No N/A

Warranty Deed

Yes No N/A

Tax Certificate

Yes No N/A

Tax Agreement

Yes No N/A

Bill of Sale

Yes No N/A

MLS CLOSED

Yes No N/A

Final Affidavit / Lien Waiver

Yes No N/A

Real Property Transfer Declaration

Yes No N/A

Deed of Trust, if applicable

Yes No N/A

Required for all Closings if applicable

Loan Payoff if our listing

Safe At Risk N/A

Well Permit Transfer

Safe At Risk N/A

ILC

Yes No N/A

Agent Authorization Letter

Yes No N/A

Note/Deed of Trust if owner carry

Safe At Risk N/A

Lease Agreement

Yes No N/A

Power of Attorney

Yes No N/A

BROKER CERTIFICATION

I have personally checked this file.

Share this template:

Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.