Verify the accepted agreement

Save the final accepted purchase agreement and every incorporated addendum and counteroffer.Confirm the acceptance date and delivery that formed the agreement.CHECK THE SIGNED AGREEMENTVerify the parties, property, purchase price and financing terms.Record the close-of-escrow date, possession terms and any occupancy agreement.CHECK THE SIGNED AGREEMENTConfirm delivery and acknowledgement of the applicable agency relationship disclosures.Submit the executed transaction documents through the brokerage’s required process.

Open escrow and deliver the deposit

Confirm escrow is open and has the complete accepted agreement.Record the initial deposit amount and delivery deadline in the agreement.CHECK THE SIGNED AGREEMENTObtain and retain escrow’s confirmation that the deposit was received.Track review and signing of escrow instructions and opening documents.Create a contact sheet for the agents, coordinator, lender, escrow, title and other named parties.Give the client a plain-language timeline based on the signed agreement.

Track disclosures and investigations

Track delivery and review of the Transfer Disclosure Statement when applicable.Confirm the required agent visual inspection and related disclosure are completed when applicable.Track natural-hazard and other location- or property-specific disclosures used in the transaction.Confirm the federal lead-based-paint disclosure for applicable pre-1978 housing.For common-interest property, track association documents, budgets, minutes and review rights.CHECK THE SIGNED AGREEMENTSchedule buyer investigations and track the contractual investigation period.CHECK THE SIGNED AGREEMENTDocument repair requests, credits or other negotiated changes in writing.Track the preliminary title report, exception documents and resolution of title questions.

Manage contingencies and closing

Calendar each investigation, disclosure, loan, appraisal, sale-of-property and other contingency.CHECK THE SIGNED AGREEMENTTrack lender requirements, loan progress and any financing contingency.Coordinate appraisal access and track the appraisal contingency when included.Prompt the buyer to confirm property insurance availability and cost early.Track written contingency removals only as authorized by the client and required by the agreement.CHECK THE SIGNED AGREEMENTConfirm the buyer receives and reviews lender closing disclosures and cash-to-close information.Tell the client to verify wiring instructions directly with escrow through a trusted contact method.Arrange the final verification of property condition and review agreed repairs.

Confirm recordation and complete the file

Confirm signing arrangements and escrow’s remaining requirements.Track lender funding and buyer funds without treating signing as closing.Obtain confirmation that the deed recorded and escrow closed before releasing possession.Release keys and possession according to the written agreement.Save the final closing statement, signed changes, disclosures and material correspondence.Complete the brokerage’s final file review and correct any missing items.Send the client a closing confirmation and practical property handoff information.

California contract-to-closing checklist

Verify the accepted agreement

Open escrow and deliver the deposit

Track disclosures and investigations

Manage contingencies and closing

Confirm recordation and complete the file

Find the dates in your agreement.