Open and verify the file

Save the final mutually accepted purchase and sale agreement with every incorporated addendum.Confirm the mutual-acceptance date and how the completed agreement was delivered.CHECK THE SIGNED AGREEMENTRecord the legal names and contact details of the buyer, seller and their representatives.Verify the property address and legal-description attachment, when one is required.Record the purchase price, closing date, possession terms and any sale contingency.CHECK THE SIGNED AGREEMENTCreate a place for later addenda, amendments, notices and material correspondence.Submit the transaction documents to the brokerage using its required process and timing.

Launch the transaction

Open escrow or confirm that it has been opened; share the complete agreement with the closing agent.Build the transaction contact sheet: agents, coordinator, escrow or closing, lender and other named contacts.Identify the earnest-money amount, holder, form of payment and delivery deadline.CHECK THE SIGNED AGREEMENTObtain and retain confirmation that earnest money was delivered or deposited as required.CHECK THE SIGNED AGREEMENTSend the agreement to the lender when authorized and confirm the financing process has started.Confirm the title or escrow order and the party responsible for each closing service.CHECK THE SIGNED AGREEMENTGive the client a plain-language timeline and explain who will contact them next.

Track contingencies and notices

List every contractual deadline, the triggering event, the responsible person and the required action.CHECK THE SIGNED AGREEMENTPlace confirmed deadlines and advance reminders on the responsible people’s calendars.Track delivery and review of the seller disclosure when applicable.CHECK THE SIGNED AGREEMENTTrack inspection scheduling, access, response, negotiations and any resulting written agreement.CHECK THE SIGNED AGREEMENTTrack financing milestones, notices and lender requests required by the agreement.CHECK THE SIGNED AGREEMENTTrack appraisal ordering, access and resolution of any appraisal-related issue.CHECK THE SIGNED AGREEMENTTrack title-report delivery, review and any written objections or responses.CHECK THE SIGNED AGREEMENTTrack additional contingencies shown in the agreement, including sale-of-property, feasibility or association review.CHECK THE SIGNED AGREEMENTWhen the parties sign a change, update the checklist and calendar from the written amendment.

Prepare for closing

Review the file for unresolved contingencies, notices, signatures and promised documents.Reconfirm the contractual closing date and possession terms with the appropriate parties.CHECK THE SIGNED AGREEMENTConfirm the client received closing instructions from a verified source; warn against acting on unexpected wiring changes.Schedule the final walkthrough if the agreement or the parties’ plan calls for one.CHECK THE SIGNED AGREEMENTCoordinate utilities, keys, access devices and possession details without promising possession before it is authorized.Route questions about settlement figures, lender documents, title or legal issues to the qualified party.Confirm signing arrangements and the closing agent’s outstanding requirements.

Confirm and complete the file

Obtain confirmation from the closing agent that closing has occurred before announcing completion or releasing access.Confirm possession and key delivery follow the written agreement.Collect the final closing statement and other completed transaction documents supplied to the brokerage.Save material transaction correspondence and required receipts with the transaction file.Complete the brokerage’s file-review or compliance process and address requested corrections.Retain the transaction record through the brokerage’s approved system and retention schedule.Send the client a closing confirmation and appropriate final practical information.

Contract-to-closing checklist

Open and verify the file

Launch the transaction

Track contingencies and notices

Prepare for closing

Confirm and complete the file

Find the dates in your agreement.