Closing Document Review Checklist
Ensure a smooth, stress-free real estate closing! Download our free Closing Document Review Checklist - your essential guide to catching errors and protecting your investment. Avoid costly mistakes & confidently navigate the final steps of your property transaction. Real estate closing checklist for buyers & sellers.
Esta plantilla se instaló 3 veces.
Loan Documents Review
Verification of loan terms, conditions, and disclosures.
Loan Amount
Loan Type
Loan Origination Date
Notes on Loan Terms/Conditions
Loan Estimate (LE)
Interest Rate Type
Interest Rate
Any discrepancies observed between the Loan Estimate and final Loan Documents?
Title Commitment & Survey Review
Examination of title issues, exceptions, easements, and property boundaries.
Review Title Commitment
Summary of Title Exceptions
Are there any recorded easements? Select all that apply.
Verify Easement Width (in feet)
Describe any discrepancies between the legal description in the Commitment and the deed.
Is the survey plat attached?
Notes on Survey Findings (e.g., encroachments, boundary discrepancies)
Does the legal description match the survey plat?
Closing Disclosure (CD) Verification
Confirmation that the CD accurately reflects all loan terms and closing costs.
Loan Amount
Interest Rate
APR (Annual Percentage Rate)
Estimated Monthly Payment (Principal & Interest)
Estimated Monthly Payment (Escrow - Taxes & Insurance)
Total Closing Costs
Does the CD accurately reflect the LE?
Explanation of any discrepancies between LE and CD (if applicable)
Deed & Legal Descriptions
Review of property conveyance documents, ensuring accuracy of legal descriptions and grantor/grantee information.
Grantor Name(s)
Grantee Name(s)
Legal Description (Complete)
Summary of Legal Description (for quick reference)
Lot Number (if applicable)
Type of Deed (Warranty, Quitclaim, etc.)
Upload copy of legal survey (if available)
Is the legal description consistent with the title commitment?
Escrow Instructions & Agreements
Examination of escrow agent's instructions, agreements, and responsibilities.
Escrow Agent Name & Contact Information
Escrow Instructions - Review for Completeness
Escrow Fee Amount
Copy of Escrow Agreement
Wire Transfer Instructions Received?
Date of Escrow Agreement
Special Instructions/Contingencies related to Escrow
Funds Disbursal Authority Granted?
Affidavits & Certifications
Verification of required affidavits (e.g., Transfer Affidavits, Spousal Consents) and certifications.
Transfer Affidavit - Accuracy of Property Information?
Spousal Consent - Required?
Spousal Consent Form (if applicable)
FIRPTA Affidavit - Required?
FIRPTA Affidavit (if applicable)
Identity of Signatories Verified?
Date of Affidavit Execution
Reviewer Signature
Tax & Insurance Documents
Review of property tax information, hazard insurance policies, and related documents.
Property Tax Amount (Current)
Next Property Tax Due Date
Description of Insurance Coverage (Homeowners/Hazard)
Insurance Premium Amount
Insurance Policy Effective Date
Flood Insurance Required?
Copy of Hazard Insurance Declaration Page
HOA/Condo Documents (if applicable)
Examination of Homeowners Association or Condominium Association governing documents, assessments, and disclosures.
HOA/Condo Docs Received?
HOA/Condo Governing Documents (CC&Rs)
HOA/Condo Financial Statements (Most Recent)
Monthly HOA/Condo Fees (Amount)
Summary of Special Assessments (if any)
Review of Rental Restrictions
Notes on any Outstanding Litigation/Pending Actions related to HOA/Condo
FIRPTA Compliance (if applicable)
Verification of Foreign Investment in Real Property Tax Act (FIRPTA) compliance for foreign sellers.
Is FIRPTA Applicable?
Seller's Residency Status (if applicable)
Description of Seller's Connection to the U.S. (if Non-U.S. Person)
Sale Price of Property
Withholding Percentage (if applicable)
Supporting Documentation (e.g., Passport, Tax Identification Number)
Explanation of Withholding Exemption Claim (if applicable)
Date Withholding Certificate Received (if applicable)
Closing Statement/Settlement
Final review of the closing statement to ensure accuracy and reconcile all funds.
Total Purchase Price
Loan Amount
Down Payment Amount
Closing Costs (Total)
Seller Credits
Funds Disbursed to Seller
Funds Disbursed to Lender
Description of any discrepancies found
Reviewer Signature
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