Post-Closing Follow-up Checklist
Ensure a smooth transition after closing! Download our free Post-Closing Follow-up Checklist for real estate professionals. Stay organized, satisfy clients, and avoid costly oversights. Your complete guide to post-closing tasks!
This Template was installed 5 times.
Client Communication & Satisfaction
Ensuring the client has a positive post-closing experience and addressing any immediate concerns.
Date of Follow-Up Call/Email
Client Satisfaction Level (Initial Contact)
Notes from Follow-Up Conversation/Email
Were there any immediate issues or questions?
Details of Issues/Questions (if any)
Issue Resolution Status
Date Issue Resolved (if applicable)
Contact Person for Follow-Up (if needed)
Document Management & Storage
Organizing and securely storing all closing documents for future reference and compliance.
Closing Statement (HUD-1/ALTA)
Promissory Note (if applicable)
Mortgage/Deed of Trust (if applicable)
Summary of Key Closing Documents
Date Documents Digitized/Scanned
Notes on Document Storage Location (Physical & Digital)
Document Storage Method
Number of Physical Pages Filed (if applicable)
Financial Reconciliation & Reporting
Verifying financial accuracy, distributing funds, and fulfilling reporting obligations.
Verify Closing Statement Accuracy
Funds Disbursed to Escrow Account?
Confirm Payout to Lender (If Applicable)
Confirm Payout to Seller (If Applicable)
Date Funds Disbursed
Notes on Financial Reconciliation
Property Tax Proration Correct?
HOA Fees Proration Correct?
Property Matters & Vendor Coordination
Addressing property-related tasks, coordinating with vendors (e.g., insurance, utilities), and ensuring a smooth transition.
Confirm Utility Transfer Completion Date
Insurance Binder Received?
Which Utilities Have Been Transferred?
Confirm Remaining Balance for Property Taxes (If Applicable)
Notes Regarding Property Transfer & Vendor Coordination
HOA Information Provided to Client?
Upload HOA Documents (if applicable)
Legal & Regulatory Compliance
Confirming adherence to all applicable laws, regulations, and contractual obligations.
Record Date of Title Insurance Policy Recording
Confirm Recording of Mortgage/Deed of Trust
Recordation Fees Paid (if applicable)
Notes on Any Recording Issues or Delays
Confirm Escrow Account Setup & Funding (if applicable)
Notes on Compliance with State-Specific Disclosures (e.g., Seller's Property Disclosure)
Upload Copy of Recorded Deed & Mortgage (if available)
Verify Compliance with Anti-Money Laundering (AML) requirements
Internal Team Follow-Up
Ensuring all internal team members have completed their post-closing tasks and have the necessary information.
Date of Final Team Debriefing
Summary of Team Debriefing Notes (Key Takeaways, Issues, Improvements)
Escrow Officer Feedback (Positive/Neutral/Needs Improvement)
Time Spent on Post-Closing Tasks (in hours)
Potential Areas for Process Improvement Identified
Assigned Follow-up Tasks (Brief Description)
Deadline for Assigned Follow-up Tasks
Task Management Solution Screen Recording
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