Workflow Templates: Mortgage Closing Checklist

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Mortgage Closing Checklist

Document Preparation

Gather and review loan application and supporting documents

Obtain property appraisal and ensure it meets lender requirements

Prepare and review closing disclosure for accuracy

Financial Verification

Verify borrower's employment and income details

Check borrower's credit score and history for any changes

Ensure all funds for closing are available and properly documented

Legal and Compliance

Review title search and resolve any title issues

Ensure compliance with all federal and state regulations

Verify that all required insurances are in place and documented

Final Walkthrough and Closing

Schedule final walkthrough of the property with the buyer

Coordinate closing date with all parties involved

Ensure all closing documents are signed and notarized

Post-Closing Procedures

Send closing package to lender for review and approval

Record the deed and mortgage with the appropriate county office

Disburse funds to relevant parties, including sellers and agents

Use this template in Manifestly

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