Start using this Workflow
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
