Pre-Settlement Checklist
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Pre -Settlement Checklist (for your client)

• Certified Funds to closing
  
  
• Driver's license or state issued id - photo bearing
  
  
• Payoff Statements (i.e. credit card statements)
  
  
• Receipts (i.e. Homeowner's Assoc. Fees, Real Estate Taxes, Lien Releases, etc.)

Pre-Settlement Checklist ( for Realtors/Mortgage Brokers & Lenders)

• Ratified Sales contract
  
  
• Uniform Residential Loan Application (1003)
  
  
• Lender Closing Department contact info for scheduling settlement
  
  
• Addendums and Documents (i.e. First Time Homebuyer, Termite Reports, Contractor Proposals, Rent Back forms)
  
  
• Homeowners Insurance Declaration Page
  
  
• Notification of Title Company of commission amounts, special charges to buyer/seller, seller credits, etc.