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Order	
  or	
  review	
  updated	
  title	
  
search
Prepare	
  or	
  review	
  real	
  estate	
  
transfer	
  documents.
Confirmation	
  of	
  Buyer’s	
  
delivery	
  of	
  down	
  payment	
  to	
  
Escrow	
  Agent	
  (Contract	
  
	
  _________)
Escrow	
  Agent’s	
  deposit	
  of	
  
down	
  payment	
  	
  (Contract	
  
	
  _________)
Prepare	
  or	
  review	
  closing	
  
statements	
  and	
  figures.	
  
Notify	
  Accounting	
  of	
  closing.	
  
Send	
  closing	
  statements	
  and	
  
figures	
  for	
  review.
Notify	
  Utility	
  companies	
  to	
  
stop	
  service	
  to	
  city	
  and	
  transfer	
  
accounts	
  to	
  new	
  owner
Prepare	
  or	
  review	
  closing	
  and	
  
escrow	
  instructions	
  which	
  may	
  
include	
  post-­‐closing	
  collection	
  
escrow	
  setup.
Prepare	
  or	
  review	
  recording	
  of	
  
deed
DBA/TDA	
  COMMERCIAL	
  REAL	
  ESTATE	
  CLOSING	
  TRACKER/	
  CHECKLIST
SUBJECT RESPONSIBLE	
  PARTY DATE
A. Preparation	
  for	
  Closing
Review	
  amount	
  and	
  type	
  of	
  
payment	
  funds	
  which	
  may	
  
include	
  certified	
  check,	
  
cashier’s	
  check,	
  or	
  wire	
  
transfer
Prepare	
  or	
  review	
  loan	
  and	
  
closing	
  documents	
  
Confirm	
  prorations	
  for	
  taxes	
  
and	
  assessments
Follow-­‐up	
  on	
  development	
  
agreements
Send	
  letter	
  to	
  client	
  confirming	
  
closing	
  date
Inform	
  new	
  owner	
  to	
  secure	
  a	
  
locksmith	
  to	
  re-­‐key	
  property.	
  
Notify	
  GSD	
  to	
  take	
  off	
  
maintenance	
  list
Review	
  the	
  title	
  policies	
  issued
Review	
  the	
  recorded	
  
ownership	
  documents	
  such	
  as	
  
the	
  deed
Insure	
  escrowed	
  funds	
  and	
  
other	
  deposits	
  are	
  released	
  
Prepare	
  storage	
  files	
  for	
  
documents	
  	
  to	
  be	
  retained
Insure	
  that	
  all	
  parties	
  have	
  
received	
  signed	
  copies	
  and/or	
  
originals	
  as	
  required	
  
Other	
  post-­‐closing	
  matters
B. Post	
  Closing	
  Wrap	
  up
KER/	
  CHECKLIST
STATUS
Sales Closing-TRACKER-CHECKLIST-June 1-2015-1-3 Sheet1

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Sales Closing-TRACKER-CHECKLIST-June 1-2015-1-3 Sheet1

  • 1. Order  or  review  updated  title   search Prepare  or  review  real  estate   transfer  documents. Confirmation  of  Buyer’s   delivery  of  down  payment  to   Escrow  Agent  (Contract    _________) Escrow  Agent’s  deposit  of   down  payment    (Contract    _________) Prepare  or  review  closing   statements  and  figures.   Notify  Accounting  of  closing.   Send  closing  statements  and   figures  for  review. Notify  Utility  companies  to   stop  service  to  city  and  transfer   accounts  to  new  owner Prepare  or  review  closing  and   escrow  instructions  which  may   include  post-­‐closing  collection   escrow  setup. Prepare  or  review  recording  of   deed DBA/TDA  COMMERCIAL  REAL  ESTATE  CLOSING  TRACKER/  CHECKLIST SUBJECT RESPONSIBLE  PARTY DATE A. Preparation  for  Closing
  • 2. Review  amount  and  type  of   payment  funds  which  may   include  certified  check,   cashier’s  check,  or  wire   transfer Prepare  or  review  loan  and   closing  documents   Confirm  prorations  for  taxes   and  assessments Follow-­‐up  on  development   agreements Send  letter  to  client  confirming   closing  date Inform  new  owner  to  secure  a   locksmith  to  re-­‐key  property.   Notify  GSD  to  take  off   maintenance  list Review  the  title  policies  issued Review  the  recorded   ownership  documents  such  as   the  deed Insure  escrowed  funds  and   other  deposits  are  released   Prepare  storage  files  for   documents    to  be  retained Insure  that  all  parties  have   received  signed  copies  and/or   originals  as  required   Other  post-­‐closing  matters B. Post  Closing  Wrap  up