Page 15 - Homeowners Manual - San Antonio, Texas

BUYERS UNDER CONTRACT - CHECKLIST

Due Date Activity Complete 

Enter contract dates into your contact management program�
Fax the contract to the lender�

Day of Deliver property disclosures, survey and T-47 affidavit to the buyer�
contract Deliver earnest money to the title company�

Give the buyer HOA contact information�

Give the buyer inspector names and numbers�
Call the buyer’s lender to confirm receipt of the loan application�
Call the buyer’s lender to discuss scheduling an appraisal�

Week after Advise the buyer to research homeowner hazard insurance�
contract Call the buyer’s lender to check in�

Ensure that a closing date has been scheduled�
Determine whether the buyer is doing a mail-out close or POA�

Review documentation to ensure inspection repairs are complete�
One week
before Schedule a walk-through�
closing
Remind the buyer to transfer all utility services�
Notify the lender and title company of any changes to the contract�
Confirm the closing date, time and location with the buyer�
2 – 4 days
before Review all closing figures with the buyer�
closing
Tell the buyer to bring a driver’s license and cashier’s check to the closing�

Prepare the file for closing�
Remit the closed file to the office manager�
1 day before Add the buyer to your list of sold properties�
closing
Add the buyer to your post-closing follow-up plan�

4 days after Call the buyer to check in on their move�
closing

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