EDUCATION CENTER
Resources in plain English, FAQs, terms, checklists, and guides to make closings clear.
Checklists
STEP-BY-STEP GUIDES SO BUYERS, SELLERS, AND AGENTS KNOW EXACTLY WHAT TO DO NEXT.
Buyer’s Closing Day Checklist
- Bring valid ID
- Proof of insurance (homeowner’s policy)
- Cashier’s check or wire confirmation for closing costs
- Review settlement statement and loan documents before signing
- Confirm wire instructions directly with escrow officer (to avoid fraud)
- Double-check spelling and details on all closing documents
- Arrange time off work and plan for at least 1–2 hours at signing
- Celebrate receiving your keys!
Click to Download
Seller’s Prep Checklist
- Gather HOA documents, warranties, and receipts for repairs
- Schedule home cleaning or minor touch-ups
- Collect keys, garage remotes, gate codes, pool keys, etc.
- Forward mail and schedule utilities transfer/cancellation
- Provide payoff info for existing mortgage(s)
- Confirm forwarding address with escrow for proceeds check
- Prepare to hand over any agreed-upon repairs or credits
Click to Download
Agent’s Deal Flow Checklist
- Confirm escrow is open and earnest money is received
- Track contingencies and contract deadlines (inspection, appraisal, loan approval)
- Provide HOA transfer info and disclosure statements early
- Communicate updates clearly to buyer, seller, lender, and escrow
- Ensure repairs/credits are documented and receipts are provided
- Prep client for closing day (what to bring, what to expect)
- Review and confirm final settlement statement with clients
Click to Download
Post-Closing To-Dos
- Transfer utilities into new owner’s name (or cancel as seller)
- Update driver’s license and voter registration address
- File homestead exemption (if applicable in Arizona)
- Store closing documents and title policy in a secure folder (physical & digital)
- Set up HOA payments if required
- Change locks or reprogram smart home devices for security
- Keep The Title Agency’s contact handy for future refinances or sales
Click to Download
Want to work with our team?
Real people. Real answers. Right when you need them.
Get in Touch
About Us
Meet the Team
Services
FAQ
Glossary
Checklists
Education Center
Blog
Glossary
Disclosures
3850 E. Indian School Rd. Phoenix, AZ 85018
EDUCATION CENTER
Resources in plain English, FAQs, terms, checklists, and guides to make closings clear.
Checklists
STEP-BY-STEP GUIDES SO BUYERS, SELLERS, AND AGENTS KNOW EXACTLY WHAT TO DO NEXT.
Buyer’s Closing Day Checklist
- Bring valid ID
- Proof of insurance (homeowner’s policy)
- Cashier’s check or wire confirmation for closing costs
- Review settlement statement and loan documents before signing
- Confirm wire instructions directly with escrow officer (to avoid fraud)
- Double-check spelling and details on all closing documents
- Arrange time off work and plan for at least 1–2 hours at signing
- Celebrate receiving your keys!
Click to Download
Seller’s Prep Checklist
- Gather HOA documents, warranties, and receipts for repairs
- Schedule home cleaning or minor touch-ups
- Collect keys, garage remotes, gate codes, pool keys, etc.
- Forward mail and schedule utilities transfer/cancellation
- Provide payoff info for existing mortgage(s)
- Confirm forwarding address with escrow for proceeds check
- Prepare to hand over any agreed-upon repairs or credits
Click to Download
Agent’s Deal Flow Checklist
- Confirm escrow is open and earnest money is received
- Track contingencies and contract deadlines (inspection, appraisal, loan approval)
- Provide HOA transfer info and disclosure statements early
- Communicate updates clearly to buyer, seller, lender, and escrow
- Ensure repairs/credits are documented and receipts are provided
- Prep client for closing day (what to bring, what to expect)
- Review and confirm final settlement statement with clients
Click to Download
Post-Closing To-Dos
- Transfer utilities into new owner’s name (or cancel as seller)
- Update driver’s license and voter registration address
- File homestead exemption (if applicable in Arizona)
- Store closing documents and title policy in a secure folder (physical & digital)
- Set up HOA payments if required
- Change locks or reprogram smart home devices for security
- Keep The Title Agency’s contact handy for future refinances or sales
Click to Download
Want to work with our team?
Real people. Real answers. Right when you need them.
Get in Touch
About Us
Meet the Team
Services
FAQ
Glossary
Checklists
Education Center
Blog
Glossary
Disclosures
3850 E. Indian School Rd. Phoenix, AZ 85018
EDUCATION CENTER
Resources in plain English, FAQs, terms, checklists, and guides to make closings clear.
Checklists
STEP-BY-STEP GUIDES SO BUYERS, SELLERS, AND AGENTS KNOW EXACTLY WHAT TO DO NEXT.
Buyer’s Closing Day Checklist
- Bring valid ID
- Proof of insurance (homeowner’s policy)
- Cashier’s check or wire confirmation for closing costs
- Review settlement statement and loan documents before signing
- Confirm wire instructions directly with escrow officer (to avoid fraud)
- Double-check spelling and details on all closing documents
- Arrange time off work and plan for at least 1–2 hours at signing
- Celebrate receiving your keys!
Click to Download
Seller’s Prep Checklist
- Gather HOA documents, warranties, and receipts for repairs
- Schedule home cleaning or minor touch-ups
- Collect keys, garage remotes, gate codes, pool keys, etc.
- Forward mail and schedule utilities transfer/cancellation
- Provide payoff info for existing mortgage(s)
- Confirm forwarding address with escrow for proceeds check
- Prepare to hand over any agreed-upon repairs or credits
Click to Download
Agent’s Deal Flow Checklist
- Confirm escrow is open and earnest money is received
- Track contingencies and contract deadlines (inspection, appraisal, loan approval)
- Provide HOA transfer info and disclosure statements early
- Communicate updates clearly to buyer, seller, lender, and escrow
- Ensure repairs/credits are documented and receipts are provided
- Prep client for closing day (what to bring, what to expect)
- Review and confirm final settlement statement with clients
Click to Download
Post-Closing To-Dos
- Transfer utilities into new owner’s name (or cancel as seller)
- Update driver’s license and voter registration address
- File homestead exemption (if applicable in Arizona)
- Store closing documents and title policy in a secure folder (physical & digital)
- Set up HOA payments if required
- Change locks or reprogram smart home devices for security
- Keep The Title Agency’s contact handy for future refinances or sales
Click to Download
Home
About Us
Meet the Team
Want to work with our team?
Real people. Real answers. Right when you need them.
Get in Touch
About Us
Meet the Team
Services
FAQ
Glossary
Checklists
Education Center
Blog
Glossary
Disclosures
3850 E. Indian School Rd. Phoenix, AZ 85018