Buyer Follow-Up Checklist
Your home purchase will involve countless details, but our checklist below helps you stay organized by identifying all the things you must do before your move.
Buyer Follow-up Checklist
| Agency Disclosure
| ___ Seller's Agent
___ Buyer's Agent
___ Dual Agent
___ Non-Agent
___ Facilitator
| Disclosure of Defects Reviewed and Signed
| ____Yes ____No
If Yes, Signature Date _________________________________
| Fair Housing Explained
| ____Yes ____No
| Earnest Money
| Promissory Note Redeemed
Date ___________ N/A ____
| Inspections
| Private Home Inspection
Date ________________________________
Contingency Removed __________________
Pest
Date ________________________________
Contingency Removed __________________
Municipal
Date ________________________________
Contingency Removed __________________
FHA/VA
Date ________________________________
Contingency Removed __________________
Other ______________________
Date ________________________________
Contingency Removed __________________
| Complete Loan Application
(Check with your lender for additional needs if you are divorced, paying child support, or self-employed; or if you own income properties.)
| Loan Officer ___________________________
Phone # ______________________________
Date __________________________________
Bring:
___ Past 2 years' W-2 tax forms
___ Paycheck stubs for last 30 days
___ Last 3 months' statements from all deposit
and/or investment accounts (checking,
savings, 401K, mutual funds, etc.)
___ Cancelled rent/mortgage checks (12 months)
___ Name/address of any landlord (12 months)
_______________________________________
_______________________________________
_______________________________________
___ Application fee (check or money order)
| Deposit Funds
| Escrow Officer _____________________________
Phone # __________________________________
Date _____________________________________
| Contact Movers
| Name ____________________________________
Phone # __________________________________
Moving Date_______________________________
| Obtain Homeowners Insurance
| Agent ____________________________________
Phone # __________________________________
Date _____________________________________
| Arrange Utility Transfer
| ___ Gas Phone # __________________________
___ Electric Phone # _______________________
___ Telephone Phone # _____________________
___ Cable Phone # ________________________
___ Other ________________________________
| Final Walk-Through
| Date _____________________________________
Contingency Removed ______________________
| Sign Final Papers
| Date _____________________________________
Location __________________________________
_________________________________________
| Obtain Keys
| From ____________________________________
Date ____________________________________
Time ____________________________________
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