Title & payoff
Provide requested title information securely and have the settlement professional obtain and verify loan payoff information. Identify liens or ownership questions early and use qualified counsel when needed.
Decision intelligence
Close the sale. Prepare the next move.
Coordinate funds, condition and possession as one plan.
Review final figures
Review proceeds, seller credits, fees, prorations and payoffs with the settlement professional. Confirm that the figures reflect the agreement and resolve unexplained differences before signing.
Prepare for the walkthrough
Maintain the agreed property condition, complete documented repairs and address personal property according to the contract. Do not assume unwanted items can remain for the buyer.
Coordinate possession & services
Align utilities, moving, keys, remotes and access codes with the agreed possession date. A rent-back or delayed move needs clear written terms; settlement and possession are not always simultaneous.
Keep the records & plan forward
Retain settlement, payoff, improvement and tax-related records securely. Coordinate relocation or the next purchase around confirmed funds and timing, with a backup plan for changes.