Send documents as soon as you have them
Payoff account numbers, HOA contacts, trust or LLC paperwork, powers of attorney, divorce decrees, and death certificates all take time to process.
Resources
Prepare early for a smoother closing.
Simple steps that help keep your transaction organized and on track.
Best Practices
Prepare early and keep your transaction organized.
The smoothest closings are the ones where nothing waits until the last week.
Respond quickly to title requests
If we reach out, it is usually because something in the record needs clarification. A same-day answer can help keep your closing date intact.
Tell us about anything unusual, early
Out-of-state signers, entity purchases, recent inheritance, an unrecorded survey, or a name change can be handled more easily when we know in advance.
Avoid major financial moves before closing
New credit accounts, large deposits, job changes, and large purchases can affect loan approval. Check with your lender first.
Confirm how you will bring funds
Ask early whether a certified check or wire is appropriate, and never send funds without verifying instructions by phone.
Review your figures in advance
Read your settlement statement or Closing Disclosure and ask questions before closing day rather than at the table.
Keep your closing package
Your deed, title policy, and settlement statement matter at tax time, at resale, and if a claim arises. Store both digital and paper copies.
Questions about your closing?