Transaction Details
Property address, MLS number, transaction type, and buyer/seller contact information to ensure the checklist applies to the correct file.
A standardized checklist reduces closing delays, ensures compliance with disclosure and notarization rules, and creates a single source of truth for parties and title professionals during a transaction.
The checklist is used by transaction coordinators, listing and buyer agents, title/escrow officers, lenders, and closing attorneys to coordinate final steps and confirm requirements.
Using a shared checklist reduces miscommunication across these roles and helps document the transaction trail for future audits or disputes.
Property address, MLS number, transaction type, and buyer/seller contact information to ensure the checklist applies to the correct file.
List all required documents (purchase agreement, deed, title policy, disclosures, inspection report) and mark status: attached, pending, or waived.
Deposit receipts, payoff amounts, prorations, closing costs, and confirmation that funds clear prior to disbursement.
All signature blocks completed with signer names and dates; note any initials-only approvals and verify explicit authorization.
Notary acknowledgements, remote notarization session IDs, witness counts where state law requires them, and journal entries if applicable.
Attachment references for surveys, HOA documents, inspection reports, and title exceptions required for closing.
| Field | Configuration |
|---|---|
| Signature Authentication | Email link, SMS code, or knowledge-based authentication |
| Routing Order | Sequential or parallel signer order with optional reminders |
| Conditional Fields | Show/hide items (e.g., HOA docs) based on transaction type |
| Retention Export | Enable PDF/A export and archived audit trail |
Ensure your platform supports secure signatures, required authentication, and the file formats accepted by title and recording offices.
Confirm platform-level audit trails, export options, and any BAA or 21 CFR Part 11 requirements for regulated workflows prior to e-submission.
Current title commitment or preliminary report showing exceptions, recorded liens, and any required cure steps necessary before closing.
Fully executed contract with all addenda and amendments referenced in the checklist to reconcile contractual obligations and closing conditions.
Inspection report, repair invoices, and seller repair receipts that document condition-related items marked Complete on the checklist.
Buyer wire instructions, escrow deposit receipt, or lender payoff statements to confirm funds available for closing disbursement.
Date parties executed the purchase agreement
When initial earnest money must be posted
Last day to request repairs or terminate
Date to raise title issues for cure
Date set for signing and fund disbursement
Parties sign and deposit executed agreement; triggers initial checklist population.
Inspections, lender conditions, and title issues must be resolved or documented as waived.
All required signatures, notarizations, and funds are collected prior to recordation.
Instruments recorded and proceeds disbursed to appropriate payees.
Tim Martin used an online checklist to replace paper signoff at closings
Xerox integrated checklists with NetSuite to auto-populate party information
The listing agent certifies seller disclosures and confirms items the seller must deliver at closing. The agent cannot sign for the seller unless explicitly authorized in writing or by power of attorney.
The title closing coordinator assembles the documents, certifies receipt of funds, and records final status in the escrow file; they sign only to attest to file completeness, not as a party to the contract.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |