Browse Real Estate Professionals SECTION 7: Transaction Management

The Closing Preparation Package

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The Closing Preparation Package

Build a closing preparation package for my client.

Client: [BUYER / SELLER]
Closing date and location: [DETAILS]
Type: [IN PERSON / REMOTE / MAIL-AWAY / ESCROW]

Produce:
1. What to bring and what to do beforehand
2. What will happen, step by step
3. Funds: how, when, and what form [I SUPPLY THE SPECIFICS]
4. Documents they will sign, described in plain language
5. Questions to ask before signing
6. What happens immediately after
7. Post-closing tasks with timing
8. What to keep and for how long

Rules:
- Plain language throughout
- Do not state any legal effect of any document — describe what it
  is for and mark [ATTORNEY / CLOSER TO EXPLAIN]
- Do not supply figures, wiring details, or requirements I have
  not given
- Include a prominent wire fraud warning: verify all wiring
  instructions by phone using a number obtained independently,
  never from an email

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