Closing Checklist for Realtors
A smooth closing does not happen by accident - it is the result of careful preparation, timely communication, and a proactive approach to every step of the transaction. For Texas real estate agents, having a reliable closing checklist keeps you organized, protects your clients, and builds the kind of reputation that generates referrals. Here is the checklist that the best agents in Houston and Dallas use to close every deal on time.
Two to Three Weeks Before Closing
Confirm the title company has received the executed contract and opened the file. Verify the buyer's lender has ordered the appraisal and title commitment. Confirm all earnest money has been deposited per the contract terms. Review the title commitment when received - flag any exceptions or requirements that need to be addressed. Ensure the survey has been ordered if required. Confirm homeowners insurance has been bound by the buyer.
One Week Before Closing
Follow up with the title company to confirm the closing is on schedule. Verify all title commitment requirements have been satisfied. Confirm the buyer has completed their final walkthrough date. Ensure all repair items from the option period have been completed and documented. Confirm the closing time, location, and what the buyer needs to bring - including valid government-issued ID and certified funds if required.
Day of Closing
Arrive early or coordinate with the closing officer to review the ALTA settlement statement before your client arrives. Ensure all figures match what the buyer and seller were expecting. Be present or available by phone throughout the signing to answer questions. Confirm wire transfer instructions were communicated to the buyer's lender only through verified channels to prevent wire fraud. Celebrate a successful closing with your client - and ask for that referral.
After Closing - Don't Forget These Steps
Confirm all documents have been recorded with the county clerk. Ensure the buyer has received their owner's title insurance policy. Follow up with the seller to confirm their proceeds have been received. Update your CRM with the closing date and transaction details. Send a closing gift and a follow-up note - this is one of the highest-value touchpoints for future referrals. Keep all closing documents in your transaction file for at least five years.