Template
Contract Process - Buyers (Supreme)
***Upload All documents into DTR***
Under Contract
Contract executed (signed)
Loan Pre-Approval Letter
Submit Contract to Closing Attorney
Due Diligence
Inspections
Termite Certificate
Homeowners Insurance
Flood Insurance
Survey
Utilities (List obtained from Seller)
Post Due Diligence Period
Inspection Repairs Requests Form Completed
Required Repairs Done
Repair documentations Obtained (receipts, invoices, pictures, bills, etc)
Loan Progress
Estimated Loan Approval Date Confirmed
Appraisal Ordered
Loan Conditions Established
Loan Finalized
Loan Conditions Meet
Appraisal Done
Loan Approved (Ready for Closing)
Pre-Closing
Termite Certificate (Need for Closing?)
Utilities Transfer Setup - (Ask Sellers for grace period post Closing Date)
Final Walk-Through
Deposit Check
CD / HUD Reviewed
CLOSING DAY!
Closing Instructions from Closing Company
Buyer Funds Required
Deposit Check (Seller Holding?)
Termite Certificate (if needed)
Necessary Documentations
Utilities Transferred Today
This creates a private checklist in your account.