Prepare for Closing
Step 3: Coordinate with Closing Attorney
Preparing the buyer for closing strengthens confidence and prevents confusion on closing day. Providing clear instructions ensures the buyer knows when and where to arrive and what to expect.
Pro Tip
Remind buyer to send funds 24–48 hours early.
Recommended Tools & Resources
Verify closing time, required documents, and instructions.
Send a written summary of all closing details to all parties.
Training Box
- Remind your buyer to verify writing instructions with the closing attorney BEFORE sending money. No wiring instructions should be emailed.
- Remind buyers to send funds 24 to 48 hours before closing.
- Confirm time, date, and location in writing.
- Upload settlement documents to DTR.
Resource: Buyer Under Contract Checklist
Daily Activity Plan
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