Keep a closing record.
- Save the signed settlement documents.
- Track the recorded deed and title policy when applicable.
- Keep lender, insurance, association and closing contacts together.
- Ask about any post-closing item you do not understand.
Set up the day-to-day essentials.
- Confirm utility service and association payment arrangements.
- Update mailing information with relevant providers.
- Review access codes, keys and basic home safety items.
Ask the appropriate office about property-specific matters.
For property tax, exemption eligibility, permits and local requirements, use the relevant official county or municipal office. Do not assume a benefit or deadline applies without checking your circumstances.
General preparation guidance. Use your contract and transaction-specific instructions; consult the appropriate professional for legal, tax or coverage questions.