Define the transaction.
- Identify the property and acquisition or sale structure.
- Confirm cash or financed terms and key contract dates.
- Identify the buyer, seller and intended signers.
- Identify counsel, lender and any other specialist involved.
Gather the title and property context.
- Provide known mortgage and payoff contacts securely.
- Share available prior title and survey documents.
- Identify HOA or condominium contacts if relevant.
- Raise known liens, ownership questions or recording concerns.
Coordinate the close.
- Agree on the document-delivery and signing plan.
- Confirm the handling of funds and disbursement conditions.
- Independently verify any wiring instructions.
- Track recording and required post-closing documents.
General preparation guidance. Use your contract and transaction-specific instructions; consult the appropriate professional for legal, tax or coverage questions.