The agreement.
- The fully executed purchase contract
- All signed addenda and amendments
- Property address and agreed dates
- Any information about changes to the agreement
The people.
- Buyer and seller names and preferred contacts
- Both real estate agents and brokerages
- Lender or loan officer, if applicable
- Attorney and association contacts where relevant
The details that may need attention.
- Deposit status and escrow holder
- Known financing or title questions
- Available prior title policy or survey
- Signing location, travel or entity ownership considerations
Confirm a secure handoff.
Ask Trinity how to provide the actual contract and private supporting records. A general inquiry should contain only enough information to begin the conversation.
General preparation guidance. Use your contract and transaction-specific instructions; consult the appropriate professional for legal, tax or coverage questions.