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Closing Guide

What We Need Before Closing

  • VALID ID (non-expired, govt issued, photo ID) NO MATRICULA
  • LLC formation documents (if applicable)
  • Original Power of Attorney (if applicable)
  • HOA contact info (if applicable)
  • T-47 & survey
  • Payoff info: (mtg co contact info, loan #, etc)  
  • Social Security number or EIN
  • Marital status and spouse name
  • Forwarding address after sale
  • Proceeds instructions & split instructions if applicable​
  • 1031 exchange contact info (if applicable)​

Alert the Escrow Officer if:

  • Your marital status changes (divorce, death, married)
  • You have unpaid repair bills
  • You prefer to close out of office (mail out, mobile notary)
  • You will use a Power of Attorney (must be approved for closing)
  • You are filing bankruptcy (order of sale is required from judge)
  • You have an IRS lien
  • 1031 Exchange 
  • You will not be available on the contract closing date 
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