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Cash Closing
Contract-to-Close
Checklist

  • File Intake & Kick‑Off

    • Create digital transaction file; upload executed contract

    • Send introduction email to buyer, seller, agents, and designated closing/escrow agent

    • Enter all critical dates (inspection, title-review, closing) into shared timeline

  • Earnest‑Money Deposit (Handled by Escrow Agent)

    • Distribute escrow agent’s wiring/check instructions to buyer

    • Confirm deposit received by contractual deadline; save receipt to file

  • Inspection Period Management

    • Coordinate property access for inspectors as requested

    • Track inspection deadline and any repair‑request addenda

    • File inspection reports; circulate to parties as needed

  • Title & Lien Search

    • Review title commitment / lien search from underwriter or attorney

    • Coordinate payoff statements or releases for liens discovered

  • Survey (If Requested)

    • Schedule the completion of a survey

    • Follow up on the status of the survey

  • HOA / Condo & Municipal Docs

    • Check on the status of estoppel letters, resale packages, bylaws, condo questionnaires

    • Monitor HOA/condo application and approval status

  • Insurance & Utilities Reminders

    • Remind buyer to secure homeowner‑insurance binder

    • Provide Utility Transfer Checklist

  • Settlement Statement Preparation

    • Review draft ALTA/HUD for accuracy (prorations, fees, credits)

  • Signing Coordination

    • Schedule in‑person or remote signing with closing agent/notary

    • Confirm final wire instructions are sent by the escrow agent to buyer

    • Verify fully-executed documents returned to closing agent

  • Funding & Recording

    • Verify buyer's funds to close received by escrow agent

    • Track deed recording; obtain recording information from closing agent

  • Post‑Closing Wrap‑Up

    • Send “Congratulations” email and testimonial request

  • Zero‑Risk Guarantee

    If the transaction does not close, you pay us nothing.

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Compliance Note: YSM Title Services, Inc. offers administrative coordination only. We do not negotiate contract terms, draft legal documents, provide legal advice, or hold escrow funds.

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