Follow-up Checklist

Your home purchase will involve countless details, but our checklist below helps you stay organized by identifying all the things you must do before your move.

Buyer Follow-up Checklist
Agency Disclosure	___ Seller's Agent ___ Buyer's Agent ___ Dual Agent ___ Non-Agent ___ Facilitator
Disclosure of Defects Reviewed and Signed	____Yes ____No If Yes, Signature Date _________________________________
Fair Housing Explained	____Yes ____No
Earnest Money	Promissory Note Redeemed Date ___________ N/A ____
Inspections	Private Home Inspection Date ________________________________ Contingency Removed __________________ Pest Date ________________________________ Contingency Removed __________________ Municipal Date ________________________________ Contingency Removed __________________ FHA/VA Date ________________________________ Contingency Removed __________________ Other ______________________ Date ________________________________ Contingency Removed __________________
Complete Loan Application (Check with your lender for additional needs if you are divorced, paying child support, or self-employed; or if you own income properties.)	Loan Officer ___________________________ Phone # ______________________________ Date __________________________________ Bring: ___ Past 2 years' W-2 tax forms ___ Paycheck stubs for last 30 days ___ Last 3 months' statements from all deposit and/or investment accounts (checking, savings, 401K, mutual funds, etc.) ___ Cancelled rent/mortgage checks (12 months) ___ Name/address of any landlord (12 months) _______________________________________ _______________________________________ _______________________________________ ___ Application fee (check or money order)
Deposit Funds	Escrow Officer _____________________________ Phone # __________________________________ Date _____________________________________
Contact Movers	Name ____________________________________ Phone # __________________________________ Moving Date_______________________________
Obtain Homeowners Insurance	Agent ____________________________________ Phone # __________________________________ Date _____________________________________
Arrange Utility Transfer	___ Gas Phone # __________________________ ___ Electric Phone # _______________________ ___ Telephone Phone # _____________________ ___ Cable Phone # ________________________ ___ Other ________________________________
Final Walk-Through	Date _____________________________________ Contingency Removed ______________________
Sign Final Papers	Date _____________________________________ Location __________________________________ _________________________________________
Obtain Keys	From ____________________________________ Date ____________________________________ Time ____________________________________