Seller Closing Checklist

Congratulations on procuring an offer for the sale of your property!

We will need your help with the following items in order to close your transaction:

Loan Payoff Information

We will send you an Authorization to Request Payoff and an HLF Request for Information Sheet. We will need these forms and a copy of your most recent mortgage statement(s) n order to obtain payoff(s) and prepare the applicable seller or conveyance documents on your behalf. Please return these forms as soon as possible. Many lenders require a 3-7 day turnaround; therefore it is very important that we get this information to order your payoff as soon as possible.

Prior Owner’s Title Insurance Policy

If you have this document, it is important that you include it when sending us the above-referenced documents.

Legal Description & Survey

Please refer to your warranty deed for your property’s legal description. Please fax us a copy of the deed. If you have a survey on your property, please fax or email it with the legal description.

Home Owner’s/Condominium Association Contact Information

If your property is a member of a Home Owner’s or Condominium Association with mandatory dues, please fax, email or call us with the name and telephone number of the Association. It is necessary that we receive a letter from the Association stating either that all dues are paid current or that all dues are to be prorated appropriately.


If there is a trust, divorce, bankruptcy, death or other title problem which may affect this closing, please notify us immediately. Please indicate the potential problem and have contact names and telephone numbers prepared so that we may research any issues.


Please bring your drivers’ license (or other photo I.D.) with you to closing, as identification. If the seller is a corporation, we will require you to bring both the corporate resolution and the corporate seal.