Buyer's Checklist

The first thing you do to simplify the process is to work with an agent who'll be with you every step of the way.  The Buyer checklist below features the steps you and your agent will work through as you move through the process.

 
                                                     Buyer Follow-Up Checklist
   
     Agency Disclosure

 

 
  ___ Seller's Agent
  ___ Buyer's Agent
  ___ Dual Agent
  ___ Non-Agent 

    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
  Loan Officer
  Phone #
  Date
   
  Bring
  ___  Past 2 years' W-2 tax forms
  ___  Paycheck stubs last 30 days
  ___  Last 3 month statement for all deposit and or investment accounts
  ___  Cancelled rent/mortgage check - 12 months
  ___   Name and address of any landlord   - 12 months

    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 #  ___________
  Tele Phone #  _____________
  Cable Phone #  ____________
  Other  __________________

    Final Walk-Through
  Date  __________________
  Contingency Removed _______

    Sign Final Papers
  Date  __________________
  Location  _______________

    Obtain Keys

 
  From  __________________
  Date  __________________
  Time  __________________
 
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