
Follow-Up Checklist
It takes a lot of planning, effort and, of course, paperwork to go from finding your new home to getting the keys in the front door.
Knowing the who, what, where and when of the process will help you keep your sanity amidst one of life's most important � and exciting � financial decisions.
The first thing you can do to simplify the process is to work with Steve, who'll be with you every step of the way. Curious about all that is involved in the buying process? Check out my Buyer's Checklist. These are the steps you and your agent will walk through, as you move from dreaming of your new home to living in it.
Buyer Follow Up Checklist:
| 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) ____________________________________ ____________________________________ Date _________________________ 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 Paper | Date _________________________ Location ______________________ |
| Obtain Keys | From ________________________ ________________________ |