Preparing for Closing

Congratulations on putting your home under agreement! Use this checklist to ensure a smooth closing process.

DO THIS IMMEDIATELY AFTER SIGNING P&S:

  1. Obtain Smoke Certificate
    The smoke and carbon monoxide certificate (“Smoke Cert”) is issued by the fire department in your town. Procedures and costs vary by town. As soon as the P&S is signed, call your local fire department and make arrangements to pull a permit for the inspection.

  2. Complete negotiated repairs (if any) and provide repair documentation to your REALTOR® and attorney

  3. Place Utility Transfer Requests with all service providers. DO NOT SHUT OFF UTILITIES.

  4. Communicate with your attorney about pre-signing deed and other closing documents, transfer of sale proceeds, mortgage payoff (if applicable)

  5. Plan Your Move 
    Use this moving checklist to help plan your move!

  6. Start a File that includes owners’ manuals, codes, extra keys, and any important notes regarding main systems.

  7. Complete and return the Info for New Owner Form.

  8. Order 6-D Certificate (condos only)

DO THIS 14 DAYS PRIOR TO CLOSING:

  • Deliver smoke certificate to your attorney

  • Obtain final water meter reading (if applicable)

  • Report fuel gage readings (for oil or propane) and price for reimbursement

  • Contact utility companies for final billing instructions (municipal utilities only)

  • Gather all keys, garage door openers and other items remaining with the house. Make a note of any access codes for alarms, garage doors, etc. to pass along to the new owners.

  • Remove all personal property and clean the premises prior to the final walkthrough. FAILURE TO VACATE OR CLEAN CAN RESULT IN TRASH REMOVAL/CLEANOUT FEES.

  • Notify service providers, insurance company and USPS. Set up transfer requests with existing utility providers effective on the date of closing. DO NOT SHUT OFF UTILITIES.

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Closing and Final Walkthrough

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Appraisal