1. Build a document tracker
2. Separate review from approval
3. Confirm the closing file
Put the agreement ahead of assumptions
Prepare the details for this review
- Property identification: Record parcel and address discrepancies to ask the closing team about.
- Agreement versions: Date the purchase agreement and every amendment; identify the current version.
- Authority and title: List escrow requests and the person responsible for each response.
- Payoff requests: Track who requested each figure and what period it covers.
- Secure document channel: Confirm the intended recipient and secure delivery method with escrow.