Closing Checklist for Lenders and Mortgage Brokers

Prior to Closing we will need from you:

1. A Title Order
   
   
2. The name of the insured for the title commitment/homeowner's insurance
   
   
3. The borrower’s name and the loan amount
   
   
4. Whether this is a first mortgage, a second mortgage, or a first and second mortgage combined
   
   
5. Whether this is an FHA, VA or Conventional loan
   
   
6. Whether or not a survey will be required
   
   
7. Method of delivery of loan package/loan proceeds
   
   
8. Homeowner insurance premium and information (if you are obtaining this information)
   
   
9. Subordination agreement (if you are obtaining this document)

What you may need from us:

1. Tax amount and homeowners/hazard insurance premium (if we are obtaining this information)
   
   
2. An Insured Closing Letter
   
   
3. A Title Commitment/Binder
   
   
4. Wiring instructions
   
   
5. Subordination agreement (if we are obtaining this document)
   
   
6. Our Fee Sheet
   
   
7. A Preliminary HUD-1 Settlement Statement once the Closing package has been received by our office

You may schedule a Closing with Slepian & Schwartz, L.L.C., by calling our office or by submitting a Title Order Request  via this website.

Glossary of Closing Terminology            FAQs