• Full name of record owner
• Marital Status of record owner
• Inquire as to recent deaths, divorces, or other situations that would affect title
• Social Security Numbers
• Name of existing lien holder and loan number
• Copy of existing survey. Inquire that there have been no changes and let them know they will have to sign a sworn affidavit to the title company at closing
• Fax amendments to the contract to Title Company and Lender
• Reminder of government issued photo I.D. for the notary at the time of closing

Selling Agent:

• Buyer’s correct name for legal documents
• Name of buyer’s new lender and loan officer
• Name and phone number of new homeowners insurance agent
• Reminder of "good funds" rule and Title Company policy
• Residential service contract brochures to buyer for choice selection
• Reminder of government issued photo I.D. for the notary at the time of closing

Lender:

• Is the lender ordering the survey? Will the lender accept the existing survey?
• Need lender’s instructions to prepare HUD-1 settlement statement for closing
• Leder closing instructions
• Need loan proceeds for funding
• Need funding authorization number after closing in order to fund
• Banks typically do not "table fund"

Title Company:

• Prepares title commitment
• Orders tax report
• Checks existing survey or orders new survey if lender does not choose to do so
• Orders payoff of existing liens
• Prepares the HUD-1 settlement statement

Miscellaneous:

• Will there be a mail out to seller or buyer? Let lender and title company know in advance
• Mail outs to a foreign country will require notarization at the American Consulate’s office unless the notary language and seal are in English
• If powers of attorney are to be used, they will have to be approved by the Title Company and by the Lender. The original power of attorney will have to be recorded
• Repair credits are usually not allowed by the Lender. Check with lender to see if this is allowed, or if Seller can pay Buyer’s closing costs in lieu of repairs