Pre-Settlement Checklist

• Provide title company with the estimated closing date .
• Fax or e-mail legible Title Request/ Application.
  (1003 form)
• Provide the title company with name of the mortgage company, loan numbers, phone numbers, and payoffs. (if mortgage is being subordinated, please provide the information as soon as possible)
• Advise the title company if borrowers are out of the area and will require documents to be sent via overnight for closing. A notary will need to be present at signing.
• If borrower’s will be using power of attorney, provide the title company with a copy prior to closing and the original at closing.
• Fax any unpaid invoices to title company.
• Provide the title company with the Mortgagee Clause
• Provide the title company with a contact person to be notified once the file has been scheduled.