POST-CLOSING FOLLOW-UP CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)

--- CLIENT COMMUNICATION & SATISFACTION ---
[ ] Date of Follow-Up Call/Email
[ ] Client Satisfaction Level (Initial Contact) (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)
[ ] Notes from Follow-Up Conversation/Email
[ ] Were there any immediate issues or questions? (Yes, No)
[ ] Details of Issues/Questions (if any)
[ ] Issue Resolution Status (Resolved, In Progress, Pending Further Action)
[ ] Date Issue Resolved (if applicable)
[ ] Contact Person for Follow-Up (if needed)

--- DOCUMENT MANAGEMENT & STORAGE ---
[ ] Closing Statement (HUD-1/ALTA)
[ ] Promissory Note (if applicable)
[ ] Mortgage/Deed of Trust (if applicable)
[ ] Summary of Key Closing Documents
[ ] Date Documents Digitized/Scanned
[ ] Notes on Document Storage Location (Physical & Digital)
[ ] Document Storage Method (Cloud Storage, Physical Filing Cabinet, Hybrid (Cloud & Physical))
[ ] Number of Physical Pages Filed (if applicable)

--- FINANCIAL RECONCILIATION & REPORTING ---
[ ] Verify Closing Statement Accuracy
[ ] Funds Disbursed to Escrow Account? (Yes, No)
[ ] Confirm Payout to Lender (If Applicable)
[ ] Confirm Payout to Seller (If Applicable)
[ ] Date Funds Disbursed
[ ] Notes on Financial Reconciliation
[ ] Property Tax Proration Correct? (Yes, No)
[ ] HOA Fees Proration Correct? (Yes, No)

--- PROPERTY MATTERS & VENDOR COORDINATION ---
[ ] Confirm Utility Transfer Completion Date
[ ] Insurance Binder Received? (Yes, No, Pending)
[ ] Which Utilities Have Been Transferred? (Electricity, Gas, Water, Trash, Internet, Cable)
[ ] Confirm Remaining Balance for Property Taxes (If Applicable)
[ ] Notes Regarding Property Transfer & Vendor Coordination
[ ] HOA Information Provided to Client? (Yes, No)
[ ] Upload HOA Documents (if applicable)

--- LEGAL & REGULATORY COMPLIANCE ---
[ ] Record Date of Title Insurance Policy Recording
[ ] Confirm Recording of Mortgage/Deed of Trust (Recorded, Not Yet Recorded, Pending)
[ ] Recordation Fees Paid (if applicable)
[ ] Notes on Any Recording Issues or Delays
[ ] Confirm Escrow Account Setup & Funding (if applicable) (Completed, In Progress, Not Applicable)
[ ] Notes on Compliance with State-Specific Disclosures (e.g., Seller's Property Disclosure)
[ ] Upload Copy of Recorded Deed & Mortgage (if available)
[ ] Verify Compliance with Anti-Money Laundering (AML) requirements (Completed, Review Needed)

--- INTERNAL TEAM FOLLOW-UP ---
[ ] Date of Final Team Debriefing
[ ] Summary of Team Debriefing Notes (Key Takeaways, Issues, Improvements)
[ ] Escrow Officer Feedback (Positive/Neutral/Needs Improvement) (Positive, Neutral, Needs Improvement)
[ ] Time Spent on Post-Closing Tasks (in hours)
[ ] Potential Areas for Process Improvement Identified (Communication, Document Handling, Coordination with Vendors, Data Entry Accuracy, Client Updates)
[ ] Assigned Follow-up Tasks (Brief Description)
[ ] Deadline for Assigned Follow-up Tasks

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