Documents we need before the table
Provide the closing instructions, the loan package with a clear signing order, the Closing Disclosure timing, wire instructions delivered securely, and any lender-specific affidavits or riders.
Professional guide
Lenders3 min read
A Lender's Checklist for Smooth Closings
What we need from you, when we need it, and what causes most of the delays.
Where files actually stall
Closing instructions that arrive the morning of, a Closing Disclosure delivered late so the three-day window pushes the date, payoff figures that expired because the closing moved, a power of attorney nobody pre-approved, an entity borrower with unclear signing authority, and last-minute changes to cash to close that require a redisclosure.
Wire and funding
Confirm funding authorisation and timing before the table so the file can disburse the same day. Recording deadlines vary by county, and late funding can push recording to the next business day.
What we send back
We send back the executed package, the final settlement statement, the recorded document tracking, and the lender's policy after recording.
How to reach us
Use our lender services page for resources and our secure lender portal for access.
At order placement
- Borrower and property information
- Loan number and type
- Your closing contact
- Anticipated closing date
- Whether it is a purchase or refinance