Seller’s questionnaire

Let’s get to know each other a little better. Please tell us about yourself.

This is needed for tax purposes and to order any loan payoffs, if required.

Are there any other owners on title?

Please tell us about the property you are selling.

Please tell us about any loans you may have on this property.

Let’s talk about your first mortgage.

Now tell us about your second loan.

Is the property in a subdivision with a mandatory homeowners’ or condominium association?

If there is a property management company, please let us know who it is. If your association is self-managed, tell us who we should reach out to.

Please tell us where you’re going.

Please tell us how you’d like to receive your proceeds.

All instructions will be verified before any proceeds are wired to you.

Please confirm your ABA routing number with your bank. This is doubly true if you bank with a credit union.

The Account Name is the name on the account. It should be your or you company’s name, not “checking,” “savings,” “money market,” or something similar. Unless that’s your name, of course!

Is there anything else you feel we should know about your closing?