Checklist Tags

These are the checklists related to Week 13.

These are the tasks for Week 13 of the Ultimate Nomad Checklist™.

Week 13 is the week we assume you close on your new property, so there is quite a bit to do heading to Closing and immediately after Closing.

When you click on the task, you can also see the tags that task is filed under. You can also click on the tag to see other tasks with that tag.

  1. Review my "Future Narrative"
  2. Schedule on your calendar when you'll do this week's tasks from your Future Narrative
    You're much more likely to follow through on your goals if you plan out when you'll do the steps to achieve them.

    So, take a moment to schedule out on your calendar when you'll actually do the tasks for this week on your calendar. Make an appointment with yourself to do them. If you need to reschedule one, reschedule it (don't delete it).

    ASAPFirst Meeting: Your Real Estate GoalsUltimate Nomad ChecklistWeek 1Week 10Week 11Week 12Week 13Week 14Week 15Week 16Week 17Week 18Week 19Week 2Week 20Week 21Week 22Week 23Week 24Week 25Week 26Week 27Week 28Week 29Week 3Week 30Week 31Week 32Week 33Week 34Week 35Week 36Week 37Week 38Week 39Week 4Week 40Week 41Week 42Week 43Week 44Week 45Week 46Week 47Week 48Week 49Week 5Week 50Week 51Week 52Week 53Week 54Week 6Week 7Week 8Week 9

  3. Complete "Contract To Close: General" checklist
  4. Complete "Acceptance Deadline Date" checklist
    Complete "Acceptance Deadline Date" checklist. This goes along with the "Acceptance Deadline Time".

    We typically use 1 or 2 days from the time the offer is submitted as this deadline, but will often be flexible based on the Seller's needs. We sometimes will be a little more aggressive with this date if it is advantageous for us to do so.

    https://RealEstateFinancialPlanner.com/acceptance-deadline-date/

    Contract Deadline: Acceptance Deadline DateContract To Close: GeneralUltimate Nomad ChecklistWeek 13

  5. REAL ESTATE BROKER: Staying in touch with Seller's Real Estate Broker
    While we are waiting for the Acceptance Deadline Date, your Real Estate Broker will be staying in touch with the Seller's Real Estate Broker and waiting for a reply to your offer.

    Contract Deadline: Acceptance Deadline DateUltimate Nomad ChecklistWeek 13

  6. Prepare for Earnest Money, Down Payment and Loan
    While we are waiting for the Seller to accept your offer, you should prepare yourself for providing Earnest Money which will be due immediately after acceptance.

    Also, you should be preparing for getting your loan and arranging for the Down Payment you'll need for Closing.

    Contract Deadline: Acceptance Deadline DateUltimate Nomad ChecklistWeek 13

  7. Complete "Acceptance Deadline Time" checklist
    Complete "Acceptance Deadline Time" checklist. This goes along with the "Acceptance Deadline Date".

    We typically use 6 PM MST for this deadline although it does vary quite a bit depending on the situation.

    https://RealEstateFinancialPlanner.com/acceptance-deadline-time/

    Contract Deadline: Acceptance Deadline TimeContract To Close: GeneralUltimate Nomad ChecklistWeek 13

  8. See "Acceptance Deadline Date"
    This is the time portion of the "Acceptance Deadline Date". See that checklist for more information.

    Contract Deadline: Acceptance Deadline TimeUltimate Nomad ChecklistWeek 13

  9. Complete "Alternative Earnest Money Deadline" checklist
    Complete "Alternative Earnest Money Deadline" checklist.

    We typically use "MEC + 2 Days" for the "Alternative Earnest Money Deadline" so that you can have two days after the contract is accepted to get your Earnest Money to the Earnest Money Holder.

    IMPORTANT NOTE: If you're traveling or unable to perform on 2 days after acceptance the time to tell your Real Estate Broker is before you write your offer (not after). It is not a good start to the relationship with the Seller to have to change a deadline right after going under contract.

    https://RealEstateFinancialPlanner.com/alternative-earnest-money-deadline/

    Contract Deadline: Alternative Earnest Money DeadlineContract To Close: GeneralUltimate Nomad ChecklistWeek 13

  10. REAL ESTATE BROKER: Prepare "Earnest Money Receipt"
    Once your contract is accepted your Real Estate Broker should be preparing an "Earnest Money Receipt" and coordinating with you to get the Earnest Money to the Earnest Money Holder before the Alternative Earnest Money Deadline.

    Contract Deadline: Alternative Earnest Money DeadlineUltimate Nomad ChecklistWeek 13

  11. Deliver Earnest Money to Real Estate Broker or Earnest Money Holder
    Give your Real Estate Broker the Earnest Money with enough time for them to deliver it to the official Earnest Money Holder (as specified in the "Contract to Buy and Sell Real Estate").

    This must be done prior to the Alternative Earnest Money Deadline specified in the "Contract to Buy and Sell Real Estate". The amount of Earnest Money is also specified in the contract.

    Contract Deadline: Alternative Earnest Money DeadlineUltimate Nomad ChecklistWeek 13

  12. Receive copy of "Earnest Money Receipt"
    Once your Real Estate Broker (or in some rare cases you) delivers your Earnest Money to the official Earnest Money Holder, an "Earnest Money Receipt" is usually issued. You should get a copy.

    Contract Deadline: Alternative Earnest Money DeadlineUltimate Nomad ChecklistWeek 13

  13. Save "Earnest Money Receipt" to Dropbox
    Once you have a copy of your "Earnest Money Receipt", save a copy of it to your property's folder in Dropbox with the filename formatted as:

    "YYYY-MM-DD - 1234 Main St - Earnest Money Receipt.pdf"

    Contract Deadline: Alternative Earnest Money DeadlineUltimate Nomad ChecklistWeek 13

  14. Provide copy of "Earnest Money Receipt" to Lender
    Once you receive your copy of the "Earnest Money Receipt" after your Earnest Money is delivered to the Earnest Money Holder, provide a copy of the "Earnest Money Receipt" to your Lender.

    Contract Deadline: Alternative Earnest Money DeadlineUltimate Nomad ChecklistWeek 13

  15. Complete "Contract To Close: Title" checklist
  16. Complete "Record Title Deadline" checklist
    Complete the "Record Title Deadline" checklist:

    https://RealEstateFinancialPlanner.com/record-title-deadline/

    We typically use "MEC + 7 Days" for the Record Title Deadline to give the Title Insurance Company time to deliver the title work to you to review.

    Contract Deadline: Record Title DeadlineContract To Close: TitleUltimate Nomad ChecklistWeek 13

  17. Complete "Record Title Objection Deadline" checklist
    Complete the "Record Title Objection Deadline" checklist:

    https://RealEstateFinancialPlanner.com/record-title-objection-deadline/

    We typically use about "MEC + 14 Days" to give you time to review your title work, get the advice of your Title Attorney if needed and have time to object.

    Contract Deadline: Record Title Objection DeadlineContract To Close: TitleUltimate Nomad ChecklistWeek 13

  18. Complete "Off-Record Title Deadline" checklist
    Complete the "Off-Record Title Deadline" checklist:

    https://RealEstateFinancialPlanner.com/off-record-title-deadline/

    We often use "MEC + 9 Days" for this deadline in the "Contract to Buy and Sell Real Estate".

    Contract Deadline: Off-Record Title DeadlineContract To Close: TitleUltimate Nomad ChecklistWeek 13

  19. IF SELLER HAS OFF-RECORD TITLE INFO: Receive a copy of off-record title materials
    If the Seller has any off-record title information like leases (although many people would consider this part of due diligence), lease-options agreements, option agreements, unrecorded easements, etc then they should give them to you by this deadline.

    It is unusual to have documents relating to this deadline.

    Contract Deadline: Off-Record Title DeadlineUltimate Nomad ChecklistWeek 13

  20. IF SELLER HAS OFF-RECORD TITLE INFO: Save off-record title materials to Dropbox
    If the Seller has sent you any off-record title materials, save them to your property Dropbox folder.

    Contract Deadline: Off-Record Title DeadlineUltimate Nomad ChecklistWeek 13

  21. Complete "Off-Record Title Objection Deadline" checklist
    Complete the "Off-Record Title Objection Deadline" checklist:

    https://RealEstateFinancialPlanner.com/off-record-title-objection-deadline/

    We often use "MEC + 16 Days" for this deadline in the "Contract to Buy and Sell Real Estate".

    Contract Deadline: Off-Record Title Objection DeadlineContract To Close: TitleUltimate Nomad ChecklistWeek 13

  22. Complete "Title Resolution Deadline" checklist
    Complete the "Title Resolution Deadline" checklist:

    https://RealEstateFinancialPlanner.com/title-resolution-deadline/

    We often use "MEC + 20 Days" for this deadline in the "Contract to Buy and Sell Real Estate".

    Contract Deadline: Title Resolution DeadlineContract To Close: TitleUltimate Nomad ChecklistWeek 13

  23. IF YOU OBJECTED TO TITLE: REAL ESTATE BROKER: Negotiate terms of your resolution
    If you've objected to a title related issue (either record title or off-record title), then your Real Estate Broker (with your assistance) should be negotiating on your behalf to come to a resolution that is acceptable to you and the Seller.

    Contract Deadline: Title Resolution DeadlineUltimate Nomad ChecklistWeek 13

  24. IF YOU REACHED A RESOLUTION: REAL ESTATE BROKER: Prepare "Amend/Extend"
    If you've come to a resolution over the title objection you had, your Real Estate Broker should prepare an "Amend/Extend" to document the resolution and resolve your objection.

    Contract Deadline: Title Resolution DeadlineUltimate Nomad ChecklistWeek 13

  25. IF YOU REACHED A RESOLUTION: Sign "Amend/Extend" via DocuSign
    If you've come to a resolution over the title objection and your Real Estate Broker has prepared an "Amend/Extend" to document the resolution and resolve your objection, sign the "Amend/Extend" to continue with the purchase.

    Some Real Estate Brokers may also have you simultaneously withdraw your "Title-Related Objection Notice" by signing the bottom via DocuSign.

    Contract Deadline: Title Resolution DeadlineUltimate Nomad ChecklistWeek 13

  26. IF YOU REACHED A RESOLUTION: Save "Amend/Extend" to Dropbox
    Once you receive back a fully executed "Amend/Extend" save a copy to your property folder in Dropbox.

    You may also get a withdrawn version of your "Title-Related Objection Notice" to save to your Dropbox as well.

    Contract Deadline: Title Resolution DeadlineUltimate Nomad ChecklistWeek 13

  27. IF YOU WANT TO WITHDRAW YOUR OBJECTION: REAL ESTATE BROKER: Send "Title-Related Objection Notice" via DocuSign
    If you've decided to continue with the purchase and withdraw your record title or off-record title objection, your Real Estate Broker can send over the "Title-Related Objection Notice" you signed and have you sign the bottom that withdraws your objection before the Title Resolution Deadline to allow you to continue with the purchase.

    IMPORTANT NOTE: If you have not resolved the objection or withdrawn your objection prior to the Title Resolution Deadline, the "Contract to Buy and Sell Real Estate" will terminate. So, if you want to continue with the sale you need to do either one of these.

    Contract Deadline: Title Resolution DeadlineUltimate Nomad ChecklistWeek 13

  28. IF YOU WANT TO WITHDRAW YOUR OBJECTION: Sign withdrawal section of "Title-Related Objection Notice" via DocuSign
    If you've decided to continue with the purchase and withdraw your record title or off-record title objection, sign the withdrawal section at the bottom of the "Title-Related Objection Notice" when your Real Estate Broker sends it over via DocuSign.

    IMPORTANT NOTE: If you have not resolved the objection or withdrawn your objection prior to the Title Resolution Deadline, the "Contract to Buy and Sell Real Estate" will terminate. So, if you want to continue with the sale you need to do either one of these.

    Contract Deadline: Title Resolution DeadlineUltimate Nomad ChecklistWeek 13

  29. IF YOU WANT TO WITHDRAW YOUR OBJECTION: Save withdrawn version of "Title-Related Objection Notice" to Dropbox
    If you've withdrawn your objection by signing the bottom portion of your "Title-Related Objection Notice", save a copy of it to your property folder in Dropbox.

    Contract Deadline: Title Resolution DeadlineUltimate Nomad ChecklistWeek 13

  30. IF YOU HAVE NOT COME TO A RESOLUTION: REAL ESTATE BROKER: Prepare "Earnest Money Release" (and probably "Notice To Terminate")
    If you have not come to an acceptable resolution or withdrawn your "Title-Related Objection Notice" by the Title Resolution Deadline then your "Contract to Buy and Sell Real Estate" has terminated. However, most Real Estate Brokers will want to also prepare a formal "Notice To Terminate" as well out of an abundance of clarity.

    Your Real Estate Broker should prepare an "Earnest Money Release" (and probably a "Notice To Terminate") to get the Seller to agree to release your Earnest Money.

    Contract Deadline: Title Resolution DeadlineUltimate Nomad ChecklistWeek 13

  31. IF YOU HAVE NOT COME TO A RESOLUTION: Sign "Earnest Money Release" (and probably "Notice To Terminate") via DocuSign
    If you have not come to an acceptable resolution or withdrawn your "Title-Related Objection Notice" by the Title Resolution Deadline then your "Contract to Buy and Sell Real Estate" has terminated.

    Your Real Estate Broker should prepare and send over an "Earnest Money Release" (and probably "Notice To Terminate") to get the Seller to agree to release your Earnest Money to you via DocuSign.

    Sign the "Earnest Money Release" (and probably "Notice To Terminate") via DocuSign.

    Contract Deadline: Title Resolution DeadlineUltimate Nomad ChecklistWeek 13

  32. IF YOU HAVE NOT COME TO A RESOLUTION: Save "Earnest Money Release" (and probably "Notice To Terminate") to Dropbox
    Once you receive the signed copy of the "Earnest Money Release" (and probably "Notice To Terminate") back via DocuSign save a copy to your property folder in Dropbox.

    Once the Seller signs it, you can replace this copy with the fully executed version and provide a copy to the Earnest Money Holder to get your Earnest Money back.

    Contract Deadline: Title Resolution DeadlineUltimate Nomad ChecklistWeek 13

  33. Complete "Right of First Refusal Deadline" checklist
  34. IF SELLER NEEDS A RIGHT OF FIRST REFUSAL DEADLINE: Discuss with your Real Estate Broker
    If the Seller needs a Right of First Refusal Deadline to be included with your offer, discuss the details of this with your Real Estate Broker.

    Contract Deadline: Right of First Refusal DeadlineUltimate Nomad ChecklistWeek 13

  35. Complete "Contract To Close: Owner’s Association" checklist
  36. Complete "Association Documents Deadline" checklist
    Complete the "Association Documents Deadline" checklist:

    https://RealEstateFinancialPlanner.com/association-documents-deadline/

    We often use "MEC + 7 Days" for this deadline in the "Contract to Buy and Sell Real Estate" to give the Seller time to get you copies of the HOA documents.

    Contract Deadline: Association Documents DeadlineContract To Close: Owner's AssociationUltimate Nomad ChecklistWeek 13

  37. Receive a copy of the HOA documents
    The Seller (and their Real Estate Broker) should provide you a copy of the HOA documents by the Association Documents Deadline.

    As soon as your Real Estate Broker receives them from the Seller's Real Estate Broker, they will typically forward them to you to review.

    Contract Deadline: Association Documents DeadlineUltimate Nomad ChecklistWeek 13

  38. Save HOA documents to Dropbox
    Once you receive the HOA documents, save a copy of them to your property folder in Dropbox.

    Contract Deadline: Association Documents DeadlineUltimate Nomad ChecklistWeek 13

  39. Complete "Association Documents Objection Deadline" checklist
    Complete the "Association Documents Objection Deadline" checklist:

    https://RealEstateFinancialPlanner.com/association-documents-objection-deadline/

    We often use "MEC + 14 Days" for this deadline in the "Contract to Buy and Sell Real Estate".

    Contract Deadline: Association Documents Objection DeadlineContract To Close: Owner's AssociationUltimate Nomad ChecklistWeek 13

  40. Review HOA documents
    Review the HOA documents sent over by the Seller.

    Highlight any sections you have questions about and write your questions in the margin. You can talk to the HOA directly with questions and/or your Attorney for advice.

    If you're OK with the HOA documents, there is nothing to do. If you're not OK with the HOA documents, you can terminate the contract prior to the Association Documents Objection Deadline.

    Contract Deadline: Association Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  41. Ask Attorney any questions about HOA documents
    If you have questions about any of your HOA documents and how it might impact your ability to use the property in the way you desire, you should talk to your Attorney to get legal advice and clarification.

    IMPORTANT NOTE: Your Real Estate Broker is not trained on how to read and interpret HOA documents and is not competent to be able to give you advice on them.

    Contract Deadline: Association Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  42. IF ASSOCIATION DOCS UNSATISFACTORY: Tell your Real Estate Broker you'd like to terminate
    If the something in the association documents is unsatisfactory to you, you have up until the Association Documents Objection Deadline to terminate the "Contract to Buy and Sell Real Estate" and get your Earnest Money back.

    If something is unsatisfactory, tell your Real Estate Broker right away to give them time to prepare your "Notice to Terminate" and "Earnest Money Release" and send them over for you to sign via DocuSign.

    Contract Deadline: Association Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  43. IF ASSOCIATION DOCS UNSATISFACTORY: REAL ESTATE BROKER: Prepare "Notice To Terminate" and "Earnest Money Release"
    If the something in the association documents is unsatisfactory to you, you have up until the Association Documents Objection Deadline to terminate the "Contract to Buy and Sell Real Estate" and get your Earnest Money back.

    If something is unsatisfactory, your Real Estate Broker will prepare your "Notice to Terminate" and "Earnest Money Release" and send them over for you to sign via DocuSign.

    Contract Deadline: Association Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  44. IF ASSOCIATION DOCS UNSATISFACTORY: Sign "Notice To Terminate" and "Earnest Money Release" via DocuSign
    Once your Real Estate Broker has sent you the "Notice To Terminate" and "Earnest Money Release" via DocuSign, sign it before the Association Documents Objection Deadline to protect your Earnest Money.

    Contract Deadline: Association Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  45. IF ASSOCIATION DOCS UNSATISFACTORY: Save "Notice To Terminate" and "Earnest Money Release" to Dropbox
    Once you've signed the "Notice To Terminate" and "Earnest Money Release" via DocuSign and received a copy back, save a copy to your property folder in Dropbox.

    Once you get them back signed from the Seller you'll replace your copies in Dropbox with the fully executed versions.

    Contract Deadline: Association Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  46. Complete "Contract To Close: Seller's Property Disclosure" checklist
    Complete the "Contract To Close: Seller's Property Disclosure" checklist:

    https://RealEstateFinancialPlanner.com/sellers-property-disclosure/

    Since the "Seller's Property Disclosure" is often provided even before we write the offer, it is not uncommon that we use "Completed" for the date of this deadline. However, if we have not received the "Seller's Property Disclosure" prior to writing the offer, we often use "MEC + 3 Days" so that you can ideally get a copy of the "Seller's Property Disclosure" prior to your inspection.

    This is especially important since there is not an objection for the "Seller's Property Disclosure"; you'd need to object based on your inspection if you found something at the property that you learned about via the "Seller's Property Disclosure".

    Contract Deadline: Seller's Property Disclosure DeadlineContract To CloseContract To Close: Seller's Property DisclosureSellers Property DisclosureUltimate Nomad ChecklistWeek 13

  47. Class Watch "Seller's Property Disclosure Case Studies" Recording of Live Class
  48. Receive "Seller's Property Disclosure"
    Receive a copy of the "Seller's Property Disclosure" from the Seller.

    Typically we will send it over either with the offer or as soon as we receive it via DocuSign so you can sign it.

    Contract Deadline: Seller's Property Disclosure DeadlinePaperworkSellers Property DisclosureUltimate Nomad ChecklistWeek 13

  49. Sign "Seller's Property Disclosure" via DocuSign
    Initial each page and sign the "Seller's Property Disclosure" acknowledging that you received it when your Real Estate Broker sends it over via DocuSign.

    Contract Deadline: Seller's Property Disclosure DeadlinePaperworkSellers Property DisclosureUltimate Nomad ChecklistWeek 13

  50. Save "Seller's Property Disclosure" to Dropbox
    Save a copy of the "Seller's Property Disclosure" to your property folder in Dropbox.

    Contract Deadline: Seller's Property Disclosure DeadlinePaperworkSellers Property DisclosureUltimate Nomad ChecklistWeek 13

  51. Review "Seller's Property Disclosure"
    Read through the "Seller's Property Disclosure" for the property you're under contract on.

    You can't object specifically to the "Seller's Property Disclosure". If you want to object, it would probably be an objection under the property inspection provided you kept that objection in your "Contract to Buy and Sell Real Estate" when you negotiated your offer.

    Mark this task complete once you've read the "Seller's Property Disclosure".

    Contract Deadline: Seller's Property Disclosure DeadlinePaperworkSellers Property DisclosureUltimate Nomad ChecklistWeek 13

  52. Bring "Seller's Property Disclosure" to inspection
    You'll want to bring a printed copy of the "Seller's Property Disclosure" to your inspection so that you and your inspector can look closer at any items that you have questions about.

    Contract Deadline: Seller's Property Disclosure DeadlinePaperworkSellers Property DisclosureUltimate Nomad ChecklistWeek 13

  53. Complete "Contract To Close: Loan and Credit" checklist
  54. Complete "Loan Application Deadline" checklist
    Complete the "Loan Application Deadline" checklist:

    https://RealEstateFinancialPlanner.com/loan-application-deadline/

    You'll usually apply for the loan prior to going out and looking at homes with your Real Estate Broker. However, your Lender will require an address to have a completed loan application. For the "Contract to Buy and Sell Real Estate" we typically use "MEC + 2 Business Days" to get your Lender a full, complete with address of the property, application.

    Contract Deadline: Loan Application DeadlineContract To Close: Loan and CreditFinancingUltimate Nomad ChecklistWeek 13

  55. Complete "Loan Objection Deadline" checklist
  56. Complete "Buyer’s Credit Information Deadline" checklist
  57. IF OWNER FINANCING: Hire Attorney to help
    If you're getting Owner Financing (also known as Seller Financing) please hire an Attorney to get help. Your Real Estate Broker is not qualified, trained or allowed to assist with Owner Financing.

    Contract Deadline: Buyer's Credit Information DeadlineContract To Close: Loan and CreditFinancingOwner FinancingUltimate Nomad ChecklistWeek 10Week 11Week 12Week 13

  58. Complete "Disapproval of Buyer’s Credit Information Deadline" checklist
  59. IF OWNER FINANCING: Hire Attorney to help
    If you're getting Owner Financing (also known as Seller Financing) please hire an Attorney to get help. Your Real Estate Broker is not qualified, trained or allowed to assist with Owner Financing.

    Contract Deadline: Disapproval of Buyer's Credit Information DeadlineContract To Close: Loan and CreditFinancingOwner FinancingUltimate Nomad ChecklistWeek 10Week 11Week 12Week 13

  60. Complete "Existing Loan Documents Deadline" checklist
  61. IF EXISTING LOAN REMAINING IN PLACE AFTER SALE: Hire Attorney to help
    If you're buying a property and the Seller's loan is remaining in place after the sale (also known as buying a property Subject To the existing financing) please hire an Attorney to get help. Your Real Estate Broker is not qualified, trained or allowed to assist with these types of transactions.

    Contract Deadline: Existing Loan Documents DeadlineContract To Close: Loan and CreditFinancingOwner FinancingUltimate Nomad ChecklistWeek 10Week 11Week 12Week 13

  62. Complete "Existing Loan Documents Objection Deadline" checklist
  63. IF EXISTING LOAN REMAINING IN PLACE AFTER SALE: Hire Attorney to help
    If you're buying a property and the Seller's loan is remaining in place after the sale (also known as buying a property Subject To the existing financing or assuming the loan) please hire an Attorney to get help. Your Real Estate Broker is not qualified, trained or allowed to assist with these types of transactions.

    Contract Deadline: Existing Loan Documents Objection DeadlineContract To Close: Loan and CreditFinancingOwner FinancingUltimate Nomad ChecklistWeek 10Week 11Week 12Week 13

  64. Complete "Loan Transfer Approval Deadline" checklist
  65. IF EXISTING LOAN REMAINING IN PLACE AFTER SALE: Hire Attorney to help
    If you're buying a property and the Seller's loan is remaining in place after the sale (also known as buying a property Subject To the existing financing or assuming the loan) please hire an Attorney to get help. Your Real Estate Broker is not qualified, trained or allowed to assist with these types of transactions.

    Contract Deadline: Loan Transfer Approval DeadlineContract To Close: Loan and CreditFinancingOwner FinancingUltimate Nomad ChecklistWeek 10Week 11Week 12Week 13

  66. Complete "Seller or Private Financing Deadline" checklist
  67. IF OWNER FINANCING: Hire Attorney to help
    If you're buying a property and you are getting Owner Financing or Private Financing please hire an Attorney to get help. Your Real Estate Broker is not qualified, trained or allowed to assist with these types of transactions.

    Contract Deadline: Seller or Private Financing DeadlineContract To Close: Loan and CreditFinancingOwner FinancingUltimate Nomad ChecklistWeek 10Week 11Week 12Week 13

  68. Complete "Contract To Close: Appraisal" checklist
  69. Complete "Appraisal Deadline" checklist
  70. Complete "Appraisal Objection Deadline" checklist
  71. Review Appraisal
    When you get the Appraisal from the Lender, review it. If you have questions, discuss it with the Lender and/or your Real Estate Broker.

    Contract Deadline: Appraisal Objection DeadlineUltimate Nomad ChecklistWeek 13

  72. IF NOT OBJECTING TO APPRAISAL: Continue with purchase
    If the property appraised for at least the Purchase Price or you will make up the difference between what it appraised for and the Purchase Price, you can ignore this deadline and continue with the purchase.

    Contract Deadline: Appraisal Objection DeadlineUltimate Nomad ChecklistWeek 13

  73. IF OBJECTING TO APPRAISAL: REAL ESTATE BROKER: Prepare "Appraised Value Objection Notice"
    If the property appraised for less than Purchase Price and you want to object to the Appraisal, ask your Real Estate Broker to prepare an "Appraised Value Objection Notice" to protect your Earnest Money.

    Contract Deadline: Appraisal Objection DeadlineUltimate Nomad ChecklistWeek 13

  74. IF OBJECTING TO APPRAISAL: Sign "Appraised Value Objection Notice" via DocuSign
    If the property appraised for less than Purchase Price and you want to object to the Appraisal sign the "Appraised Value Objection Notice" via DocuSign before the Appraisal Objection Deadline to protect your Earnest Money.

    Contract Deadline: Appraisal Objection DeadlineUltimate Nomad ChecklistWeek 13

  75. IF OBJECTING TO APPRAISAL: Save "Appraised Value Objection Notice" to Dropbox
    Once you sign the "Appraised Value Objection Notice" via DocuSign save a copy to your property folder in Dropbox.

    Contract Deadline: Appraisal Objection DeadlineUltimate Nomad ChecklistWeek 13

  76. IF TERMINATING BASED ON APPRAISAL: REAL ESTATE BROKER: Prepare "Notice To Terminate" and "Earnest Money Release"
    If the property appraised for less than Purchase Price and you want to terminate based on Appraisal, ask your Real Estate Broker to prepare a "Notice To Terminate" and "Earnest Money Release" before the Appraisal Objection Deadline to protect your Earnest Money.

    Contract Deadline: Appraisal Objection DeadlineUltimate Nomad ChecklistWeek 13

  77. IF TERMINATING BASED ON APPRAISAL: Sign "Notice To Terminate" and "Earnest Money Release" via DocuSign
    If the property appraised for less than Purchase Price and you want to terminate based on Appraisal sign the "Notice To Terminate" and "Earnest Money Release" via DocuSign before the Appraisal Objection Deadline to protect your Earnest Money.

    Contract Deadline: Appraisal Objection DeadlineUltimate Nomad ChecklistWeek 13

  78. IF TERMINATING BASED ON APPRAISAL: Save "Notice To Terminate" and "Earnest Money Release" to Dropbox
    Once you sign the "Notice To Terminate" and "Earnest Money Release" via DocuSign save a copy of them to your property folder in Dropbox. Once you get them back signed from the Seller, replace your copies with the fully executed copies in your property folder in Dropbox.

    Contract Deadline: Appraisal Objection DeadlineUltimate Nomad ChecklistWeek 13

  79. Complete "Appraisal Resolution Deadline" checklist
  80. REAL ESTATE BROKER: Negotiate on your behalf regarding Appraisal
    If you've objected to the Appraisal, your Real Estate Broker should negotiate on your behalf to find an acceptable compromise to the property appraising lower than Purchase Price.

    Contract Deadline: Appraisal Resolution DeadlineUltimate Nomad ChecklistWeek 13

  81. IF RESOLVED: REAL ESTATE BROKER: Prepare "Amend/Extend" and withdraw "Appraised Value Objection Notice"
    If you've come to a resolution regarding your Appraisal, then your Real Estate Broker should prepare an "Amend/Extend" to the "Contract to Buy and Sell Real Estate" to document the resolution and prepare your "Appraised Value Objection Notice" to have you withdraw it so your contract does not terminate.

    Contract Deadline: Appraisal Resolution DeadlineUltimate Nomad ChecklistWeek 13

  82. IF RESOLVED: Sign "Amend/Extend" and "Appraised Value Objection Notice" withdrawal via DocuSign
    If you've come to a resolution regarding your Appraisal, then sign the "Amend/Extend" to the "Contract to Buy and Sell Real Estate" to document the resolution and sign the withdrawal section of the "Appraised Value Objection Notice" via DocuSign.

    Contract Deadline: Appraisal Resolution DeadlineUltimate Nomad ChecklistWeek 13

  83. IF RESOLVED: Save "Amend/Extend" and "Appraised Value Objection Notice" withdrawal to Dropbox
    Save the "Amend/Extend" to the "Contract to Buy and Sell Real Estate" and withdrawn "Appraised Value Objection Notice" that you signed via DocuSign to your property folder in Dropbox.

    You'll replace the "Amend/Extend" with the copy signed by both you and the Seller once the Seller signs it.

    Contract Deadline: Appraisal Resolution DeadlineUltimate Nomad ChecklistWeek 13

  84. Complete "Contract To Close: Survey" checklist
  85. Complete "New ILC or New Survey Deadline" checklist
  86. IF SELLER IS TO PROVIDE: REAL ESTATE BROKER: Coordinate with Seller and Seller's Real Estate Broker to get new ILC or new survey
    If in your "Contract to Buy and Sell Real Estate" we negotiated to have the Seller provide a new ILC or a new survey, we will coordinate with the Seller and/or Seller's Real Estate Broker to get you a copy of the new ILC or new survey.

    It is somewhat unusual to have a Seller agree to pay for a new ILC or new survey.

    Contract Deadline: New ILC or New Survey DeadlineUltimate Nomad ChecklistWeek 13

  87. IF YOU ARE ORDERING ILC OR SURVEY: REAL ESTATE BROKER: Provide you with a list of Surveyors
    If in your "Contract to Buy and Sell Real Estate" we agreed that you would order and pay for an ILC or survey if you wanted or needed one, then we would provide you with a list of possible Surveyors for you to consider using to get your new ILC or new survey.

    Contract Deadline: New ILC or New Survey DeadlineUltimate Nomad ChecklistWeek 13

  88. IF YOU ARE ORDERING ILC OR SURVEY: Order and pay for new ILC or new survey
    If in your "Contract to Buy and Sell Real Estate" we agreed that you would order and pay for an ILC or survey if you wanted or needed one, then you would order and pay for a new ILC or new survey.

    If you're buying a home in a subdivision, it is unusual to order an ILC or survey but you have the right to do so.

    Contract Deadline: New ILC or New Survey DeadlineUltimate Nomad ChecklistWeek 13

  89. Complete "New ILC or New Survey Objection Deadline" checklist
  90. Review ILC or survey and ask Surveyor or Attorney questions
    Review the ILC or survey.

    Your Real Estate Broker does not receive training on ILCs or surveys and so they are not qualified to interpret them or answer questions. If you have questions about them please ask the surveyor and/or your Attorney.

    Contract Deadline: New ILC or New Survey Objection DeadlineUltimate Nomad ChecklistWeek 13

  91. IF OBJECTING TO ILC OR SURVEY: REAL ESTATE BROKER: Prepare "Title-Related Objection Notice"
    If you're objecting to something related to your ILC or survey, we would prepare a "Title-Related Objection Notice" for you to sign.

    This must be done prior to the New ILC or New Survey Objection Deadline to protect your Earnest Money.

    Contract Deadline: New ILC or New Survey Objection DeadlineUltimate Nomad ChecklistWeek 13

  92. IF OBJECTING TO ILC OR SURVEY: Sign "Title-Related Objection Notice" via DocuSign
    If you're objecting to something related to your ILC or survey sign the "Title-Related Objection Notice" via DocuSign to protect your Earnest Money.

    This must be signed and delivered to the Seller and/or Seller's Real Estate Broker prior to the New ILC or New Survey Objection Deadline to protect your Earnest Money.

    Contract Deadline: New ILC or New Survey Objection DeadlineUltimate Nomad ChecklistWeek 13

  93. IF OBJECTING TO ILC OR SURVEY: Save "Title-Related Objection Notice" to Dropbox
    Once you've signed the "Title-Related Objection Notice" via DocuSign to protect your Earnest Money, save a copy of it to your property folder in Dropbox.

    Contract Deadline: New ILC or New Survey Objection DeadlineUltimate Nomad ChecklistWeek 13

  94. IF TERMINATING BASED ON ILC OR SURVEY: REAL ESTATE BROKER: Prepare "Notice To Terminate" and "Earnest Money Release"
    If you're terminating based on something related to your ILC or survey, we would prepare a "Notice To Terminate" and "Earnest Money Release" for you to sign.

    This must be done prior to the New ILC or New Survey Objection Deadline to protect your Earnest Money.

    Contract Deadline: New ILC or New Survey Objection DeadlineUltimate Nomad ChecklistWeek 13

  95. IF TERMINATING BASED ON ILC OR SURVEY: Sign "Notice To Terminate" and "Earnest Money Release" via DocuSign
    If you're terminating based on something related to your ILC or survey, sign the "Notice To Terminate" and "Earnest Money Release" when your Real Estate Broker sends it over.

    This must be done prior to the New ILC or New Survey Objection Deadline to protect your Earnest Money.

    Contract Deadline: New ILC or New Survey Objection DeadlineUltimate Nomad ChecklistWeek 13

  96. IF TERMINATING BASED ON ILC OR SURVEY: Save "Notice To Terminate" and "Earnest Money Release" to Dropbox
    Once you've signed the "Notice To Terminate" and "Earnest Money Release", save copies to your property folder in Dropbox.

    You will replace them in Dropbox when the Seller signs them and you receive your final copy.

    Contract Deadline: New ILC or New Survey Objection DeadlineUltimate Nomad ChecklistWeek 13

  97. Complete "New ILC or New Survey Resolution Deadline" checklist
  98. REAL ESTATE BROKER: Negotiate on your behalf regarding ILC or survey
    If you've objected to the ILC or survey, your Real Estate Broker should negotiate on your behalf to find an acceptable compromise.

    If you've objected and do you withdraw the objection prior to the New ILC or New Survey Resolution Deadline, the contract terminates by default. So, discuss with your Real Estate Broker if you want to continue with the purchase and you have not come to a resolution prior to this deadline. Give your Real Estate Broker enough time for you to withdraw your objection prior to this deadline if you want to continue and not terminate.

    Contract Deadline: New ILC or New Survey Resolution DeadlineUltimate Nomad ChecklistWeek 13

  99. IF RESOLVED: REAL ESTATE BROKER: Prepare "Amend/Extend" and withdraw "Title-Related Objection Notice"
    If you've come to a resolution regarding your ILC or survey, then your Real Estate Broker should prepare an "Amend/Extend" to the "Contract to Buy and Sell Real Estate" to document the resolution and prepare your “Title-Related Objection Notice” to have you withdraw it so your contract does not terminate.

    Contract Deadline: New ILC or New Survey Resolution DeadlineUltimate Nomad ChecklistWeek 13

  100. IF RESOLVED: Sign "Amend/Extend" and "Title-Related Objection Notice" withdrawal via DocuSign
    If you've come to a resolution regarding your Appraisal, then sign the "Amend/Extend" to the "Contract to Buy and Sell Real Estate" to document the resolution and sign the withdrawal section of the "Title-Related Objection Notice" via DocuSign.

    Contract Deadline: New ILC or New Survey Resolution DeadlineUltimate Nomad ChecklistWeek 13

  101. IF RESOLVED: Save "Amend/Extend" and "Title-Related Objection Notice" withdrawal to Dropbox
    Save the "Amend/Extend" to the "Contract to Buy and Sell Real Estate" and withdrawn "Title-Related Objection Notice" that you signed via DocuSign to your property folder in Dropbox.

    You'll replace the "Amend/Extend" with the copy signed by both you and the Seller once the Seller signs it.

    Contract Deadline: New ILC or New Survey Resolution DeadlineUltimate Nomad ChecklistWeek 13

  102. Complete "Contract To Close: Inspection and Due Diligence" checklist
  103. Complete "Inspection Objection Deadline" checklist
  104. Complete "Inspection Resolution Deadline" checklist
  105. Complete "Property Insurance Objection Deadline" checklist
  106. Complete "Due Diligence Documents Delivery Deadline" checklist
  107. Complete "Due Diligence Documents Objection Deadline" checklist
  108. IF OBJECTING TO DUE DILIGENCE DOCUMENTS: REAL ESTATE BROKER: Prepare "Title-Related Objection Notice"
    If you're objecting to anything in the Due Diligence documents you received, then your Real Estate Broker should prepare the "Title-Related Objection Notice" for you to sign to protect your Earnest Money.

    It must be delivered prior to the Due Diligence Documents Objection Deadline.

    Contract Deadline: Due Diligence Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  109. IF OBJECTING TO DUE DILIGENCE DOCUMENTS: Sign "Title-Related Objection Notice" via DocuSign
    If you're objecting to anything in the Due Diligence documents you received then sign the "Title-Related Objection Notice" that your Real Estate Broker prepared when they send it over via DocuSign.

    It must be signed and delivered to the Seller and/or the Seller's Real Estate Broker prior to the Due Diligence Documents Objection Deadline to protect your Earnest Money.

    Contract Deadline: Due Diligence Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  110. IF OBJECTING TO DUE DILIGENCE DOCUMENTS: Save "Title-Related Objection Notice" in Dropbox
    Save a copy of the "Title-Related Objection Notice" that you signed via DocuSign to your property folder in Dropbox.

    Contract Deadline: Due Diligence Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  111. IF TERMINATING BASED ON DUE DILIGENCE DOCUMENTS: REAL ESTATE BROKER: Prepare "Notice To Terminate" and "Earnest Money Release"
    If you find out information in your Due Diligence documents so egregious that there is no possible resolution with the Seller, you can choose to terminate and protect your Earnest Money.

    Ask your Real Estate Broker to prepare a "Notice To Terminate" and "Earnest Money Release" prior to your Due Diligence Documents Objection Deadline.

    Mark this complete when done.

    Contract Deadline: Due Diligence Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  112. IF TERMINATING BASED ON DUE DILIGENCE DOCUMENTS: Sign "Notice To Terminate" and "Earnest Money Release" via DocuSign
    If you find out information from your Due Diligence documents so egregious that there is no possible resolution with the Seller, you can choose to terminate and protect your Earnest Money.

    Sign the "Notice To Terminate" and "Earnest Money Release" that your Real Estate Broker sends over to you via DocuSign. It must be delivered to the Seller and/or the Seller's Real Estate Broker prior to your Due Diligence Documents Objection Deadline.

    Mark this complete when done.

    Contract Deadline: Due Diligence Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  113. IF TERMINATING BASED ON DUE DILIGENCE DOCUMENTS: Save "Notice To Terminate" and "Earnest Money Release" to Dropbox
    Once you've signed your "Notice To Terminate" and "Earnest Money Release" save a copy of each to your property folder on Dropbox.

    Once the Seller signs, you can replace your copies with fully executed versions signed by you and the Seller.

    Mark this complete when done.

    Contract Deadline: Due Diligence Documents Objection DeadlineUltimate Nomad ChecklistWeek 13

  114. Complete "Due Diligence Documents Resolution Deadline" checklist
  115. REAL ESTATE BROKER: Negotiate on your behalf regarding due diligence documents objection
    If you objected to Due Diligence documents, your Real Estate Broker with your assistance will negotiate with the Seller and Seller's Real Estate Broker to find terms that are acceptable for you.

    IMPORTANT: This must be done prior to Due Diligence Documents Resolution Deadline. If you have not come to terms by the Due Diligence Documents Resolution Deadline and you still want to purchase the property you must withdraw your objection prior to the Due Diligence Documents Resolution Deadline or your contract will terminate.

    Contract Deadline: Due Diligence Documents Resolution DeadlineUltimate Nomad ChecklistWeek 13

  116. IF RESOLVED: REAL ESTATE BROKER: Prepare "Amend/Extend" and withdraw "Title-Related Objection Notice"
    If you've come to a resolution regarding your due diligence documents concerns, then your Real Estate Broker should prepare an "Amend/Extend" to the "Contract to Buy and Sell Real Estate".

    In addition, they should prepare your "Title-Related Objection Notice" to have you withdraw it so your contract does not terminate.

    Contract Deadline: Due Diligence Documents Resolution DeadlineUltimate Nomad ChecklistWeek 13

  117. IF RESOLVED: Sign "Amend/Extend" and "Title-Related Objection Notice" withdrawal via DocuSign
    If you've come to a resolution regarding your due diligence documents, then sign the "Amend/Extend" to the "Contract to Buy and Sell Real Estate".

    Additionally, sign the withdrawal section of the "Title-Related Objection Notice" via DocuSign.

    Contract Deadline: Due Diligence Documents Resolution DeadlineUltimate Nomad ChecklistWeek 13

  118. IF RESOLVED: Save "Amend/Extend" and "Title-Related Objection Notice" withdrawal to Dropbox
    Save the "Amend/Extend" to the "Contract to Buy and Sell Real Estate" that you signed via DocuSign to your property folder in Dropbox.

    Also, save the "Title-Related Objection Notice" that you withdrew to your property folder in Dropox overwriting the previous one.

    You'll replace the "Amend/Extend" with the copy signed by both you and the Seller once the Seller signs it.

    Contract Deadline: Due Diligence Documents Resolution DeadlineUltimate Nomad ChecklistWeek 13

  119. IF NOT RESOLVED BUT WITHDRAWING OBJECTION: Sign "Title-Related Objection Notice" withdrawal
    If you are unable to come to a resolution with the Seller over your due diligence documents but you still want to purchase the property, you will need to withdraw your "Title-Related Objection Notice" prior to the Due Diligence Documents Resolution Deadline.

    Sign the withdrawal section of the "Title-Related Objection Notice" that your Real Estate Broker sends over via DocuSign.

    Contract Deadline: Due Diligence Documents Resolution DeadlineUltimate Nomad ChecklistWeek 13

  120. IF NOT RESOLVED BUT WITHDRAWING OBJECTION: Save "Title-Related Objection Notice" to Dropbox
    After signing the withdrawal section of the "Title-Related Objection Notice" via DocuSign, save a copy of it to your property folder on Dropbox.

    Contract Deadline: Due Diligence Documents Resolution DeadlineUltimate Nomad ChecklistWeek 13

  121. Complete "Conditional Sale Deadline" checklist
  122. REAL ESTATE BROKER: Helping you sell the other property
    Often your Real Estate Broker is listing the property for sale that you need to sell to be able to buy this property. In those cases, your Real Estate Broker is helping you sell that property.

    Contract Deadline: Conditional Sale DeadlineUltimate Nomad ChecklistWeek 13

  123. REAL ESTATE BROKER: Keep Seller's Real Estate Broker informed of progress
    While working toward selling your other property, your Real Estate Broker should keep the Seller's Real Estate Broker informed of progress.

    Contract Deadline: Conditional Sale DeadlineUltimate Nomad ChecklistWeek 13

  124. IF UNABLE TO SELL PROPERTY BY DEADLINE AND TERMINATING: REAL ESTATE BROKER: Prepare "Notice To Terminate" and "Earnest Money Release"
    If you're unable to sell your property to meet the terms of this "Contract to Buy and Sell Real Estate", your Real Estate Broker would prepare a "Notice To Terminate" and "Earnest Money Release" to protect your Earnest Money.

    You would need to sign it and have it submitted to the Seller and/or the Seller's Real Estate Broker prior to the Conditional Sale Deadline to protect your Earnest Money.

    Contract Deadline: Conditional Sale DeadlineUltimate Nomad ChecklistWeek 13

  125. IF UNABLE TO SELL PROPERTY BY DEADLINE AND TERMINATING: Sign "Notice To Terminate" and "Earnest Money Release" via DocuSign
    If you're terminating, sign the "Notice To Terminate" and "Earnest Money Release" that your Real Estate Broker sends over via DocuSign.

    You would need to sign it and have it submitted to the Seller and/or the Seller's Real Estate Broker prior to the Conditional Sale Deadline to protect your Earnest Money.

    Contract Deadline: Conditional Sale DeadlineUltimate Nomad ChecklistWeek 13

  126. IF UNABLE TO SELL PROPERTY BY DEADLINE AND TERMINATING: Save "Notice To Terminate" and "Earnest Money Release" to Dropbox
    Once you sign the "Notice To Terminate" and "Earnest Money Release" that your Real Estate Broker sends over via DocuSign, save them to your property folder in Dropbox.

    You will replace the "Earnest Money Release" when the Seller signs it.

    Contract Deadline: Conditional Sale DeadlineUltimate Nomad ChecklistWeek 13

  127. IF UNABLE TO SELL PROPERTY BY DEADLINE AND EXTENDING DEADLINE: REAL ESTATE BROKER: Prepare "Amend/Extend"
    If you're unable to sell your property to meet the terms of this "Contract to Buy and Sell Real Estate" but we are able to successfully negotiate an extension of this deadline with the Seller, your Real Estate Broker would prepare an "Amend/Extend" to extend this deadline to protect your Earnest Money.

    You would need to sign it and have it submitted to the Seller and/or the Seller's Real Estate Broker prior to the Conditional Sale Deadline to protect your Earnest Money.

    Contract Deadline: Conditional Sale DeadlineUltimate Nomad ChecklistWeek 13

  128. IF UNABLE TO SELL PROPERTY BY DEADLINE AND EXTENDING: Sign "Amend/Extend" via DocuSign
    If you and your Real Estate Broker have negotiated an extension of this deadline, sign the "Amend/Extend" that your Real Estate Broker sends over via DocuSign.

    You would need to sign it and have it submitted to the Seller and/or the Seller's Real Estate Broker prior to the Conditional Sale Deadline to protect your Earnest Money.

    Contract Deadline: Conditional Sale DeadlineUltimate Nomad ChecklistWeek 13

  129. IF UNABLE TO SELL PROPERTY BY DEADLINE AND EXTENDING: Save "Amend/Extend" to Dropbox
    Once you sign the "Amend/Extend" that your Real Estate Broker sends over via DocuSign, save it to your property folder in Dropbox.

    You will replace it when the Seller signs it with the fully executed version.

    Contract Deadline: Conditional Sale DeadlineUltimate Nomad ChecklistWeek 13

  130. Complete "Contract To Close: Closing and Possession" checklist
  131. Complete "Closing Date" checklist
  132. Bring to Closing
    Bring the following with you to Closing:

    • 2 forms of photo ID
    • Your checkbook - sometimes there will be a last minute adjustment to the closing numbers resulting in a small shortage that the Title Insurance Company will accept a personal check for
    • Your funds required for Closing (usually a certified check)

    Closing: Closing FinancingClosing: Closing Real EstateContract Deadline: Closing DateDown PaymentUltimate Nomad ChecklistWeek 13

  133. Attend Closing
    Attend the Closing.

    Be sure to bring certified funds, two forms of ID and your checkbook.

    Mark this task complete after Closing.

    Closing: Closing FinancingClosing: Closing Real EstateContract Deadline: Closing DateDown PaymentUltimate Nomad ChecklistWeek 13

  134. Complete "Possession Date" checklist
  135. Change address and get mailbox key at United States Post Office
    You'll want to change your address with the United States Post Office.

    If your mailbox is locked, you'll need to bring your deed (which you'll receive at Closing) down to the United States Post Office to get a new key.

    Contract Deadline: Possession DateUltimate Nomad ChecklistWeek 13

  136. Complete "Change of Addresss" checklist
  137. Consider switching as many accounts as possible to electronic statments
    Instead of updating your mailing address each time you buy a property, you may want to consider updating as many of your accounts as possible to electronic statements to avoid having to update them each time you move.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  138. Consider getting a PO Box or private mailbox
    To avoid constantly updating your address as you move each year with Nomad, you may want to consider getting a post office box or private mailbox from a company like the UPS Store.

    Then, have all your mail always go to that mailbox to avoid having to update them with each purchase/move.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  139. Get new mailbox key from United States Post Office
    After Closing you should go down to your local post office and get a new key for your mailbox (if your mailbox has a lock). You can do this at the same time you set up mail forwarding.

    You will usually need to bring down a copy of your deed (which you'll receive at closing) to do this.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  140. Forward all mail at United States Post Office
    After Closing you should go down to your local post office and set up forwarding of your mail to your new property address. You can do this at the same time you get your new mailbox key.

    You will usually need to bring down a copy of your deed (which you'll receive at closing) to do this.

    There will probably be a small fee to do this. I've heard $1.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  141. Update address with your Debit/Credit Cards
    Contact each of your Debit/Credit Card companies and update your address with each one of them.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  142. Update address with your other mortgages
    Contact each of your mortgage holders (for other homes and rental properties) and update your address with each one of them.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  143. Update address with all Utilities
    We normally recommend that you put the Utilities in your name on the property you're buying prior to Closing to start the day of Closing. This however should remind you in case you forgot to do that AND, additionally, remind you to update your address with Utilities for properties other than the one you're buying now.

    Update your address with all Utilities on the property you're buying and any rental properties you own as well.

    Here is a list to help:

    • Gas
    • Water (including any water associations if applicable)
    • Trash
    • Electric
    • Garbage
    • Cable television
    • Internet service provider

    NOTE: If you have Tenants or Tenant-Buyers in the property ask to get a Landlord policy for utilities so that your utilities will automatic switch into your name when the Tenant or Tenant-Buyer stops paying or removes them from their name.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  144. Update address with Insurance Companies
    Update your address with the Insurance Companies that insure your properties (including this one and any rentals), cars and anything else.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  145. Update address with Banks and Credit Unions
    Update your address with all the places you bank including Banks and Credit Unions.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  146. Update your address with all Home Owner's Associations (HOAs)
    Update your address with all Home Owner's Associations (HOAs) including the property your buying and all your rental properties.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  147. Update address with your employer
    Contact each of your employers and update your address with each one of them.

    In many cases contacting Human Resources will update everything, but in some cases you may need to contact multiple departments. If you have to contact different departments, be sure to do that. Some examples of different departments might include:

    • Your retirement accounts with your employer
    • your health care account with your employer
    • payroll with your employer

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  148. Update address with your Health/Dental Insurance Provider
    Contact each of your Health/Dental Insurance Providers and update your address with each one of them.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  149. Update your address and contact info with County
    After you move-in update your address and contact info with the County you live in.

    This allows them to send your auto registration to the correct address.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  150. Update address with your IRA/401K/Investment/Retirement Account Companies
    Contact each of your IRA, 401K, Investment Account or Retirement Account Companies and update your address with each one of them.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  151. Update address with your subscriptions
    Contact all your subscriptions and update your address with each of them.

    Some reminders of what you may have include:

    • Cable television
    • Internet Service Provider (ISP)
    • Magazines, newsletters and newspapers
    • Netflix
    • Software subscriptions like Dropbox, Spotify, Apple Music, Evernote, Lastpass etc

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  152. Notify Friends and Family of your new address and contact info
    Notify the friends and family that you want to know where you live of your new address and contact info.

    Some clients may opt to use this opportunity to clean up their friends list.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  153. Change address with your Tenants and Tenant-Buyers
    If your Tenants and/or Tenant-Buyers are sending rent or giving you notice at your previous home address, then make sure you update each of them with your new address.

    Change AddressClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  154. Schedule moving truck and movers
    If you're using a moving truck and hiring movers to help you move, you'll want to schedule those in advance of your Possession Date so they're ready for you when you get possession of the property.

    Contract Deadline: Possession DateUltimate Nomad ChecklistWeek 13

  155. REAL ESTATE BROKER: Provide you with a list of locksmiths
    Your Real Estate Broker will typically provide you with a list of locksmiths so you can have the locks rekeyed at your property.

    We strongly recommend you rekey the locks to your property as soon as possible.

    Contract Deadline: Possession DateUltimate Nomad ChecklistWeek 13

  156. REAL ESTATE BROKER: Provide you with a list of utility providers
    Your Real Estate Broker will typically provide you with a list of utility providers for your property so you can call and have them put into your name.

    You should do this about a week prior to Closing or if the Seller is staying in the property after Closing then Possession Date.

    IMPORTANT NOTE: The day of Closing belongs to the Buyer so utilities should start on Closing.

    Contract Deadline: Possession DateUltimate Nomad ChecklistWeek 13

  157. Change utilities into your name
    About a week prior to Closing or if the Seller is staying in the property after Closing then Possession Date you should call each utility provider and have the utilities switched into your name.

    IMPORTANT NOTE: The day of Closing belongs to the Buyer so utilities should start on Closing.

    Contract Deadline: Possession DateUltimate Nomad ChecklistWeek 13

  158. REAL ESTATE BROKER: Get keys to common area resources
    If your property has common area resources like a clubhouse where residents get a key, your Real Estate Broker will coordinate with the Seller, Seller's Real Estate Broker and HOA to get you a key to these common area resources when you get possession of the property.

    Contract Deadline: Possession DateUltimate Nomad ChecklistWeek 13

  159. Complete "Possession Time" checklist
  160. Take possession of the property
  161. Read "Closing: Closing Real Estate"
  162. Read "Closing: Closing Financing"
  163. Read "Closing: Immediately After"
  164. Change locks
    Change the locks or have the current locks on your new property rekeyed.

    Some landlords may want to put locks on that allow you to easily rekey the locks between future tenants.

    Closing: Immediately AfterUltimate Nomad ChecklistWeek 13

  165. Buy fire extinguisher for kitchen under sink
    Go to your favorite Home Improvement Store and buy a small fire extinguisher for your new home and put it underneath the sink in the kitchen.

    You'll want this for safety reasons yourself if you move in as a Nomad but also for tenants once you move out and convert it to rental.

    Buy at Home Improvement StoreClosing: Immediately AfterUltimate Nomad ChecklistWeek 13

  166. Complete "After" checklist
  167. Complete "Post-Closing" checklist
  168. Take Photos
    Have professional photographs taken of your new property just after Closing while it is still vacant by your Photographer.

    You will use these when you market the property for rent and you'll be able to take photos without your personal stuff showing.

    Mark this task complete when photos are taken.

    Closing: Immediately AfterUltimate Nomad ChecklistWeek 13

  169. IF MOSS ON ROOF: Clean Moss Off Roof
    If you live in an area that has high moisture and there is moss on the roof when you purchase the property, you may want to proactively remove the moss from the roof when you purchase.

    Hire a professional to complete this work.

    Closing: Immediately AfterUltimate Nomad ChecklistWeek 13

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