Real Estate Agent Tips: How to Prepare for Closing and Close Sales Smoothly

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As an experienced real estate agent, I’ve helped countless buyers and sellers navigate the closing process since 2004. Today, I want to share some fundamental tips to help buyers and sellers prepare for closing, ensuring a seamless and successful transaction.

Key Steps for Listing Agents

If you’re a listing agent like me, your role is crucial in providing essential information to help the buyer and agent prepare to transition into their new home. Let’s explore the steps you can take to make the closing process smoother for everyone involved.

Gather and Share Utility Information

One of the first things you should do is to gather and share the utility information with the buyer. This includes details like the trash company, gas, electric, water, and other relevant services. Don’t forget to ask about other specifics like internet and cable providers. Having this information ready will save everyone headaches down the road and make the buyer’s move-in process smoother.

Additionally, for townhomes or condominiums, something as simple as providing the mailbox number can be beneficial. These small details can easily slip through the cracks, but proactively providing them with those details can make a big difference in the buyer’s experience.

Coordinate Closing Timing

Moreover, don’t overlook the importance of coordinating the timing of the closing. Work with the buyer’s agent to arrange a convenient time for both parties to be present at the settlement. Efficient communication and planning are vital in ensuring everyone is on the same page, and there are no last-minute surprises.

Prepare for the Walkthrough

For buyers and their agents, staying on top of the closing process is crucial. Verify that you received all the necessary paperwork from the lender at least three days before the closing date. Also, ensure that you know the exact amount needed to bring to the closing table and that the walkthrough is scheduled close to the closing date.

Key Steps for Buyer Agents

For buyer agents, you focus on smoothly guiding your clients through the closing process. Let’s explore the essential steps to ensure a successful closing for your buyers.

Coordinate with the Title Company and Lender

Efficient coordination with the title company and lender is critical to a smooth closing process. Ensure you have received all the necessary disclosures and paperwork from the lender at least three days before the closing date. Please verify that the buyer knows how much money they need to bring to the closing table and assist them in preparing for this aspect of the transaction.

Schedule the Walkthrough

Ensure the walkthrough is scheduled as close to the closing date as possible. Conducting the walkthrough a day before or on the day of closing allows the buyer to inspect the property and ensure everything is in order before finalizing the deal. If necessary, conduct a pre-walkthrough to address any potential issues beforehand.

Key Steps for Sellers

Coordinate Remote Closings for Out-of-Town Sellers

Remind Sellers of Closing Day Details

Remind sellers to bring their driver’s license and checkbook to the closing, as they may need to provide a voided check to transfer funds. Also, ensure they have all the necessary utility information and coordinate with the buyer’s agent to ensure a smooth transition.


Preparation and communication are critical to a successful closing. By gathering and sharing vital information, coordinating closing times, and staying on top of paperwork, you can ensure that the closing process is smooth for both buyers and sellers.


Remember, as a real estate agent, your role extends beyond just showing properties. Providing guidance and support during the closing process is essential to establishing long-term relationships with clients and building a successful career in real estate.

Thank you for reading, and happy closing!

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Kim Barber Coaching is a coaching company that helps existing agents with their businesses and services online. We make no claims or representation that by implementing the modules and lessons, you will earn money or make your money back. This video presentation and the testimonials are hereby used for educational and exemplary purposes only, they are not intended to incite sales. While they may show real experiences from paying students, their business’s results are not typical, and your business’s experience will vary based upon the effort and education of your business’s employees and management, the business model that is implemented, and market forces beyond anyone’s control. California residents can obtain information about the categories of personal information collected, and the business purposes for which the information is collected, by clicking here. While these testimonials are real, participants were incentivized. These results are not typical and we make no earnings or return on investment claims. Kim Barber Coaching is not a business opportunity, it’s a training to help existing real estate agents.

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