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Closing week checklist and your records
The closing-week checklist only you see, and a printable record of your whole deal to save as a PDF.
1:35 · Captions included · 2 chapters
Chapters
Updated since this video was made
- Changed (Nov 1, 2026): The checklist shows from 7 days before closing through closing day. Your records lists steps in board order (“Date TBD” when a step has no date yet), and “Download all documents (ZIP)” (on Your records and the board's Documents card) gives you every document you can see on the deal, in one file.
Read the transcript
In your last week before closing, your board adds two things: a closing-week checklist, and a record of your deal you can keep.
The countdown near the top shows how close you are. Here, it's three days to closing.
In the last seven days, scroll down past your timeline, and you'll find your checklist for closing week.
It covers what to do before you sign: bring photo ID, confirm the final amount with escrow by phone, at a number you already trust, the walkthrough, utilities, and keys.
Tick each item as you get it done. It's crossed off, and the count at the top keeps track.
Only you see these ticks. It's your own list, not something your agent tracks.
For a summary of the whole deal, scroll to the very bottom of your board, and tap Your records, print or PDF.
It starts with the property, where the deal stands, and the closing date.
Then the people: your agent, plus the lender and escrow contacts on your file, with their phone numbers.
Every step is listed with its due date, and the date it was marked done. Steps still ahead say Not yet.
Below that are the documents and links shared with you, each with the date it was shared.
Tap Print or save as PDF to print it, or save a copy to keep. It's a summary for your records; your signed documents are the official copies.
That's closing week: a checklist only you see, and a record of your deal to print or save.
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Back to HelpMore in For buyers and sellers
1:25Joining your dealHow clients join from their invite with a 6-digit code. No app to download and no password needed.
3:07Your deal board explainedA tour of the client's board: the progress ring, what's happening now, their to-dos and the full timeline.
1:11Uploading documents from your phoneSend the document your agent asked for from your phone, see it go into review, and re-send it if it comes back with a note.