2201 McKinney Avenue
Missing: Seller not identified. Complete People & ownership before closing review.
Documents
Source files, version history and review status.
Document package
By order and recipient. Suggestions are not a universal closing checklist.
order · 026-1043 · Upload
Purchase intake
Suggested · confirm applicability
Uploads are available in live orders.order · 026-1043 · Generate
Internal order review
Suggested · confirm applicability
Generate worksheetUploads are available in live orders.order · 026-1043 · Generate
Settlement workflow; format and legal applicability require review
Suggested · confirm applicability
Approved generation template pending. Upload an externally prepared copy if applicable.Uploads are available in live orders.participant · Sam & Casey Ellis · Upload
Identity review for this participant
Suggested · confirm applicability
Uploads are available in live orders.property · 2201 McKinney Avenue · Upload
Search evidence for this property
Suggested · confirm applicability
Uploads are available in live orders.property · 2201 McKinney Avenue · Upload
Review tax balances and proration inputs
Suggested · confirm applicability
Uploads are available in live orders.participant · Sam & Casey Ellis · Upload
Confirm whether the selected identity document has a required reverse side
Suggested · confirm applicability
Uploads are available in live orders.participant · Sam & Casey Ellis · Upload
Confirm agency or lender requirements; not mandatory for every purchase
Suggested · confirm applicability
Uploads are available in live orders.Generate a review worksheet
Fixed layout, current order data and optional manual notes. These internal templates do not create affidavits, tax forms or settlement statements.
Preview generates a sample from the original sample order. Unsaved preview edits are not included.
Closing document library · 24 document types
Choose documents for this order’s circumstances. These are catalog entries and source links; approved fillable templates and automatic document generation are not yet connected.
24 matches · applicability must be reviewed
Purchase terms and subsequent amendments; identify the controlling signed version.
Preliminary intake when a final contract is not yet available.
Property-specific search results, effective date and supporting records.
Texas commitment issued using applicable underwriter and TDI requirements.
When requested by the title examiner or underwriter; use the approved jurisdiction-specific wording.
When identity or similarly named record parties require clarification.
Inherited property review; an affidavit is not an automatic substitute for required probate or title evidence.
Existing-survey review when applicable; acceptance is subject to the title insurer.
Unsworn-declaration alternative to T-47 where permitted and accepted. Do not require both automatically.
Property description, survey and boundary review as required for the file.
Request the appropriate U.S. taxpayer identification certification. Do not assign W-9 solely from a party’s name or nationality.
Real estate information reporting when applicable; determine filer, reportability, exceptions and tax-year revision.
Document a qualifying reporting exception where supported by IRS rules; not an automatic exception for every home sale.
Determine transferor tax status and applicable withholding or exception. Entity formation country alone is not a completed tax determination.
When the transaction requires the applicable withholding filing; tax review must establish the correct forms and amounts.
Organization as buyer, seller or borrower: establish existence, governance and transaction authority.
When a person acts through delegated authority. Do not require a separate POA for every officer or administrator.
Transfer instrument selected and prepared for the actual transaction and jurisdiction.
Applicable financed transactions; identify the loan and the property securing it.
Existing liens to be paid or released; verify payoff validity and recording follow-up.
Property tax evidence supporting review and prorations.
When the property is subject to an applicable association.
Select the applicable statement for the transaction; uploading one does not validate its figures.
Final issuance after applicable requirements are satisfied; separate owner and lender coverages.
Keep the source with the order
In a live order, upload contracts, letters of intent and supporting documents. Every replacement keeps the previous version available.
Preview does not upload or save files.