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Tenacity Settlements > Buyer and Refinance Checklist

Please help us provide you with the highest level of service. Make sure your settlement officer has the following information prior to settlement.

  • Have you contacted your loan officer to learn the estimated amount needed for closing?
  • Are you planning to send a wire transfer?
  • How will your name appear on the Deed?
  • Will each person to be listed on the Deed of Trust attend closing?
  • Will title be vested in any names besides that of the borrower?
  • Is the buyer a corporation, a limited partnership, or a limited liability company?
  • How will you take title (i.e. Sole Owner, Tenants in Common, Joint Tenants, or Tenants by the Entirety)?