What documents do I need after closing?

Here's a list of documents agents need to attach to their Dotloop checklist to ensure they get paid and properly close their transaction file.

#1. Settlement Statement from Title Company (HUD-1 or ALTA)

• Obtain the final, signed Settlement Statement from the title or escrow company.

• Review the statement to ensure all fees, credits, and commissions are correct.

• Attach the Settlement Statement to the checklist in Dotloop for compliance review.

#2. Chase Deposit Form (If Necessary)

This form is used to document the deposit of commission funds into the appropriate Chase  account.

• Complete the Commission Deposit Submission Form if depositing the commission check at a Chase Bank.

• Attach the Commission Deposit Submission Form to Dotloop.

#3. Chase Deposit Receipt (If Applicable)

 Purpose: Confirms that the commission funds have been deposited into the Chase account, providing proof of the deposit.

• After the commission has been deposited, obtain the Chase Deposit Receipt from the bank.

• Attach the deposit receipt to Dotloop as proof of payment and deposit.

#4. All Other Required Documents (Per Dotloop Checklist)

• Review the Dotloop checklist to confirm all required documents are attached. These documents may include:

  • Fully signed property disclosures

  • Fully signed disclosure of personal interest

  • Executed addenda changing the sales price or closing cost credit

Final Steps: Review and Close the File

• Checklist Review: Ensure all required documents, including the Settlement Statement and any remaining checklist items, are attached to the Dotloop.checklist

• Final Payment Confirmation: confirm the commission disbursement with the title/escrow company or banking institution.