Double-Closing Preparation Checklist

Before requesting transactional funding, organize the purchase contract, resale contract, end-buyer funding details and settlement timeline. Use these ten prompts to identify questions for your funder and title company.

In a double closing, A is the original seller, B is the investor buying and reselling, and C is the end buyer. The A–B purchase and B–C resale are separate transactions. Your settlement team and funder must review how they will work together.

0 of 10 preparation items checked

Your selections stay on this page and reset when you reload. Print a copy to keep them. Checking every item does not confirm approval or closing readiness.

Contracts and dates

Gather the signed purchase contract and amendmentsCheck the property, buying entity, purchase price and closing deadline on the A–B purchase.Gather the signed resale contract and amendmentsIdentify the end buyer, B–C sale price, closing date and conditions that are still open.Confirm the deposit deadline and statusAsk who holds the deposit, when it is due and what the contract says about its release. Flag a separate EMD funding need.

Settlement and buyer funds

Identify the settlement contact for each closingIf two title companies or attorneys are involved, share both contacts and confirm who coordinates the files.Confirm the closing sequence with settlementAsk what must be completed before the A–B purchase and B–C resale can each fund. A scheduled appointment is not funding confirmation.Confirm how the end buyer will payAsk about available funds and any remaining lender conditions. Identify who will confirm the buyer is ready to close.

Costs, repayment and changes

Request settlement figures for both transactionsSeparate the price spread from closing costs, credits, funding charges and any amount you must contribute.Request written funding termsConfirm the proposed advance, charges, repayment deadline and outstanding conditions. A checklist is not a funding approval.Confirm the repayment processAsk the funder and settlement team how repayment from the B–C proceeds will be handled.Discuss a delayed or failed resale before fundingAsk how a change to the buyer, dates or exit plan affects the request. Do not assume an extension or replacement loan is available.

What to do with an unchecked item

Bring the question into the funding review instead of guessing. Missing resale documents, unresolved buyer financing or a changed closing date can affect the proposed structure. If you expect to hold or renovate the property, describe that plan before requesting short-duration funding.

This is a preparation worksheet, not underwriting, legal advice or a commitment to fund. Confirm contract obligations with your settlement professional or attorney and financing terms with the funder.

Double-closing preparation checklist

What to do with an unchecked item

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