Deal-Making · Broker Checklist
Commercial Real Estate Closing Checklist
Once DD is satisfied and earnest money goes hard, the deal shifts from investigation to execution. This checklist covers the final stretch: confirming lender requirements, clearing title, prorating the numbers, completing the final walk, and handling the post-closing handoff so nothing slips between signing and possession.
Pro Tip
Confirm wire instructions by phone using a number you independently verified — never one emailed to you. Wire fraud at the closing table is the single most expensive mistake in the business.
1. Go-Hard Decision
0/42. Lender & Loan
0/53. Title & Escrow
0/54. Final Steps
0/55. Post-Closing Handoff
0/5Go deeper — free course
This resource is distilled from the MaxLife Academy CRE curriculum. The full lesson walks through every point with examples and the reasoning behind it.
Course 10 — From DD to Closing→Pair it with a tool
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Working a live deal in Central Florida?
Ryan Solberg runs this exact process on every MaxLife transaction. Bring a deal — co-broke it, get a second set of eyes on your underwriting, or hand off the heavy lifting.