Closing Disclosure Review Checklist

Use this checklist as a workflow aid while reviewing a Closing Disclosure. It is not a substitute for the official CFPB form instructions or transaction-specific compliance review.

Transaction & Loan Information

Closing / consummation date and property address reviewed Borrower, seller and lender information reviewed Loan amount, interest rate and loan term reviewed Loan product, purpose and identifiers reviewed

Payments & Costs

Projected payment amounts and changes reviewed Taxes, insurance and escrow information reviewed Loan costs and other costs reviewed Calculating cash to close reviewed Summaries of transactions reviewed where applicable

Disclosures & Final Review

Loan disclosures and late-payment terms reviewed Contact information reviewed Calculations / totals cross-checked Any continuation pages reviewed Corrected-disclosure timing considered if terms changed

3-Day Calculator

Official source: CFPB Loan Estimate and Closing Disclosure forms and samples.

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LawFirmSoftware.com

Purpose-built Windows software for legal, compliance, and document-preparation workflows.

ERICH Incorporated
Wisconsin, USA

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