"For all your finance, closing, and other marine needs, we handle all the Details so you don't have to"

Closing CHecklist

We are here for you

At the various stages in this transaction, we will need to ensure we have all of the following documents and procedures followed in order to protect you.


  • UNDER CONTRACT

    • ☐ Confirm that a Documentation Agent has been hired and an Abstract of Title has been ordered
    • ☐ Confirm that a Surveyor has been hired and give this information to your Broker
    • ☐ Confirm the dates of the Survey and Trial Run

  • THE ACCEPTANCE OF VESSEL (AOV)

    • ☐ Signed Acceptance of Vessel
    • ☐ Schedule repairs stated in AOV
    • ☐ Contact your Documentation Agent to ensure they have all the documents they need for closing
    • ☐ Determine Sale Tax with your Closing Agent
    • ☐ Once repairs are complete, notify dd@detailsdetails.us.com and let them know you approve repairs on AOV
    • ☐ Send Final Funds to Escrow Account
    • ☐ Complete Buyer Closing Preparation Documents
    • ☐ If you are doing a tax exemption, make sure the original removal affidavit gets to our office prior to closing

  • We can only proceed to CLOSING IF:

    • ☐ The Documentation Agent gives the green light that she has all the paperwork she needs such as an original Bill of Sale signed by the Sellers, original titles or deletions
    • ☐ We have confirmation that any repairs on your acceptance of vessel have been completed to your satisfaction and the signed Proceed to Close paperwork
    • ☐ All the closing preparation paperwork has been signed
    • ☐ Clear funds are in our escrow account

  • After Closing

    • ☐ Closing announcement
    • ☐ Running Package
    • ☐ Removal Affidavit and Decal Instructions (if applicable)
    • ☐ Talk to your broker about handover