Bring your signed purchase contract or agreement of sale, any correspondence with the seller or real estate agents, property inspection reports, and financing pre-approval letters. If you’re selling, bring your deed, recent tax bills, homeowners insurance information, and any HOA documents. For commercial transactions, include financial statements, business entity documents, and any environmental reports. Don’t worry if you don’t have everything – we’ll tell you what additional documents we need as we move forward. The most important thing is to contact us early in the process, ideally before you sign any binding agreements, so we can protect your interests from the start.
