Advanced Practice
Advanced11 min read

Closing & Settlement

The final step: prorations, escrow, and required disclosures.

Closing (settlement) is where the deal is finalized: money changes hands, the deed is delivered, and costs are allocated between buyer and seller through prorations.

Closing concepts

Escrow
A neutral third party holds funds and documents until conditions are met.
Proration
Dividing ongoing costs (taxes, HOA dues) fairly between buyer and seller as of the closing date.
Credit vs. debit
On the settlement statement, a credit is money owed to a party; a debit is money owed by them.
Closing Disclosure (CD)
A federally required form detailing final loan terms and costs, delivered at least 3 business days before closing.

Who typically pays

  • Seller: owner's title work, deed prep, payoff of existing liens, prorated taxes up to closing.
  • Buyer: loan costs, lender's title insurance, prepaid interest and escrows, recording the deed.
  • Shared/negotiable: transfer taxes (varies by jurisdiction and contract).

RESPA governs settlement on most residential loans and requires the Loan Estimate and Closing Disclosure. The 3-day rule before closing is a frequent exam point.

Key takeaways

  • Prorations split shared costs as of the closing date.
  • Credit = owed to a party; debit = owed by a party.
  • The Closing Disclosure must be delivered 3 business days before closing (RESPA).