🏡 Post-Close Checklist for Homebuyers
What to Do After You Close Escrow on Your New Home
✅ 1. Secure Important Documents
Keep both digital and hard copies of the following:
Final closing disclosure & settlement statement
Purchase agreement and any addenda
Title insurance policy
Loan documents
Home warranty (if provided)
📁 Tip: These documents are essential for taxes and future resale.
🔐 2. Change Locks & Update Security
Re-key all exterior doors
Update garage codes, gate remotes, and smart locks
Change passwords on any security systems or smart devices
🔌 3. Transfer Utilities & Services
Ensure all essential services are in your name:
Electricity, gas, water, sewer, trash
Internet, cable, phone
Solar panel lease (if applicable)
🧾 4. File for Homeowner’s Exemptions
In California, file the Homeowner’s Property Tax Exemption
Submit any Mello-Roos or supplemental tax paperwork
🏛 Check with your county assessor’s office—some forms must be filed within 30–90 days of closing.
🏤 5. Update Your Address
File a Change of Address with USPS
Update your info with:
DMV (within 10 days in CA)
Banks, credit cards, insurance providers
Employers, memberships, and subscriptions
📅 6. Confirm Loan & Title Details
Note your first mortgage payment due date
Set up online loan servicing access
Review your title insurance and confirm property was properly recorded
🧰 7. Inspect & Maintain
Walk through your home and verify everything is as agreed (appliances, condition, etc.)
Create a maintenance schedule for HVAC, plumbing, gutters, etc.
Register product warranties
🤝 8. Connect with the Neighborhood
Introduce yourself to neighbors
Join the neighborhood association or HOA, if applicable
🎉 9. Celebrate Your New Home!
You’ve accomplished something big—take time to enjoy your space and create new memories. Maybe throw a housewarming or snap some photos to commemorate the milestone!