Client # _____________
CONSTRUCTION AND CLOSE-OUT
Date Completed
Activity Description
or Sent
Comments
Pre-Construction Conference
Notice to Proceed
Request for Progress Payments
Request #1
Request #2
Change Orders
#1
#2
Certification of Final Inspection
Request for Final Payment
Notice of Completion
Contractor’s Release of Liens/
Warranties
Disposition of Funds Statement
LOAN SETTLEMENT
Date
Date Received/
Activity Description
Requested
Completed
Comments
Truth-in-Lending Disclosure Statement
Notice of Right-to-Cancel
Promissory Note
Mortgage or Deed of Trust
Hazard Insurance, Taxes, Special
Assessments
Supplemental Financing Agreement
Repayment Schedule
Record Mortgage, Deed of Trust, or
Promissory Note