Pre-Closing Prep
Live Training Workshop

Monday
July 6, 2026
9am-12pm Eastern Time


In this three-hour live training, you will gain a thorough understanding of all pre-closing essentials necessary for success in the real estate closing process. The session will clearly define the responsibilities of the pre-closer role, ensuring participants understand its importance in facilitating smooth transactions.

Key duties covered include opening files and initiating communication with buyers and sellers through standardized information sheets. You will also learn how to order title work and coordinate with relevant parties to secure accurate documentation. Additionally, the training emphasizes the process of requesting initial documents such as mortgage payoffs, HOA letters, tax records, water bills, and other required materials.

By mastering these tasks, participants will be equipped to manage pre-closing procedures efficiently and with attention to detail. The program is designed to build confidence and competence, preparing students to contribute effectively to the closing team. Ultimately, this training provides a strong foundation for professional growth in the real estate industry.


NOTE: This workshop covers residential real estate closings. 


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course contents

What's included?

Synchronous Learning

All training workshops are conducted LIVE, so you have direct access to the experts!

Curriculum Files

These files are included with the training.
Closing Timeline Graph
Closing Fundamentals
Customer Service Scripts
Professionalism
Industry Acronyms
Industry Vocabulary

Recording Access

A recording of the training workshop will be made available after class. Certificates are available upon request.
Meet the instructor

Sandi Donaldson
Lead Educator

Sandi has over 40 years of experience in mortgage and real estate settlement. ​She has worked with large and small firms and engaged in all aspects of the closing process. ​Known for her wit and wisdom, she has collaborated on curriculum development and led instruction for Real Estate Closing Path.