Illustrative situation, not a customer case study. The seller hopes to close quickly, but a payoff figure and a required signature have not been confirmed.
| Decision | Evidence to gather | Next useful action |
|---|---|---|
| Outstanding documents | Escrow's actual requirements | Ask who supplies each item and when it can be confirmed. |
| Buyer readiness | Written funding and inspection conditions | Do not treat a verbal cash claim as completed funding. |
| Possession | Move-out and key-transfer terms | Confirm the handover independently of the hoped-for closing date. |
For each row, write what you know, where the information came from, and what still needs confirmation. Assign the next action to a person or organization. An unknown item stays open; it is not a zero cost, an approval, or a commitment.
This preparation example does not establish a price, completion date, eligibility, or a professional finding. Use the scope and sources in this guide for the next conversation.