One reusable request link
Instead of rebuilding a utility collection email every time, you send the same guided link.
Checklist
A real estate closing utility checklist that actually helps your team finish the handoff
Closing utility prep sounds simple until someone has to chase the seller, confirm providers, clean up the information, and hand it off to buyers. This checklist shows the core steps, and UtilitySheet helps your team run them in a more repeatable way.
The checklist
You can use these steps inside your own transaction process whether you work solo or as part of a team.
- 1
Confirm the property address and unit details before collecting provider information.
- 2
Ask the seller to verify electric, gas, water, sewer, trash, internet, and any other relevant providers.
- 3
Collect any move-related access details, service vendors, or mailbox information your team needs for handoff.
- 4
Review the information for vague or incomplete answers before sharing it forward, and clean up formatting or contact details as needed.
- 5
Generate a utility sheet or packet that buyers and support staff can actually read.
- 6
Store or share the finished handoff with the file so nobody has to ask for the same details twice.
How UtilitySheet supports this checklist
The checklist becomes easier to execute when the collection step is standardized.
Cleaner data from sellers
Provider suggestions and structured prompts reduce the vague answers that slow closings down.
Finished output at the end
The end result is not just a completed form. It is a utility sheet your team can actually share, and Pro/Teams can revise after submission when the handoff needs cleanup.
Related pages
These pages dig deeper into the people and workflows behind the checklist.