Closing Process 9 min read 1,779 words

Review your closing disclosure before finalizing

The Closing Disclosure shows your final loan terms and closing costs. You must receive it 3 days before closing. Here's how to read every section.

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Michael Chen

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The Closing Disclosure (CD) is a 5-page document showing your final loan terms, monthly payment and closing costs. By law, you must receive it at least 3 business days before closing. Compare it to your loan estimate to catch errors or unexpected changes. Key sections include loan terms on page 1, itemized closing costs on page 2 and the cash to close calculation on page 3.

What Is the Closing Disclosure?

Purpose of the CD

The CD provides:

  • Final loan terms
  • Exact monthly payment
  • Itemized closing costs
  • Cash needed to close
  • Comparison to your Loan Estimate

When You Receive It

Three-day rule:

  • Must receive 3 business days before closing
  • Sundays and federal holidays don’t count
  • Electronic delivery counts if you consented

Example timing:

Receive CDEarliest Closing
MondayThursday
TuesdayFriday
WednesdaySaturday (if title company open)
ThursdayMonday
FridayTuesday

Why the Waiting Period Exists

Gives you time to:

  • Review all terms
  • Compare to Loan Estimate
  • Ask questions
  • Catch errors
  • Prepare funds

Page 1: Loan Terms and Costs Summary

Top Section: Loan Information

FieldWhat It Means
Loan TermLength (30 years, 15 years, etc.)
PurposePurchase, refinance, construction
ProductFixed rate, ARM, etc.
Loan TypeConventional, FHA, VA, USDA
Loan IDYour loan number
Rate LockWhether rate is locked

Loan Terms Box

Loan Amount: Principal you’re borrowing

Interest Rate: Your locked rate (verify this matches)

Monthly Principal & Interest: Base payment (not including taxes/insurance)

Prepayment Penalty: Yes or No (should be No for most loans)

Balloon Payment: Yes or No (should be No for standard loans)

Can This Amount Increase After Closing?

Each item shows:

  • NO = Cannot change
  • YES = Can change (explains when/why)

For fixed-rate loans, principal and interest should show NO.

Projected Payments Table

ComponentExample
Principal & Interest$1,896
Mortgage Insurance$125
Estimated Escrow$425
Total Monthly$2,446

Verify this matches what you expected.

Costs at Closing

ItemAmount
Closing CostsTotal from Page 2
Cash to CloseWhat you bring to closing

Page 2: Loan Costs (Section A-C)

Section A: Origination Charges

Fees charged by your lender:

FeeDescription
Origination feeLender’s processing fee
PointsDiscount points you purchased
Application feeIf charged
Underwriting feeLoan review fee

Watch for: Fees that appeared or increased from Loan Estimate

Section B: Services You Cannot Shop For

Lender-required third parties:

ServiceTypical Cost
Appraisal$400-$700
Credit report$30-$75
Flood certification$15-$25
Tax monitoring$75-$100

These are set by lender; you can’t choose providers.

Section C: Services You Can Shop For

Services where you could choose provider:

ServiceRange
Title insurance$1,000-$3,000
Title search$150-$400
Settlement agent$300-$600
Survey$300-$600
Pest inspection$75-$150

Did you shop? Compare to estimates you received.

Page 2: Other Costs (Section E-H)

Section E: Taxes and Government Fees

FeeTypical Amount
Recording fee$50-$200
Transfer taxesVaries widely by location

Section F: Prepaids

Items paid in advance:

PrepaidExplanation
Homeowners insuranceFirst year premium
Mortgage insuranceFirst month(s)
Prepaid interestDaily interest to month-end
Property taxesIf due before first payment

Section G: Initial Escrow Payment

Money deposited to start your escrow account:

ItemMonths
Homeowners insurance2+ months
Property taxes2-6+ months
Mortgage insurance2+ months

Number of months depends on when taxes/insurance are due.

Section H: Other

Miscellaneous fees:

  • HOA fees
  • Home warranty (if any)
  • Real estate commissions (informational)

Page 3: Cash to Close

Calculating Cash to Close

LineDescription
Total Closing CostsFrom Page 2
− Closing Costs FinancedRolled into loan
+ Down Payment/FundsYour down payment
− DepositEarnest money already paid
− Funds for BorrowerCredits to you
+ Seller CreditsMoney from seller
+ AdjustmentsProrations, etc.
= Cash to CloseWire this amount

Did This Change from LE?

Column shows:

  • Original amount from Loan Estimate
  • Final amount on CD
  • Whether change is allowed

Common Cash to Close Adjustments

AdjustmentExplanation
Seller creditReduces your cash
Prorated taxesSeller’s portion
HOA duesProrated
Rent creditIf applicable

Page 4: Loan Disclosures

Assumption

Can someone take over your loan?

  • FHA, VA, USDA: Generally yes
  • Conventional: Generally no

Demand Feature

Can lender require full payoff before maturity?

  • Should be “No” for standard mortgages

Late Payment

DetailInformation
Grace periodUsually 15 days
Late feeUsually 5% of payment

Negative Amortization

Does your balance grow if payments are low?

  • Should be “No” for standard fixed-rate

Partial Payments

Will lender accept less than full payment?

  • Most don’t accept partial payments
  • Some hold until full payment received

Security Interest

Property is collateral for the loan.

Escrow Account

Whether you have escrow for taxes and insurance.

Page 5: Loan Calculations and Contact Info

Total of Payments

Total you’ll pay over the loan term:

  • Includes all principal and interest
  • Doesn’t include taxes/insurance
  • Eye-opening number

Example: $300,000 loan at 7% for 30 years = $718,527 total

Finance Charge

Total interest you’ll pay over the loan term.

Amount Financed

Loan amount minus prepaid finance charges.

APR (Annual Percentage Rate)

True cost of borrowing including fees:

  • Always higher than interest rate
  • Use to compare loan offers
  • Includes points and fees

TIP (Total Interest Percentage)

Total interest as percentage of loan amount.

Contact Information

Lists all parties:

Comparing CD to Loan Estimate

What Can Change

ItemAllowed Change
Origination chargesNone (zero tolerance)
Services you can’t shop10% total increase max
Services you shoppedUnlimited if you chose
Recording fees10% increase max
PrepaidsCan change
Initial escrowCan change

Zero Tolerance Items

Cannot increase at all:

  • Transfer taxes
  • Fees paid to lender
  • Fees to affiliates of lender
  • Services lender didn’t let you shop for

10% Tolerance Items

Combined total can’t increase more than 10%:

  • Recording fees
  • Third-party services you couldn’t shop for

What to Check

Compare these line by line:

  1. Interest rate (should match)
  2. Loan amount (should match)
  3. Monthly payment (should match or be lower)
  4. Origination fees (can’t increase)
  5. Third-party fees (check tolerances)
  6. Cash to close (understand any changes)

What If Something Is Wrong?

Types of Errors

Serious errors requiring correction:

  • Wrong interest rate
  • Incorrect loan amount
  • Missing credits
  • Fees exceeding tolerance

Minor variations (may be acceptable):

  • Slight changes in prepaids
  • Escrow adjustments
  • Title fees within tolerance

What to Do

  1. Contact your loan officer immediately
  2. Document the issue in writing
  3. Reference your Loan Estimate
  4. Request correction before closing

If Lender Won’t Correct

Options:

  • Request in writing
  • Ask for supervisor
  • File CFPB complaint
  • Delay closing (last resort)

Signing the CD

At Closing

You’ll sign the CD as acknowledgment:

  • Confirms you received it
  • Confirms you reviewed it
  • Part of closing document package

What Your Signature Means

Signing indicates:

  • You’ve seen the document
  • You understand the terms
  • You agree to proceed

It doesn’t mean:

  • You can’t dispute errors later
  • You waive any rights
  • Terms can never change (some can per the document)

Frequently Asked Questions

When do I get the Closing Disclosure?

At least 3 business days before closing. This gives you time to review and compare to your Loan Estimate.

What’s the difference between Loan Estimate and Closing Disclosure?

Loan Estimate shows estimated terms and costs early in the process. Closing Disclosure shows final, actual terms and costs right before closing.

Can closing costs change between LE and CD?

Some can, some can’t. Lender fees can’t change. Third-party fees have 10% tolerance limits. Prepaids and escrow can change based on actual amounts.

What if the CD is wrong?

Contact your loan officer immediately. Errors must be corrected before closing. If significant items change, you may get a new 3-day waiting period.

Do I sign the CD before or at closing?

You receive it 3 days before, but sign it at closing as part of your document package.

What triggers a new 3-day wait?

Three things: APR increases by more than 0.125%, loan product changes or prepayment penalty is added. Other changes don’t require new waiting period.

Should I bring anything to closing besides the CD?

Bring valid ID, certified or cashier’s check for cash to close (or wire confirmation) and any documents your lender requested.

What if I find an error after closing?

Contact your lender and title company. Some errors can be corrected. For tolerance violations, lender must refund overcharges within 60 days of discovery.

Tags: closing disclosure closing costs loan documents CD form
M

Michael Chen

Certified Financial Planner, Mortgage Specialist

Our team of mortgage experts provides accurate, up-to-date information to help you make informed decisions about your home financing.

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