Any suggestions I appreciate in advance.Worst case, I'll just create something for him and walk him through things as he goes, but I'm thinking, why not document it for us both (no plans to publish or anything though)!

Thanks,James The only reason you could not keep the HELOC open is if there is something in your original loan documents saying the loan would close once it was not your primary home anymore.

That's why we encourage all clients to review their policy documents and send them a Monthly Inventory Report.

The document you linked to is for NY State as a whole so that applies to Erie and Niagara counties.

As a platinum member I also have my own team to contact when looking for advice or help reviewing documents.

So we signed the documents and paid the closing costs.

Others might be fine with taking risk, but least by doing this a person can get an idea of what might go wrong.e) Legal document analysis: it will usually take a few days to go through the legal document properly, as almost inevitably there are tons of gotchas that either have to be explained, or mitigated with a side letter.That is the very short summary of what I do.

Now when your agent actually does the release then they send it to the listing agent and its is the listing agents responsibility to forward that doc to the sellers we do this all the time via docu sign or hello sign or whatever on line document system the local MLS uses.. somehow you seem to have this backwards..

That probably in most cases for me, will result in a delay between the time you call and the time we can prepare that document, get it to you to review and sign, and then schedule a showing. 

What documents do they require, what credit scores do they allow, how do they verify previous rental history, etc.?