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Georgia curriculum lesson · Finance and Closing

Georgia Finance and Closing Scenario Workshop

The Georgia finance and closing group is best solved as one chain: identify the debt, security deed, attorney, title issue, settlement entry, tax base, cleared funds, deed delivery, and recordation. The note is not the security deed, transfer tax is not intangible recording tax, signing is not the same as funding, and funding is not the same as recordation. Each scenario is won by naming the document and event before calculating or choosing a role.

Facts checked against the current PSI Candidate Information Bulletin and GREC sources. Editorial standards.

What is the exam-ready answer?

The Georgia finance and closing group is best solved as one chain: identify the debt, security deed, attorney, title issue, settlement entry, tax base, cleared funds, deed delivery, and recordation. The note is not the security deed, transfer tax is not intangible recording tax, signing is not the same as funding, and funding is not the same as recordation. Each scenario is won by naming the document and event before calculating or choosing a role.
Official syllabus mapping for Georgia Finance and Closing Scenario Workshop
Official syllabus topicFinance and Closing: Finance; Closing Procedures
Official PSI groupFinance and Closing
Published group count15 of the 52 Georgia questions
Exam portionGeorgia salesperson supplement
Source editionPSI Georgia Candidate Information Bulletin dated July 1, 2026

The Rule

PSI publishes 16, 21, and 15 items for the three Georgia groups. It does not publish a guaranteed subtopic count. The statute, current GREC rule, contract, or other cited primary authority controls each lesson.

The lesson

Georgia questions reward the Georgia rule. A national rule that sounds right can still be the wrong answer when the question names a Georgia statute, document, role or procedure.

Finance chain

Borrower signs the note, grants the security deed, satisfies lender conditions, and pays loan-related charges while the lender authorizes funding.

Title chain

The attorney examines title, obtains cures and payoffs, prepares or adopts legal documents, conducts closing, and coordinates recording.

Money chain

Deposits, loan proceeds, buyer funds, seller proceeds, taxes, costs, payoffs, and prorations must balance in the settlement statement.

Tax chain

Transfer tax follows taxable consideration and the deed transaction. Intangible recording tax follows the face amount of the qualifying long-term note secured by Georgia real estate.

Decision rule

When two answers look plausible, ask which document, base, party, or moment each answer actually describes.

Georgia rule and national contrast

The workshop integrates Georgia's security deed, attorney-closing rule, transfer tax, intangible recording tax, property-tax assessment, and county recordation with national lending concepts.

Worked Georgia example

Scenario. A home sells for $400,000 with a $320,000 long-term note secured by Georgia real estate. The seller has an existing loan payoff and prepaid property taxes.

Reason it through. Use taxable consideration for transfer tax and $320,000 for intangible recording tax. Debit the seller for the payoff. Prorate prepaid taxes as a buyer debit and seller credit for the buyer's ownership period. The attorney conducts closing and coordinates recording.

Answer. Keep each base and settlement entry separate; do not calculate both taxes from $400,000 or treat the payoff as a buyer charge.

Common exam traps

  • Using one base for both taxes
  • Calling the security deed the debt
  • Reversing prepaid-tax entries
  • Treating signing as completed recordation

Original practice questions with detailed explanations

These are original instructional questions mapped to the July 1, 2026 PSI outline. They are not copied from PSI or a live examination. Choose an answer before opening the explanation.

Question 1

A Georgia home sells for $400,000. The buyer signs a 30-year note for $320,000 secured by the property, and no existing lien stays in place. Transfer tax is $1 per $1,000 of consideration, and intangible recording tax is $1.50 per $500 of the note. What are the two taxes?

  1. A. Transfer tax $400; intangible tax $1,200
  2. B. Transfer tax $400; intangible tax $960
  3. C. Transfer tax $320; intangible tax $960
  4. D. Transfer tax $400; intangible tax $480
Show answer and explanation →

Answer: B. Transfer tax $400; intangible tax $960

Transfer tax uses the consideration: $400,000 ÷ 1,000 × $1 = $400. Intangible recording tax uses the long-term note: $320,000 ÷ 500 × $1.50 = $960. Choosing $1,200 means the intangible tax was figured on the sale price, which is the one-base trap.

Question 2

At closing, the seller's existing $150,000 loan is paid off from the sale. How does the payoff appear on the settlement statement?

  1. A. A debit to the buyer, because the buyer's funds pay it
  2. B. A credit to the seller, because it clears the seller's debt
  3. C. A credit to the buyer, because the buyer gets clear title
  4. D. A debit to the seller, because it cuts the seller's proceeds
Show answer and explanation →

Answer: D. A debit to the seller, because it cuts the seller's proceeds

The payoff is the seller's debt, so it is charged against the seller's proceeds as a seller debit. It has no entry on the buyer's side. Candidates who pick the buyer debit are following the cash instead of asking whose obligation the payoff satisfies.

Question 3

The parties sign every document on Friday, the lender funds on Monday, and the attorney records the deed on Tuesday. From which event do later buyers and lenders have constructive notice of the new owner's deed?

  1. A. Tuesday's recording in the county records
  2. B. Friday's signing at the attorney's office
  3. C. Monday's funding of the loan by the lender
  4. D. The later issuance of the owner's title policy
Show answer and explanation →

Answer: A. Tuesday's recording in the county records

Constructive notice comes from recording in the proper county's real-property records. Signing, funding, and recording are separate moments in the closing chain, and only recording puts the public on notice. Funding looks plausible because moving money feels final, but funding is not recordation.

Ready to move on?

You are ready for the next lesson when all of these are true.

  • Explain Georgia Finance and Closing Scenario Workshop in one clear answer without notes.
  • Separate Finance chain from Title chain using a fresh example.
  • Apply the decision rule to a new fact pattern and name the fact that controls the result.
  • State the Georgia-specific point or explain why the national rule applies unchanged.
  • Answer every practice question and explain the rule each rejected option misapplies.
  • Revisit this topic later in mixed practice without category labels.

Recommended next lesson

Continue with Mixed Georgia supplement practice. Mixed practice puts finance, closing, and license-law questions side by side, so work a set and reopen the lesson behind each miss, starting with the two-tax and settlement-entry chains from this workshop.

Return to the Finance and Closing hub for the complete official branch and the full lesson list for this Georgia group.

Georgia Finance and Closing Scenario Workshop questions

Facts checked against the current PSI Candidate Information Bulletin and GREC sources. Editorial standards.

Is Georgia Finance and Closing Scenario Workshop on the Georgia real estate exam?

Yes. It maps to PSI's Finance and Closing group, which has 15 of the 52 Georgia questions. PSI does not publish a guaranteed question count for this individual lesson.

What is the main Georgia rule for Georgia Finance and Closing Scenario Workshop?

When two answers look plausible, ask which document, base, party, or moment each answer actually describes.

How is this different from a national real estate rule?

The workshop integrates Georgia's security deed, attorney-closing rule, transfer tax, intangible recording tax, property-tax assessment, and county recordation with national lending concepts.