Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.
A closer look.
What’s inside
- Build the request list
- Document collection tracker
- Property systems and work records
- Disclosure questions and corrections
- Secure handoff receipt
- Next actions and review
Files to edit, read and keep
Editable Word
Editable Word file
Read, print or annotate
- 8-page editable Microsoft Word DOCX
- Matching 8-page printable US Letter PDF
Covers, instructions and use terms are included in the page count.
From download to ready to use
- 1Complete the relevant records with the responsible people.
- 2Edit the DOCX in Microsoft Word and check the layout after exporting.
Know exactly what you’re getting
Included
- Editable Word
Not included
- A physical product or shipping
- No automated calculations, Canva template, slide deck or online dashboard is included.
- An Excel spreadsheet
- Interactive PDF form fields
Compatibility
PDFs are for printing or annotation, without interactive form fields.
Scope
Educational planning and communication tool. This is not a contract, required disclosure, property inspection, appraisal, safety certification, or legal, tax, financial, medical, or veterinary advice. State and local requirements, signed agreements, occupancy rights, and the responsible professionals' instructions control. A checklist does not authorize access, spending, recording, marketing, or work. No sale outcome is promised.
Related products
Use the pages needed for the specific property. Duplicate blank records for additional tasks or appointments.
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