Comprehensive timeline and checklist from pre-offer to closing. Ensure nothing is missed in your property purchase.

Formal template to request records, permits, warranties, and HOA docs from the seller or listing agent.

Templates for repair requests, credit requests, and notices to withdraw based on inspection findings.

Guide to reviewing title reports for liens, easements, encroachments, boundary issues, and ownership gaps.

What to look for in land surveys: encroachments, setbacks, shared driveways, and boundary flags.

Red-flag interpretation guide for analyzing seller disclosures.

Analyze financials, reserves, bylaws, restrictions, and litigation history of an HOA.

Check loss history, claims, and flood/fire zones to ensure insurability.

Final walkthrough items: utilities, keys, occupancy, and proration confirmations.

Homestead filing, utility transfers, warranty registrations, and document storage.

Common title patterns that warrant immediate legal counsel.

Requesting payoff details or release after satisfaction of a lien.

Formal letter contesting inaccurate lien reporting.

Template to request corrections from the county recorder or assessor.

Complete kit: Initial checklist, notification letters (Recorder, Title Co, Lender, Credit Bureaus), and preservation requests.

Stop property harassment or unauthorized claims.

Informational template to notify parties of a claim (includes instructions to consult counsel).

Generic templates for Affidavit of Occupancy, Affidavit of Facts, and Non-Occupancy.

Standard application with applicant consent for background/credit checks.

Fair housing prompts and consistent criteria framework for screening.

Solid, state-agnostic protection with addendum placeholders.

Photo log instructions and itemized checklist.

Formal letter itemizing deductions from security deposit.

Notice template with placeholder for jurisdiction-specific timing.

For nonpayment or lease violations (jurisdiction placeholder included).

Standard notice for repairs or inspections.

Paper trail builder for tracking requests and completion.

Clear communication for end-of-lease terms.

Agreement to end lease early without dispute.

Resolution template to avoid eviction proceedings.

Rules for pets, smoking, noise, parking, and guests.

Preparation list: permits, warranties, surveys, HOA docs.

Risk-aware prompts to help prepare accurate disclosures.

Track value-adding improvements and repairs.

Templates for responding to inspection, appraisal, and financing contingencies.

Agreement for seller rent-back or post-close occupancy.

Simple contract defining scope, payment, and timeline.

Define scope, milestones, materials, and change orders clearly.

Document changes to scope and price to avoid disputes.

Formal letter requesting contractor credentials.

Manage waivers, releases, and documentation to prevent liens.

Formal demand to fix issues before payment.

Steps to ensure all releases are signed before final payment.

Friendly first notice regarding fences or boundaries.

Request to remove or resolve an encroachment.

Notice regarding trimming or damage risk from trees.

Formal complaint regarding noise, debris, or other nuisances.

Basic agreement for shared use (Attorney review recommended).

Term sheet and operating principles for partnerships.

Contract between owner and manager.

Buy box and underwriting diligence list.

Outline terms for seller-financed deals.

Simple note text with payment schedule.

Non-binding planning tool for structuring offers.

Additional worksheets to supplement your Title Report.

Visualize the chain of title.

Spot irregularities in deed transfers.

Track financial events against the property history.

Standardized naming convention for digital document storage.

Steps and logs for preserving evidence when fraud is suspected.