Printable transaction tools
Checklists for the decisions that need structure.
Use these pages as conversation guides—not substitutes for the contract, lender, attorney, inspector, engineer, surveyor, or other qualified professional.
Buyer · closing
Final walkthrough checklist
Confirm the property is in the expected condition shortly before closing; this is not a new inspection.
- □Agreed repairs appear complete; bring receipts or permits if applicable
- □Property condition is materially consistent with the contract
- □Included appliances, fixtures, remotes, keys, and accessories remain
- □Plumbing, electrical, HVAC, doors, windows, and major appliances are checked
- □No new visible leaks, damage, debris, or abandoned personal property
- □Questions are documented and raised before settlement
Notes
Buyer + seller · timing
Selling and buying timeline planner
Two transactions create dependencies. Put both calendars in one place and confirm every assumption with the lender and attorneys.
- □Current-home listing date and offer-review plan
- □Current-home due diligence deadline and closing date
- □Replacement-home preapproval and funds-to-close plan
- □Replacement-home contract deadlines and closing date
- □Contingency, bridge, backup-contract, or temporary-housing plan
- □Attorney, lender, insurance, movers, utilities, and possession timing
- □Backup plan if appraisal, repair, title, financing, or recording is delayed
Notes
Commercial · document room
Commercial property document checklist
Organize what exists early. The required package varies by asset, leases, financing, ownership, and buyer investigation.
- □Deed, prior title policy, surveys, plats, easements, and restrictions
- □Current rent roll, leases, amendments, options, deposits, and notices
- □Operating statements, tax bills, insurance, utilities, CAM reconciliations, and service contracts
- □Environmental, engineering, roof, HVAC, fire/life-safety, and other condition reports
- □Zoning, permits, certificates of occupancy, plans, and code correspondence
- □Capital-improvement history, warranties, pending work, claims, or litigation
- □Entity authority and attorney/CPA contact information
Notes
Buyer · compare options
Property comparison worksheet
Use one row per property and score only factors that matter to your goals.
| Property | Price / total cost | Condition / site work | Location / access | Financing / timeline | Risks / unknowns |
|---|
| Property 1 | | | | | |
| Property 2 | | | | | |
| Property 3 | | | | | |
| Property 4 | | | | | |
Decision notes
Last reviewed: August 2026 · Confirm current forms, deadlines, requirements, and professional advice for your transaction.
