PROPERTY ACQUISITION CHECKLIST

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--- INITIAL ASSESSMENT & DUE DILIGENCE ---
[ ] Property Address
[ ] Estimated Market Value
[ ] Lot Size (Acres/Square Feet)
[ ] Zoning Classification (Residential, Commercial, Industrial, Mixed-Use, Agricultural)
[ ] Neighborhood Overview & Considerations
[ ] Nearby Amenities (Select all that apply) (Schools, Hospitals, Shopping Centers, Parks, Public Transportation)
[ ] Date of Initial Assessment

--- FINANCIAL & LEGAL REVIEW ---
[ ] Purchase Price
[ ] Earnest Money Deposit Amount
[ ] Financing Type (if applicable) (Cash, Conventional Mortgage, FHA Loan, VA Loan, Hard Money Loan, Seller Financing)
[ ] Closing Date Target
[ ] Title Company Selection (Not Selected, Company A, Company B, Company C)
[ ] Review of Seller Disclosures (Summary)
[ ] Legal Representation (Attorney) (Not Required, Attorney A, Attorney B)
[ ] Loan Pre-Approval Letter (if applicable)

--- PROPERTY INSPECTIONS & ENVIRONMENTAL ASSESSMENTS ---
[ ] Inspection Scheduling Date
[ ] Type of Inspection(s) Ordered (General Home Inspection, Pest Inspection, Roof Inspection, HVAC Inspection, Electrical Inspection, Plumbing Inspection, Foundation Inspection, Specialized Inspection (Specify))
[ ] Inspection Report Summary & Findings
[ ] Estimated Cost of Required Repairs (Based on Inspection)
[ ] Inspection Reports (Upload)
[ ] Phase I Environmental Site Assessment Required? (Yes, No, Not Applicable)
[ ] Summary of Environmental Assessment Findings (if applicable)
[ ] Environmental Assessment Reports (Upload)

--- NEGOTIATION & CONTRACT ---
[ ] Initial Offer Strategy Notes
[ ] Offered Purchase Price
[ ] Earnest Money Deposit Amount (Percentage of Purchase Price, Fixed Amount, Other (Specify))
[ ] Offer Submission Date
[ ] Counteroffer Details and Reasoning
[ ] Contingencies (Select All That Apply) (Financing Contingency, Inspection Contingency, Appraisal Contingency, Sale of Buyer's Property, Other (Specify))
[ ] Expiration Date of Offer
[ ] Signed Purchase Agreement (Uploaded by Seller)

--- FINANCING & CLOSING ---
[ ] Loan Amount Approved
[ ] Loan Commitment Expiration Date
[ ] Loan Type (e.g., Conventional, FHA, VA) (Conventional, FHA, VA, Other)
[ ] Appraisal Completion Date
[ ] Appraisal Notes / Comments
[ ] Title Insurance Company Selected (Company A, Company B, Company C, Other)
[ ] Closing Date
[ ] Closing Documents Received (e.g., Promissory Note, Deed)
[ ] Final Signatures Received
[ ] Total Closing Costs

--- POST-ACQUISITION TASKS ---
[ ] Official Closing Date
[ ] Post-Closing Notes/Observations
[ ] Immediate Priorities (select all that apply) (Property Taxes, Insurance, Utilities Setup, Security Systems, Repairs/Maintenance, Legal/Title Matters, Other (specify in Long Text))
[ ] Number of Keys Issued/Retained
[ ] Copies of Keys (Photograph)
[ ] Date of First Property Tax Payment
[ ] Insurance Provider Contacted? (Yes, No)
[ ] Any Issues Encountered Post-Acquisition?

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