Step 2

Address info

Property address helps us decide whether or not we deal in provided location

Property address *

City

State

Zip

Contact Info

Full name *

Email *

Phone number

Analysis

Analysis / Ammo

Sales Process

1) Intro

2) Person

3) Property

4) Pitch

5) Offer

6) Close

Multifamily / Rental Specific Questions

Unit Count & Floor Plan

Who Pays for Utilities?

Lease terms

Rent Roll / Rents

Parking

Who Manages the Property?

Are the utilities separately metered?

Financials

Town water and sewer?

Have they made any recent upgrades in the past 3-5 years?

If its a portfolio

Creative financing

Down payment

Monthly payment

Remaining loan balance

Monthly payment on current mortgage

Balloon

Commercial (Retail) Qualifying Questions

Financials - monthly rents

Lease Terms

Unit Count

Town Water / Sewer?

Parking Situation

Consider Terms?

Any known ground contamination on the property?

Land Specific Questions

Description of the land

Is the land buildable?

Confirm Acreage

What is the zoning?

What documents do you have?

Utility Status

Is the property in current use?

Are there any wetlands on the parcel? If so, how much and where?

Have test pits been dug? Soil test?

Condo Specific Questions

How much is the HOA fee?

What does the HOA fee cover?

How often is the HOA fee paid?

Any special assessments? If so, what are they and how much?

What is the name of the condo associatation?

Are pets allowed?

Mobile Home Specific Questions

What is the name of the mobile home park?

Does the park allow flips, rentals and is it 55+?

What year was the home built?

What is park rent? (HOA Fees)

How often is the HOA fee paid?

Is it on public water and sewer?

Welcome Call Checklist (Single Family)

Occupancy

If vacant - “How would you like us to gain access to the property?”

If tenant occupied - Confirming the tenant has a place to go?

If occupied - “Confirming your plans when this property sells?”

Date photos scheduled or plan to schedule with seller?

Bedroom count

Bathroom count

Square footage

Are you leaving anything else behind that isn't attached to the property or will it be completely vacant?

Is there a garage or carport?

Is there a basement?

Is the property on public water and sewer?

Age of roof?

Age of HVAC?

Age of windows?

How is the property heated? - Gas, Electric, Propane, Oil?

Did you happen to do any work to the property recently? If so, did you pull the proper permits?

Do you have an HOA?

Confirming from acquisitions that there are no major or minor repairs needed that we haven’t talked about? Or any updates that are note worthy?

Additional notes - anything special / unique about property?

TC under contract checklist

Order title

Done Not Done Yet

Seller Contract Price

End Buyer Contract Price

Earnest Money Amount