Property Checklists

Document checklists before the decision gets expensive

Use these when the calculator gives a number but the real risk is paperwork: missing scope, bad quote terms, title surprises, cash-to-close changes, claim evidence, and rental due diligence.

Plain English

What papers should I save before I sign, pay, buy, sell, or repair?

Choose the checklist that matches the problem, then collect the proof before the decision gets expensive.

Start here: Pick the closest checklist. If damage is involved, start with photos, receipts, readings, and repair proof.

Quote: The price and work list someone gave you.
Scope: What is included and what is not included.
Proof: Photos, receipts, readings, reports, and notes.
Deductible: The money you may pay before insurance helps.
Cleanup: Stop, dry, remove, clean, or make safe.
Rebuild: Put the home back together: walls, floors, cabinets, paint, and fixtures.
Checklist

Roof claim document checklist

Documents, photos, receipts, and questions to collect before a storm roof claim, roof replacement claim, or deductible conversation.

Use when: Use this before a contractor changes roof evidence, before the adjuster conversation, and before signing a roof replacement agreement.

Checklist

Water damage document checklist

Photos, videos, moisture readings, receipts, mitigation records, policy questions, and repair proof to collect after water damage.

Use when: Use this before cleanup, demolition, equipment pickup, an adjuster visit, a restoration invoice dispute, or a sale disclosure conversation.

Checklist

Mold remediation document checklist

What to collect before accepting a mold remediation quote: source proof, affected area, containment, removal, testing, clearance, rebuild, and insurance questions.

Use when: Use this before signing remediation paperwork, approving demolition, disputing a quote, or documenting repaired mold before sale.

Checklist

Sewer backup cleanup checklist

A sewer backup checklist for safety, photos, plumber findings, cleanup scope, contaminated material removal, contents, endorsement questions, and rebuild proof.

Use when: Use this before cleanup starts, before contaminated materials are removed, before signing a restoration authorization, or before deciding claim vs cash.

Checklist

Fire and smoke contents checklist

A contents inventory checklist after fire, smoke, soot, odor, water from firefighting, pack-out, cleaning, storage, disposal, and rebuild.

Use when: Use this before contents are packed out, cleaned, discarded, stored, or replaced.

Checklist

Property damage claim and repair checklist

A universal property damage checklist for proof, mitigation, insurance questions, restoration bids, rebuild scope, contents, sale/rental proof, and decision packet inputs.

Use when: Use this when you are not sure which damage checklist fits or when multiple scopes overlap.

Checklist

HVAC quote document checklist

What to collect before accepting an HVAC replacement quote, repair quote, duct scope, heat pump quote, or emergency AC replacement.

Use when: Use this when a technician recommends replacement, a quote bundles several scopes together, or the system is failing under time pressure.

Checklist

Contractor signing checklist

Before signing a contractor quote, collect scope, exclusions, payment terms, warranty language, change-order rules, insurance proof, and project assumptions.

Use when: Use this when you like a quote but the scope, exclusions, warranty, payment schedule, or change-order rules are not yet clear.

Checklist

Seller net sheet document checklist

Documents and assumptions to collect before relying on seller proceeds, net sheet, commission, concessions, prep ROI, or closing cost estimates.

Use when: Use this before listing, before accepting an offer, or whenever a concession changes the seller net.

Checklist

Buyer cash to close document checklist

Documents and line items buyers should collect before trusting cash to close, lender disclosures, title estimates, escrow setup, and HOA charges.

Use when: Use this before wiring funds, after a loan estimate changes, or when cash to close jumps near closing.

Checklist

HOA and title closing checklist

Title, escrow, tax proration, HOA, condo, resale certificate, transfer fee, and closing-line documents to collect before closing.

Use when: Use this when a closing estimate has broad percentages, association documents are pending, or title charges changed.

Checklist

Rental property due diligence checklist

Documents and checks for rental property cash flow, cap rate, repair reserve, lease review, operating expenses, and investor risk.

Use when: Use this before making an offer, during inspection, or whenever pro forma numbers look better than the evidence.

How these checklists add depth

They turn a calculator result into a document request list, so the user knows what to ask for next.

They expose the common failure modes: missing scope, optimistic cash assumptions, verbal promises, and unverified local rules.

They feed the decision packet, quote comparison matrix, and playbooks instead of leaving the user at a single number.