Checklist of Documents for Home Sellers:
1. Property Deed:
- Gather a copy of the deed to your property, which provides legal proof of ownership.
2. Mortgage Documents:
- Collect all mortgage-related documents, including the mortgage agreement, loan statements, and any refinancing paperwork.
3. Insurance Policies:
- Ensure you have copies of your homeowner's insurance policy, including any addendums or endorsements.
4. Recent Utility Bills:
- Gather recent utility bills, such as electricity, gas, water, and sewer, to provide potential buyers with an estimate of monthly utility expenses.
5. Property Tax Records:
- Obtain copies of property tax records or assessments to show the current tax status of the property.
6. Homeowner's Association (HOA) Documents:
- If applicable, gather HOA documents, including bylaws, rules, regulations, and financial statements.
7. Home Inspection Reports:
- If you've recently had a home inspection, provide a copy of the inspection report to potential buyers for their review.
8. Recent Photos:
- Take recent photos of your property, both interior and exterior, to showcase its current condition and features.
9. Title Insurance Policy:
- Collect a copy of your title insurance policy, which protects against any defects in the title that may arise.
10. Property Survey:
- If available, provide a copy of the property survey, which outlines the boundaries and dimensions of the property.
Instructions for Uploading Documents to Your Private Data Room:
1. PDF Upload:
- Convert each document into a PDF format if not already in that format.
- Log in to your private data room account.
- Locate the option to upload documents and select it.
- Choose the PDF files from your computer and upload them to the designated folders within your data room.
2. Email Attachment:
- Alternatively, you can send the documents as attachments via email to your private data room's designated email address.
- Ensure each document is attached correctly and labeled appropriately for easy organization.
3. Organization and Naming:
- Your data room is AI Assisted so it will guess at appropriate category (e.g., Mortgage Documents, Insurance Policies, Inspection Reports).
- You can customize categories
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