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Updated over 4 years ago on . Most recent reply

User Stats

45
Posts
72
Votes
Tess L.
  • Investor
  • Dubai, United Arab Emirates
72
Votes |
45
Posts

Keeping Purchase Documents organised

Tess L.
  • Investor
  • Dubai, United Arab Emirates
Posted

Hi All, 

I'm trying to set up a system for my computer filing, and uploads into Podio. I'm planning to number property purchase documents for consistency, so I can easily find them later, or notice what is missing. The number would go at the start of whatever the file name is.

Here is my list so far, and I would love any feedback or other suggestions on what works for you:

No. Document Name
1 Original Listing
2 Ancilliary Listing Documents
3 Bigger Pockets Analysis
4 Council Property Report
5 Tax Record
6 Existing Title Document
7 Checkout Form (post-auction)
8 Required warnings re. lead paint etc.
9 Assignment of Contract (if applicable)
10 Closing/Escrow Intro Documents
11 Buyer Information Sheet
12 Payment of Earnest Money Deposit
13 Receipt for Earnest Money Deposit
14 Purchase Agreement/Contract of Sale
15 Closing Settlement Statement
16 Payment of Balance Amount
17 Receipt for Balance Payment
18 Title Insurance

Please let me know your thoughts!

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