Property Search & Viewing Checklist
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Define Your Needs & Budget
Before you even start looking, clarify your priorities and financial limitations.
Maximum Purchase Price
Down Payment Amount (Estimate)
Maximum Monthly Mortgage Payment (Estimate)
Desired Location(s) - Be Specific
Desired Property Types
Minimum Number of Bedrooms
Desired Lot Size (Approximate)
Must-Have Features (e.g., Garage, Home Office, Backyard)
Online Search & Property Identification
Utilize online resources to find potential properties that meet your criteria.
Desired Price Range (Minimum)
Desired Price Range (Maximum)
Minimum Square Footage
Maximum Square Footage
Preferred Property Type
Desired Location Preferences (e.g., school district, proximity to work)
Specific search keywords/notes (e.g., 'updated kitchen', 'fenced yard')
Preferred Online Search Platforms (Select all that apply)
Scheduling Viewings
Organize and confirm appointments to view properties of interest.
Preferred Viewing Date
Preferred Viewing Time
Number of Viewers Attending
Contact Person for Viewing
Contact Person's Phone Number
Special Viewing Requirements (e.g., accessibility needs)
Confirmed Viewing Date
Confirmed Viewing Time
Property Viewing - Exterior
Assess the exterior condition and surroundings of the property.
Property Address (Confirm)
Lot Size (Approximate)
Exterior Condition - Curb Appeal
Notes on Landscaping/Gardens
Exterior Materials (Select all that apply)
Garage/Parking Spaces
Observations Regarding Roof Condition
Exterior Photos
Property Viewing - Interior
Evaluate the interior features, layout, and condition.
Overall First Impression - Describe your initial feeling upon entering the property.
Square Footage (as listed) - Verify the listed square footage.
Flooring Condition (Living Areas)
Appliances - Which appliances are included and are they in working order?
Notes on Kitchen Condition - Describe the condition of the kitchen, including cabinets, countertops, and appliances.
Bathroom Fixture Condition (Main Bathroom)
Notes on Lighting - Describe the lighting fixtures and overall brightness of the property.
Number of Bedrooms
Number of Bathrooms
Neighborhood & Location Assessment
Research the area surrounding the property, including schools, amenities, and safety.
Pin Property Location on Map
Assess Street Appeal & Noise Levels
Proximity to Amenities (Select all that apply)
Perceived Safety of Neighborhood
Walk Score (Optional - if known)
Notes on Local Traffic & Commute
Future Development Plans (Research Required)
Post-Viewing Analysis & Comparison
Review your notes and impressions of each property to compare and prioritize.
Overall Impression of Property
Rating (1-10)
Pros & Cons (Select all that apply)
Notes on the Neighborhood
Would you consider making an offer?
Comparison Notes: How does this property compare to others viewed?
Due Diligence & Further Investigation
Steps to take after viewing to verify information and assess risks.
Review Title Report (Ordered?)
Summary of Title Report Findings
Estimated Property Taxes (Annual)
HOA/Condo Fees (Applicable?)
HOA/Condo Fees (Monthly/Annual)
Notes on HOA/Condo Docs (Rules, Regulations, Financial Health)
Date of Last Property Inspection Report
Upload Inspection Report (if available)
Review Seller Disclosures
Summary of Seller Disclosures & Concerns
Audit/Inspection Management Solution Screen Recording
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