Purchase Agreement Review Checklist

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This Template was installed 2 times.

Parties and Property Identification

1 of 10

Verify the correct parties are named and the property is accurately described.

Buyer's Full Legal Name

Seller's Full Legal Name(s)

Property Address (Full & Accurate)

Legal Description (Lot & Block)

Parcel Number (APN)

Type of Property (e.g., Single Family, Condo, Vacant Land)

Ownership Type

Purchase Price and Financing

2 of 10

Review the agreed-upon price, financing terms, and any contingencies related to financing.

Agreed Purchase Price

Financing Type (Buyer)

Down Payment Amount (if applicable)

Loan Amount (if applicable)

Loan Application Deadline

Interest Rate (Expected/Locked)

Special Financing Conditions (e.g., sale of buyer’s current property)

Appraisal Contingency?

Earnest Money & Deposits

3 of 10

Examine the earnest money amount, deposit schedule, and conditions for forfeiture.

Earnest Money Amount

Initial Deposit Due Date

Percentage of Purchase Price (if applicable)

Additional Deposit Due Date(s) (if applicable)

Description of how Earnest Money will be held (Escrow, Attorney Trust Account, etc.)

Condition for Forfeiture of Earnest Money

Specifics regarding release of Earnest Money to Seller at Closing (e.g., conditions)

Contingencies

4 of 10

Thoroughly analyze all contingencies (e.g., inspection, appraisal, financing) and their associated deadlines and remedies.

Inspection Contingency Included?

Inspection Contingency Details (Scope, Deadline, etc.)

Inspection Deadline

Appraisal Contingency Included?

Agreed Upon Appraisal Amount (Contingency Trigger)

Financing Contingency Included?

Financing Approval Deadline

Specific Financing Conditions (if any)

Closing Date & Possession

5 of 10

Confirm the agreed-upon closing date and details regarding possession of the property.

Proposed Closing Date

Actual Closing Date (if different)

Possession at Closing?

Specific Possession Details (if Negotiable)

Amount of Security Deposit (if applicable)

Notes Regarding Security Deposit Release

Leases or Rental Agreements

Details regarding leases (if applicable)

Disclosures & Representations

6 of 10

Assess all disclosures related to the property’s condition, history, and legal status.

Seller's Disclosure Statement Review

Lead-Based Paint Disclosure (if applicable)

Environmental Hazards Disclosure (e.g., asbestos, radon)

Property Condition Disclosure - Material Defects?

Details regarding Material Defects (if applicable)

Flood Zone Disclosure

Supporting Documents (e.g., inspection reports, previous disclosures)

Default & Remedies

7 of 10

Understand the consequences and remedies for both buyer and seller if either party defaults on the agreement.

Buyer Default Clause Description

Seller Default Clause Description

Buyer's Forfeited Earnest Money Limit (if applicable)

Seller's Damages Limit (if applicable)

Specific Cure Period Provided?

Cure Period Expiration Date (if applicable)

Does Agreement Specify Specific Legal Action?

Notes on Remedies Clauses

Personal Property & Inclusions

8 of 10

Verify which personal property items are included in the sale and clearly defined.

List of Appliances Included (e.g., Refrigerator, Dishwasher, Oven, Microwave)

Other Personal Property Included (e.g., Window Coverings, Light Fixtures, Mirrors)

If 'Other' selected above, please specify:

Quantity of Fireplace Screens Included

Condition of Included Items

Any specific agreements about condition or removal of included items?

Legal Review & Signatures

9 of 10

Ensure all signatures are correct, witnesses and notarization (if required) are in place, and legal counsel has reviewed (if applicable).

Attorney Name (Reviewing Counsel)

Summary of Legal Review Comments/Recommendations

Review Status

Date of Legal Review

Attorney Signature

Notarization Required?

Upload Notarization Documents (if applicable)

Miscellaneous Clauses

10 of 10

Review any unique or unusual clauses that require special attention or clarification.

Special Stipulations/Addenda

Home Warranty Inclusion?

Leaseback Period (if applicable)

Leaseback Termination Date (if applicable)

Brokerage/Agency Disclosures (Review for Completeness)

As-Is Sale?

Clarification Needed on Unusual Clause (if any)

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