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Checklist for Acquisitions

Checklist for Acquisitions.doc (81.1 KiB)



PROPERTY ADDRESS ________________________________________________


Earnest Money Contract Or Lease With Option To Purchase
Seller’s Disclosure
Lead Based Paint Addendum if built before 1978
Water District (MUD) Notice
Request for Mortgage Information Letter
General Authorization To Release Information
General Warranty Deed
Open Title
Order Mortgage Information Letter
Is An Affidavit Of Memorandum necessary? (Yes Or No)


Land Trust Agreement (Who is Beneficiary? – Seller or Us)
Assignment Of Beneficial Interest if necessary to _________________
Power Of Attorney if necessary
Assignment Of Escrows and Insurance Proceeds if necessary
Cancellation of Existing Insurance Letter
Order Insurance/Quotes
Review Existing Insurance and transfer to our agent if necessary
Immediately notify canceled Insurance Co. to send US the Refund Check (send copy of the Assignment of Escrow and Insurance)
Due On Sale Disclosure if necessary
Investor Note and Deed of Trust if necessary:         Investor ______________________    Amount ______________Term__________________  Interest Rate _____________
General Warranty Deed if necessary
Management Letter if not fully Assumed by us
Add New Mortgage Payments to Scheduled Transactions
Turn On Utilities
Letters Regarding Change Of Mgmt/Ownership To Homeowners Association, Appraisal District, Mortgage Co.
Make sure all documentation is in the Property Folder and put in file cabinet

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