Property Due Diligence
Complete property due diligence for purchase transactions: title search, property tax records, Certificate of Occupancy, zoning, HOA documents, seller disclosures, environmental assessment, title insurance, FIRPTA compliance, and Broker of Record sign-off for high-value transactions. Built for operations teams — structured execution with approval gates and an audit trail.
For: Transaction Coordinator, Title Officer, and Broker of Record teams running property due diligence
What this template includes
Process steps
- 1Property identification and due diligence scope
- 2Title search and preliminary title report
- 3Property tax records and status
- 4Certificate of Occupancy and zoning verification
- 5Seller / owner lien and judgment search
- 6HOA document collection (if applicable)
- 7HOA document review
- 8Checkpoint 1 — Document completeness gate
- 9Legal review of title and encumbrances
- 10Seller disclosure and property condition review
- 11Environmental, zoning, and structural notes
- 12Checkpoint 2 — Transaction Coordinator legal review approval
- 13Risk summary for buyer presentation
- 14FIRPTA and high-value transaction identification
- 15Checkpoint 3 — Broker of Record sign-off (high-value)
- 16Archive due diligence file
Why teams use this template
Complete property due diligence for purchase transactions: title search, property tax records, Certificate of Occupancy, zoning, HOA documents, seller disclosures, environmental assessment, title insurance, FIRPTA compliance, and Broker of Record sign-off for high-value transactions. When this work runs through inboxes and ad-hoc spreadsheets, ownership gets fuzzy and evidence gets lost. Property Due Diligence gives you a 16-step process with 3 checkpoints and a built-in SLA so nothing slips between handoffs.
Built for teams led by Transaction Coordinator, Title Officer, and Broker of Record: every task has a named owner, every approval routes to a real role, and the run history is the audit trail your auditors actually want.
The checkpoint tasks ("Checkpoint 1 — Document completeness gate", "Checkpoint 2 — Transaction Coordinator legal review approval", and "Checkpoint 3 — Broker of Record sign-off (high-value)") cannot be skipped — they're where the run produces evidence the next stage depends on. Overdue runs escalate automatically, and you start with structure instead of building it from scratch every time.
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