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Shared-home sale preparation worksheet

Print this and fill it in by hand. It works on screen too: ticks stay only in this browser tab and nothing is uploaded, sent, or saved.

1.Property information

Address and type (house, townhouse, condo)

Approximate size, bedrooms, bathrooms

Recent updates or renovations, with approximate years

Documents to locate

2.Known concerns

Repairs, maintenance items, or anything a buyer would ask about

3.Timing and access

Who currently lives in the home (including pets)

Dates or periods that matter (school year, leases, work)

Notice needed before showings, and times that would work

4.Communication questions

Communication questions

Other questions

5.Advisers

Lawyer

Lender or mortgage professional

Other (accountant, mediator, appraiser)

General information only. Do not bring legal or financial documents to share through this website.