Keeping Purchase Documents organised
Hi All,
I'm trying to set up a system for my computer filing, and uploads into Podio. I'm planning to number property purchase documents for consistency, so I can easily find them later, or notice what is missing. The number would go at the start of whatever the file name is.
Here is my list so far, and I would love any feedback or other suggestions on what works for you:
| No. | Document Name |
| 1 | Original Listing |
| 2 | Ancilliary Listing Documents |
| 3 | Bigger Pockets Analysis |
| 4 | Council Property Report |
| 5 | Tax Record |
| 6 | Existing Title Document |
| 7 | Checkout Form (post-auction) |
| 8 | Required warnings re. lead paint etc. |
| 9 | Assignment of Contract (if applicable) |
| 10 | Closing/Escrow Intro Documents |
| 11 | Buyer Information Sheet |
| 12 | Payment of Earnest Money Deposit |
| 13 | Receipt for Earnest Money Deposit |
| 14 | Purchase Agreement/Contract of Sale |
| 15 | Closing Settlement Statement |
| 16 | Payment of Balance Amount |
| 17 | Receipt for Balance Payment |
| 18 | Title Insurance |
Please let me know your thoughts!