Offer Preparation Checklist

🏠 Property Information

Property Address

MLS # / Listing Source

Asking Price

Days on Market

Listing Agent

🔍 Pre-Offer Research

Ran Deal Analyzer — meets my minimum criteria Researched comparable sales (3+ comps within 0.5 miles, last 6 months) Checked room rental rates for this ZIP code Verified property taxes on county assessor site Checked for HOA restrictions on rental/coliving Verified zoning allows room rentals Drove by the property / Google Street View Checked neighborhood score using ZIP Code Worksheet

💰 Financial Preparation

Have pre-approval or proof of funds letter Earnest money deposit ready ($____) Down payment funds verified and accessible Closing costs estimated and budgeted Renovation budget estimated Furnishing budget estimated

🎯 Your Offer Strategy

Your Maximum Offer Price

Based on Deal Analyzer target returns

Your Initial Offer Price

10-15% below your max for negotiation room

Justification for Your Price

Contingencies to Include

Inspection contingency (_____ days) Financing contingency (_____ days) Appraisal contingency Title contingency

Special Terms / Requests

🤝 Negotiation Game Plan

What does the seller want? (motivation)

How can you solve their problem?

If they counter, what's your response plan?

👥 Team Ready Check

Real estate agent briefed on my criteria and offer strategy Lender notified and ready to move Inspector identified and available Contractor ready for renovation estimate (if needed) Title company / closing attorney selected

🚦 Go / No-Go Decision

🟢

GO — Submit Offer

Research complete, numbers work, team ready.

🔴

NO-GO — Pass

Numbers don't work, red flags, or not ready.

Reason for your decision: