Our document checklist will keep you feeling organized and confident.
Document Checklist
The ultimate document guide.

Document Checklist
- Deed or Title: This is the legal document that proves ownership of the property.
Property Survey: A survey outlines the boundaries and features of the property. This can be useful for potential buyers to understand the property’s layout. - Mortgage Documents: Any documents related to your current mortgage, including the payoff amount and terms.
- Property Tax Information: Records of property tax payments and assessments.
Homeowner’s Insurance Policy: Information on your current homeowner’s insurance policy. - Utility Bills: Recent utility bills can give buyers an idea of the costs associated with the property.
Homeowners Association (HOA) Documents: If applicable, include documents related to the homeowners association, such as rules, fees, and meeting minutes. - Home Warranty: If you have a home warranty that is transferable, include the details.
Appliance Warranties and Manuals: Warranty information and user manuals for appliances included in the sale. - Service Contracts: Any service contracts for things like HVAC maintenance, lawn maintenance, snow plowing etc.
- Renovation Permits: Documentation for any renovations or additions made to the property, including permits and approvals.
- Proof of Repairs: Documentation of any recent repairs or maintenance work done on the property.
Status Certificate (For Condos): A document outlining the financial and legal status of a condo corporation, including fees, rules, and any pending legal actions. - Home Improvement Records: Records of any home improvements or upgrades you’ve made, such as remodeling the kitchen or adding a new deck.
- Vacant Home Declaration Form: This is typically provided by local authorities and is used to declare that the property is vacant. It may be required to inform the municipality or local government about the status of the property.
- Renovation Permits: Documentation for any renovations or additions made to the property, including permits and approvals.
- Proof of Repairs: Documentation of any recent repairs or maintenance work done on the property.
- Status Certificate (For Condos): A document outlining the financial and legal status of a condo corporation, including fees, rules, and any pending legal actions.
- Home Improvement Records: Records of any home improvements or upgrades you’ve made, such as remodeling the kitchen or adding a new deck.
- Vacant Home Declaration Form: This is typically provided by local authorities and is used to declare that the property is vacant. It may be required to inform the municipality or local government about the status of the property.
Things to consider –
Pre Inspection. Home Inspection Reports: Reports from any recent home inspections, which can give potential buyers insights into the property’s condition.
Property Appraisal: A recent property appraisal can provide an estimate of the property’s value.
For Non-Residents Selling Property
- Passport or Identification Documents: Proof of identity, such as a passport or government-issued ID.
- Tax Identification Number (TIN): Some countries require non-residents to have a tax identification number for property transactions.
- Power of Attorney (if applicable): If you won’t be present for the sale, you may need to appoint someone to act on your behalf through a power of attorney document.
- Proof of Ownership: Documents proving your ownership of the property, such as a deed or title.
- Tax Clearance Certificate: In some jurisdictions, non-residents may need to obtain a tax clearance certificate to confirm that all applicable taxes have been paid on the property.
- Foreign Investment Approval (if applicable): Some countries have restrictions or approvals required for non-residents selling property, especially for investment purposes.
- Any Relevant Visa or Residency Documentation: Depending on the country, you may need to provide documentation related to your residency status.
- Bank Account Information: Information on the bank account where proceeds from the sale will be deposited, especially if you’re transferring funds internationally.