Buyer due-diligence checklist
What to verify, who to ask and what to request before you buy.
21 items
Open the checklistPlanning tools
Real estate planning tools
Checklists, worksheets and calculators for every party to a sale
ABODE’s planning tools are free checklists, worksheets and calculators for buyers, sellers, builders, developers, agents, lenders and title professionals in Tennessee and Florida. Checklists list what to verify and whom to ask. Worksheets and calculators work on figures and dates you type. ABODE supplies no rates, prices or costs, and nothing you enter is saved or sent. They are process guides, not advice.
In short: Free planning checklists and cost worksheets for buyers, sellers, builders and developers in Tennessee and Florida. Each lists what to verify, whom to ask and what to request.
Process guides, not advice. Nothing you tick or type is saved or sent.
Checklists
Which planning checklist do you need?
Seller pre-listing checklist
What to gather, fix and disclose before you list.
16 items
Open the checklistBuilder site checklist
What to confirm about a lot or acreage before and while you build.
17 items
Open the checklistDeveloper land workplan
The order of work from screening a site to closing on it.
17 items
Open the checklistBuilding or developing land? The builders and developers page puts the tools and guides in project order.
Closing, safety and moving
Which closing, safety or moving checklist do you need?
Wire-fraud and closing-day safety checklist
How to protect closing money, whatever your role.
14 items
Open the checklistClosing-day checklist
What to confirm in the week before closing, at the table and after.
15 items
Open the checklistShowing and open-house checklist
Prepare, host and follow up on showings with consistent, safe practice.
14 items
Open the checklistMove-in and move-out checklist
What to arrange before, during and after a move.
15 items
Open the checklistDocument request list builder
The documents to ask for, and from whom, before you buy.
18 items
Open the checklistProcess guides for every party to a sale. Each says whom to ask and what to request.
Worksheets
Which worksheet do you need?
Home ownership cost worksheet
Add up what a home costs to own each month and each year.
You type every number
Open the worksheetSeller net proceeds worksheet
See what you would keep from a sale after payoffs and costs.
You type every number
Open the worksheetConstruction budget worksheet
Track budget against quotes for each part of a build.
You type every number
Open the worksheetDevelopment pro forma worksheet
A simple profit check for a lot or unit development.
You type every number
Open the worksheetDraw schedule worksheet
See how equity and a loan fund a project month by month.
You type every number
Open the worksheetABODE supplies no rates, prices or costs. You type every figure from your own quotes, bills and contracts.
From offer to closing
Which tool helps with the sale itself?
Contract deadline calculator
Turn the day counts in your contract into calendar dates.
You type every number
Open the calculatorOffer comparison sheet
Line up offers by what the seller would keep and when.
You type every number
Open the worksheetInspection and repair tracker
Track what you asked for after an inspection and what was agreed.
You type every number
Open the worksheetAppraisal gap and loan-to-value worksheet
See loan-to-value and what a low appraisal would mean in dollars.
You type every number
Open the worksheetProration calculator
Split taxes, dues and rent between buyer and seller by day.
You type every number
Open the calculatorSettlement statement reconciliation
Check that a settlement statement’s numbers agree with each other.
You type every number
Open the worksheetCommission and split calculator
See how a sale’s commission divides between agent and brokerage.
You type every number
Open the calculatorFor buyers, sellers, agents and closing professionals. Dates, dollars and names are yours; ABODE supplies none.
Loans and closing costs
Which loan or closing-cost calculator do you need?
Loan scenario comparison
Compare up to three loans by payment, interest and total cost.
You type every number
Open the worksheetRefinance break-even worksheet
See how long a refinance takes to pay for itself.
You type every number
Open the worksheetAmortization schedule with extra payments
See how extra payments shorten a loan and cut interest.
You type every number
Open the calculatorIncome and debt ratio worksheet
See how a housing payment compares with income and other debts.
You type every number
Open the worksheetClosing cost organizer
Line up estimated and final closing costs, and who pays each.
You type every number
Open the worksheetRates, fees and limits come from your lender’s written documents. ABODE quotes no rates and originates no loans.
Title and records
Which title or records worksheet do you need?
Lien and encumbrance log
Keep a list of liens and other items found against a property.
You type every number
Open the logChain of title worksheet
List recorded documents in order and spot where a deed does not follow.
You type every number
Open the worksheetYour own working lists. A title company or attorney searches the records and gives the opinion on title.
Writing, scheduling and offices
Which writing, scheduling or offices tool do you need?
Listing wording check
Find phrases in listing text that deserve a second look.
Runs in your browser
Open the checkCounty offices finder
Which office to ask in any Tennessee or Florida county.
All 95 Tennessee and 67 Florida counties
Open the finderBuild timeline planner
Lay out the phases of a project and see when it could finish.
You type every length
Open the plannerAll run in your browser. Nothing you paste, type or choose is saved or sent.
Start with the address
What can you read about a property before you start?
The address lookup reads free government sources for flood zone, wetlands, soil, elevation, slope, drainage and land cover at one point. Your browser contacts those sources directly and ABODE does not receive the address. The results are context, not a determination, and each checklist tells you whom to ask next. To read several addresses at once, use compare addresses. Sellers can make a printable readings sheet for their own address. See how the readings work on the property research tools page.
These tools carry no data about schools, crime, who lives in an area or neighborhood scores, on purpose. Those topics can work as stand-ins for protected characteristics. See ABODE’s fair housing commitment.
Questions
Planning tools: frequently asked questions
Are these tools legal, engineering, tax or insurance advice?
No. They are process guides that list what to verify, whom to ask and what to request. A licensed professional or the responsible office decides each question.
Do the tools save or send what I tick or type?
No. They run in your browser. Nothing you tick or choose is saved, sent to ABODE or logged. Copy as text and Print let you keep your own copy.
Which states do the tools cover?
Tennessee and Florida, where ABODE has offices. Items that apply to only one state are labeled. Federal items apply everywhere.
Private consultation
Request a private consultation
Please tell us what you are weighing. An ABODE advisor replies privately. We aim to reply within one business day.