Homework: Property Profile
To make our time together more efficient and productive, please have the following ready
(if available) at the time of our appointment together.
¨ Survey
¨ Any recent appraisals
¨ 2 copies of key to the front door
¨ 2 copies of any other keys that may be needed (shop, storage, etc.)
¨ Invoices for major repairs or improvements to the property
¨ Declarations, covenants, restrictions (if applicable)
¨ Information on special assessments (if applicable)
¨ Homeowners Association information (if applicable)
Fees
Management Company
Contact Name & Phone Number
¨ Mortgage Information
