A practical handoff from the sale closing to a complete project file. Use this as an operational working document. It is not a legal compliance form or an instruction on tax treatment.
The working checklist
| Area | What to record or check |
|---|---|
| Property ID | Use one identifier from acquisition through sale. |
| Acquisition | Closing statement, earnest money, wire confirmation, funding records. |
| Rehab | Invoices, receipts, approved allocations, unpaid bills. |
| Holding activity | Recurring account activity and supporting documents. |
| Sale | Closing statement, proceeds deposit, payoff and fee support. |
| Closeout | Late bills, unresolved items, review date, assigned owner. |
Make it useful to the next person
Record the prepared date, the account or project covered, the person responsible, and links to the source documents. If an item is unresolved, write the next action and assign an owner. Keep a copy of the original source when a record changes.
Do not let a blank cell disappear
A missing value is an open question, not an invitation to guess. Mark it as missing or awaiting confirmation, keep the related amount visible, and return to it during the next agreed review.