Checklist Tags

We group tasks by tags. One task can have multiple tags so that it can be categorized into multiple groups. For example, a class on Catch Up Nomad might be grouped in with the 'Class' tag but also in the 'Catch Up Nomad' tag.

You can see the list of the various tags we have below. Click on the tag name to see a list of tasks with that tag.

Nomad Category Tags

Before Checklists

These tasks are part of the checklists related to Before you buy a house.

There are also sections for During the purchase and After the purchase.

Buying Process Overview

These are the tasks that are over-arching chunks of the Buying Process Overview.

Drill down into each one for a lot more detail.

First Meeting

These tasks are the things we would typically cover ideally at the first meeting you have with your Real Estate Broker.

Often we do not have enough time to go over everything in detail, so these tasks do cover all the info you should get at that point.

First Meeting: Paperwork

These are tasks that are part of the paperwork that we typically go over at the first meeting with your Real Estate Broker when buying a Nomad property.

First Meeting: Professional Services Provided

These are the tasks related to the first meeting you have with your Real Estate Broker where he goes over what services a Real Estate Broker provides and what services other professionals provide.

https://RealEstateFinancialPlanner.com/professional-services-provided/

First Meeting: Your Real Estate Goals

The following tasks are all about discussing your goals with your Real Estate Broker at the First Meeting.

First Meeting: Financing

These tasks are all about discussing financing your purchase with your Real Estate Broker at the First Meeting.

First Meeting: Receive Property Lists

These are the tasks related to meeting with your Real Estate Broker to setup receiving lists of properties that might interest you.

First Meeting: Analyze Deal

These are the tasks relating to meeting with your Real Estate Broker to talk about how to analyze deals.

First Meeting: Write Offer

These are the tasks related to the first discussion you have with your Real Estate Broker during your First Meeting related to what is involved with writing an offer on a property when you find one that is suitable for you.

https://RealEstateFinancialPlanner.com/write-offer

During Checklists

These tasks related to the During part of the buying process.

Pre-Showings

These are the tasks that you'll want to complete after you've met with your Real Estate Broker for the first time and before you go look at homes. The tasks will prepare you for looking at properties and writing an offer.

Pre-Showings: Qualify with Lender

Before we go out and look at homes, you have some homework. Your homework is broken out into steps in under Pre-Showings. These tasks relate to you qualifying with your Lender before we go out and look at homes.

https://RealEstateFinancialPlanner.com/qualify-with-lender/

Pre-Showings: Pre-approval Letter

Before we go out and look at homes, you have some homework. Your homework is broken out into steps in under Pre-Showings. These tasks relate to you getting a pre-approval letter before we go out and look at homes.

https://RealEstateFinancialPlanner.com/pre-approval-letter/

Pre-Showings: Earnest Money

Before we go out and look at homes, you have some homework. Your homework is broken out into steps in under Pre-Showings. These tasks relate to your Earnest Money before we go out and look at homes.

https://RealEstateFinancialPlanner.com/earnest-money/

Pre-Showings: Down Payment

Before we go out and look at homes, you have some homework. Your homework is broken out into steps in under Pre-Showings. These tasks relate to your Down Payment before we go out and look at homes.

https://RealEstateFinancialPlanner.com/down-payment/

Pre-Showings: Mock Contract

Before we go out and look at homes, you have some homework. Your homework is broken out into steps in under Pre-Showings. These tasks relate to you understanding what the "Contract to Buy and Sell Real Estate" looks like and how it works before we go out and look at homes.

https://RealEstateFinancialPlanner.com/mock-contract/

Showings

These are the tasks related to requesting to look at properties and looking at properties. Real Estate Brokers refer to this as Showings.

Showings: Request Showing

These tasks are related to when you'd like to request to see a property. We call that requesting showings.

Showings: Buyer Tour

When you schedule a showing typically your Real Estate Broker will provide you a link to the "Buyer Tour" for the properties you will be seeing. You should read through these and print it out if you want a copy at the Showing.

These tasks are related to the "Buyer Tour" your Real Estate Broker will provide you for showings.

https://RealEstateFinancialPlanner.com/buyer-tour/

Showings: MLS Sheet

When you schedule a showing typically your Real Estate Broker will provide you a copy of the "MLS Sheet" for the properties you will be seeing. These tasks are related to the "MLS Sheets" for showings.

https://RealEstateFinancialPlanner.com/mls-sheet/

Showings: Looking at Houses

These are the tasks related to showings and specifically the tasks associated with looking at houses.

https://RealEstateFinancialPlanner.com/looking-at-houses/

Writing Offer

These are tasks that are part of the discussion of what you'll want to know to make an offer when you're ready. We typically go over the basics at the first meeting with your Real Estate Broker when buying a Nomad property.

Writing Offer: Pre-Offer Due Diligence

These are the tasks that are part of the offer writing process. This particular checklist is tasks related to the due diligence you should complete prior to writing an offer. It reminds of the things that you should dig into a little bit before writing an offer.

https://RealEstateFinancialPlanner.com/pre-offer-due-diligence/

Writing Offer: Strategize

These are the tasks that are part of the offer writing process but this particular checklist is tasks related to the strategy when writing an offer. We will discuss what you can do to make your offer stronger, especially in multiple offer situations and things to avoid that can make your offer weak and/or unacceptable to the Seller.

https://RealEstateFinancialPlanner.com/strategize/

Writing Offer: Info Required

These are the tasks that are part of the offer writing process but this particular checklist is tasks related what your Real Estate Broker needs from you to write your offer.

https://RealEstateFinancialPlanner.com/info-required/

Writing Offer: Draft Offer

These are the tasks related to getting a draft of your offer written by your Real Estate Broker.

https://RealEstateFinancialPlanner.com/draft-offer/

Writing Offer: Review Offer

These are the tasks related to writing an offer to buy a property and specifically the part about reviewing the offer before signing it.

https://RealEstateFinancialPlanner.com/review-offer/

Writing Offer: Sign Offer

These are the tasks that are part of the writing offer checklist and specifically the sub-checklist on signing your offer via DocuSign.

https://RealEstateFinancialPlanner.com/sign-offer/

Writing Offer: Present Offer

These are the tasks related to writing an offer and specifically to your Real Estate Broker presenting the offer to the Seller's Real Estate Broker on your behalf.

https://RealEstateFinancialPlanner.com/present-offer/

Writing Offer: Negotiate Offer

These tasks are related to writing an offer and specifically the tasks associated with negotiating a countered or rejected offer. There are times when this set of tasks is not used at all (when the offer you submit is accepted).

https://RealEstateFinancialPlanner.com/negotiate-offer/

Contract To Close

Contract to Close are all the tasks related to once you have an accepted "Contract to Buy and Sell Real Estate" and you're working through all the dates and deadlines in the "Contract to Buy and Sell Real Estate".

It consists of many sub-checklists grouped by common dates and deadlines in the "Contract to Buy and Sell Real Estate".

Contract To Close: General

These are the tasks in the Contract To Close checklists that are related to the general group of deadlines like the Acceptance Deadlines and the Alternative Earnest Money Deadline.

This is mostly an organization list of tasks to group related sub-checklists together.

https://RealEstateFinancialPlanner.com/general/

Contract Deadline: Acceptance Deadline Date

These tasks are when you're under contract to buy the property and related to the Acceptance Deadline in the "Contract to Buy and Sell Real Estate".

This deadline is typically a deadline for the Seller, but can be a deadline for the Buyer if the Seller submits an offer or "Counter-proposal" to the Buyer.

https://RealEstateFinancialPlanner.com/acceptance-deadline-date/

Contract Deadline: Acceptance Deadline Time

These tasks are when you're under contract to buy the property and related to the Acceptance Deadline in the "Contract to Buy and Sell Real Estate".

https://RealEstateFinancialPlanner.com/acceptance-deadline-time/

Contract Deadline: Alternative Earnest Money Deadline

These tasks are when you're under contract to buy the property and related to the Earnest Money Deadline in the "Contract to Buy and Sell Real Estate".

This deadline is typically a deadline for the Buyer to get the Earnest Money to the official Earnest Money Holder specified in "Contract to Buy and Sell Real Estate".

https://RealEstateFinancialPlanner.com/alternative-earnest-money-deadline/

Contract To Close: Title

These are the tasks in the Contract To Close checklists that are related to the title related group of deadlines like the record and off-record title deadlines as well as the right of first refusal deadline.

This is mostly an organization list of tasks to group related sub-checklists together.

https://RealEstateFinancialPlanner.com/title/

Contract Deadline: Record Title Deadline

These tasks are when you're under contract to buy the property and related to the Record Title Deadline in the "Contract to Buy and Sell Real Estate".

This deadline is typically a deadline for the Buyer to receive the title commitment and all recorded title matters.

https://RealEstateFinancialPlanner.com/record-title-deadline/

Contract Deadline: Record Title Objection Deadline

These tasks are when you're under contract to buy the property and related to the Record Title Objection Deadline in the "Contract to Buy and Sell Real Estate".

This deadline is typically a deadline for the Buyer to object to anything on record related to title if they intend to object. Objecting to title issues is uncommon, but when it does happen it is usually for really good reason.

https://RealEstateFinancialPlanner.com/record-title-objection-deadline/

Contract Deadline: Off-Record Title Deadline

These tasks are when you're under contract to buy the property and related to the Off-Record Title Deadline in the "Contract to Buy and Sell Real Estate".

This deadline is typically a deadline for the Buyer to deal with any off-record title matters like unrecorded easements, leases (although many people would consider those part of due diligence), lease-option agreements, unrecorded options, etc.

https://RealEstateFinancialPlanner.com/off-record-title-deadline/

Contract Deadline: Off-Record Title Objection Deadline

These tasks are when you're under contract to buy the property and related to the Off-Record Title Objection Deadline in the "Contract to Buy and Sell Real Estate".

This deadline is typically a deadline for the Buyer to object to anything related to any off-record title matters if they intend to object. Having any off-record title matters is slightly unusual by itself and objecting to them is even more uncommon, but when it does happen it is usually for really good reason.

https://RealEstateFinancialPlanner.com/off-record-title-objection-deadline/

Contract Deadline: Title Resolution Deadline

These tasks are when you're under contract to buy the property and related to the Title Resolution Deadline in the "Contract to Buy and Sell Real Estate".

This deadline is typically a deadline when the Buyer has objected to something related to record title or off-record title matters. It is the deadline for the Buyer and the Seller to come to a resolution. If Buyer and Seller have not come to a resolution prior to this deadline, the "Contract To Buy And Sell Real Estate" terminates unless the Buyer withdraws their objection before the deadline.

If the Buyer and Seller has come to a resolution, it is usually done by either withdrawing the objection (if there is nothing changing in the contract) or signing an "Amend/Extend" amending the terms of the "Contract to Buy and Sell Real Estate" and simultaneously withdrawing the objection.

https://RealEstateFinancialPlanner.com/title-resolution-deadline/

Contract Deadline: Right of First Refusal Deadline

These tasks are when you're under contract to buy the property and related to the Right of First Refusal Deadline in the "Contract to Buy and Sell Real Estate".

This is typically used when someone else has a right to buy the property and that right must be satisfied before you are allowed to buy the property.

One example would be a Seller accepts a contract from a Buyer (John) who needs to sell their home prior to be able to continue with the purchase. They agree that if another Buyer comes (Mary) along then John must either commit to buying and remove his contingency to sell his first or release his contract and allow Mary to buy the home.

https://RealEstateFinancialPlanner.com/right-of-first-refusal-deadline/

Contract To Close: Owner's Association

These are the tasks in the Contract To Close checklists that are related to the owner's association related group of deadlines like the association documents deadline and the association documents objection deadline.

This is mostly an organization list of tasks to group related sub-checklists together.

https://RealEstateFinancialPlanner.com/owners-association/

Contract Deadline: Association Documents Deadline

These tasks are when you're under contract to buy the property and related to the Association Documents Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to you receiving copies of the all the HOA documents.

https://RealEstateFinancialPlanner.com/association-documents-deadline/

Contract Deadline: Association Documents Objection Deadline

These tasks are when you're under contract to buy the property and related to the Association Documents Objection Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to you objecting to anything you might find in the HOA documents.

https://RealEstateFinancialPlanner.com/association-documents-objection-deadline/

Contract To Close: Seller's Property Disclosure

These are the tasks in the Contract To Close checklists that are related to the Sellers Property Disclosure Deadline.

https://RealEstateFinancialPlanner.com/sellers-property-disclosure/

Contract Deadline: Seller's Property Disclosure Deadline

These tasks are when you're under contract to buy the property and related to the Sellers Property Disclosure Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to you receiving a copy of the Seller's Property Disclosure from the Seller.

https://RealEstateFinancialPlanner.com/sellers-property-disclosure/

Contract To Close: Loan and Credit

These are the tasks in the Contract To Close checklists that are related to the loan group of deadlines like the loan application and objection deadlines. Plus, all the deadlines related to seller financing.

This is mostly an organization list of tasks to group related sub-checklists together.

https://RealEstateFinancialPlanner.com/loan-and-credit/

Contract Deadline: Loan Application Deadline

These tasks are when you're under contract to buy the property and related to the Loan Application Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to you formally applying to get your loan. Of course, you've probably done all of the steps for applying EXCEPT provide your Lender the address of the property prior to this point.

IMPORTANT NOTE: Your Lender is not a party to the "Contract to Buy and Sell Real Estate" (in other words they are not signing the contract at all. That means that if they don't show up with the money to fund the purchase at Closing, they are not in default... instead you, as the Buyer, are in default. So, make sure you have a Lender that you know will perform. It helps to use a Lender that your Real Estate Broker has worked with before and has showed up to Closing with funds for the Buyer to purchase.

https://RealEstateFinancialPlanner.com/loan-application-deadline/

Contract Deadline: Loan Objection Deadline

These tasks are when you're under contract to buy the property and related to the Loan Objection Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to your right to be able to terminate if you're not able to get an acceptable loan.

https://RealEstateFinancialPlanner.com/loan-objection-deadline/

Contract Deadline: Buyer's Credit Information Deadline

These tasks are when you're under contract to buy the property and related to the Buyer's Credit Information Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to proving the Seller with your credit information in the case where you're getting Owner Financing. It is rarely used and if you intend to get Owner Financing you'll want to hire an Attorney for assistance since Real Estate Brokers are not qualified or trained to do this and not allowed to assist with this.

https://RealEstateFinancialPlanner.com/buyers-credit-information-deadline/

Contract Deadline: Disapproval of Buyer's Credit Information Deadline

These tasks are when you're under contract to buy the property and related to the Disapproval of Buyer's Credit Information Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to the Seller's right to approve or disapprove of your credit information in the case where you're getting Owner Financing. It is rarely used and if you intend to get Owner Financing you'll want to hire an Attorney for assistance since Real Estate Brokers are not qualified or trained to do this and not allowed to assist with this.

https://RealEstateFinancialPlanner.com/disapproval-of-buyers-credit-information-deadline/

Contract Deadline: Existing Loan Documents Deadline

These tasks are when you're under contract to buy the property and related to the Existing Loan Documents Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to the Seller's obligation to provide you copies of the existing loan documents if the Seller's loan will remain in place after Closing. It is rarely used and if you intend to buy a property where the loan remains in place after Closing you'll want to hire an Attorney for assistance since Real Estate Brokers are not qualified or trained to do this and not allowed to assist with this.

https://RealEstateFinancialPlanner.com/existing-loan-documents-deadline/

Contract Deadline: Existing Loan Documents Objection Deadline

These tasks are when you're under contract to buy the property and related to the Existing Loan Documents Objection Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to the Buyer's right to approve or disapprove of the Seller's existing loan documents in the case where you're leaving the Seller's loan in place after Closing. It is rarely used and if you intend to buy where the Seller's loan will remain in place after Closing you'll want to hire an Attorney for assistance since Real Estate Brokers are not qualified or trained to do this and not allowed to assist with this.

https://RealEstateFinancialPlanner.com/existing-loan-documents-objection-deadline/

Contract Deadline: Loan Transfer Approval Deadline

These tasks are when you're under contract to buy the property and related to the Loan Transfer Approval Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to getting approval from the Seller's lender in the case where you're leaving the Seller's loan in place after Closing. It is rarely used and if you intend to buy where the Seller's loan will remain in place after Closing you'll want to hire an Attorney for assistance since Real Estate Brokers are not qualified or trained to do this and not allowed to assist with this.

https://RealEstateFinancialPlanner.com/loan-transfer-approval-deadline/

Contract Deadline: Seller or Private Financing Deadline

These tasks are when you're under contract to buy the property and related to the Seller or Private Financing Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to working out the terms of the Seller or Private Financing. It is rarely used and if you intend to get Owner Financing you'll want to hire an Attorney for assistance since Real Estate Brokers are not qualified or trained to do this and not allowed to assist with this.

https://RealEstateFinancialPlanner.com/seller-or-private-financing-deadline/

Contract To Close: Appraisal

These are the tasks in the Contract To Close checklists that are related to the appraisal group of deadlines like the Appraisal Deadline, Appraisal Objection Deadline and the Appraisal Resolution Deadline.

This is mostly an organization list of tasks to group related sub-checklists together.

https://RealEstateFinancialPlanner.com/appraisal/

Contract Deadline: Appraisal Deadline

These tasks are when you're under contract to buy the property and related to the Appraisal Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to your deadline to have your appraisal done and back. Since the appraiser is not a party to the contract you are responsible for making sure you order the appraisal in time from an appraiser that will have the appraisal done in time to meet this deadline. Talk with your Lender and Real Estate Broker to make sure you're on track to do this.

We typically use "MEC + 25 Days" as the date for the Appraisal Deadline.

https://RealEstateFinancialPlanner.com/appraisal-deadline/

Contract Deadline: Appraisal Objection Deadline

These tasks are when you're under contract to buy the property and related to the Appraisal Objection Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to your deadline to object if the Appraisal you had done does not support your Purchase Price.

If this happens, it is important to discuss your options with your Real Estate Broker. Options may include: terminating your contract, negotiating with Seller to make up all or part of the difference (which may or not happen) or, you making up the difference and continuing with the purchase.

We typically use "MEC + 27 Days" as the date for the Appraisal Objection Deadline.

https://RealEstateFinancialPlanner.com/appraisal-objection-deadline/

Contract Deadline: Appraisal Resolution Deadline

These tasks are when you're under contract to buy the property and related to the Appraisal Resolution Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to your deadline to come to an agreement with the Seller when you object if the Appraisal you had done does not support your Purchase Price.

We typically use "MEC + 28 Days" as the date for the Appraisal Resolution Deadline.

https://RealEstateFinancialPlanner.com/appraisal-resolution-deadline/

Contract To Close: Survey

These are the tasks in the Contract To Close checklists that are related to the survey group of deadlines like the New ILC or New Survey Deadline, New ILC or New Survey Objection Deadline and New ILC or New Survey Resolution Deadline.

This is mostly an organization list of tasks to group related sub-checklists together.

https://RealEstateFinancialPlanner.com/survey/

Contract Deadline: New ILC or New Survey Deadline

These tasks are when you're under contract to buy the property and related to the New ILC or New Survey Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to your deadline to get a new Improvement Location Certificate (ILC) or new survey on the property you're purchasing.

We typically use "MEC + 21 Days" as the date for the New ILC or New Survey Deadline.

https://RealEstateFinancialPlanner.com/new-ilc-or-new-survey-deadline/

Contract Deadline: New ILC or New Survey Objection Deadline

These tasks are when you're under contract to buy the property and related to the New ILC or New Survey Objection Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to your deadline to object to information in the new Improvement Location Certificate (ILC) or new survey on the property you're purchasing.

We typically use "MEC + 24 Days" as the date for the New ILC or New Survey Objection Deadline.

https://RealEstateFinancialPlanner.com/new-ilc-or-new-survey-objection-deadline/

Contract Deadline: New ILC or New Survey Resolution Deadline

These tasks are when you're under contract to buy the property and related to the New ILC or New Survey Resolution Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to your deadline to come to an agreement with the Seller if you've objected to information in the Improvement Location Certificate (ILC) or survey on the property you're purchasing.

We typically use "MEC + 27 Days" as the date for the New ILC or New Survey Resolution Deadline.

https://RealEstateFinancialPlanner.com/new-ilc-or-new-survey-resolution-deadline/

Contract To Close: Inspection and Due Diligence

These are the tasks in the Contract To Close checklists that are related to the inspection and due diligence group of deadlines like the deadlines for having your inspection done and objecting and coming to a resolution. Plus, deadlines for insurance, receiving due diligence documents, objecting to them and coming to a resolution regarding them. Finally, it also includes the deadline if you must sell a property before buying a new property.

This is mostly an organization list of tasks to group related sub-checklists together.

https://RealEstateFinancialPlanner.com/inspection-and-due-diligence/

Contract Deadline: Inspection Objection Deadline

These tasks are when you're under contract to buy the property and related to the Inspection Objection Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to your deadline to have the property inspected and object if you find something unacceptable.

We typically use "MEC + 10 Days" as the date for the Inspection Objection Deadline.

https://RealEstateFinancialPlanner.com/inspection-objection-deadline/

Contract Deadline: Inspection Resolution Deadline

These tasks are when you're under contract to buy the property and related to the Inspection Resolution Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to your deadline to come to an agreement with the Seller regarding your inspection objection.

We typically use "MEC + 13 Days" as the date for the Inspection Objection Resolution Deadline.

https://RealEstateFinancialPlanner.com/inspection-resolution-deadline/

Contract Deadline: Property Insurance Objection Deadline

These tasks are when you're under contract to buy the property and related to the Property Insurance Objection Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to your making sure you're able to get acceptable insurance on your property.

We typically use "MEC + 15 Days" as the date for the Property Insurance Objection Deadline.

https://RealEstateFinancialPlanner.com/property-insurance-objection-deadline/

Contract Deadline: Due Diligence Documents Delivery Deadline

These tasks are when you're under contract to buy the property and related to the Due Diligence Documents Delivery Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to you receiving all the requested Due Diligence documents negotiated in the "Contract to Buy and Sell Real Estate".

It is super common to not request any Due Diligence documents so we would often use "N/A" as the deadline. However, if we are asking for Due Diligence documents then we typically use "MEC + 7 Days" as the date for the Due Diligence Documents Delivery Deadline.

https://RealEstateFinancialPlanner.com/due-diligence-documents-delivery-deadline/

Contract Deadline: Due Diligence Documents Objection Deadline

These tasks are when you're under contract to buy the property and related to the Due Diligence Documents Objection Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to you objecting to anything you find that won't work for you in the requested Due Diligence documents you negotiated to be sent to you in the "Contract to Buy and Sell Real Estate".

It is super common to not request any Due Diligence documents so we would often use "N/A" as the deadline. However, if we are asking for Due Diligence documents then we typically use "MEC + 10 Days" as the date for the Due Diligence Documents Objection Deadline.

https://RealEstateFinancialPlanner.com/due-diligence-documents-objection-deadline/

Contract Deadline: Due Diligence Documents Resolution Deadline

These tasks are when you're under contract to buy the property and related to the Due Diligence Documents Resolution Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to you coming to an acceptable resolution with the Seller over your objection to the Due Diligence Documents.

It is super common to not request any Due Diligence documents so we would often use "N/A" as the deadline. However, if we are asking for Due Diligence documents then we typically use "MEC + 13 Days" as the date for the Due Diligence Documents Resolution Deadline.

https://RealEstateFinancialPlanner.com/due-diligence-documents-resolution-deadline/

Contract Deadline: Conditional Sale Deadline

These tasks are when you're under contract to buy the property and related to the Conditional Sale Deadline in the "Contract to Buy and Sell Real Estate".

This deadline relates to you having to sell another property before buying this one.

Many times Buyers do not need to sell a property before buying the next one (remember that Nomad has you keeping the house you're moving out of) so typically we'd use "N/A" as the deadline. However, if we are asking the contract to be contigent on selling another property before buying this one we might use "MEC + 30 Days" as the date for the Conditional Sale Deadline if we can negotiate that with the Seller.

https://RealEstateFinancialPlanner.com/conditional-sale-deadline/

Contract To Close: Closing and Possession

These are the tasks in the Contract To Close checklists that are related to the closing and possession of the property group of deadlines like the Closing Date and Possession Date and Time.

This is mostly an organization list of tasks to group related sub-checklists together.

https://RealEstateFinancialPlanner.com/closing-and-possession/

Contract Deadline: Closing Date

These tasks are when you're under contract to buy the property and related to the Closing Date in the "Contract to Buy and Sell Real Estate".

This deadline relates to the date you need to close by.

We typically use "MEC + 30 Days" as the date for the Closing Deadline.

https://RealEstateFinancialPlanner.com/closing-date/

Contract Deadline: Possession Date

These tasks are when you're under contract to buy the property and related to the Possession Date in the "Contract to Buy and Sell Real Estate".

This deadline relates to the date you actually get to occupy the property.

We typically use "Date of Closing" as the date for the Possession Deadline if you're getting possession at Closing.

If you've agreed to a "Post-Closing Occupancy Agreement" with the Seller to allow them to stay in the property after Closing, then your Possession Date will be different then "Date of Closing" and dictated by the "Contract to Buy and Sell Real Estate" and your "Post-Closing Occupancy Agreement".

https://RealEstateFinancialPlanner.com/possession-date/

Contract Deadline: Possession Time

These tasks are when you're under contract to buy the property and related to the Possession Time in the "Contract to Buy and Sell Real Estate".

This deadline relates to the time on the Possession Date you actually get to occupy the property.

We typically use "Time of Closing" as the date for the Possession Deadline if you're getting possession at Closing.

If you've agreed to a "Post-Closing Occupancy Agreement" with the Seller to allow them to stay in the property after Closing, then your Possession Date and Time will be different then "Date of Closing" and dictated by the "Contract to Buy and Sell Real Estate" and your "Post-Closing Occupancy Agreement".

https://RealEstateFinancialPlanner.com/possession-time/

Change Address

These are all the tasks related to all the addresses and accounts you may want to change your address with after your move.

Closing

These are all the tasks related to Closing when you show up at the Title Insurance Company and sign the paperwork to buy the property.

Closing: Prepare For Closing

These are the tasks you do prior to Closing related to preparing for the Closing on your property.

https://RealEstateFinancialPlanner.com/prepare-for-closing/

Closing: Closing Real Estate

These are the tasks related to closing the real estate part of the transaction. There is a separate sub-checklist for closing on the financing.

https://RealEstateFinancialPlanner.com/closing-real-estate/

Closing: Closing Financing

These are the tasks related to closing on the financing at Closing. There is a separate sub-checklist for closing on the real estate portion.

https://RealEstateFinancialPlanner.com/closing-financing/

Closing: Immediately After

These are the tasks to completed immediately after Closing.

https://RealEstateFinancialPlanner.com/immediately-after/

After Checklists

These tasks are part of the checklists related to After you buy a property.

There are also sections for Before you buy a property and During the purchase of the property.

Post-Closing

These are the tasks that are over-arching chunks of the post-closing checklists.

Drill down into each one for a lot more detail.

Dream Team - Post-Closing

These tasks are all related to the Dream Team members you'll need after you close on your property.

Your Real Estate Broker can often provide you with a list of his recommended referrals for each of these.

They don't all have to be completed at once. You can complete these as you need the specific Dream Team member.

Post-Closing Bookkeeping and Accounting

These are all the tasks related to bookkeeping and accounting for your property after you've closed on it.

Maintain Your LLC

These are all the tasks related to maintaining your LLC.

Prepare to be a Landlord

These are all the tasks related to preparing yourself to be a landlord.

Prepare Property for Rent

These are all the tasks related to preparing the property to rent.

Advertise Property for Rent

These are all the tasks related to marketing and advertising properties either for rent or that you're offering on a rent to own (also known as a Lease-Option).

Take Calls from Tenants

These are all the tasks related to taking calls from Tenants or Tenant-Buyers from your advertising and marketing of your property.

Showings to Tenants

These are all the tasks related to showing your property to potential Tenants or Tenant-Buyers from your advertising and marketing of your property.

Process Application

These are all the tasks related to processing potential Tenant and Tenant-Buyer applications.

Approve Applicant

These are all the tasks related to approving your applicant.

Collect Rent

These are all the tasks related to collecting rent.

Collect Reservation Deposit

These are all the tasks related to collecting the reservation deposit and the "Reservation Deposit Agreement".

Lease Signing and Lease Review

These are all the tasks related to reviewing and signing the "Lease" with your Tenant/Tenant-Buyers.

Document Property Condition

These are all the tasks related to documenting the condition of the property prior to the Tenant/Tenant-Buyers moving in.

Pre-Occupancy Reminders to Tenant

These are all the tasks related to the reminders for your Tenant/Tenant-Buyers prior to them moving into the property.

Tenant Move-In

These are all the tasks related to your Tenant/Tenant-Buyers moving into the property.

Tenant Week 1

These are all the tasks related the first week your Tenant/Tenant-Buyers are in the property.

Tenant Month 1

These are all the tasks related to the first month that your Tenant/Tenant-Buyers are occupying the property.

Tenant Periodic Inspections

These are all the tasks related to periodic inspections of the property.

Tenant Turn-over Preparation

These are all the tasks related to preparing to turn over your property to the next Tenant/Tenant-Buyers.

Tenant Turn-over

These are all the tasks related to turning over your property to the next Tenant/Tenant-Buyers.

Post-Move-Out

These are all the tasks related to what happens after your Tenant/Tenant-Buyers move out of the property.

Property Maintenance

These tasks are regular scheduled maintenance items to complete on your property over time.

Emergency Plan

What happens if you get injured, incapacitated or die? You should have a plan in place now to be able to have someone (or two) step in and take care of your business. We call this your Emergency Plan and these are the tasks related to that.

Next Property

These are all the tasks related to what you need to do to start thinking about the next property you're going to buy.

Nomad Tags

Accounting

These are the tasks related to accounting for you rental and Nomad properties.

Alarms Maintenance

Analyzing Deals

These are the tasks related to Analyzing Deals which is part of the first meeting your Real Estate Broker.

Appliance Maintenance

Appreciation

These are the tasks related to Appreciation or the tendency of properties to go up in value over time.

ASAP

The ASAP tag is primarily for tasks that you should do "as soon as possible". That might mean doing them ahead of where they may appear in the Ultimate Nomad Checklist™.

If you have any questions ask your Real Estate Broker or James (if he's your Real Estate Broker).

Asset Protection

These tasks are related to Asset Protection.

Black Mold

Bookkeeping

These are the tasks related to bookkeeping with your rental and Nomad properties.

Bookkeeping and Accounting for Nomads

These are tasks primarily associated with content for the class on Bookkeeping and Accounting for Nomads.

Bounced Rent Check

BRRRR

These are the tasks related to the Buy, Rehab, Refinance, Rent and Repeat strategy which is closely related to the Fixer Upper Nomad strategy.

Buy at Home Improvement Store

These are all the tasks related to things you should buy at your local home improvement store.

Capital Expenses

These are the tasks that are related to capital improvements made to the property which we call Capital Expenses.

Cash Flow

These are the task related to cash flow. It has tasks with how to calculate cash flow as well as tasks related to things that impact cash flow (both improving it and making it worse).

Cash Reserves

These are the tasks that are related to your cash reserves that you should keep when you buy any property.

Catch Up Nomad

These tasks are related to the Catch Up Nomad type of Nomad. Catch Up Nomads are folks looking to get caught up for retirement by using the Nomad investing strategy.

Caulking Paint Maintenance

City Ordinance Violation

Classes

These are the tasks to mark off which classes you've watched or attended live.

College Nomad

These tasks are related to the College Nomad type of Nomad. College Nomads using the Nomad investing strategy to either save for college (think parents and grandparents wanting to put aside money to pay for college for their kids or grandkids) and recent college graduates who want to use Nomad to pay for college they've already finished.

Computer Setup

These are tasks associated with setting up your computer to be able to be organized and efficient as a Nomad real estate investor.

CraigsList

These are the tasks that are related to CraigsList.

Debt Paydown

These are the tasks related to paying down the debt you have on properties.

Depreciation

These are the tasks related to Depreciation or one of the tax benefits we get from owning rental real estate.

Down Payment

These tasks are related to the Down Payment required to buy Nomad and other properties.

Dream Team

These tasks all have to do with selecting members of your real estate Dream Team. Your Dream Team will help you buy, sell and invest in real estate.

We do break your Dream Team down into your Dream Team - Pre-Closing and Dream Team - Post-Closing. The Pre-Closing Dream Team members you will need, in most cases, before you buy a home. The Post-Closing Dream Team members can wait until after you close on your first property (and sometimes even longer).

Dream Team - Pre-Closing

These tasks deal with selecting your Dream Team members that you will need after you close on your first property.

We do have a more generic list of tasks that cover selecting all your Dream Team members and one for Dream Team members you'll need before you've purchased a home that you may also be interested in.

Earnest Money

These are the tasks related to your Earnest Money.

Emergency Escape Plan

Exterior Maintenance

Facebook

These tasks are related to Facebook.

Financing

These are tasks that are related to financing your property purchase.

Some are done immediately preparing to buy while others are done after you go under contract.

Fixer Upper Nomad

These tasks are related to the Fixer Upper Nomad type of Nomad. Fixer Upper Nomads using the Nomad investing strategy to find properties they can move into that also need work. They add value by updating the property.

For Lenders

These are the tasks that are specifically for Lenders.

For Real Estate Agents

These are tasks that are specifically for Real Estate Agents and Real Estate Brokers.

Future Narrative

These are tasks associated with the special goal setting model we use called the Future Narrative. It is based on quite a few goal setting references and is designed for goals that have lots of steps (like Nomad and real estate investing).

Get Your First Deal Done

These are the tasks related to the class Get Your First Deal Done.

Goals

These are all the tasks related to setting and achieving goals including some recommended resources, books and more.

Heating Cooling Maintenance

Inspection

These tasks are related to the inspection we often have on a property once we are under contract to buy the property.

Interest Rate

These are the tasks related to interest rates on properties.

Landscaping Maintenance

Leaking Water Heater

Lease

These are the tasks associated with Leases.

Lease-Option

These are the tasks related to Leases with Options which we call Lease-Options.

Legacy Nomad

These tasks are related to the Legacy Nomad type of Nomad. Legacy Nomads are actively trying to plan to leave a legacy for their kids, grandkids or loved ones. It is often about gifting money to your kids or grandkids to allow them to Nomad.

Little Down Nomad

These tasks are related to the Little Down Nomad type of Nomad. Little Down Nomads us the Nomad investing strategy to invest in real estate with little or nothing down.

LLC

These are the tasks that are related to your Limited Liability Company (LLC).

Making Offers

The are the tasks related to both the class on Making Offers as well as the process of making offers.

Market Stats

These tasks are related to market statistics.

Marketing

These tasks are marketing tasks.

Meetup

These tasks are related to starting and/or running a Meetup.

Meetup Setup

These tasks are related to setting up a Nomad meetup.

Move-In Inspection Report

These are the tags related to the Move-In Inspection Report form that we use with tenants when they are moving into a rental property.

Multi-Family

These tasks are related to Multi-Family properties.

Net Operating Income

These tasks relate to what Net Operating Income (NOI) is, how to calculate it and much more.

New Construction

The following are tasks that are specific to buying a new construction home.

Nomad Basics

These tasks are all related to the basics of the Nomad model and would be ideal for you to review if you're curious what Nomad is, how it works and the basics of how to implement the strategy.

Dig into additional tasks for more detailed information.

Not Maintaining the Property

One Roommate Did Not Pay Rent

Optional

These tasks are considered optional parts of the Ultimate Nomad Checklist.

Many of them are recommended, but some are there merely as placeholders to be comprehensive.

If you have questions about whether you should do them or not, ask your Real Estate Broker or James (if he is your Real Estate Broker).

Owner Financing

These are all the tasks related to getting the Seller to act like a bank and finance your purchase of the property they are selling.

Paperwork

These are tasks related to the paperwork involved in buying, selling and investing in real estate.

Partnerships

These are the additional tasks that you'd consider doing if you were doing a partnership.

These tasks have special Partnership badge before them.

If you're not doing a partnership you can skip these or mark them as complete.

Partnerships - Setup

These are the tasks related to setting up your partnership.

Since not everyone will be using partnerships, this is optional.

Plumbing Maintenance

Private Mortgage Insurance

These are all the tasks that are related to Private Mortgage Insurance (PMI). PMI is usually required when you use less than 20% Down Payment to purchase a property. In many cases, it can be removed once you have at least 20% of equity in your property.

Professional Services Provided

These are the tasks related to Professional Services Provided stage of the First Meeting with your Real Estate Broker.

Property Management

These are the tasks related to managing your rental properties.

Property Search

These are tasks about searching for properties including setting up your automatic property search emails with your Real Estate Broker.

Rent

These are the tasks that are related to your rent that you collect on a rental property.

Rent Not Paid By Due Date

Rent Not Paid by the 5th

Rent Paid After the 1st and Before the 5th

Rental Application

These are the tasks associated with the Rental Application for your Tenants and Tenant-Buyers.

Rental Application Evaluation Criteria

These are the tasks associated with the Rental Application Evaluation Criteria to use when evaluating your Tenants and Tenant-Buyers.

Rental Application Evaluation Worksheet

These are the tasks associated with the Rental Application Evaluation Worksheet to use when evaluating your Tenants and Tenant-Buyers.

Resolving Challenging Tenant Scenarios

Return On Equity

These tasks are related to the return we get when we divide the return by the amount of equity in the property. It is an alternative approach to looking at return to Return On Investment.

Return On Investment

These are the tasks related to Return On Investment (often abbreviated ROI) so you can look at ways at possibly improving it.

Scripts

These are the tasks related to scripts for various sales processes like talking to Tenants or Tenant-Buyers.

Sellers Property Disclosure

These tasks are related to Seller's Property Disclosure

Solving Tenant Challenges

These tasks are related to the both the class on Solving Tenant Challenges as well as actually solving tenant challenges.

Sponsors

These are tasks that are specifically for Sponsors of local Nomad Investment Clubs.

Tenant Challenge Scenario

Tenant Death

Tenant Eviction

Tenant Hold Over

Tenant Scenario: Rent Not Paid by Due Date

Tenant Screening

These tasks are related to both the class Tenant Screening and also the process of screening Tenants and Tenant-Buyers.

Tenant-Buyers

These are the tasks that are related to Tenants that also have the Option to purchase the property. We call these Tenant-Buyers.

Tenants

These tasks are related to Tenants.

Ultimate Nomad Checklist

These are all the tasks considered to be part of the Ultimate Nomad Checklist. In most cases, it will be more manageable for you to access them one week at a time or when grouped by specifically.

Understanding Appreciation

These tasks are related to the class on Understanding Appreciation.

Windows/Doors Maintenance

Winterize Your Home

Young Nomad

These tasks are related to the Young Nomad type of Nomad. Young Nomads are usually young professionals, often just out of college looking for a way to build wealth and positive cash flow. Often it is to retire young with passive income.

Week Tags

Week 1

The following are the recommended tasks for Week 1 if you’re a Nomad trying to buy a home within the next 3 months using the Ultimate Nomad Checklist™.

Week 1 is about learning some of the basics of the buying process and Nomad, plus selecting your Real Estate Broker and Lender. Then, once you have a Lender, getting pre-approved for financing and getting a Lender Letter.

There is also a tiny bit of computer setup by suggesting you sign up for Dropbox to store all your files related to your home purchase and loan.

Week 10

These are the tasks for Week 10 of the Ultimate Nomad Checklist™.

Typically Week 10 you're under contract, finalizing negotiations on your Inspection and tweaking you financing.

Week 11

These are the tasks for Week 11 of the Ultimate Nomad Checklist™.

Typically in Week 11 you're under contract and preparing for Closing.

Week 12

These are the tasks for Week 12 of the Ultimate Nomad Checklist™.

Week 12 you're under Contract and preparing for Closing.

Week 13

These are the tasks for Week 13 of the Ultimate Nomad Checklist™.

Week 13 is the week we assume you close on your new property, so there is quite a bit to do heading to Closing and immediately after Closing.

Week 14

These are the tasks for Week 14 of the Ultimate Nomad Checklist™.

This is likely your first full week in the property. You can catch your breath and continue to learn more about Nomad and property management to prepare for a year from now when you'll have a Tenant or Tenant-Buyer in your property.

Week 15

These are the tasks for Week 15 of the Ultimate Nomad Checklist™.

Continue educating yourself about Nomad and property management.

Week 16

These are the tasks for Week 16 of the Ultimate Nomad Checklist™.

Week 17

These are the tasks for Week 17 of the Ultimate Nomad Checklist™.

Week 18

These are the tasks for Week 18 of the Ultimate Nomad Checklist™.

Week 19

These are the tasks for Week 19 of the Ultimate Nomad Checklist™.

Week 2

If you’re a Nomad working to buy a home within the next 3 months then these are the recommend tasks for Week 2 as part of the Ultimate Nomad Checklist™.

Week 2 is about starting to look at properties and preparing to make an offer.

Week 20

These are the tasks for Week 20 of the Ultimate Nomad Checklist™.

Week 21

These are the tasks for Week 21 of the Ultimate Nomad Checklist™.

Week 22

These are the tasks for Week 22 of the Ultimate Nomad Checklist™.

Week 23

These are the tasks for Week 23 of the Ultimate Nomad Checklist™.

Week 24

These are the tasks for Week 24 of the Ultimate Nomad Checklist™.

Week 25

These are the tasks for Week 25 of the Ultimate Nomad Checklist™.

Week 26

These are the tasks for Week 26 of the Ultimate Nomad Checklist™.

Week 27

These are the tasks for Week 27 of the Ultimate Nomad Checklist™.

Week 28

These are the tasks for Week 28 of the Ultimate Nomad Checklist™.

Week 29

These are the tasks for Week 29 of the Ultimate Nomad Checklist™.

Week 3

These are the tasks for Week 3 of the Ultimate Nomad Checklist™.

These tasks are primarily about looking at houses and preparing to write an offer.

Week 30

These are the tasks for Week 30 of the Ultimate Nomad Checklist™.

Week 31

These are the tasks for Week 31 of the Ultimate Nomad Checklist™.

Week 32

These are the tasks for Week 32 of the Ultimate Nomad Checklist™.

Week 33

These are the tasks for Week 33 of the Ultimate Nomad Checklist™.

Week 34

These are the tasks for Week 34 of the Ultimate Nomad Checklist™.

Week 35

These are the tasks for Week 35 of the Ultimate Nomad Checklist™.

Week 36

These are the tasks for Week 36 of the Ultimate Nomad Checklist™.

Week 37

These are the tasks for Week 37 of the Ultimate Nomad Checklist™.

Week 38

These are the tasks for Week 38 of the Ultimate Nomad Checklist™.

Week 39

These are the tasks for Week 39 of the Ultimate Nomad Checklist™.

Week 4

If you’re a Nomad working to buy a home within the next 3 months then these are the recommend tasks for Week 4 as part of the Ultimate Nomad Checklist™.

Week 4 is about continuing to look at properties and make an offer when you find properties that fit your needs as a Nomad.

Week 40

These are the tasks for Week 40 of the Ultimate Nomad Checklist™.

Week 41

These are the tasks for Week 41 of the Ultimate Nomad Checklist™.

Week 42

These are the tasks for Week 42 of the Ultimate Nomad Checklist™.

Week 43

These are the tasks for Week 43 of the Ultimate Nomad Checklist™.

Week 44

These are the tasks for Week 44 of the Ultimate Nomad Checklist™.

Week 45

These are the tasks for Week 45 of the Ultimate Nomad Checklist™.

Week 46

These are the tasks for Week 46 of the Ultimate Nomad Checklist™.

Week 47

These are the tasks for Week 47 of the Ultimate Nomad Checklist™.

Week 48

These are the tasks for Week 48 of the Ultimate Nomad Checklist™.

Week 49

These are the tasks for Week 49 of the Ultimate Nomad Checklist™.

Week 5

If you’re a Nomad working to buy a home within the next 3 months then these are the recommend tasks for Week 5 as part of the Ultimate Nomad Checklist™.

Week 5 is about continuing to look at properties and make an offer when you find properties that fit your needs as a Nomad.

Week 50

These are the tasks for Week 50 of the Ultimate Nomad Checklist™.

Week 51

These are the tasks for Week 51 of the Ultimate Nomad Checklist™.

Week 52

These are the tasks for Week 52 of the Ultimate Nomad Checklist™.

Week 53

These are the tasks for Week 53 of the Ultimate Nomad Checklist™.

In Week 53 we are coming up on our home buying anniversary and continuing to prepare to buy our next property, move out and convert this property to a rental.

Week 54

These are the tasks for Week 54 of the Ultimate Nomad Checklist™.

Week 55

These are the tasks for Week 55 of the Ultimate Nomad Checklist™.

Week 56

These are the tasks for Week 56 of the Ultimate Nomad Checklist™.

Week 57

These are the tasks for Week 57 of the Ultimate Nomad Checklist™.

Week 58

These are the tasks for Week 58 of the Ultimate Nomad Checklist™.

Week 59

These are the tasks for Week 59 of the Ultimate Nomad Checklist™.

Week 6

If you’re a Nomad working to buy a home within the next 3 months then these are the recommend tasks for Week 6 as part of the Ultimate Nomad Checklist™.

Week 6 is about continuing to look at properties and make an offer when you find properties that fit your needs as a Nomad.

Week 60

These are the tasks for Week 60 of the Ultimate Nomad Checklist™.

Week 61

These are the tasks for Week 61 of the Ultimate Nomad Checklist™.

Week 62

These are the tasks for Week 62 of the Ultimate Nomad Checklist™.

Week 63

These are the tasks for Week 63 of the Ultimate Nomad Checklist™.

Week 64

These are the tasks for Week 64 of the Ultimate Nomad Checklist™.

Week 65

These are all the tasks that should be done in Week 65.

Week 66

These are all the tasks that should be done in Week 66.

Week 67

These are all the tasks that should be done in Week 67.

Week 68

These are all the tasks that should be done in Week 68.

Week 7

If you’re a Nomad working to buy a home within the next 3 months then these are the recommend tasks for Week 7 as part of the Ultimate Nomad Checklist™.

Week 7 is about continuing to look at properties and make an offer when you find properties that fit your needs as a Nomad.

Week 8

If you’re a Nomad working to buy a home within the next 3 months then these are the recommend tasks for Week 8 as part of the Ultimate Nomad Checklist™.

Week 8 is about continuing to look at properties and make an offer when you find properties that fit your needs as a Nomad.

Week 9

If you’re a Nomad working to buy a home within the next 3 months then these are the recommend tasks for Week 9 as part of the Ultimate Nomad Checklist™.

Week 9 you should have a property under contract or be really close.

Real Estate Agent Tags

Administration and Accounting

These are all the tasks for Real Estate Agents related to administrative and accounting tasks for your brokerage business.

Buyer Prospecting and Servicing

These are all the tasks for Real Estate Agents related to prospecting for Buyer clients and serving your Buyer clients.

Goal Setting and Planning and Leadership

These are all the tasks for Real Estate Agents related to setting goals, planning for your business and leading your team.

Lead Generation and Advertising and Promotion

These are all the tasks for Real Estate Agents related to generating leads, advertising, marketing and promoting your business.

Research and Communication

These are all the tasks for Real Estate Agents related to research and communication in your real estate brokerage.

Seller Prospecting and Servicing

These are all the tasks for Real Estate Agents related to prospecting for Seller clients and serving your Seller clients.

Transaction and Closing Coordination

These are all the tasks for Real Estate Agents related to seeing the transaction through to the end.

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