This is the Ultimate Nomad Checklist™. Select which week you'd like to see the tasks for.
Week 9
Week 9 you should have a property under contract or be really close.
Do this at a minimum once a month.
Mark this task as complete once you've reviewed your "Future Narrative" this month.
ASAPFuture NarrativeGoalsUltimate Nomad ChecklistWeek 1Week 10Week 11Week 12Week 13Week 14Week 15Week 16Week 17Week 18Week 19Week 2Week 20Week 21Week 22Week 23Week 24Week 25Week 26Week 27Week 28Week 29Week 3Week 30Week 31Week 32Week 33Week 34Week 35Week 36Week 37Week 38Week 39Week 4Week 40Week 41Week 42Week 43Week 44Week 45Week 46Week 47Week 48Week 49Week 5Week 50Week 51Week 52Week 53Week 54Week 55Week 56Week 57Week 58Week 59Week 6Week 60Week 61Week 62Week 63Week 64Week 7Week 8Week 9
So, take a moment to schedule out on your calendar when you'll actually do the tasks for this week on your calendar. Make an appointment with yourself to do them. If you need to reschedule one, reschedule it (don't delete it).
ASAPFirst Meeting: Your Real Estate GoalsUltimate Nomad ChecklistWeek 1Week 10Week 11Week 12Week 13Week 14Week 15Week 16Week 17Week 18Week 19Week 2Week 20Week 21Week 22Week 23Week 24Week 25Week 26Week 27Week 28Week 29Week 3Week 30Week 31Week 32Week 33Week 34Week 35Week 36Week 37Week 38Week 39Week 4Week 40Week 41Week 42Week 43Week 44Week 45Week 46Week 47Week 48Week 49Week 5Week 50Week 51Week 52Week 53Week 54Week 6Week 7Week 8Week 9
You can ask your Real Estate Broker for recommendations.
Mark this task complete once you've decided on an Insurance Agent to use.
Analyzing DealsDream TeamDream Team - Pre-ClosingFirst Meeting: Analyze DealUltimate Nomad ChecklistWeek 2Week 61Week 9
Mark this task complete once you've read the "Seller's Property Disclosure".
ASAPMaking OffersPaperworkPre-Showings: Mock ContractSellers Property DisclosureUltimate Nomad ChecklistWeek 2Week 3Week 4Week 5Week 6Week 7Week 8Week 9
Mark this task complete once you've read the "Square Footage Disclosure".
ASAPMaking OffersPaperworkPre-Showings: Mock ContractUltimate Nomad ChecklistWeek 2Week 3Week 4Week 5Week 6Week 7Week 8Week 9
Mark this task complete once you've read the "Occupancy Limits Disclosure For Property Sale".
ASAPMaking OffersPaperworkPre-Showings: Mock ContractUltimate Nomad ChecklistWeek 2Week 3Week 4Week 5Week 6Week 7Week 8Week 9
Mark this task complete once you've created the folder.
ASAPComputer SetupShowingsUltimate Nomad ChecklistWeek 2Week 3Week 4Week 5Week 6Week 7Week 8Week 9
Showings: Request ShowingUltimate Nomad ChecklistWeek 2Week 3Week 4Week 5Week 6Week 7Week 8Week 9
Your Real Estate Broker should follow up with the Title Insurance Company to make sure you get your Title Work back prior to the Record Title Deadline.
Contract Deadline: Record Title DeadlineUltimate Nomad ChecklistWeek 9
Contract Deadline: Record Title DeadlineUltimate Nomad ChecklistWeek 9
Contract Deadline: Record Title DeadlineUltimate Nomad ChecklistWeek 9
If we wrote that in your "Contract to Buy and Sell Real Estate" this would be the time to notify your Real Estate Broker and Title Insurance Company how you plan to take title to the property.
Your Real Estate Broker may need to create an "Amend/Extend" to modify the "Contract to Buy and Sell Real Estate" to make this change.
If you selected how you plan to take title before writing the offer and it is correctly reflected in the "Contract to Buy and Sell Real Estate", you do not need to do anything with this task.
Contract Deadline: Record Title Objection DeadlineUltimate Nomad ChecklistWeek 9
IMPORTANT NOTE: Your Real Estate Broker is not a Title Attorney nor are they trained to interpret Title Work. You should not rely on them to review your Title Work for you. If you have questions about the Title Work, the first questions should be directed to the people providing it to you: the Title Insurance Company. They will be
selling/providing you with a Title Insurance Policy and if you have questions about what that covers and does not cover, asking them first is a great idea.
If you still have questions after talking to your Title Insurance Company, the next person to speak with is your own Title Attorney who has received training and specializes in the unique legal aspects of Title Work.
Contract Deadline: Record Title Objection DeadlineUltimate Nomad ChecklistWeek 9
If you still have questions after talking to your Title Insurance Company, the next person to speak with is your own Title Attorney who has received training and specializes in the unique legal aspects of Title Work.
Contract Deadline: Record Title Objection DeadlineUltimate Nomad ChecklistWeek 9
Review Title Work and highlight any sections you have questions about. Write down your questions.
IMPORTANT NOTE: Real Estate Brokers do not receive training on how to interpret Title Work so while they may be able to answer very basic questions, they are not competent to answer questions about the Title Work itself. For that, you will rely on getting info from the Title Company that is providing the Title Insurance and/or by hiring your own Title Attorney who is educated on Title Work.
You may want to meet with your Title Attorney and/or Title Company to ask questions about it.
If there is something in the Title Work that is unacceptable to you, let your Real Estate Broker know as soon as possible and definitely before the Record Title Objection Deadline.
Mark this task done once you've reviewed your Title Work.
Contract Deadline: Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 61Week 9
If after talking to your Title Insurance Company, you still have questions, please talk to your Title Attorney.
Mark this task done once you've reviewed your Title Work.
Contract Deadline: Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 61Week 9
You can ask your Real Estate Broker for a recommendation.
Mark this task complete once you've decided on a Title Attorney to use.
Contract Deadline: Record Title Objection DeadlineDream TeamDream Team - Pre-ClosingOptionalUltimate Nomad ChecklistWeek 9
If after talking to your Title Insurance Company, you still have questions, please talk to your Title Attorney.
Mark this task done once you've reviewed your Title Work.
Contract Deadline: Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 61Week 9
Mark this task done once you've objected or if you don't plan to object to Title Work.
Contract Deadline: Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 9
Your choices are either to object and see what they offer as a possible resolution or if you are 100% certain that nothing would resolve it, you can terminate.
If you'd like to object, your Real Estate Broker would prepare a "Title-Related Objection Notice".
If you'd like to terminate, your Real Estate Broker would prepare a "Notice to Terminate" and "Earnest Money Release".
Mark this task done once you've objected or if you don't plan to object to Title Work.
Contract Deadline: Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 9
Sign it via DocuSign prior to your Record Title Objection Deadline to protect your Earnest Money.
Mark this task done when complete.
Contract Deadline: Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 9
Your choices are either to object and see what they offer as a possible resolution or if you are 100% certain that nothing would resolve it, you can terminate.
If you'd like to object, your Real Estate Broker would prepare a "Title-Related Objection Notice".
If you'd like to terminate, your Real Estate Broker would prepare a "Notice to Terminate" and "Earnest Money Release".
Mark this task done once you've objected or if you don't plan to object to Title Work.
Contract Deadline: Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 9
Sign it via DocuSign prior to your Record Title Objection Deadline to protect your Earnest Money.
Mark this task done when complete.
Contract Deadline: Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 9
It is somewhat unusual to have off-record title information provided by the Seller.
Mark this task done when complete.
Contract Deadline: Off-Record Title Objection DeadlineUltimate Nomad ChecklistWeek 9
IMPORTANT NOTE: Your Real Estate Broker is not an Attorney nor are they trained to deal with options, lease-options, unrecorded easements and other off-record title matters. You should not rely on them to review this information for you. If you have questions about any off-record title matters you should consult an Attorney.
Contract Deadline: Off-Record Title Objection DeadlineUltimate Nomad ChecklistWeek 9
Off-record title materials like lease-option agreements, option agreements and unrecorded easements are relatively uncommon.
Review off-record title documents and highlight any sections you have questions about. Write down your questions.
IMPORTANT NOTE: Real Estate Brokers do not receive training on off-record title documents so while they may be able to answer very basic questions, they are not competent to answer questions about the off-record title matters. For that, you will rely on hiring your own Attorney who is educated on these matters.
If there is something in the off-record title documents that is unacceptable to you, let your Real Estate Broker know as soon as possible and definitely before the Off-Record Title Objection Deadline.
Mark this task done once you've reviewed your off-record title documents.
Contract Deadline: Off-Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 61Week 9
Mark this task done when complete.
Contract Deadline: Off-Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 61Week 9
Mark this task done once you've objected or if you don't plan to object to any off-record title matters.
Contract Deadline: Off-Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 9
Your choices are either to object and see what they offer as a possible resolution or if you are 100% certain that nothing would resolve it, you can terminate.
If you'd like to object, your Real Estate Broker would prepare a "Title-Related Objection Notice".
If you'd like to terminate, your Real Estate Broker would prepare a "Notice to Terminate" and "Earnest Money Release".
Mark this task done once you've objected or if you don't plan to object to off-record title matters.
Contract Deadline: Off-Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 9
Sign it via DocuSign prior to your Off-Record Title Objection Deadline to protect your Earnest Money.
Mark this task done when complete.
Contract Deadline: Off-Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 9
Your choices are either to object and see what they offer as a possible resolution or if you are 100% certain that nothing would resolve it, you can terminate.
If you'd like to object, your Real Estate Broker would prepare a "Title-Related Objection Notice".
If you'd like to terminate, your Real Estate Broker would prepare a "Notice to Terminate" and "Earnest Money Release".
Mark this task done once you've objected or if you don't plan to object to any off-record title matters.
Contract Deadline: Off-Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 9
Sign it via DocuSign prior to your Off-Record Title Objection Deadline to protect your Earnest Money.
Mark this task done when complete.
Contract Deadline: Off-Record Title Objection DeadlinePaperworkUltimate Nomad ChecklistWeek 9
Contract Deadline: Loan Application DeadlineFinancingUltimate Nomad ChecklistWeek 9
Contract Deadline: Loan Application DeadlineFinancingUltimate Nomad ChecklistWeek 9
Mark this task complete once you've provided them all to your Lender.
Contract Deadline: Loan Objection DeadlineFinancingUltimate Nomad ChecklistWeek 9
Contract Deadline: Appraisal DeadlineContract Deadline: Loan Application DeadlineFinancingUltimate Nomad ChecklistWeek 9
IMPORTANT NOTE: If you're concerned about what you might find at the inspection and may be terminating your contract on inspection, you should discuss with your Lender and Real Estate Broker delaying your Appraisal so you do not have to pay for an Appraisal on a property you are not going to buy.
Mark this task complete once you've authorized your Lender to order the appraisal and provided them all the forms and payment information they need to do so.
Contract Deadline: Appraisal DeadlineFinancingUltimate Nomad ChecklistWeek 9
Contract Deadline: Appraisal DeadlineFinancingUltimate Nomad ChecklistWeek 9
This is a proactive step in case it looks like you might not make the Appraisal Deadline and we'd need to negotiate with the Seller to see if we can extend that deadline.
Contract Deadline: Appraisal DeadlineFinancingUltimate Nomad ChecklistWeek 9
Contract Deadline: Appraisal DeadlineFinancingUltimate Nomad ChecklistWeek 9
While some Buyers send us copies of the Appraisal, Lender typically do not automatically send a copy of your Appraisal to your Real Estate Broker.
Contract Deadline: Appraisal DeadlineFinancingUltimate Nomad ChecklistWeek 9
ASAPContract Deadline: Inspection Objection DeadlineDream TeamDream Team - Pre-ClosingInspectionUltimate Nomad ChecklistWeek 61Week 9
Ask your Real Estate Broker for a recommendation.
Mark this task complete when you've decided which Home Inspector you'll use when you go under contract.
ASAPContract Deadline: Inspection Objection DeadlineDream TeamDream Team - Pre-ClosingInspectionUltimate Nomad ChecklistWeek 61Week 9
Mark this task complete when you decide.
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 61Week 9
Ask your Real Estate Broker or Home Inspector for a recommendation.
Mark this task complete once you've decided which Radon Testing Company you'll use.
Contract Deadline: Inspection Objection DeadlineDream TeamDream Team - Pre-ClosingInspectionOptionalUltimate Nomad ChecklistWeek 61Week 9
Mark this complete after you receive the results of your Radon Test if you decide to perform a Radon Test.
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 61Week 9
Mark this task complete when you decide.
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 61Week 9
You can ask your Real Estate Broker for recommendations.
Mark this task complete once you've decided on a Sewer Scope Company to use.
Contract Deadline: Inspection Objection DeadlineDream TeamDream Team - Pre-ClosingInspectionUltimate Nomad ChecklistWeek 61Week 9
If you have any problems, I strongly recommend paying the extra fee to get the video of the problem to provide as evidence with any Inspection Objection.
Mark this complete after your Home Inspection if you decide to perform a Sewer Scope.
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 61Week 9
Mark this task complete when you decide.
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 61Week 9
You can ask your Real Estate Broker for recommendations.
Mark this task complete once you've decided on a Meth Test Company to use.
Contract Deadline: Inspection Objection DeadlineDream TeamDream Team - Pre-ClosingInspectionUltimate Nomad ChecklistWeek 61Week 9
Mark this complete after your Home Inspection if you decide to perform a Meth Test.
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 61Week 9
Mark this task complete once you've received a copy of the CLUE Report from your Insurance Agent.
Contract Deadline: Inspection Objection DeadlineInspectionMaking OffersUltimate Nomad ChecklistWeek 9
Mark this task complete once you finished the Home Inspection.
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 61Week 9
Mark this task complete once you finished the Home Inspection.
Contract Deadline: Inspection Objection DeadlineInspectionSellers Property DisclosureUltimate Nomad ChecklistWeek 61Week 9
Your Real Estate Broker usually does not attend.
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 9
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 9
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 9
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 9
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 9
Contract Deadline: Inspection Objection DeadlineInspectionUltimate Nomad ChecklistWeek 9
Make sure you wait to get all your reports back before objecting like your sewer scope, radon test results, and methamphetamine test results.
IMPORTANT: This must be done prior to your "Inspection Objection Deadline".
Mark this complete when you completed an "Inspection Objection" or if you're not going to object.
Contract Deadline: Inspection Objection DeadlineInspectionPaperworkUltimate Nomad ChecklistWeek 9
IMPORTANT: This must be done prior to your "Inspection Objection Deadline".
Mark this complete when you completed an "Inspection Objection" or if you're not going to object.
Contract Deadline: Inspection Objection DeadlineInspectionPaperworkUltimate Nomad ChecklistWeek 9
Mark this complete when done.
Contract Deadline: Inspection Objection DeadlineInspectionPaperworkUltimate Nomad ChecklistWeek 9
Ask your Real Estate Broker to prepare a "Notice To Terminate" and "Earnest Money Release" prior to your Inspection Objection Deadline.
Mark this complete when done.
Contract Deadline: Inspection Objection DeadlineInspectionPaperworkUltimate Nomad ChecklistWeek 9
Sign the "Notice To Terminate" and "Earnest Money Release" that your Real Estate Broker sends over to you via DocuSign. It must be delivered to the Seller and/or the Seller's Real Estate Broker prior to your Inspection Objection Deadline.
Mark this complete when done.
Contract Deadline: Inspection Objection DeadlineInspectionPaperworkUltimate Nomad ChecklistWeek 9
Once the Seller signs, you can replace your copies with fully executed versions signed by you and the Seller.
Mark this complete when done.
Contract Deadline: Inspection Objection DeadlineInspectionPaperworkUltimate Nomad ChecklistWeek 9
Mark this complete when done.
Analyzing DealsContract Deadline: Property Insurance Objection DeadlineDream TeamDream Team - Pre-ClosingFirst Meeting: Analyze DealUltimate Nomad ChecklistWeek 2Week 61Week 9
You can ask your Real Estate Broker for recommendations.
Mark this task complete once you've decided on an Insurance Agent to use.
Analyzing DealsContract Deadline: Property Insurance Objection DeadlineDream TeamDream Team - Pre-ClosingFirst Meeting: Analyze DealUltimate Nomad ChecklistWeek 2Week 61Week 9
If you are unable to get reasonable insurance on the property, you need to tell your Real Estate Broker prior to the "Property Insurance Objection Deadline" to be able to terminate and get your Earnest Money back.
Mark this task complete once you've gotten an acceptable Insurance Quote.
Contract Deadline: Property Insurance Objection DeadlineUltimate Nomad ChecklistWeek 9
Contract Deadline: Property Insurance Objection DeadlineUltimate Nomad ChecklistWeek 9
Contract Deadline: Property Insurance Objection DeadlineUltimate Nomad ChecklistWeek 9
Contract Deadline: Property Insurance Objection DeadlineUltimate Nomad ChecklistWeek 9
Contract Deadline: Property Insurance Objection DeadlineUltimate Nomad ChecklistWeek 9
You will need to sign it and have your Real Estate Broker deliver it to the Seller and the Seller's Real Estate Broker prior to the Property Insurance Objection Deadline to protect your Earnest Money.
Contract Deadline: Property Insurance Objection DeadlineUltimate Nomad ChecklistWeek 9
You'll replace the "Earnest Money Release" once the Seller signs it as well.
Contract Deadline: Property Insurance Objection DeadlineUltimate Nomad ChecklistWeek 9
This should include:
- Leases for all tenants
- Lead-Based Paint Disclosure (if built prior to 1978)
- Co-signor agreements (if applicable)
- Mold Disclosure (if applicable)
- Move-In Inspection
- Occupancy Limits Disclosure (required in Fort Collins)
- Tenant Estoppel Statements
If you have an objection (or want to terminate based on what you find in the leases) you'd need to object by the Due Diligence Objection Deadline.
Mark this task done once you've reviewed the existing leases and related paperwork.
Contract Deadline: Due Diligence Documents Delivery DeadlinePaperworkUltimate Nomad ChecklistWeek 9
https://RealEstateFinancialPlanner.com/closing-real-estate-deals/
ClassesClosingGet Your First Deal DoneNomad BasicsUltimate Nomad ChecklistWeek 61Week 9