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Prepare information
in the right order.

These checklists help visitors understand common information categories. They are not a substitute for property-specific professional advice or jurisdiction-specific legal requirements.

01

Buyer / investor review

  • Property identity and responsible seller or developer
  • Title or tenure pathway and ownership authority
  • Planning, building and other relevant approvals
  • Plans, area basis, specification and amenities
  • Dated price, fees, taxes and payment schedule
  • Draft agreement, conditions, default and handover terms
  • Construction or completion status evidence
  • Independent legal, technical, tax and financial advice
02

Landowner / seller review

  • Property location, area and current use
  • Owner and authorised-representative information
  • Title or tenure history and known encumbrances
  • Survey, access, utilities and occupancy information
  • Existing approvals, plans or technical studies
  • Known disputes, notices, leases or third-party rights
  • Preferred sale, JV or development pathway
  • Professional advice and authority for negotiation
03

Developer / project onboarding

  • Company and authorised-contact information
  • Project ownership, role and appointment structure
  • Land or property control and development authority
  • Approval, design and construction status
  • Authorised inventory, price and validity process
  • Customer contract and payment-recipient responsibility
  • Marketing approvals and brand assets
  • Lead, site-visit, reporting and data-handling workflow
04

Supplier / contractor review

  • Company registration and authorised contacts
  • Relevant licences or professional registrations
  • Insurance and tax information where applicable
  • Capability, capacity and service coverage
  • References and relevant experience
  • Technical data, quality and safety approach
  • Quotation, exclusions, validity and delivery terms
  • Conflicts, confidentiality and compliance declarations

From checklist to working notes

Prepare a useful conversation.

Use our editable buyer brief, landowner summary, proposal comparison, meeting log, progress update and handover-question templates to organise the next step. These are preparation aids, not official documents or approvals.

Browse preparation templates

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