Property Search Shortlist Tracker

Who this is for

Every property in one list. Each home you spot gets a row with where you found it, the asking price, the agent and the dates you enquired and viewed, plus a status that shows at a glance which ones are still in the running.

Buyers searching across several websites and agents, especially over weeks or months, who lose track of what they have already seen or asked about.

What this helps you track

• Your search area, budget range and must-haves, kept in view
• Every property found, with the listing source and asking price
• The agent and the dates you enquired and viewed
• Where each property stands, from to view to offer made or withdrawn
• Notes on why a property stayed on the list or dropped off

How to use it

1. Write your search area, the budget range you have set and your must-haves at the top.
2. Add a row for each property as soon as it catches your eye, with the address, where you saw it, the asking price and the agent.
3. Fill in the enquired and viewing dates as they happen.
4. Update the status after each step, and write a line in the notes about why.
5. Before booking a viewing, scan the list so you do not arrange to see the same home twice.
6. Use the browser version, which saves in your own browser, if you search on your phone.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser

The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The online version keeps what you enter in your own browser and builds the completed PDF on your device.

How to print

Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.

Questions

What should go in must-haves?

The few things you will not compromise on, such as the number of bedrooms, a garden or a maximum journey time. Keeping them at the top makes it easier to rule properties out quickly.

What do the status options mean?

To view means you are interested but have not seen it; viewed means you have; offer made means you have offered; rejected is your decision or the seller's; withdrawn means it came off the market.

Should I record properties I rule out straight away?

It helps. A short note on why you rejected a home stops you reconsidering it when it reappears with a new photo or a lower price.

How does this differ from a viewing comparison sheet?

This is the long list of everything you find. A comparison sheet looks in detail at the few you have viewed and are seriously considering.