House Viewing Comparison Sheet
Compare properties on the same points instead of on whichever one you saw last, and remember the things that are easy to ask about on the day and impossible to check afterwards.
MB-03 1 page
Moving and buying · MB-09
Home Buying Document Checklist
A free printable home buying document checklist — a general, jurisdiction-neutral prompt list of the papers a buyer or a seller tends to have to gather.
Download Free · no sign-up
3 pages. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Have a prompt list to work through with whoever is handling the transaction, so documents are found before they are asked for rather than afterwards.
Who it is for
Buyers and sellers anywhere, and homeowners assembling a property folder long before they intend to sell.
How to use it
- Read it as a prompt list, not a requirements list — cross out everything that does not apply to your property or your country.
- Ask your solicitor, notary or conveyancer for their own list and merge the two.
- Note beside each line where the document is and who currently holds it.
- Order replacements early for anything that has to come from a third party.
What is on the sheet
3 pages, in this order:
Page 1
Printed under the title: The papers a buyer or a seller usually ends up gathering, as a prompt list to work through with whoever is handling the transaction.
Requirements differ — take proper advice. Conveyancing differs enormously between countries, and often between regions of the same country. Nothing here is a legal requirement and nothing here is legal advice — it is a general prompt list. Your solicitor, notary or conveyancer decides what is actually needed, and some of these will not apply to you at all.
Write-on lines: Property · Buying or selling · Acting for you
Who you are, and the money
- Photo identification for every buyer or seller
- Proof of your current address
- Evidence of where the deposit came from
- Mortgage or loan paperwork, if there is one
- Paperwork for any gift towards the purchase
The property itself
- Ownership or title documents, in whatever form applies
- Plans, boundaries and anything shared with a neighbour
- Rights of way, access and shared drives
- Planning or building approvals for past work
- Sign-off certificates for any building work
- Guarantees for damp, timber, roofing or structural work
Page 2
Systems and safety
- Heating installation and service records
- Electrical installation or inspection paperwork
- Certificates for gas, oil or solid fuel appliances
- Energy rating certificate, where one is required
- Septic tank or private drainage records
- Private water supply test results
- Solar, battery or heat pump paperwork and warranties
Bills, charges and running costs
- Recent utility bills, with the meter numbers
- Local property charges or taxes on the property
- Service charges, ground rent or management fees
- Buildings insurance history and any claims made
- Broadband and phone contracts, and when they end
Shared buildings and managed estates
- Lease, share or ownership agreement, where one exists
- Managing agent or residents' association contacts
- Accounts, budgets and any planned major works
- Rules on pets, letting, parking and alterations
What is included in the sale
- List of fixtures and fittings included and excluded
- Appliance manuals, warranties and receipts
- Keys, fobs, remotes and alarm codes
- Meter readings agreed on the day
Page 3
Ruled lines: Where each one is kept, and who has it
Questions
Is this what the law requires?
No. Conveyancing requirements differ enormously between countries and often between regions of the same country, and they change. This is a general prompt list to work through with a qualified professional, not a statement of what any law requires.
Why gather this before selling?
Because missing paperwork is one of the things that slows a sale down, and certificates, guarantees and approvals from years ago take time to replace. Collecting them early costs nothing and removes a delay later.
Related sheets
Home Service History Register
Keep one continuous record of everything that has been serviced, repaired or replaced, so the history of the building exists in one place rather than in a drawer of loose invoices.
PR-02 1 page
Appliance and Equipment Register
Collect the numbers you can never find when something breaks: model and serial numbers, install dates, and when the warranty runs out.
PR-03 2 pages
Warranty and Receipt Register
Turn a failure into a claim instead of a bill, by knowing what is still covered before you call someone out.
PR-04 1 page
Also in the resources library
The same subject, with a version you can fill in on screen.
Conveyancing Progress and Key Dates Tracker
Your solicitor, their reference and the other side's solicitor in one place.
PB-555 Tracker PDF Online
Conveyancing Quote Comparison Sheet
The transaction and property price every firm quoted on.
PB-568 Form PDF Excel Online
House Buying Costs Worksheet
Every one-off cost of the purchase on its own line.
PB-552 Budget PDF Excel Online
Leasehold Information Record
The freeholder, managing agent and their contact details.
PB-572 Record PDF Excel Online
