Dates and owners to track
- Purchase agreement signing date and any financing-clause deadline.
- Valuation appointment/status, mortgage submission timing, and lender decision timing.
- Notary contact, deposit or bank guarantee timing, and transfer date if known.
File hygiene
- Keep accepted-offer notes separate from verified documents.
- Update missing critical documents as they move from requested to received.
- Carry professional questions into the report instead of relying on memory.
Educational workflow support only. This is not legal, mortgage, tax, financial, investment, valuation, insurance, or real-estate advice.