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"Value goes beyond the structure."
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Series III: Real Estate Document Preservation
A 3-Step process developed to assist owners of real and personal property with gathering, categorizing, and centralizing real estate documents prior to an emergency or disastrous event.
Step 1: Gather real estate documents.
Step 2: Categorize real estate documents.
Step 3: Centralize real estate documents. |
Step 1: Gather Real Estate Documents
Review the preparatory checklist and gather all related real estate documents for each property.
Real Estate Document Preparatory Checklist
- Settlement Statement
- Capital Improvement Expense Receipt
- Appraisal
- 100% Assessment Notice
- Property Security System Plan
- Land Use Revalidation Notice
- Sewage Disposal System Certification Letter
- Home Warranty Plan
- Property Insurance Policy
- Personal Property Insurance Policy
- Flood Insurance Policy
- Life Estate Occupancy Agreement
- Real Property Management Agreement
- Tenant Lease Agreement
- Real Estate Deed
- Proprietary Lease and Share of Stock
- Title Report
- Land Survey
- Real Property Inspection Report
- Personal Property Inventory Report
- Purchase and Sale Agreement
- Real Estate Photographs
To download your free copy of the preparatory checklist, click here.
DataKey By Alethea
Alethea F. Anthony
Real Estate Transaction Analyst
P.O. Box 37568
Richmond, Virginia 23234
(804) 304-7514 Direct
www.ppREp123.com
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Step 2: Categorize Real Estate Documents
Sort Multiple Property Locations:
1st By State
2nd By City or County
3rd By Property Type
4th By Physical or Legal Description
Complete Description Label For Each Property Type
(Improved or Unimproved):
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Improved
Enter Physical "911" Street Name
Enter Floor#/Suite #/Apartment#
Enter County
Enter City, State, and Zip Code
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Example:
123 Preservation Avenue
Chesterfield County
Richmond, Virginia 23234
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Unimproved
Enter Acreage, Legal Description, Rural Route#
Enter Tax Map# or Parcel Identification#
Enter County
Enter City, State, and Zip Code
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Example:
555.27 Acres, "ppREp" Creek, North of SR 198
TM#004-67(B) & TM #004-69(A)
Gloucester County
Gloucester, Virginia 23061 |
Affix Completed Description Label To Document Indexing Sheet Separator
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Step 3: Centralize Real Estate Documents
Real estate documents are stored in a secure, offsite data center facility equipped with redundant servers that guarantee 99.9% uptime.
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Online document centralization.
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Online data backup and recovery strategy.
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Online accessibility to documents anytime, anywhere with just an internet connection.
You may purchase the following services:
Document Preservation
$199.00 |
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Document Preservation Renewal
$89.00 |
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Please enter your assigned "ppREp® username and passcode to start centralizing your real estate documents into DataKey By Alethea preservation keepsake box.
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