|
"Value goes beyond the structure."
|
|
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
IREM CPM® Candidate
Founder of the ppREp Program
P.O. Box 37568
Richmond, Virginia 23234
|
|
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):
|
Improved
Enter Physical "911 Street Name
Enter Floor#/Suite #/Apartment#
Enter County
Enter City, State, and Zip Code
|
Example:
123 Preservation Avenue
Chesterfield County
Richmond, Virginia 23234
|
|
Unimproved
Enter Acreage, Legal Description, Rural Route#
Enter Tax Map# or Parcel Identification#
Enter County
Enter City, State, and Zip Code
|
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
|
|
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.
-
Online document centralization.
-
Online data backup and recovery strategy.
-
Online accessibility to documents anytime, anywhere with just an internet connection.
You may purchase the following services:
Document Preservation
$199.00 |
|
Document Preservation Renewal
$89.00 |
|
Please enter your assigned "ppREp® username and passcode to start centralizing your real estate documents into DataKey By Alethea preservation keepsake box.
|
