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Offer & survey checklist

A final-check worksheet to track what has and has not been verified before making a serious move on a property. Edit any item below to suit your situation, then print or save as a PDF.

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Offer & survey checklist

Best once a property is shortlisted and before you offer

Printed: 20 Jun 2026
Source: homestocompare.com/printables

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Before you offer

  • Viewing completed in daylight
  • Area visited on a second occasion
  • Agent questions answered clearly
  • Flood risk checked
  • Commute tested at a realistic time
  • School / catchment research checked if relevant

After your offer is accepted

  • Service charges / lease reviewed if relevant
  • Survey booked and requirements considered
  • Mortgage application progressed and affordability re-checked
  • Neighbourhood concerns noted for solicitor enquiries
  • Offer conditions and timeline agreed in writing
  • Walk-away reasons written down before you get attached

Your own notes

Source: HomesToCompare.com
Free printable from HomesToCompare.com — build and compare your own shortlist at homestocompare.com.
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