Master Deal File Checklist

MASTER DEAL FILE CHECKLIST
Complete Document Organization Guide — Lead Through Post-Close
Property Address: ___________________
Deal Number: ___________________
Deal Type: [ ] Wholesale  [ ] Fix & Flip  [ ] BRRRR  [ ] Buy & Hold  [ ] Wholetail  [ ] Other: ___________________
Investor: ___________________
Transaction Coordinator: ___________________
File Created: ___________________  File Completed / Closed: ___________________
PURPOSE: This checklist ensures every document for every deal is collected, named correctly, and filed in the proper location at every stage of the transaction. Complete this checklist in real time as documents are created or received — not at closing.
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FILE NAMING CONVENTION
  Format: YYYY-MM-DD_DocumentType_PropertyAddress
  Examples:
    2026-06-01_Cash-Offer-Letter_1234-Oak-St-Dallas-TX
    2026-06-10_Signed-PSA_1234-Oak-St-Dallas-TX
    2026-06-15_Home-Inspection-Report_1234-Oak-St-Dallas-TX
  Rules: Use hyphens not spaces. Include full date. Use specific document type names.
  Version control: add -v2, -v3 for revisions.

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