Skip Tracing Workflow Checklist

SKIP TRACING WORKFLOW CHECKLIST
Property: [Property Address] | Owner: [Owner Name] | Date: [Date]
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WHAT IS SKIP TRACING?
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Skip tracing is the process of locating contact information for a property owner who is not easily reachable through standard channels. In real estate investing, it is used to find phone numbers, email addresses, and current mailing addresses for absentee owners, vacant property owners, and off-market sellers.
This checklist walks you through the full process from identifying the owner to logging your contact attempts and updating your CRM.
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PHASE 1 — PULL OWNER INFORMATION FROM PUBLIC RECORDS
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  [ ] Step 1.1 — Identify the county assessor's office or property records database for [Property Address]
      County:                _______________________
      Assessor Website:      _______________________
  [ ] Step 1.2 — Search by property address to find the owner of record
      Owner of Record:       [Owner Name]
      Owner Mailing Address: _______________________  (may differ from property address)
      APN / Parcel Number:   _______________________
  [ ] Step 1.3 — Note the legal entity (if owned by LLC, trust, or corporation)

[Section 2 — continued...]

[Section 3 — fill in your details...]

[Additional clauses and provisions apply...]