(415) 390-6750   
 
 

Home Buyer Checklist

The Home Buyer Checklist identifies some of the important factors to consider when choosing a home. In addition to an affordable sales price, you will also want to be sure that the neighborhood and house meet the needs of your family.

Take this checklist along when you go shopping for your house. It will help you evaluate the neighborhoods and assess the availability and condition of various features of up to three homes in a side by side comparison.

Home Buyer Checklist 1 2 3
Property Address ____________ ____________ ____________
Asking Price $___________ $___________ $___________
Real Estate Taxes $___________ $___________ $___________
The Neighborhood
Near Work
Near Schools
Near Shopping
Near Expressways
Near Public Transportation
Near Doctors/Dentists
Near Churches
Garbage Collection
Street Lights
Sidewalks
Streets/Alleys Well Maintained
Traffic Volume
Parks
Neighbor's Property Well Maintained
All Utilities Installed
Neighborhood Covenants/Restrictions
Near Trains/Airport
Area Zoned Residential
Near Industry
Proposed Special Assessments
Environment Concerns/Influences
The House
Age of House ____________ ____________ ____________
No. of Stories ____________ ____________ ____________
Wood Frame
Brick Frame
Wood & Brick Frame
Aluminum Siding
Roof Condition ____________ ____________ ____________
Foundation Condition ____________ ____________ ____________
Overall Exterior Condition ____________ ____________ ____________
Garage Size ____________ ____________ ____________
No. of Bathrooms ____________ ____________ ____________
No. of Closets ____________ ____________ ____________
No. of Bedrooms ____________ ____________ ____________
Oil Heat
Gas Heat
Electric Heat
Hot Water Heat
Insulation
Central Air Conditioning
Energy Conservation Features
Age of Heating System ____________ ____________ ____________
Age of Water Heater ____________ ____________ ____________
Capacity of Water Heater ____________ ____________ ____________
Age of Electrical Wiring ____________ ____________ ____________
Plumbing condition ____________ ____________ ____________
Estimated Water Bill $___________ $___________ $___________
Estimated Heating Bill $___________ $___________ $___________
Estimated Electric Bill $___________ $___________ $___________
Living Room
Fireplace
Separate Dining Room
Family Room
Drapes - No. of Rooms ____________ ____________ ____________
Carpeting - No. of Rooms ____________ ____________ ____________
Kitchen Eating Area
Refrigerator
Stove/Oven (Gas/Electric)
Garbage Disposal
Dishwasher
Broken Windows
Storm Windows/Screens
Washer/Dryer Outlets
Laundry Space
Finished Basement
Attic
Sump Pump/Drainage
Connected to Sewer System
Patio
Backyard Fence
Landscaping
Property Boundaries
Security (dead bolts, detectors)
Building Code Compliance
Ability to Expand/Enlarge House

We offer a variety of real estate financing options for various property types.

Financing Options:

  • Fixed/Term
  • Adjustable
  • Bridge Loans
  • Construction/Rehab
  • Home Equity Line
  • CRE Line of Credit
  • Mezzanine Loans
  • SBA Loans

Property Types:

  • Apartments (5+ Units)
  • Hotel/Motel
  • Industrial
  • Mini-Storage
  • Land
  • Mobile Home Parks
  • Senior Housing
  • Student Housing
  • Mixed-Use
  • Office
  • Owner-Occupied
  • 1-4 Residential
  • Retail
  • Shopping Centers
  • Single-Tenant  

Sources of Capital:

  • Life Insurance Companies
  • Wall Street Investment Banks
  • Regional & Local Banks
  • Agency Loans
  • Credit Unions
  • Private Money

Pacific Financial Group, Four Embarcadero Center, Suite 1400, San Francisco, CA 94111 
  T: (415) 390-6750 | F: (888) 988-9434  |  info@pacfigroup.com

  Pacific Financial Group, All Rights Reserved.



 
 

CA Insurance license Samuel A. Shummon #0I49823.
Real Estate Broker – CA Bureau of Real Estate – Cal BRE #0129501 – NMLS #328979
Pacific Bay Lending, Inc.  – CA Bureau of Real Estate – Cal BRE #01874818 – NMLS #318011
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