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Fiscal Agents Financial Tools
Financial Worksheet: Buying A Home Checksheet

Print it out and take it with you

 Address _________________________  Date
 Name of Agent _______________________________________________
 Asking price $ _________________________Phone #
 Occupancy date _______________________________________________
BuildingAdditional Features
Type of construction

Fireplace
Age of property

Air conditioning
Floor area

Central humidifier
Number of storeys

Central vacuum
Number of rooms

Heat pump
Number of bedrooms

Pool
Number of baths

Other_________________________
Lot size

______________________________
Garage/Parking

Notes_________________________
Location (Distance)Legal Requirements
Schools

Assessments

Work

Easement/
Servitudes

Public transport

Zoning

Shopping

Property-Survey

Notes_________________________Other_________________________
Ongoing Costs Existing Mortgage (if assumable)
Property taxes

Lender

Other taxes/Assessments

Outstanding principal

Condominium fees

Interest rate

Heating

Payments

Electricity

Maturity

Water

Other_________________________Other_________________________
PlumbingSigns of Water Damage

Galvanized

Basement

Copper

Ceilings

Plastic

Floors

Water pressure Floors
Type
Condition
_________________________
_________________________

Water quality
Type of heating Roof
Primary
Secondary
__________________________

__________________________
Age
Condition
_________________________
_________________________

Sewer/Septic System

Adequate ventilation
InsulationExterior Walls
Type
Condition
__________________________
__________________________
Type
Condition
_________________________
_________________________
Power Supply/VoltageWooden Structures
__________________________

__________________________

Condition of woodwork

Condition of paint
Doors and WindowsSigns of:
Type
Condition
_________________________
_________________________

Dry rot

Screens

Termites, carpenter ants, etc.

Insulation
Visible CracksLawn & Gardens

Walls

Exterior water outlets

Ceilings

Exterior electrical plugs

Basement

Landscaping

FoundationGarage/Driveway
Condition__________________________

 

Fiscal Agents - Financial Services Group
25 Lakeshore Road West, Oakville, 0N, L6J 5C7
Phone 905.844.7700 Fax 905.844.8552

 

 





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