Organize a tenant-occupied sale before the buyer asks.

Build a property-specific checklist for leases, ledgers, deposits, regulation, showing access, buyer diligence, and closing handoff - without turning unknown facts into legal conclusions.

Part of the Seller Money Center

What should an owner gather before selling with occupants?

Start with authority to sell and the complete lease file. Reconcile the rent roll and ledgers, identify deposit and regulatory questions, document lawful showing access, organize the buyer-diligence index, and assign every closing transfer item. Requirements can vary by contract and jurisdiction, so the checklist labels customary diligence and professional review separately.

Private device draft. This public tool stores anonymous unit labels and checklist choices in this browser. Do not enter tenant names, protected-class information, account numbers, legal narratives, or uploaded-document names.

Records vary by transaction. What a seller must provide can depend on the property, tenancy, jurisdiction, contract, lender, buyer, and legal advice. This checklist separates core records from situational and professional-review items.

Step 1

Describe the property and sale plan

Choose “Unknown / needs review” instead of guessing.

StateCity or jurisdictionProperty typeTotal unitsOccupied unitsVacant unitsTenant typeIntended sale timingOccupancy at saleExisting buyer / contract

Step 2

Identify transaction branches

These answers control which document and professional-review tasks appear.

Tenancy structureRegulatory statusOwner occupies a unitSecurity deposits heldArrears or payment plansPending renewalsPending noticesCourt or administrative proceedingShowing-access arrangementProperty manager or managing agentBuilding or service contractsConcession or preferential rentOccupancy or succession issueOwnership or authority issue

Step 3

Review each unit without tenant names

Use anonymous labels such as “Unit 2A.” No public uploads are accepted.

Unit 1

Unit labelTenancyLease expirationRegulatory statusDeposit heldArrears / planPending noticePending proceedingAccess arranged

Unit 2

Unit labelTenancyLease expirationRegulatory statusDeposit heldArrears / planPending noticePending proceedingAccess arranged

The checklist is visible without email or signup.

Complete the property, tenancy, and anonymous unit inputs above, then build the checklist.

Verify the underlying information

Educational transaction-preparation checklist only. It does not determine authority to sell, lawful rent, tenant rights, notice sufficiency, access rights, vacant possession, title, deposit compliance, or closing requirements. Verify the lease, contract, jurisdiction, agency guidance, and qualified professional advice.

What this covers

What it answers: Build a property-specific lease, ledger, deposit, access, diligence, and closing-handoff checklist without unsupported legal conclusions.
Who it is for: Owners getting ready to sell.
What you enter: Tenant-occupied sale analysis
What it does not cover: Educational transaction-preparation checklist only. It does not determine authority to sell, lawful rent, tenant rights, notice sufficiency, access rights, vacant possession, title, deposit compliance, or closing requirements. Verify the lease, contract, jurisdiction, agency guidance, and qualified professional advice.

Questions about the Tenant-Occupied Sale Transaction Checklist

What does the Tenant-Occupied Sale Transaction Checklist do?

Build a property-specific transaction checklist for the lease file, rent roll, deposits, regulatory questions, showing access, buyer diligence, and closing handoff. Unknown answers create review tasks instead of unsupported conclusions.

Is the Tenant-Occupied Sale Transaction Checklist free?

Yes. It is free, and you see the result without signing up.

What do I need to enter?

Tenant-occupied sale analysis. Every assumption can be changed.

How is the result calculated?

A dependency-free rule module applies property, tenancy, deposit, regulation, proceeding, management, contract, and sale-occupancy branches. Progress counts checklist statuses only; it is not a legal-readiness or compliance score.

Where does the information come from?

New York General Obligations Law § 7-105 - deposit transfer at conveyance, NYS Homes and Community Renewal - tenant and rent-regulation resources, NYC HPD - property registration and rent-regulated registration links, New York Courts - landlord and tenant forms and proceedings. Last verified July 17, 2026.

Is this legal, tax, or accounting advice?

No. The result is an estimate for illustration. Check big decisions with your attorney, accountant, or a licensed broker.