Fill at offer and again under contract. Captures property identity, legal/zoning status, existing utilities, deal terms, and early risk flags. Most fields are placeholder-at-offer (from MLS / listing) and confirmed-under-contract (from title search / assessor / municipality).
Conditioned above-grade area
sqft_above_grade:
sq ft — *refined in Form 01 walkthrough; finalized from architectural plans*
Building footprint (roof plan area)
Above-grade floors
stories:
e.g. 1 / 1.5 / 2 / 3
Number of half baths / powder rooms
Number of kitchens — note ADU kitchens separately
kitchen_count:
typically 1
Existing ceiling heights
ceiling_heights:
e.g. bsmt / 1st / 2nd / attic — required for IHA elevation drawings
Block, lot, and tax map number
block_lot_taxmap:
required on permit application
Zoning designation
zone:
e.g. R1 / R2 / B1 / etc.
FEMA flood zone
flood_zone_status:
e.g. X (minimal) / AE / AO / VE
Recorded easement
easement_status:
e.g. none / yes — type
Historic designation
historic_status:
e.g. none / contributing / designated
Steep slope present
steep_slope:
e.g. yes / no
Wetlands present — NJDEP jurisdiction
wetlands_status:
e.g. yes / no
Existing / proposed residences
legal_residences:
legal count
Existing garage configuration
garage_status:
e.g. none / 1-car / 2-car · attached / detached
Driveway condition
driveway_status:
e.g. dedicated / shared / none
Water service
utilities_water:
e.g. city / well
Sewer service
utilities_sewer:
e.g. city / septic
Heating fuel
utilities_fuel:
e.g. gas / oil / electric
Asbestos / lead suspected
hazmat_present:
e.g. yes / no / unknown — *refined in Form 10 hazmat_scope*
In-ground oil tank present
oil_tank:
e.g. yes / no / unknown — *removal scope captured in Form 10*
Final contracted price
purchase_price:
$ — QB account 12.x
Hard money / construction loan principal
loan_amount:
$ — QB account 13.x
Taxes + utilities + insurance + lawn
monthly_holding_rate:
$/month
observations not captured above