Broker-Package Intake Sheet
An intake sheet for broker packages: log every document that arrived, flag what the memorandum claims but does not include, and label each item's status.
Inside this Evidens tool (AS-05, Part C: The package)
- Takes in: the broker package and your call notes.
- Hands to: the Evidence-Request List (AS-06).
- What it holds: the Critical 12: the twelve documents that must reach V before an LOI, scored with the Evidence Score; beyond the Critical 12: the rest of the intake, with status, source, and date; package-quality flags; counts and the call.
What this tool is for
An intake sheet for broker packages: log every document that arrived, flag what the memorandum claims but does not include, and label each item's status.
Where it fits
Part C: The package. This Part asks: What did they hand you, and what is missing?
Run the tools in a Part in order; each tool's Hands to line tells you the next one.
Get AS-05
One email unlocks the whole library. The download stays behind the same gate as every other Acquisition Signal Resource.
Back to the full catalogRelated Field Notes
On a live deal, the finished sheet joins the record: claimed, proven, or still open, with the evidence attached.
Acquisition Signal Resources are educational tools, not professional advice. They organize a disciplined diligence workflow; they do not replace legal, tax, engineering, or investment review. Basis and limits: each worksheet states the Evidens diligence method and its Evidence Status Standard, not a market benchmark or a sourced rate. Any figure in a worked example is an illustration or a working assumption, labeled as such, to replace with the deal in front of you and its verified numbers. Tax, insurance, landlord-tenant, and fair-housing rules vary by state and locality; confirm the rule for the park's own jurisdiction before acting on it. Read our editorial standards.
