The most useful starting documents identify the parcel, show the current owner, and explain anything affecting access, taxes, restrictions, or boundaries. The exact closing requirements depend on the property and title review.
Do not delay an initial conversation because a survey or old closing file is missing. Gather what you have, then let the title company, surveyor, local authority, or other qualified professional explain what else is actually required.
01
Records that identify the land
A parcel number and county are often the quickest way to locate land without a normal street address. A recorded deed and legal description help confirm which parcel is being discussed and how the owner is shown in public records.
An old survey, plat, tax map, or prior title policy may add useful context. Treat online maps and visible markers as reference points rather than guaranteed boundaries.
- Parcel identification number
- County and state
- Recorded deed
- Legal description
- Survey, plat, or prior title policy if available
02
Access, utility, and restriction information
Recorded easements, private-road agreements, gate information, utility correspondence, soil or septic records, association documents, and recorded restrictions may help explain how the parcel is reached and what limits apply.
These records do not guarantee a future use. Questions about zoning, utilities, building, environmental conditions, or development should be verified with the relevant authority or qualified professional.
03
Taxes, balances, and ownership changes
Current tax bills, association statements, lien notices, code or cleanup notices, and proof of paid balances can help the title process. If the owner inherited the land, changed a name, transferred an interest, or shares ownership, include the related records you have.
Do not assume a balance or title concern prevents a sale. It may affect timing or proceeds, and the closing or title professional must determine what needs to be paid, released, corrected, or documented.
04
What to send M3 first
Start with the parcel number, county, owner name, approximate acreage, and your contact information. Add the deed, survey, tax bill, photos, and notes about access or known issues when available.
M3 can begin reviewing whether the property may be a fit before every closing document is assembled. An initial evaluation does not replace the title work or other verification required for a sale.