# Pre-auction checklist

> A 10-item checklist on every case page to work through the title deed, mortgage, occupants, access, zoning and unpaid debts before bidding on an auction property.

Plan: Available on every plan (Free, Pro, Expert)  
In the app: https://app.bidtify.com/case  
Source: https://docs.bidtify.com/en/case-detail/checklist/

The **Due-Diligence Checklist** at the bottom of every case page helps you work through the important checks before you lodge a deposit. It is saved per case to your account, so you see the same progress on any device.

![The 10-item pre-auction checklist with Done buttons, note fields and a progress bar](https://docs.bidtify.com/shots/en/case-checklist.webp)

## What is on the checklist?

1. Verify the title deed with the Land Department
2. Check encumbrances / carried-over mortgage
3. Visit the property in person
4. Check for occupants or squatters
5. Check access and roads
6. Check utilities (water/electricity)
7. Check zoning and land-use restrictions
8. Compare against nearby market prices
9. Check outstanding debts (tax / common fees)
10. Read the auction terms and deposit rules

## How do I use it?

1. Click **Mark as done** on each item you have checked (**Mark as not done** if you clicked by mistake).
2. Type in **Note (optional)**, for example who you spoke to or what you saw on site.
3. Click **Save**. When you see **Checklist saved**, it's stored.

The **Progress** bar shows how many of the 10 items are done.

## Why does the mortgage item have an extra warning?

If the case's **Sale terms** say **mortgage carried over**, the item "Check encumbrances / carried-over mortgage" shows an extra warning, because the buyer takes on the existing mortgage. Confirm the outstanding debt with the creditor or the Legal Execution office before bidding.
