How can I record a useful property shortlist?

Build a comparison you can trust

Start each record with the listing reference, location description, agent contact and date reviewed. Save the version of the listing you considered, because photographs, descriptions and asking terms may change. Use consistent headings for layout, condition, access, outdoor space, services and intended use.

Label the source of each point. “Agent reports parking included” is different from “parking inspected” or “lawyer verified the documented arrangement”. Keep measurements and area descriptions tied to their source rather than combining unlike figures.

Make the shortlist actionable

Add a brief account of why the home suits you, what would rule it out and which questions need answering next. Record any costs requiring quotations, without treating a rough allowance as a professional estimate.

After a viewing, update the record while details are fresh and attach clearly labelled photographs where permitted. Rank properties against your original needs, not only against one another. Share the relevant record with your lawyer or engineer when instructing checks, but let them determine what evidence they need independently.