Real-estate agents, buyers, investors, acquisition teams, and property consultants.
Last reviewed: September 12, 2026
1. Capture the property and decision context
Begin with a validated address, property type, intended use, and the decision being made. This creates a useful starting point for the people who will perform deeper review.
- Confirm the address and parcel context.
- Record the intended use and transaction stage.
- Keep client and property materials organized with the report.
2. Screen location and hazard context
Review the available location signals together rather than using one indicator as a final verdict. A signal is a reason to ask a more precise question.
- Flood and hydrology context.
- Terrain, precipitation, soil, and nearby-water context.
- Weather, wildfire, earthquake, landslide, and environmental indicators.
3. Escalate the questions that matter
Prioritize findings by their relevance to the property, planned use, lender or insurance requirements, and the stakes of the transaction.
- Consult official records and local authorities where appropriate.
- Request disclosures, inspections, surveys, and specialist review when warranted.
- Discuss insurance questions with a qualified insurance professional.
4. Document the next step
A useful first-pass review leaves a clear record: what was reviewed, what needs confirmation, who owns the follow-up, and what remains unknown.
- Save a shareable report.
- Assign follow-up questions to the appropriate specialist.
- Avoid presenting screening results as a guarantee or determination.
Frequently asked questions
When should this checklist be used?
Use it early—when comparing listings, preparing an acquisition pipeline, or deciding whether a property warrants a deeper review.
Does a clear screen mean there is no risk?
No. Available datasets and screening methods have limits. A clear result does not remove the need for appropriate transaction-specific diligence.
Who should perform the deeper review?
That depends on the question. It may include local agencies, inspectors, surveyors, environmental consultants, engineers, insurers, lenders, or legal advisers.
TrueViewly reports are informational decision-support outputs based on available datasets and user-provided inputs. They are not certifications, legal advice, engineering opinions, insurance determinations, government approvals, or a replacement for official records and professional due diligence.