Work the acquisition checklist

Move a site through the pipeline and clear its due-diligence items, with Land Axis answering what it can.

Once a site is worth pursuing, the Acquisition card on its property page tracks where it is in the pipeline and what is left to check before you commit. A checklist adds the standard due-diligence items; Land Axis answers the ones it has evidence for, shows what it knows on others, and leaves the rest to you or your advisers.

1. 1

   Open the Acquisition card

   Choose the property under "Properties" in the navigation rail and open its overview page, then find the "Acquisition" card. Its subtitle shows the current stage.

2. 2

   Set the stage

   Choose a "Stage" from "Not in the pipeline" through "Identified", "Due diligence", "Feasibility test", "Offer", "Contract review", "Finance" and "Settlement", or "Abandoned". Add a "Reason for the move (optional)"; it is kept in the "History" below.

3. 3

   Add the checklist

   In the "Acquisition checklist" panel, tick any of the deal flags that apply (a self-managed super fund contributing equity, foreign investors, a joint venture with the landowner), then select "Add {n} checklist items". It says how many are on the property and how many are still to add, and "Saved. Nothing new to add." once it is all in.

4. 4

   Read an item

5. 5

   Filter by who answers

6. 6

   Let Land Axis answer what it can

7. 7

   Overrule it when you know better

8. 8

   Read the "Land Axis shows" hints

9. 9

   Add your own items and notes