Private planning tool
Score the criteria that matter to you. The worksheet does not endorse an agent or convert a subjective score into a claim of superiority.
Reviewed August 16, 2026 · General information, source-linked below
Property analysis, source discipline, preparation judgment, marketing rationale, privacy protocol, communication, negotiation process, brokerage clarity and references you can verify.
A total cannot capture trust, conflicts, capacity or fit. Review representation documents and ask follow-up questions before selecting an advisor.
Neutral memory aid
Use 1–5 only when you have evidence for the score. A total does not determine fit.
Scores are private subjective notes—not a ranking, endorsement or measure of professional competence.
Questions, answered carefully
No. Calculations happen in your current browser session and are not submitted to Paul, Elevate or a database.
No. Confirm costs, dates and decisions with the responsible lawyer, lender, accountant, insurer, contractor or other professional.
Next step
The worksheet organizes a conversation. It does not create a valuation, quote, contract or professional opinion.