Locate the complete signed agreement and every attachment it incorporates. Include amendments, addenda, and relevant later communications. A summary of the deal is useful, but it does not replace the actual documents.
Map promises to events
For each disputed obligation, identify the wording you believe applies and the event that raised the concern. Include dates, payments, inspections, or deliveries that may be relevant. Label uncertain facts clearly.
Keep later communications in context
Preserve messages discussing extensions, objections, changes, or attempts to resolve the issue. Provide the complete exchange. Whether a communication changes the parties' obligations is a legal question, not something to assume.
Explain the desired outcome
Tell counsel whether you seek performance, payment, a negotiated exit, or another resolution. Explain upcoming transactions or deadlines. A focused packet helps counsel evaluate the dispute and the work required.
Start with the contract actually signed
The Department of Real Estate advises buyers to understand contract terms and contingencies before signing. When a dispute later develops, counsel needs the final terms and any changes rather than a general description of what the parties intended.
Will a licensing complaint resolve a damages claim?
Not necessarily. The DRE explains that it cannot act as a court to award damages or order contract cancellation. A licensing complaint and a civil claim can involve different remedies. Identify the outcome you want and ask counsel what process addresses it, including any deadlines that may apply.
Further reading
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California real estate disputes