Prepare a property summary, not a tenant dossier
An initial conversation can cover occupancy, general condition, and the reason for selling. Keep tenants' private details out of the form. Relevant agreements and financial records can be requested later through an appropriate private channel if the discussion progresses.
Separate the lease from the management arrangement
A lease and an agreement with a property manager serve different purposes. Identify both when they exist. Ask how a proposed purchase would address the arrangements rather than assuming either one automatically disappears at closing.
Make a handover question list
Documents, deposits, keys, access systems, and outstanding maintenance may all need attention. List the items relevant to your property, then confirm the required treatment with qualified help. The agreement should describe responsibilities rather than leave the parties to sort them out afterward.
Evaluate a date only after reviewing occupancy
Do not equate a desired closing date with an occupant's departure. Discuss the current circumstances and any proposed possession terms separately. You can explore selling without first taking steps to make the house vacant.