This worked example describes a hypothetical team and does not report customer results, time savings, or investment performance. Use it as a review checklist, not proof that a particular county or property is ready to bid.
1. Preserve the source
Start with the county listing and parcel identifier. Record the source URL, retrieval date, sale date and sale type. Keep the original file so a later revision can be compared with the version used for your decision.
2. Review the candidate
Check ownership, property characteristics and available risk records. A missing value is an unresolved check, not a clean result. In Accrella, use the Watchlist to review diligence and edit the bid strategy; record assumptions and approval separately.
3. Preview and approve the bid sheet
Preview the intended export, confirm the county format and resolve blocking diligence before preparing the final bid sheet. Accrella gates the export on diligence and strategy approval. An exported file does not submit a bid or replace the auction platform registration and payment process.
4. Keep the acquisition record
After an actual purchase, reconcile the certificate, purchase amount and date with the county confirmation. Keep the research assumptions separate from recorded outcomes so the portfolio record explains both what was expected and what happened.