Browse Real Estate Professionals SECTION 7: Transaction Management

The Home Systems Handover Note

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The Home Systems Handover Note

Write a systems and handover note for a buyer at closing.

VERIFIED DETAILS (use only these):
Systems and appliances conveying: [LIST]
Known ages, warranties, and manuals available: [SUPPLY]
Shut-offs, panels, and controls locations: [SUPPLY]
What the seller is leaving: [LIST]
Maintenance items and schedules known: [SUPPLY]

Produce:
1. A tidy reference sheet of systems and their basics
2. Where key shut-offs and controls are located
3. Warranty and manual pointers, using only what I supply
4. A first-90-days maintenance list from my details
5. A "who to call" placeholder [CLIENT TO POPULATE]
6. What records to keep

Rules:
- Use only details I supply; invent no age, warranty, or
  specification and mark gaps as [AGENT / SELLER TO SUPPLY]
- Do not state any warranty coverage or legal obligation —
  mark [VERIFY AGAINST WARRANTY DOCUMENTS] where it arises
- Describe the property and its systems, never the
  occupants
- Plain language, organised for quick reference

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