Give the next owner a usable home on day one.
What’s installed, what’s been done, how things work, and what needs attention next — gathered once, shared as one package, and ready to become the starting point for managing the home.
Sellers can contribute from a secure link — no account, no subscription.
How the records reach the new owner
One package, three moves. Nothing is shared until the seller approves it, and the buyer keeps it after closing.
The seller gathers it
Answers, uploads, equipment photos and a short walkthrough build one package. Anything unknown stays marked unknown.
The buyer previews it
The seller approves exactly what is shared. The buyer opens it, asks questions, and the answers land in the same place.
It becomes their record
At handoff the buyer takes control of the package — maintenance, reminders, warranties and open items carry on from there.
Moves with the home
- Systems and appliances, with model numbers and install dates
- Maintenance, improvements, receipts and permits
- Warranties and service agreements, with transfer steps
- Shutoffs, breaker panel, filter sizes and seasonal steps
- Service providers who already know the home
- Open items and inspection recommendations
Stays with the seller
- Passwords, alarm and gate codes
- Bank, utility and account details
- Personal possessions and private documents
- Smart-device ownership — a reset checklist is provided instead
How it works
A consistent package a seller can realistically complete. Seven parts, each written to answer a question the buyer will have in their first week.
Home systems and appliances
Equipment photos, model numbers, installation dates when known, manuals.
“What do I own, and how do I maintain it?”
Maintenance and improvements
Service history, renovation details, receipts, available permits.
“What work has been done?”
Warranties and service agreements
Documents, provider contacts, expiration dates, transfer steps where applicable.
“What coverage might I have, and what must I do?”
How the home works
Shutoff locations, breaker panel, filter sizes, seasonal procedures, short videos.
“How do I operate this house?”
People who know the home
Contractors and service providers, with the work they performed.
“Who can help without starting from scratch?”
Outstanding items
Unresolved issues, inspection recommendations, planned maintenance.
“What needs attention first?”
Property and community documents
Available surveys, association rules, architectural approvals, transaction disclosures.
“What records and restrictions should I retain?”
Every question can be answered “unknown”, “not available” or “not applicable”. A partial handoff is still a useful one.
Walk through the questionnaire
Two ways to start, and three easy ways to answer. We’re aiming for a useful first version in about fifteen minutes — a target we’re testing, not a promise.
Selling? Prepare the handoff.
Answer section by section, upload what you have, and leave the rest blank. You preview and approve everything before anyone sees it.
Prepare a handoffBuying? Request the handoff.
Choose what you’re asking for and we email the seller a secure link. You can see what has come back and what’s still open.
Request a handoffUpload what you already have
Invoices, warranties, permits and inspection reports. We sort them into the right section.
Photograph your equipment
Snap the label on the furnace, water heater or panel. Model and serial details are read for you.
Record a walkthrough
Talk through the house as you walk it. Answers are drafted for you to review before sharing.
The result you share
One page the new owner can open on moving day. It leads with what they need first.
The buyer’s first screen answers:
- Where are my essential controls and shutoffs?
- What equipment and systems do I have?
- What should I address during my first month?
- Where are my documents and warranties?
- Who has serviced this home?
- What information is still missing?
Records turn into actions the buyer approves. A furnace invoice can fill in the equipment record, link the installer, and offer a maintenance reminder. An inspection finding can become a follow-up task while keeping the inspector’s original wording and report.
A transfer you can trust
Sharing information before closing and handing over control afterwards are two different actions, and we treat them that way.
The seller previews and approves the package, then the intended buyer gets limited access.
Requests, answers, supporting documents and unanswered items are tracked in one place.
The recipient is confirmed with the seller’s authorization, and a dated copy of exactly what was shared is preserved.
The buyer controls their ongoing home record. The seller no longer sees the buyer’s future activity.
Access can be revoked — though copies already downloaded cannot be recalled.
Property information, not personal information
Financial account details, personal possessions, passwords and security codes never move automatically. Smart devices come with an ownership-reset checklist. Every meaningful fact shows where it came from — a seller statement, an uploaded invoice, an inspection report — and conflicting dates or missing answers are flagged rather than guessed.
A reason for everyone to take part
An easy, organized way to answer questions and leave useful records behind.
Less searching, and a clear starting plan for the home.
A repeatable closing service with minimal extra administration.
A way for clients to retain the report and follow through on recommendations.
Working with an agent?
Agent-assisted handoffs come with a checklist and a view of what’s still missing, so someone is responsible for moving it forward.
For real estate agentsCould someone unfamiliar with this house use the handoff to understand it?
That’s the standard we hold every handoff to. Buyers keep the package they receive and can download it without a subscription.