Prepare a list of enhancements/updates you have done since you have owned the property and dates they were completed.
What do you like about your home?
If you were to stay for another 5 years, what, if anything, would you change?
What is your preferred method of communication?
Who needs to be notified of updates during the real estate process?
Loan Documents (if applicable): Obtain a copy of any loan documents showing the lender name and address, loan number, current balance, interest rate, monthly payment and type of loan (VA, FHA, Conventional, etc.).
Homeowners’ Association Information (if applicable): The contact information for your homeowners’ association, financial statement, articles of incorporation, bylaws, list of services provided and any monthly/annual dues.
Title or Abstract: Title policy or abstract, or the location.
Recent Inspections: All copies of any recent inspections on your property (e.g., furnace, roof, septic, radon, etc.).
Survey (if applicable): A survey of your home – usually kept with your loan closing papers.
Hand-Drawn Plot (if applicable): A hand-drawn plot showing the location of house, well and septic.
Septic Pumping Receipt (if applicable): A copy of any recent service on your septic pumping (if your system was pumped within the last 12 months) or well test reports.
Building Access: Access to garage and/or any outbuildings.
House Keys: Supply two keys to your front door: one for the lockbox and one for your agent.
Don’t forget to share any security system information or to provide arrangements for your pets.