You’re probably here because I sent you here or maybe you found this on google but either way you’re selling your home aren’t you? One of the best ways to ensure a smooth closing, and make your house more attractive to buyers, is to have all your important documents and details organized from day one. Here’s an essential checklist of what you’ll want to gather before your home hits the market.

1. Legal & Ownership Documents

• Mortgage Statement: Latest statement showing your payoff amount.
• Title Report: If available, this can help speed up the closing process.
• Deed: Proof that you own the property.(not always necessary unless your home is under an entity and not your name)
• Property Survey: Shows property boundaries and structures. (not necessary but sometimes asked for. Pull it out if you’ve recently had one done)

2. Home Maintenance & Improvements

• Repair & Upgrade Records: List and receipts for any repairs, remodels, or upgrades (think: new roof, windows, HVAC, appliances, flooring, etc.).
• Warranties: Transferable warranties for major systems or appliances (roof, furnace, water heater, etc.).
• Manuals: User manuals for appliances and smart home devices.(only if you plan to leave them for the next owner)

3. Property Condition Details

• Roof Information: Age of roof, date of last replacement, warranty details.
• HVAC/Mechanical Systems: Service history and age of furnace, AC, water heater, and any other major systems.
• Pest/Termite Reports: Any inspections or treatments.
• Utility Information: Average utility costs, providers, and any recent upgrades (like insulation or windows).

4. Compliance & Community

• Certificate of Occupancy (if required): Shows the home meets local codes.
• Permits: Documentation for any major work that required permits.
• HOA Documents: If your home is in a homeowners association, include rules, fees, and contact info.
• City Point-of-Sale (POS) Inspection: Your Realtor will tell you if this is required and when to order it.

5. Disclosure & Safety

• Seller’s Disclosure Statement: Your realtor will send you a sellers disclosure. This is a form used to disclose any known issues with the home you are selling.
• Lead Paint Disclosure: If your home was built before 1978.
• Radon, Mold, or Asbestos Reports: If applicable. No need to get these inspections done, but if you have feel free to share!

6. Extras That Build Buyer Trust

• List of Recent Upgrades: Highlight what’s new or improved.
• Neighborhood Info Sheet: Share details about local schools, parks, and amenities.
• Homeowner’s Association Contacts: If applicable.
• Keys, Garage Door Openers, Security Codes: Make a list so nothing is forgotten at closing.

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Pro Tip: Buyers love transparency! Having these documents ready not only speeds up the process, but also shows buyers you’ve taken great care of your home and have nothing to hide.

If you need help organizing your paperwork or have questions about what’s needed in your area, reach out! I’m always here to help you make your sale as smooth as possible.

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