Helpful Documents for the Buyers and the Title Company

Here is a checklist of documentation that is helpful for the Buyers.  Much of this information are items in which we can include in a Home Binder for the buyers to have on display at property showings.

• Property Survey
• Floor plans if applicable
• HOA Contact Information
• Utility List and Vendor List for landscaping, pest control, etc.
• Home Inspection Report(s) if done within the last 4 years
• Pest Inspection Report(s) if done within the last 4 years
• Copies of any current applicable warranties on the house, appliances, and/or fixtures and manuals
• Previous appraisal measurement drawing if tax records shows a smaller or larger home
• List of Home Improvements with estimated costs for the past 5 years
  • Remodels
  • Upgrades
  • New Appliances
  • New Landscaping
• List of recent services completed on the house and/or appliances – with receipts
  • Pest Control
  • Heating, Ventilation, & Air Conditioning (HVAC)
  • Plumbing
  • Electrical
  • Appliances
• Gather any other applicable information/documentation to offer full disclosure
  • Home Security
  • Home Warranty (Home Protection Plan)
  • Whole-house Audio System/Surround Sound
  • Septic tank location and service records
  • Well location and service records
  • Any leased items on the property (satellite dish, propane tank, security system/cameras)
  • Copies of your most recent utility bills (some buyers will ask what your average expense is)

Helpful Items for the Title Company:

• Most recent Mortgage Statement (Primary) – This will be used to provide to the title company and should give you an estimate as far as what you owe on principle of the home.
• Most recent Statement of any other liens on the property
  • Vendor Lien
  • Tax Lien
  • Mechanic’s Lien
  • Judgment(s) payable at time of closing
  • Home Equity Loan
  • Home Equity Line of Credit
  • Reverse Mortgage
• Original Owner’s Title Insurance Policy