What is the Handover Checklist?

The Handover Checklist creates closing day checklists for smooth property transfers. Ensure all keys, remotes, documents, and items are properly exchanged.

What items are covered in the handover?

Items include all keys, garage remotes, security codes, appliance manuals, warranties, utility information, service provider contacts, and HOA documents.

When should I use this checklist?

Share with sellers before closing to gather all items. Use at closing or final walkthrough to confirm complete handover to new owners.

Can I customize the checklist?

Yes, add property-specific items like pool equipment, smart home devices, or unique features that need special instructions.

Free Tool

Handover Checklist

Comprehensive final walkthrough checklist for property handover. Ensure everything is in order before closing.

0/32 Items Checked

0/20 critical items complete

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Exterior & Structure

0/8

Roof condition - no visible damage or missing shinglesCritical

Gutters and downspouts intact and clear

Siding/exterior walls - no cracks or damageCritical

Windows and doors open/close properlyCritical

Foundation - no visible cracksCritical

Driveway and walkways in good condition

Garage door operates correctly

Landscaping as agreed

Plumbing

0/8

All faucets working - hot and cold waterCritical

No visible leaks under sinksCritical

Toilets flush properlyCritical

Water heater operationalCritical

Showers/tubs drain properlyCritical

Garbage disposal working (if applicable)

Dishwasher runs full cycle

Washing machine hookups in good condition

Electrical & HVAC

0/8

All light switches and outlets workingCritical

Breaker panel accessible and labeledCritical

HVAC heating mode worksCritical

HVAC cooling mode worksCritical

Thermostat operates correctlyCritical

Ceiling fans operational

Smoke detectors have batteries and workCritical

Carbon monoxide detectors workCritical

Keys & Security

0/8

All house keys receivedCritical

Mailbox keys receivedCritical

Garage door openers receivedCritical

Security system codes providedCritical

Gate/community access codes provided

Smart home device passwords transferred

Warranty documents for appliances

Instruction manuals for systems

Inspection Notes

Document any issues or items requiring attention

How It Works

1. Walk Through Property

Conduct a systematic walkthrough of the property with your client, checking each area methodically.

2. Check Off Items

Mark each item as verified. Critical items are highlighted to ensure nothing important is missed.

3. Document & Close

Add notes for any issues found, then print or export the completed checklist for your records.

Frequently Asked Questions

The Complete Property Handover Checklist for Real Estate Agents

A thorough property handover checklist is essential for ensuring smooth real estate transactions. The final walkthrough is your client's last opportunity to verify that the property meets their expectations before taking ownership. Our comprehensive checklist covers everything from exterior inspections to key transfers, helping you protect your clients and close deals with confidence.

Why Final Walkthroughs Matter

The final walkthrough serves as a critical quality assurance step in the home buying process. It verifies that agreed-upon repairs have been completed, confirms the property condition hasn't changed since the inspection, and ensures all negotiated items (like appliances or fixtures) remain with the property. Using a structured checklist prevents oversights that could lead to costly disputes after closing.

Critical Items Every Agent Should Verify

Not all checklist items carry equal weight. Critical items like HVAC functionality, plumbing integrity, electrical safety, and smoke detector operation directly impact habitability and safety. These items are flagged in our checklist to ensure they receive proper attention. Additionally, verifying all keys, garage door openers, and security codes are transferred prevents access issues after closing.

Best Practices for Property Handovers

Schedule the final walkthrough as close to closing as possible, ideally within 24 hours. Bring a flashlight to check dark corners, test all light switches and outlets, and run water in every sink and shower. Take photos of any issues discovered and document everything in the notes section. A well-executed handover protects both you and your client while demonstrating the professional service that generates referrals.