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Gather Information:

Owner 1 already saved in Google Contacts?
Owner 2 already saved in Google Contacts?
Preferred Method of Contact:

Support Network:

Can Support Me?
Can Support Me?
Can Support Me?
Can Support Me?

Retirement Community Notes:

Are you familiar with Retirement Communities
Type of Community:
55+ Communities
CCRCs
Independent / Assisted
Are on the waiting list?

Retirement Community Preferences:

Prioritize Your Ideal Search Criteria
Preferred Building Type(s):
Type of Unit:
External Neighborhood:

Financial Analysis Information:

Available Income:

General Discussion Topics
(check all items That were discussed):

About Home
The Listing Manual or FlightPlan:
Listing Topics
Pre-Transition Manual - How does it work?:
Thought Provoking Questions:
Brian’s Recommendations & Action Items

QUESTIONS FOR THE SELLER(S)

Selling vacant or occupied?
Does the seller need a rent back?
Ask the Seller if they want to use any of their own subcontractors
Inspections to order:
Carport
Storage Closet
Room Available
Community Laundry Room
Washer & Dryer
Can we put yard waste in the street?
Does the home have smoke detectors, carbon monoxide and a strapped water heater?
What day is garbage picked up? Out on:
What day is garbage picked up? In on:

HOA

HOA Fee Frequency

Solar

Does the Seller have Solar? (If yes, don’t forget seller’s reminders)

Seller Reminders about Solar:

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  • If there is a solar system and if they own it or lease it. and have them contact the  solar company to give us access.

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  • If Solar, request that the seller give us a copy of their current lease or contract   

 

  • If Solar, have the seller contact the solar company and have them order the transfer documents from the solar company   

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  • Ask sellers if the roof is still under warranty. If so, ask them to make sure it's transferrable  and have them contact the roofing company.

Reminders to the Seller/s:

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  • Remind the seller to dispose of HouseHold Hazardous Waste (HHHW) 

 

  • Remind seller to continue with their mow and blow service until the COE 

 

  • If vacating, remind seller to discontinue internet, cable and phone and to keep PG&E, water & garbage until COE 

 

  • Tell seller to forward their mail if they are vacating 

 

  • Remind seller that we need to get a copy of their current homeowner’s insurance policy and their Agent’s contact information 

 

Mentioned about the DIA, TDS and SPQ in www.stayorgohomeowner.com/disclosures
Give/Gave seller(s) the hard copy version of the Listing Manual/Flight Plan
Ask Seller if they want to do the seller disclosures:
Home Prep and Pre-Inspection Check
TDS page 1 - The subject property has the items checked below:

Home Preparations By Room/Area

Marketing

Type of Flier?
Shoots to order:
Photographer:
How many sign do we need?
How many website rider do we need?

Help Us Highlight What Makes Your Home Special

(For the Owners)

Confirmed Number of Bedroom:
Confirmed Number of Bathroom:
Bedroom
Bathroom
Dining Room
Other Room:
Flooring
Kitchen
Interior Amenities
Exterior Amenities

Restaurant, Airports, Parks etc that you would like to mention

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