For real estate agents
Help the next owner
feel at home.
The manuals are missing. The ceiling speakers are a mystery. The doorbell still belongs to the seller. Give these details a place in the handoff, so your client knows what comes next.
“HomeTech Transfer helps organize the technology staying with the house: what it is, which accounts need attention, how the everyday controls work and where to find the instructions. We visit the home, carry out the agreed handoff and give you a Home Tech Passport showing what was completed and what still needs attention.”
Familiar problems. Something useful to keep.
“The seller doesn't have the instructions.”
For identified equipment in the agreed list, we look for official manufacturer manuals and organize the records the seller already has. The Passport includes available links or documents, labeled as an exact-model match, a product-family reference or not located. The buyer knows which reference belongs to each device and which details still need confirmation.
“What does this box actually do?”
We organize visible equipment by room, make, model and known purpose, including the hubs, amplifiers and controllers behind the familiar devices. Available records and installer information help connect the pieces. The buyer keeps a device list and system map; anything that still needs model or installer confirmation remains clearly marked.
“How do I play music or use these switches?”
We demonstrate the agreed functions: which control operates a light, which audio zone serves a room, or which app manages the included equipment. The buyer keeps short operating notes and the observed results. The proposal maps any programming, wiring or installer work before the client decides.
“The device is here, but it's still in the seller's account.”
We plan the authorized account steps with the right people. Seller release, buyer enrollment, historical recordings and subscriptions stay separate. The Passport records which steps were completed and which still need the account owner, manufacturer or named provider.
What your client keeps
- The equipment record: identified devices, models, locations, apps and known dependencies.
- The instructions: everyday control notes, supplied documents and official manual-search results for the agreed equipment.
- The handoff results: completed account actions, agreed checks and functions that were not tested.
- The remaining work: missing information, blocked steps and the person or organization needed next.
- The supporting records: available installer contacts, supplied purchase information and warranty-transfer findings. Unconfirmed eligibility stays unconfirmed.
See the sample Home Tech Passport to see the complete report format. The written scope identifies the report format, intended recipients and delivery timing. We agree what can be shared with the buyer, seller and agent; passwords and access codes are kept out of the report.
For a short overview to share, download the one-page handoff guide (PDF).
When to arrange the handoff
- Before listing: start identifying the equipment, locating documents and asking what will stay. Confirm sale inclusions through the transaction's written agreement.
- Before closing: agree the work, provider, account-owner participation, internet changeover and buyer walkthrough. Raise missing access or provider needs while there is time to plan.
- At the authorized changeover: complete the agreed account actions and demonstrations around actual possession. A closing date does not automatically authorize access changes during a leaseback.
Already moved in? Start with what is known. The handoff planner turns those details into a useful plan before asking for contact information; completing it does not reserve a visit.
Who arranges it, pays and takes part?
An agent, seller, buyer or current owner can start the conversation. Tell us who is arranging the work and who expects to pay. The requester, payer and person authorized to approve an account change may be different people. Your HomeTech Transfer proposal confirms the work, billing arrangements and anything that needs a separate specialist.
The plan also identifies who must be available: someone authorized to provide property access, the relevant account owners and the buyer for the agreed orientation. Some systems need their original installer or another qualified provider. If someone cannot attend, confirm an alternative before the visit rather than sharing their login.
What the planner asks
You do not need to solve the equipment mystery first. “Speakers in four rooms, several smart switches and an unknown box in the cabinet” is enough to begin.
- Your role and where you are in the move.
- The main systems involved; “Not sure” is a valid choice.
- What needs attention and how broad the handoff should be.
- Whether original installers or account owners are available.
The plan appears before contact details. No client names, exact street address, passwords, recordings or private account screenshots are needed.
One clear proposal before the client decides
HomeTech Transfer provides one Complete Home Tech Handoff, shaped around the systems and circumstances of the property. Large, estate and professionally integrated homes are central to the service.
Build the handoff plan. The written proposal names the work included, expected timing and complete price. No visit is reserved and no payment is taken by the planner.
If something is blocked, missing or broken
The result stays specific. A manual not located, a seller release still pending, a missing amplifier and a device that did not respond are different findings. We document the open item and identify the next step; we do not label it complete or assume a reset will fix it.
If a repair, replacement or provider visit is needed, the proposal names the responsible provider and the Passport keeps the open item visible. A handoff check records what was observed; it is not a comprehensive home inspection or a guarantee of future operation.
Start with the home in front of you
Use the handoff planner, or email HomeTech Transfer with a general service question. The planner asks what is staying with the home and shows a useful plan before contact details.