The handoff library
A little preparation.
A clearer move.
The technology staying with a home deserves its own conversation. Start with the questions that make the transition easier for the seller, buyer and the people helping them move.
The smart-home handoff checklist
What to list, what to ask and when to coordinate the change.
Read the checklist ↗ 02 / For the sellerWhat happens to your accounts and recordings?
Account release, device settings, cloud history and subscriptions are separate decisions.
Plan the privacy handoff ↗ 03 / Whole-home systemsInheriting Control4, Sonos or a home theater
Identify the system, preserve useful information and find the right specialist.
Understand the systems ↗ 04 / For real estate teamsGive the home's technology a place in the handoff
A practical workflow for agents and transaction coordinators.
Explore the agent workflow ↗Start with a useful record
A make and model, a location, the app or controller, the current account owner's role and the original installer's contact are useful starting points. Passwords and access codes do not belong in a shared checklist.
Our fictional sample handoff report shows how observations, pending account releases and warranty questions can be recorded without turning unknowns into promises.