Clarify what is staying.
List the agreed equipment, its rooms, available model details and supporting documents. Ask the transaction parties to confirm inclusions; leased or removed equipment stays distinct.
Dallas–Fort Worth · For sellers
Smart-home handoff.
Leave it clearly.
The technology may stay. Your personal accounts need their own plan. Organize the handoff before the move, with clear timing and a useful record for the buyer.
Your plan comes before contact details. No appointment or payment is taken by the planner.
List what stays
Agree the changeover
Leave a useful record
For the home you are leaving
A thoughtful handoff.
Fewer loose ends.
From the garage app to the sound system, each device has a place, a purpose and sometimes a personal account attached. We help organize those details before the keys change hands.
Plan your account steps.
Identify who can authorize each change and when it should happen. Account release, local resets, stored recordings and recurring subscriptions are separate decisions.
Leave the buyer oriented.
Preserve useful instructions, known installer contacts and system relationships. Record what was completed and what still needs the buyer, manufacturer or another provider.
Serving Dallas–Fort Worth. Your written proposal confirms the equipment, work, complete price and visit arrangements.
Before the move.
Gather the equipment list, available manuals and installer contacts. Tell the planner which systems are staying and who owns the accounts. A written proposal confirms the scope and complete price.
Before changing access.
Agree actual possession timing, account-owner permission and buyer or installer participation. A closing date alone does not settle the timing when a seller leaseback is involved.
At the authorized handoff.
Complete the agreed actions and record their individual results. Give the buyer the approved handoff record, with remaining account, subscription or provider work clearly assigned.
Your Home Tech Passport
Leave the knowledge.
Keep credentials private.
The Home Tech Passport gives the buyer a practical starting point while keeping shared documentation focused on the home.
- Agreed devices, models, rooms and known system connections
- Available manuals, operating notes and installer details
- Account-release outcomes and separate buyer-enrollment status
- Open items, responsible people and the next steps
We agree the report’s intended recipients and what can be shared. Passwords, lock PINs and recovery codes stay out of the Passport.
Explore the sample PassportBefore you start
A few useful
answers.
When should I arrange the seller handoff?
Start identifying the equipment and people involved before closing, while there is time to gather documents and coordinate account owners. The actual changeover follows the agreed work, authorized access and possession timing. Include any leaseback or delayed move-out in the plan.
Should I factory-reset everything before I leave?
Plan each item first. A reset can erase useful settings, scenes or programming and may not release a device from a cloud account. We review the exact equipment and manufacturer process with the authorized owner before agreed changes.
Does removing a device also cancel my subscription or delete recordings?
Those are separate questions. A device release, local reset, historical cloud data and billing subscription can have different steps. The plan records each action and outcome separately instead of assuming one completes all of them.
What if I do not own the account that controls a device?
Identify the person or organization that does, such as a household member or service provider. Shared access may not authorize ownership changes. We document the dependency and required next step; missing permission remains an open item.
Can my real estate agent coordinate this?
Yes. An agent can help gather information and coordinate timing. The requester, payer, property-access contact and account owner may be different people. The proposal identifies the arrangements, and account changes still need the relevant owner’s authorization.
Do I need to share my passwords with the buyer?
Passwords and access codes do not belong in a shared handoff report. The authorized seller and buyer use their own accounts and devices for the manufacturer’s agreed process. The Passport records the outcome and remaining work, rather than carrying private credentials.
A little preparation
Worth knowing.
Your next step
Make the next chapter
easier to begin.
Start with the systems staying with the property. The planner helps turn the moving pieces into a useful handoff plan.
Build my handoff plan