Free Real Estate Project Handover Checklist

This checklist is designed to ensure a smooth handover process for a real estate project within [Your Company Name]. It includes tasks that need to be completed and verified before finalizing the handover.

Pre-Handover Preparation:

• Verify completion of all construction work.

• Ensure all required permits and approvals are obtained.

• Confirm compliance with building codes and regulations.

• Finalize financial transactions and documentation.

Property Inspection:

• Conduct a thorough inspection of the property, including interior and exterior areas.

• Check for any defects, damages, or unfinished work.

• Ensure all fixtures, fittings, and appliances are installed and functioning properly.

• Verify cleanliness and tidiness of the property.

Utilities and Services:

• Confirm connections to essential utilities such as water, electricity, gas, and sewage.

• Test HVAC systems, plumbing, and electrical installations.

• Ensure proper functioning of security systems, if applicable.

Legal and Documentation:

• Review and finalize legal documents such as deeds, contracts, and agreements.

• Confirm transfer of ownership/title.

• Provide warranties, guarantees, and maintenance agreements to the new owner.

Handover Procedures:

• Schedule a formal handover meeting with the client or buyer.

• Provide keys, access codes, and any relevant documentation.

• Walk through the property with the new owner, explaining key features and functionalities.

• Address any questions or concerns raised by the new owner.

Post-Handover Support:

• Offer ongoing support and assistance to the new owner as needed.

• Provide contact information for maintenance services or property management.

• Follow up to ensure satisfaction and resolve any issues promptly.

Completion and Sign-off:

• Obtain sign-off from the new owner acknowledging receipt and acceptance of the property.

• Document the handover process for future reference.

• Close out the project and update records accordingly.

Real Estate Templates @ Template.net