Several people may help coordinate a buyer inspection. Clear roles reduce confusion while protecting private access information.
Name the client
Record who is ordering the inspection and accepting the agreement.
Name the access contact
Use the responsible agent, seller or manager only for coordination.
Confirm occupancy and utilities
Share the expected state of the property on inspection day.
Protect access information
Do not publish or broadly share lockbox, alarm or resident details.
Put it into practice
A simple sequence to follow.
- 01
Prepare the facts
Collect the information and contacts that affect the appointment.
- 02
Confirm the scope
Use the agreement and inspection conversation to understand what is included.
- 03
Keep the report in context
Use the delivered report and qualified follow-up conversations for your next decisions.
