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Handover checklist

Pre-Handover Tasks

Conduct a final inspection of the property to ensure it meets all quality standards.

Verify that all necessary repairs and maintenance work have been completed.

Check that all agreed-upon fixtures, fittings, and appliances are in place and functioning properly.

Confirm that the property has been cleaned thoroughly.

Ensure that all required documentation, such as warranties and manuals, are prepared and organized.

Administrative Tasks

Transfer ownership and title deeds to the new owner.

Update property records with the new owner's information.

Notify utility companies of the change in ownership and provide final meter readings.

Inform local authorities and relevant parties about the change of ownership.

Transfer any existing service contracts, such as security or maintenance agreements, to the new owner.

Financial Tasks

Settle any outstanding payments or debts related to the property.

Calculate and collect any necessary prorated fees or reimbursements, such as property taxes or association dues.

Provide the new owner with a comprehensive breakdown of all financial transactions and payments made during the handover process.

Transfer any security deposits or prepaid rent to the new owner.

Communication and Documentation

Prepare a detailed handover report, outlining the condition of the property and any important information for the new owner.

Schedule a meeting with the new owner to go over the handover report and address any questions or concerns.

Provide the new owner with copies of all relevant documentation, including contracts, permits, warranties, and manuals.

Obtain signatures from both parties on the handover report and any other necessary documents to acknowledge the completion of the handover process.

Post-Handover Support

Offer post-handover support to the new owner, such as assistance with settling in, orientation to the property, or referrals to service providers.

Provide contact information for any ongoing property management services or support channels.

Follow up with the new owner after a specified period to ensure their satisfaction and address any further questions or issues.

Remember to customize this checklist according to specific organizational requirements and local regulations.

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