Your Assessment is Scheduled
Our licensed property manager will conduct a comprehensive 60-90 minute evaluation of your home's exterior, security, and maintenance needs. This guide will help you prepare everything needed for the most effective assessment.
Duration: 60-90 minutes | Cost: Complimentary ($200 value) | No obligation
What to Expect
Our assessment follows a systematic process to ensure nothing is overlooked:
1
Meet your property manager
2
Exterior property walk-around
4
Discuss service recommendations
5
Receive detailed report (48hrs)
Required Documentation
Having these documents available will help us provide the most accurate assessment and service recommendations:
Proof of Ownership Required
Property deed, mortgage statement, or property tax bill showing your name
Current Insurance Policy Required
Homeowner's insurance policy with coverage details and contact information
Photo Identification Required
Driver's license or government-issued ID to verify identity
Property Plans/Survey Recommended
Property survey, architectural plans, or site plan if available
Previous Inspection Photos Helpful
Recent photos of property issues or areas of concern
Maintenance Records Helpful
Recent service records for HVAC, roofing, or major systems
Document Preparation Tips
- Digital copies on your phone are perfectly acceptable
- Insurance agent contact information should be readily available
- If you can't locate a document, let us know in advance - we can often help
- Original documents are not required - photos or copies work fine
Property Access & Safety
Access Preparation
- Ensure all exterior areas are accessible
- Remove any obstacles blocking walkways
- Secure or relocate pets during assessment
- Have alarm codes ready if needed
- Unlock gates and side yard access
Safety Considerations
- Clear pathways of ice, snow, or debris
- Ensure adequate lighting for dark areas
- Mark any known hazards or unstable areas
- Secure loose railings or steps temporarily
- Remove or secure anything that could fall
Safety First
If any area of your property poses safety risks, please inform us in advance. We can adjust our assessment approach accordingly. Your safety and ours is the top priority.
System Information & Locations
Having this information readily available helps us provide more comprehensive recommendations:
Utility Systems
Electrical Information
- Main electrical panel location
- Age and type of electrical system
- Recent electrical work or issues
- Generator or backup power systems
- Outdoor electrical outlets and lighting
Plumbing & Water
- Main water shutoff valve location
- Water heater age and type
- Irrigation system controls
- Well or municipal water source
- Recent plumbing issues or repairs
HVAC Systems
- Heating and cooling system types
- Age of equipment and last service
- Thermostat locations and programming
- Ductwork access points
- Filter locations and replacement schedule
Safety Systems
- Security system details and codes
- Smoke and carbon monoxide detectors
- Fire extinguisher locations
- Emergency contact information
- Propane tank locations and status
Don't Worry If You Don't Know Everything
Part of our assessment is identifying and documenting these details for you. If you're unsure about any system locations or specifications, we'll help you discover and document them during the assessment.
Special Considerations
Seasonal Preparations
Winter Assessments
- Clear walkways and stairs of ice/snow
- Ensure adequate lighting for dark areas
- Note any winter damage or concerns
- Point out ice dam or icicle issues
- Discuss heating system performance
Spring/Summer Focus
- Note landscaping and drainage issues
- Check exterior maintenance needs
- Discuss cooling system readiness
- Review outdoor lighting and security
- Examine deck, patio, and outdoor areas
Travel & Absence Planning
- Extended Travel Plans: Share any upcoming extended travel or absence periods
- Emergency Contacts: Provide local emergency contacts who can access your property
- Service Providers: List current contractors, landscapers, or regular service providers
- Package Handling: Discuss preferences for package and mail management
- Vehicle Storage: Let us know about cars that may be parked long-term
Questions to Consider
Think about these questions before your assessment to help us provide the most relevant recommendations:
Your Priorities & Concerns
- What are your biggest worries about your property when you're away?
- Have you experienced any recent maintenance issues or surprises?
- How often do you travel, and for how long typically?
- What time of year do you travel most frequently?
- Do you have neighbors or local contacts who currently help with your property?
- What services are most important to you: security, maintenance, or emergency response?
- Have you ever had property damage while away? What happened?
- What would give you the most peace of mind about your home?
Service Preferences
- How do you prefer to receive updates about your property?
- What level of communication feels right for you?
- Do you have contractors you trust and want us to work with?
- How quickly do you need to be contacted about non-emergency issues?
- Are there any areas of your home that are off-limits or private?