Buyers + Seller's Checklist | Marjorie Gale | 2023

Household Reminder Checklist

WITHIN 30 DAYS OF MOVE

Change address Driver’s license Auto registration

Transfer Utilities Voter registration Re-establish safe deposit box Enjoy your new home!

Inspect your new home before moving in Clean anything that needs cleaning prior to unloading Verify utilities are working (power, water, heating, cooling) Unload your items and start settling in Note any unexpected damage and take photos MOVING IN AND SETTLING IN

Assemble beds first so you have a place to sleep Offer beverages and snacks to helpers Check for any damage to items while moving Replace locks and make copies of keys Move on to the kitchen and bathroom next

MONTHLY

Test smoke detectors Deep cleaning Clean garbage disposal Inspect fire extinquishers

Unclog drains Replace HVAC filters (every 3 months) Clean the range hood and filter

SPRING

Wash outside windows and siding Clean gutters and downspouts Pump the septic tank (if you have one) Inspect roof and chimney for any damage or leaks Service air conditioning system Apply pre-emergent to lawn

Re-seal the deck, fence, and other outdoor woodwork Inspect driveway and other exterior concrete pathways Inspect your sprinkler heads, test the irrigation system Spray for mosquitos and other bugs Repair damaged screen doors and windows Sharpen lawnmower blades

SUMMER

Mulch garden beds Exterior paint touch-ups Inspect and clean dryer vent Clean refrigerator coils

Clean bathroom vent fans Test your home alarm Sanitize trash and recycle bins Fertilize the lawn

FALL

Service heating system Schedule a chimney sweep Put outdoor furniture and grill in storage Seal cracks on windows and doors Turn off outdoor water Winterize sprinkler system

Rake leaves Clean gutters and downspouts Clear the roof valleys of leaves and small tree limbs

Overseed and aerate the lawn Ensure pipes are well insulated Check attic vents

WINTER

Prepare for a storm (water, non-perishables, batteries, flashlights, etc.) Protect entryways (mats, weather stripping) Check insulation and add to areas that need more Protect your AC unit with a piece of plywood Insulate hot water tank

Purchase a humidifier Secure steps and handrails Remove window screens Set heat to 55 or higher

Seller’s Checklist

Listing Agreement

This form is sent out by Marjorie Gale via DigiSign for electronic signatures.

Sellers Disclosure

This form is sent out by Marjorie Gale via DigiSign for electronic signatures.

This form is sent out by Marjorie Gale via DigiSign for electronic signatures. Lead Based Paint Disclosure (if home built before 1978)

Survey and T-47

Generally this is the legal sized sheet showing the boundaries of your property. If you don’t have a copy, that is ok, but it is generally something we can pass along to buyers. A T-47 affidavit needs to be completed and notarized by you the Seller (just one signature will suffice). Generally your bank is willing to notarize, but let us know if you need help. If you have made any changes or done any additions to the home, this needs to be noted in paragraph 4.

Energy Audit (if home is more than 10+ years old and has not received any rebates from Austin Energy)

This is a City of Austin initiative certain sellers are required to provide to buyers. You can read about it at austinenergy.com if you are inclined. There are a number of contractors you can use to perform this audit, whomever you choose is fine by me, but many clients typically use A-1 Energy Audits. If you do not already have an audit (status can be verified on the COA website at www.ecadstatus.austinenergy.com) please reach out to schedule an audit for approximately $150. Chad Roesch A-1 Energy Audits, Owner / Cell: 512.636.9728 / Email: croesch@sbcglobal.net

What You Will Miss or Reasons You Love The Home

This is an informal list with the top 8-10 reasons why you love the home, neighborhood, or why you chose to remodel specific rooms the way you did. There are no wrong answers. An example is attached below for reference.

Utility Bills For The Past 6 Months To 1 Year

We request a list of utility bills for water, gas, electric, and any other utilities on site. An example is attached below for reference.

Additional Information Form

This is where you can brag or outline a special list of updates / repairs you have maid to the home. An example is attached below for reference.

T-47 Affidavit Example

T-47 RESIDENTIAL REAL PROPERTY AFFIDAVIT (MAY BE MODIFIED AS APPROPRIATE FOR COMMERCIAL TRANSACTIONS)

Date:_________________________________ GF No.____________________________________ Name of Affiant(s):________________________________________________________________ Address of Affiant:__________8502 Daleview Drive, Austin, TX 78757_______________________ Description of Property:_____LOT 40 BLK E ALLANDALE ESTATES SEC 1_________

County____Travis County______________________________ , Texas

"Title Company" as used herein is the Title Insurance Company whose policy of title insurance is issued in reliance upon the statements contained herein.

Before me, the undersigned notary for the State of ________________, personally appeared Affiant(s) who after by me being sworn, stated:

1. We are the owners of the Property. (Or state other basis for knowledge by Affiant(s) of the Property, such as lease, management, neighbor, etc. For example, “Affiant is the manager of the Property for the record title owners.”)

2. We are familiar with the property and the improvements located on the Property.

3. We are closing a transaction requiring title insurance and the proposed insured owner or lender has requested area and boundary coverage in the title insurance policy(ies) to be issued in this transaction. We understand that the Title Company may make exceptions to the coverage of the title insurance as Title Company may deem appropriate. We understand that the owner of the property, if the current transaction is a sale, may request a similar amendment to the area and boundary coverage in the Owner’s Policy of Title Insurance upon payment of the promulgated premium. 4. To the best of our actual knowledge and belief, since _______________________________ there have been no: a. construction projects such as new structures, additional buildings, rooms, garages, swimming pools or other permanent improvements or fixtures; b. changes in the location of boundary fences or boundary walls; c. construction projects on immediately adjoining property(ies) which encroach on the Property; d. conveyances, replattings, easement grants and/or easement dedications (such as a utility line) by any party affecting the Property. EXCEPT for the following (If None, Insert “None” Below:) 5. We understand that Title Company is relying on the truthfulness of the statements made in this affidavit to provide the area and boundary coverage and upon the evidence of the existing real property survey of the Property. This Affidavit is not made for the benefit of any other parties and this Affidavit does not constitute a warranty or guarantee of the location of improvements. 6. We understand that we have no liability to Title Company that will issue the policy(ies) should the information in this Affidavit be incorrect other than information that we personally know to be incorrect and which we do not disclose to the Title Company. _________________________________________ __________________

SWORN AND SUBSCRIBED this ____________ day of _________________, 20_____________________.

Notary Public (TXR 1907) 02-02-2010

Why Do You Love Your Home? [Example]

1. Scenic living while experiencing the best of Hill Country with access to the River Place Nature Trail, parks / playgrounds, renowned hiking / climbing trails, picnic locations, and walkways on Lake Austin.

2. Living on a quiet cul-de-sac with easy access to neighborhood entrance and exit near plentiful shopping, restaurants, and neighborhood schools and churches.

3. Low maintenance living with lock and leave style home with high ceilings, beautiful wood floors, and plantation shutters throughout.

4. Open floor plan with tall ceilings and spacious rooms.

5. Spacious kitchen ends up being a popular gathering place with ample countertops, storage, and bar top.

6. Yard maintenance provided by HOA

7. Frequent neighborhood gatherings / involvement with year-round activities.

8. Relatively easy commute to downtown Austin via 290 / MOPAC

9. Best restaurants in town - walking distance

Additional Information [EXAMPLE]

• 15 units total • HVAC replaced June (2016) • Water heater replaced in (2016) • Wide plank Hickory floors through main living areas and master / guest bedroom • Power washed exterior (2018) • Replaced and painted door jamb and trim on back doors • Roof has been inspected and repaired where necessary • Dormer window trim has been replaced, where needed, and painted • Roof corners (front and back) have been repainted (2017) • Attic wooden vents have been stained (front and back) (2017) • Back fence has been repaired and painted (2021) • Front porch ornamental iron railing repainted (2021) • Front door trim repainted (2021)

• Speaker wiring in living room and master bedroom • Hardware everywhere minus bath, kitchen, and entry • Plantation shutters • Ceiling fan in living room and master bedroom

• Custom Roman shades on back door • Master bath has private water closet

Utilities [Example]

Electric / Water / Trash

Past Months

Gas

$215.04

$74.47

$160.64

$78.36

$167.32

$56.65

$210.16

$36.93

$328.33

$28.39

$296.77

$30.47

$423.06

$27.64

$434.7

$27.44

$541.62

$29.77

$446.45

$28.79

$310.93

$42.35

$66.97

$103.35

Name of Association: Phone #: Management Company: Contact: HOA Costs (paid Yearly): $

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