A clearer roof handoff.

Property Transaction stage / deadline Authorized contact / access arrangements

Before the roof review

• Confirm the owner’s permission and safe site access.
• Share the actual listing, option-period or closing deadline.
• Collect roof age if documented, past invoices and product or warranty records.
• Identify known leaks, prior repairs, storm concerns and inspection-report comments.
• Send any lender or insurer documentation requirements before the visit.
• Confirm appointment availability, the included inspection scope and any fees.

When reviewing the findings

• Request condition photographs and a plain-language explanation of observations.
• Record access limits and any conditions needing further investigation.
• Separate maintenance, localized repair and potential replacement recommendations.
• Review the written scope, materials, exclusions, change process and payment terms.
• Confirm a feasible work schedule before the agent coordinates transaction commitments.

Before the property handoff

• Keep completion photographs and invoices for the approved work.
• Confirm whether a lender, insurer or other party needs its own follow-up inspection.
• Gather applicable product and workmanship documents; check transfer requirements.
• Share maintenance priorities and keep the roof’s history with the property records.