Red Binder that says HomeA new house gives you the chance to start things out right, even if record keeping hasn’t been your strong point in the past. Here’s an idea that will keep your important records at your fingertips right from the start.

During the time you own your house, you may make repairs, improvements, and additions that will be hard to remember one day down the road when you’re ready to sell. Your job of disclosure will be so much easier if you have a handy reference at your disposal.

So get a large 3-ring binder and index tabs and include the following:
• Your original purchase agreement
• Seller disclosures
• Inspection reports
• Appliance warranties
• Receipts for home repairs

As you enjoy your home and make changes, add these things to your homeowner’s ‘bible’:
• Contractor quotes
• Repair or service tickets
• User’s manuals (for thermostats, pool equipment, garage door opener))
• Permits
• Receipts for home improvements And don’t forget to keep records of those less obvious things you’ll be glad you’ve noted:
• Paint colors • Tile and flooring manufacturers , style numbers and colors
• Fence stains
• Patio paver name
• Window covering styles and manufacturers

The fun part – a photo journal of your home. You will make changes while you live in your home and some will be so subtle, you won’t notice them day to day. But it’s nice to look back and really appreciate the fruits of your labor, so take lots of pictures.
• Photos of all rooms when you buy the house
• Pictures of landscaping, front and back
• Streetview –what does your neighborhood look like now
• Views
• Seasonal photos
• After photos, anytime you make a significant change to the house

The before and after photos will be fun for your family to look at and also will help you remember important improvements (and potentially disclosures) when you’re ready for that future sale. It will tell a story too, to the would-be buyer about how you’ve cared for the property. So is my own home record keeping this organized? Nope. I have all of these things, but not in a single location.  But when I buy my next house, it will be!

Karen Crowson on Zillow

Tri Valley real estate for buyers and sellers. Search for homes in Livermore, Pleasanton, and Dublin.

I can also help you in the surrounding areas of Alameda County and Contra Costa County

including Castro Valley, San Leandro, San Lorenzo, San Ramon, Danville, Brentwood and Mountain House

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36 Comments on New Home Owners – Get Organized!

20 Most Recent Comments Displayed Show All

OCT
01
2010
127,160 Points

I think it is a great idea.  I've had sellers who keep everything.  I think it really adds value and confidence in hte buyers mind.  It kind of shows the buyer that there are no secrets.  I do the same thing for my car.

11:06am • #17
235,021 Points 8 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Karen - what a great idea.  As an organizer, myself, wish I'd of thought of it first!  Thank you.

11:18am • #18
1 Featured Post

I love this post. I did something similar with my previous home, which we owned for 24 years. Now the binders I have are a diary of the improvements done to our home and a picture album capturing just how much we changed over the years. The information about repairs and new appliances was very useful the buyers.

11:29am • #19
106,419 Points 1 Featured Post

Karen,

Good idea! My wife and I just bought a new home. I guess, I will ask her to make one of these types of biners.

11:35am • #20

Karen,

Great post and excellent tips to keep homebuyers organized.

11:38am • #21
588,786 Points 61 Featured Posts Outside Blog Hit Router Attended Rain Camp Called Shot Master

Eagle - who could remember it all otherwise, especially if you've lived there a long time.

Millie - you're way ahead of most of us.

11:45am • #22
7 Featured Posts

What A Great Idea Karen! I love the binder idea. I provide my home inspection clients with a 3 ring binder with all of the inspection documentation inside. So, you could add the clients home inspection documents to your list of important records to keep.

11:47am • #23
2 Featured Posts

Great tips!  We'll pass these along.  Thanks!

12:25pm • #24
151,203 Points 3 Featured Posts

karen, wonderful idea! And when time comes to sell - you'll have  resources to answer many questions. Plus, you can keep your memories, and take them with you when you move...

12:27pm • #25
1 Featured Post Called Shot Master

Ahh yes.. I wish I would have started this way myself. So important in terms of saving you precious time (which obviously you don't have when trying to sell your house).

Thanks for sharing!

1:07pm • #26
119,494 Points 3 Featured Posts

This is great! Provides added value to your clients. Imagine adding your brand to the binder and all of your contact information inside as well. This type of thing shows the added value they receive when working with you!

Great post! Maybe I'll do a post soon on a similar added value feature for your sellers as well...

 

Thanks & God Bless!

 

Tyra

1:31pm • #27
470,300 Points 24 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Hi Karen,

Good for you awesome reminder, there used to be a company that sold fancy home organizer kits for Realtors as a house warming gift, we may have to dig out the sample I have somewhere and revisit (oops, I think I just admitted to not being very organized)

Happy Selling.

1:54pm • #28
1,156,573 Points 17 Featured Posts Localism Sponsor Attended Rain Camp Called Shot Master

Hello Karen and a very good post and I understand why "The Gods" featured it, thanks for the read!

VB ;)

8:41pm • #29
1,348,414 Points 41 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

I like the idea of having a homeowner's bible.  That might have been eaiser than what I have at my home.

9:37pm • #31
502,332 Points 25 Featured Posts Outside Blog Called Shot Master

Great idea. Plus, Matt (comment above) brought it to the next level. Thanks.

10:17pm • #32
521,782 Points 10 Featured Posts Outside Blog Called Shot Master

Very nice, Karen. 

Way classier and more memorable than the CD-ROM you chunked at them at the Closing Table, or "give me your email addy and I'll shoot you copies of your HUD-1 and other Documents".

Thanks for the suggestion!

11:24pm • #33
418,322 Points 2 Featured Posts

great job with this.  People need to be organized right from the start. .It is so easy to loose track what you started with and dates of changes.

11:52pm • #34
DEC
01
2010
179,258 Points 6 Featured Posts Outside Blog Called Shot Master

Karen,

Read todays featured post (12/1) and followed the link here... Glad I  did.  Beeing a late reader gave me benefit of your very good post AND some good comments. Making a list and checking it twice. Not only will I be adding Utility phone numbers and addresses, but also Vetted contractors (ie plumbers, electrician, HVAC, roofer, painter, etc), Information on the home warrantee, Home inspection report and my cardS.

Have also subscrubed to your blog. Well Done and thanks.

11:45am • #35
MAR
22
2011

As a supplier to real estate agents, I too am an active reader of so many of your blog posts! 

I wanted you all to know that there is a product out there called Homeowner's Records Portfolios.  Its a gorgeous padded naugahyde three ring binder that can be customized with your company name, or just your name, or you can by generic binders off the shelf.  It contains envelopes for all the good stuff Karen mentions, plus some extra marketing components for you:  Emergency magnet, referral request postcards, business card sheet for contractors and more.

For anyone interested, we offer ActiveRain members discounts...call me at 800-752-6448 and tell me you saw my post!

8:32pm • #36

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Karen Crowson, ABR, SRES, Livermore, CA

Livermore, CA

More about me…

Alain Pinel Realtors, Pleasanton, CA

Address: 900 Main St., Pleasanton, CA, 94566

Office Phone: (925) 583-1138

Cell Phone: (925) 784-6208

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Real estate market and local information for the Tri Valley communities of Livermore, Pleasanton, and Dublin, CA. Search for homes for sale, things to see and do, what it's like to live here.


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