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Tracking Your Home's History

By
Real Estate Agent with Transaction Alliance 513.520.5305 www.LizTour.com SAL.2002007747

HistoryTracking Your Home's History

Does your home have a diary?  And we're not talking literal entries by your home...."Dear Diary, if that dog has an accident on my floor one more time I'm going to slam the door on his tail!!" type entries, but a historical log of repairs and changes.

A frequent struggle for homeowners when we meet to list their home is defining WHEN and WHAT work was actually done.  "Ethel, did we put on that new roof in 2008?  or 2009?".  Now some homeowners are very analytical....they'll have EVERY record of EVERY thing that was ever done to the home in a file folder.  Contractor,
Timedate, dollars paid.  Every appliance manual, ready to rock!  HOA documents?  You bet! 

But in most cases, it's a manual search of the gray matter memory banks, and most of us know by now that our memory retrievers suffer from a certain level of inaccuracy.  The reality is time flies by and we lose track of just how long ago something happened.  That dishwasher we think is 3 years old is already pushing 10.  That brand new roof?  There's three candles on that cake already! 

We'd recommend a few approaches to help yourself: 

  • A file folder or box with pertinent documents.  The invoices, manuals, warranties, etc., all in one easy to retrieve spot.
  • A physical notebook.  Jot entries as significant events occur.  Not everything is done by contractors, so you can track some of the items you perform.  Changed that light fixture, changed a fuse, installed a new thermostat, etc.  Easily scannable to find out WHEN and WHAT you did to your home.
  • Your computer.  A Word document, Excel, whatever suits you.  Record and track any pertinent activities. Last time you pumped out the septic system?  Switched leach fields?  Caulked the windows and doors?  Added insulation?  HOA fees and contact number?  You could even add digital pics with date stamps if you wanted.


With a good record, you'll be better able to answer the Ohio Residential Property Disclosure forms required to sell your home.  It also helps us market your home when we can say with accuracy when some major change was made.  There's a lot more advantage to us being able to advertise "New HVAC '10" rather than "newer HVAC".  We've seen "newer" used when something is 10 years old.  Not exactly new is it?

We hope you find these tips helpful!

Serving Warren County's residential real estate needs,
Liz and Bill aka BLiz

P.S.  Got questions about selling your Warren County area home?  Just give The Liz Spear Team of RE/MAX Elite a call and we'll be happy to help!

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Serving Warren County Ohio & Adjacent Areas

The Liz Spear Team of Transaction Alliance
Elizabeth Spear, ABR, Ohio License SAL.2002007747

William (Bill) Spear, Ohio License SAL.2004011109  Kentucky 77938
Ask for us by name if you visit the office!

EHO
Bill Direct:  513-520-5305
Liz Direct: 513-265-3004     
Fax: 866-302-8418

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Comments(77)

Liz and Bill Spear
Transaction Alliance 513.520.5305 www.LizTour.com - Mason, OH
Transaction Alliance Cincinnati & Dayton suburbs

Saralou, That roof and the rest of the features will just give it that curb pizazz you want to help!  There's some pretty cool historical homes down in your market area.  It's been a little bit since we've been down to Hyde Park & Mt. Adams for dinner, although not all that long since a trip to Cityview for a good burger and a view :)

Feb 02, 2012 03:22 AM
Lyn Sims
Schaumburg, IL
Real Estate Broker Retired

Yep, that has the be the most inaccurate part of our jobs. I won't put down newer without a date of install or repair. Newer to me means less than a year. In my listing brochure I just put down 'furnace 2010' & leave it at that. 'Newer' means different things to everyone.

Feb 02, 2012 03:50 AM
Liz and Bill Spear
Transaction Alliance 513.520.5305 www.LizTour.com - Mason, OH
Transaction Alliance Cincinnati & Dayton suburbs

Lyn, No doubt.  Give certain people a subjective word and they'll use it against us.

Feb 02, 2012 03:55 AM
Wayne Zuhl
Remax First Realty II - Cranford, NJ
The Last Name You'll Ever Need in Real Estate

Great reminder - every homeowner should read this. Of course, now I have to search my memory banks and try to recreate history on my own house.....

Feb 02, 2012 03:58 AM
Bryan Robertson
Los Altos, CA

I keep a soft-copy record of everything we do to our home, including emails to contractors, etc.  Unless it's something minor (change a filter, etc) it gets documented. 

Feb 02, 2012 04:56 AM
Liz and Bill Spear
Transaction Alliance 513.520.5305 www.LizTour.com - Mason, OH
Transaction Alliance Cincinnati & Dayton suburbs

Wayne & Jean Marie, We'd have some of that memory searching to do too :)

Bryan, We've got most things, but not as organized as we'd like.  We picked up a couple of good tips in the comment thread to help.

Feb 02, 2012 05:07 AM
Gloria Matthews
Principal Property Brokers - Vancouver, WA
MAKING CLARK COUNTY HOME

Absoultely a perfect idea!   A recent listing client of mine had EVERYTHING from her construction in 2008, warranties in a binder, neatly categorized.  I cannot tell you how impressed I was....but also they potential buyers.   The house sold in 28 days at 197.00/sq ft.   okay it was a little over the top luxuriously appointed.  But there havent been many homes sold at this price point in the metro area in 6 years!    The binder did not change the value, but increased the perception of care and attention to detail....  

Feb 02, 2012 06:14 AM
Liz and Bill Spear
Transaction Alliance 513.520.5305 www.LizTour.com - Mason, OH
Transaction Alliance Cincinnati & Dayton suburbs

Gloria, And sometimes that perception is enough to push someone past the point of just thinking about it and actually DOING something about it :)

Feb 02, 2012 06:33 AM
Kimo Jarrett
Cyber Properties - Huntington Beach, CA
Pro Lifestyle Solutions

Useful and informative reminder about keeping records about your home. 

Feb 02, 2012 11:08 AM
Dorte Engel
RE/MAX Leading Edge - Bowie, MD
ABC - Annapolis, Bowie, Crofton & rest of Maryland

Dear BLiz,

Gooood idea. For me, I use Quicken to keep track of expenses & can look back there to find things in a speedy manner. Sometimes, you even find that you did the same thing again a few years later or that you must have misplaced some parts, because there are two entries for the same thing.

Feb 02, 2012 01:47 PM
Liz and Bill Spear
Transaction Alliance 513.520.5305 www.LizTour.com - Mason, OH
Transaction Alliance Cincinnati & Dayton suburbs

Kimo, Thanks!  It's something we should all get in the habit of doing.

Dorte, Those are always fun!  Finding out if I'd looked a bit harder that replacement fuse WAS actually in the basement after all!

Feb 02, 2012 02:02 PM
Sylvie Stuart
Realty One Group Mountain Desert 928-600-2765 - Flagstaff, AZ
Home Buying, Home Selling and Investment - Flagsta
Great advice! I have a file folder and a notebook. It's really helpful, even when you think you'll remember everything, they do tend to slip out of the memory.
Feb 03, 2012 12:44 AM
Liz and Bill Spear
Transaction Alliance 513.520.5305 www.LizTour.com - Mason, OH
Transaction Alliance Cincinnati & Dayton suburbs

Sylvie, I've learned my memory has the occasional gap :)

Feb 03, 2012 01:05 AM
Kay Van Kampen
RE/MAX Broker, RE/MAX - Springfield, MO
Realtor®, Springfield Mo Real Estate

My hubby is our bookkeeper for the home.  Dates of all repairs and replacements back to the day we built it.  Great reminder for sellers to have a history of their home.

Feb 03, 2012 11:06 AM
Liz and Bill Spear
Transaction Alliance 513.520.5305 www.LizTour.com - Mason, OH
Transaction Alliance Cincinnati & Dayton suburbs

Kay, Anything that gives the buyers a little more confidence in the home is nice to have :)

Feb 03, 2012 11:23 AM
Gene Riemenschneider
Home Point Real Estate - Brentwood, CA
Turning Houses into Homes

Isn't HomeDepot or Lowe's setting up something like this on line.  I think that would be a good idea.

Feb 03, 2012 01:39 PM
Liz and Bill Spear
Transaction Alliance 513.520.5305 www.LizTour.com - Mason, OH
Transaction Alliance Cincinnati & Dayton suburbs

Gene, Haven't heard of that but it makes perfect sense for them to set up something like that.

Feb 03, 2012 11:40 PM
Kathy Dowd
EXP Realty, 239 220 4133 - The Villages, FL
Consider it SOLD

Great Post I think I better add the receipts I do write the dates on the manuals.  With my husband being in construction I don't keep records of things he does I guess I should.

Feb 04, 2012 12:13 AM
Bob Miller
Keller Williams Cornerstone Realty - Ocala, FL
The Ocala Dream Team

Hi Liz and Bill, this is a great pre-qual question.  If not, as you point out, we get to the listing appointment and guesses start happening!

Feb 04, 2012 11:27 AM
Liz and Bill Spear
Transaction Alliance 513.520.5305 www.LizTour.com - Mason, OH
Transaction Alliance Cincinnati & Dayton suburbs

Kathy, It can't hurt!  And at least everything he does is by a professional contractor :)

Bob, We've sat at the listing table many times and heard the "when did we do _______" discussion between the husband and wife :)

Feb 04, 2012 11:37 AM