Clearpath™ · Interactive Audit

Property Readiness Audit

Identify what you know about a property, what still needs checking, and what should happen before the next decision. This is a self-guided planning audit — not a home inspection, appraisal, title examination, or certification of property condition. Nothing is sent or stored.

Interactive Estimator

Property Readiness Audit

Estimates based on the values you enter. Nothing is sent or stored. No account or email required.

Record what you know, flag what needs attention, and note what you're unsure about. The summary organizes your answers into next steps — it does not certify the property as ready, market-ready, or legally clear.

What are you preparing this property for?

Select any that apply. These help prioritize the questions — they don't assign you to a pathway.

Property context (optional)

No address or contact details needed. This stays in your browser.

What do you know about the property?

The essentials that frame every other question.

Property use is understood

Current occupancy is known

Key contacts are identified

HOA or association information is available, if relevant

Known upcoming deadlines are recorded

Open questions about the property are documented

What needs attention at the property?

Record observations and concerns — not a diagnosis. A concern should be evaluated by a qualified professional.

Roof — is there a concern that should be evaluated?

Foundation — is there a concern that should be evaluated?

Drainage — is there a concern that should be evaluated?

Exterior surfaces — any concern?

Windows and doors — any concern?

HVAC — is there a concern that should be evaluated?

Plumbing — any concern?

Electrical — is there a concern that should be evaluated?

Water heater — any concern?

Flooring — any concern?

Moisture or water damage — any concern?

Kitchen and bathrooms — any concern?

Smoke and carbon monoxide alarms — present and working?

Visible hazards — any concern?

Suspected mold — any concern?

Suspected asbestos or lead-related concerns?

Cleaning and personal property — needs a plan?

Who can access the property — and when?

Access, occupancy, and scheduling questions.

Keys and entry access are available

Alarm or security instructions are understood

Occupants and their arrangements are understood

Tenant-related questions (if any) are identified

Showing or inspection access is feasible

Someone is responsible for maintaining the property

Remote ownership or distance is accounted for

What information is available — and what is missing?

Whether each category is available, needs review, or you're not sure it exists.

Deed or ownership records

Mortgage and payoff information

Property tax records

Insurance information

HOA or condominium documents, if applicable

Survey, if available

Permits or renovation records

Warranties

Maintenance records

Utility information

Lease documents, if applicable

Estate or trust documentation, if applicable

Existing contracts or agreements

Prior inspection reports, if available

Who needs to be involved in the decision?

Ownership and authority — recorded, not legally determined.

Known owners are understood

Co-owners or spouses are identified

Estate representatives or trustees are identified, if relevant

Family decision-makers are identified

Authority to act is confirmed where needed

Unresolved ownership questions are documented

Important household priorities are documented

Disagreements needing discussion or guidance are noted

What costs or obligations need clarification?

Which financial questions need attention — not a mortgage calculator or title report.

Mortgage obligations are understood

Property taxes are understood

Insurance is understood

HOA dues are understood, if applicable

Utilities are understood

Maintenance costs are understood

Known repair expenses are estimated

Known liens or judgments are identified

Carrying costs during a move are considered

What needs to happen before the next step?

Desired dates, milestones, and the sequence of connected decisions.

Desired decision date is identified

Preferred move date is identified

Potential listing date is identified, if selling

Planned purchase of another home is considered

Property preparation timeline is considered

Contractor availability is considered, if relevant

Occupancy or lease deadlines are identified

Financing milestones are identified

Family coordination needs are noted

Closing dependencies are identified

What needs professional review?

Identify which roles may help — not a recommendation that every homeowner needs every professional.

A real estate professional — market readiness, pricing, coordination

A home inspector or qualified contractor — condition and repair questions

A lender — mortgage obligations, financing, qualification

A title or legal professional — ownership, liens, authority, contracts

An insurance professional — coverage questions

A tax professional — tax consequences, rental conversions, inherited property

A property manager — tenant and rental-operation questions

Your property readiness summary

Updates as you answer. Nothing is sent or stored. Use your browser's print or save-as-PDF for a copy.

Select what you're preparing for and answer a few items to see your readiness summary. This shows how much you've reviewed — not whether the property has passed an inspection.

This audit is a self-guided planning resource. It is not a home inspection, appraisal, title examination, legal review, or certification of property condition. Confirm material items with the appropriate professional before acting.

Recognizable situations

Illustrative only — not actual client transactions.

What Is a Property Readiness Audit?

It's a self-guided planning audit — not a home inspection, appraisal, title examination, legal review, or certification of property condition. You record what you know about the property's information, condition, access, documents, ownership, costs, and timing; flag what needs checking; and note what you don't yet know. The result is a summary of what's identified, what's open, and which professionals may help — never a certification that the property is “ready,” “market-ready,” or legally clear.

What Should You Check Before Selling a Home?

Useful categories include property information and occupancy, condition concerns (without diagnosing them), access and scheduling, available documents, ownership and authority, ongoing costs and obligations, and the timing of connected decisions. The point is to see which questions are answered and which still need a professional — not to complete an inspection yourself or to assume any single document is legally required for every transaction.

What If You Don't Know Who Has Authority to Sell?

Ownership and authority questions — especially for inherited property, trusts, jointly owned homes, or a parent's residence — often determine what can happen next. The audit lets you record what you know and flag what you don't; it does not determine legal ownership or interpret probate, trust, or title documents. Where authority is unclear, confirm it with a title or legal professional before proceeding.

What Documents Might Be Useful Before a Property Decision?

Common categories include the deed or ownership records, mortgage and payoff information, property tax records, insurance, HOA or condominium documents, a survey, permits or renovation records, warranties, maintenance records, utility information, lease documents, and estate or trust documentation. Not every document applies to every situation. “I don't know whether this exists” is a legitimate answer — the audit identifies which information you have, which needs review, and which is missing.

What If the Property Needs Repairs?

Recording a condition concern is not the same as choosing a repair strategy. You note what you've observed and flag it for a qualified professional — you don't diagnose structural, electrical, environmental, or safety conditions yourself. Whether repairs are worth completing before a sale depends on cost, marketability, timing, and potential proceeds; the As-Is Options Planner and the repair-versus-sell resources address that comparison. The audit simply makes the concerns visible and organized.

How Does Readiness Change When You're Buying Another Home?

If your next purchase depends on this sale, the readiness picture expands: financing milestones, the sequence of sale and purchase, proceeds availability, carrying costs for two properties, and possession timing all interact. Recording those dependencies here — and connecting them to the Two-Mortgage Guide and the Speed-and-Proceeds Comparison — keeps the connected decisions in view instead of treating the sale as an isolated transaction.

Who Can Help Resolve Property Readiness Questions?

Depending on what's open, the relevant roles may include a real estate professional (market readiness, pricing, coordination), a home inspector or qualified contractor (condition and repairs), a lender (mortgage and financing), a title or legal professional (ownership, liens, authority, contracts), an insurance professional (coverage), a tax professional (tax consequences, rental conversions, inherited property), and a property manager (tenant questions). You don't need every professional for every decision — you identify which may help, and the audit flags where the input matters.

Questions to verify with a professional
  • Which condition concerns need a qualified contractor or inspector before you decide? — A home inspector or licensed contractor.
  • Are ownership, authority, liens, or title questions resolved before the next step? — A title or legal professional.
  • What mortgage, financing, or payoff figures need to be confirmed? — Your lender and title or settlement provider.
  • Which documents are missing, and which need review before a transaction? — Your real estate professional or attorney.
  • How does the timing of this property decision connect to the next home or move? — Your real estate professional and, if purchasing, your lender.

Know what needs attention. Then decide what comes next.

A property decision can involve more than the property itself. Ownership, timing, financing, family responsibilities, and professional coordination may all affect the next step. Jumpcity helps households understand their options, make a plan, and connect with the right professionals.

This audit is a self-service educational resource — not a professionally reviewed Next Move Brief unless Jumpcity has reviewed it. Confirm material items with the appropriate professional before acting.

Want help putting this into perspective?

Bring your questions—and any results from this resource. We’ll help you understand how they fit your situation and what may need checking next.

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Understanding Before Action.

A useful tool makes the tradeoffs easier to see. Your results are a starting point for questions, verification, and a more informed next step.