1. Confirm consent and representation
Record what the client authorizes you to share, with whom, and for what purpose. Confirm the receiving professional's current license and role. Keep financial, identity, insurance, tax, legal, medical, tenant, and other sensitive records out of the referral packet unless the client authorizes a secure, necessary transfer to the correct recipient.
2. Reduce the issue to four fields
Use a compact index:
- Source: the exact disclosure page, listing statement, assessor record, permit result, photo, inspection note, or client question.
- Discrepancy: the specific details that do not reconcile, without labeling the work legal, illegal, safe, unsafe, permitted, or unpermitted.
- Owner: the receiving agent, seller, inspector, building authority, title professional, lender, insurer, attorney, accountant, qualified intermediary, or another specialist.
- Next action: the dated request and expected acknowledgment.
3. Preserve unavailable as a real status
Clark County warns that older plans may not contain every searchable field and some building documents may not display online. Therefore, a blank search result is unavailable evidence. The handoff should say what was searched and what follow-up is assigned—not convert silence into a conclusion.
4. Close the loop without re-entering the transaction
Ask the receiving professional to acknowledge the issue index, confirm ownership of the next step, and note what remains unresolved. The referring agent can preserve continuity without interpreting local records or duplicating the receiving broker's role.
Example: one sentence became three questions
A California referral client says, "The converted room was approved." With consent, the referring broker sends the Nevada agent the client's source for that statement, the parcel and property reference already in the transaction file, and three questions: which jurisdiction holds the record, what document supports the improvement, and which lender or insurer review is needed. No conclusion is offered, and no unfiltered document dump is transmitted.
FAQ
Should the referring agent decide whether the improvement was permitted?
No. Preserve the source and discrepancy, then route the question to the receiving transaction team and responsible authority or specialist.
Should the entire inspection or disclosure file be forwarded automatically?
No. Share only what the client authorizes and what the recipient needs for a defined role, using a secure method appropriate to the information.
What proves that the referral issue was received?
A dated acknowledgment that identifies the next action, responsible owner, and unresolved evidence provides a practical continuity record.
Primary sources and limits
- Nevada Real Estate Division — Disclosure Forms
- Nevada Real Estate Division — Seller Real Property Disclosure Form 547
- Clark County Assessor — Real Property Records
- Clark County Public Works — Online Records Research
- Clark County — Building & Fire Prevention Records Search
Nevada Real Estate Division Disclosure Forms and Form 547; Clark County Assessor Real Property Records; Clark County Public Works and Building & Fire Prevention records guidance. General referral and real-estate education only—not legal, engineering, code, zoning, survey, title, appraisal, lending, insurance, tax, privacy, or investment advice. Verify consent, license status, representation, records, secure handling, and property-specific facts directly.
Turn a property-record contradiction into a clean referral handoff.
Use current documents and the right professionals before deciding.
Request a handoff conversation