A real estate referral checklist for a private-well property should transfer status without turning the referring agent into a water-quality, equipment, lending, or legal expert. With consent, send the exact property, client objective, well-log or record status, private or shared-well question, equipment and service information already obtained, test purpose and result status, lender or contract dates, verified receiving license, and one accepted next action. Missing evidence belongs in the handoff as missing—not as a clean-water or working-system conclusion.
Use minimum necessary, consented information
Share the exact property and the well-related facts needed for continuity. Avoid unnecessary household health details, complete laboratory reports, credentials, or unrelated financial information. Record what the client authorized and who received it.
Transfer status instead of interpreting the evidence
Mark the well log, shared-well agreement, equipment inspection, service history, water test, treatment record, lender requirement, and deadline as received, pending, disputed, or unavailable. Do not label the water safe, the equipment sound, or the property compliant from a partial file.
Verify the receiver and one observable next action
Confirm the receiving Nevada license through the Real Estate Division and obtain acknowledgement. Assign one next step, such as matching the state well record to the parcel, confirming the lender test specification, scheduling qualified equipment review, or routing an agreement question to title or counsel.
Example: the client has a water report but no system record
The referring agent receives a laboratory PDF and a listing note that says private well. With permission, the agent sends the exact property, test date and status, missing well-log number, lender deadline, verified receiver, and accepted record-reconciliation task. The receiving team decides which qualified professionals must review the sample, equipment, record, and contract—not the referring agent.
FAQ
What belongs in a private-well referral handoff?
Include consent, exact property, client objective, well-record status, private or shared status, equipment and service status, test purpose and status, lender or contract dates, verified receiver, and one accepted next action.
Should the referring agent interpret a water test?
No. Transfer the report and status within the client’s permission, then route interpretation to the laboratory, public agency, lender, medical professional, or other qualified reviewer as appropriate.
How should a missing well log or test be recorded?
Mark it unavailable or pending, name the person responsible for obtaining it, and set a follow-up time. Do not convert a blank field into a favorable conclusion.
Primary sources and limits
- Nevada Division of Environmental Protection, Private Wells
- Nevada Division of Environmental Protection, Get Your Drinking Water Tested
- Nevada Division of Water Resources, Well Log Search
- Nevada Division of Water Resources, Domestic Wells FAQ
- Nevada Real Estate Division, License Lookup
General education only. A listing, well-log search result, drilling report, sample, laboratory result, treatment device, lender request, inspection, lease, service record, seller statement, or exchange structure does not by itself establish current water safety, system condition, yield, legal rights, compliance, future performance, value, income, suitability, or tax treatment. Confirm the exact property, water source, record, equipment, access, testing purpose, laboratory certification, sampling method, analytes, results, treatment, service history, lender and contract requirements, intended use, tenant obligations, legal, tax, and exchange questions with responsible public offices and qualified professionals. No individualized legal, tax, environmental, health, laboratory, engineering, lending, securities, insurance, or investment advice is provided.
Related: septic-system referral checklist, minimum referral handoff packet, Nevada referral scope.