A real estate referral inspection checklist should transfer a client’s termite question without turning the referring agent into a pest inspector, applicator, contractor, engineer, lender, insurer, or attorney. With the client’s consent, record the exact concern, property and structure, Nevada report status, inaccessible areas, prior treatment records, decision deadline, verified receiving licensee, specialist boundary, and one accepted next action.
Capture the exact concern and permission
Record the client’s words: visible evidence, a report finding, prior treatment, warranty, inaccessible area, lender request, repair question, or general inspection need. Obtain consent for the minimum information needed to make the introduction. Do not forward a full report, address, contact history, or transaction file beyond the authorized scope.
Verify the receiving professional and scope
Use current Nevada license sources and direct confirmation to identify the receiving real-estate licensee. Confirm the professional accepts the geography, property type, timing, and requested handoff. Pest inspection, treatment, structural repair, lending, insurance, legal, and tax questions remain with the appropriately licensed or qualified professionals.
Transfer status, gaps, and deadline
Send the property identifier, client goal, available report date, known scope and exclusions, prior records status, active deadline, promised next step, and unresolved questions. Label unavailable documents unavailable. Do not summarize “no termites,” “cleared,” “repaired,” or “lender approved” unless the responsible source has documented that exact status.
Close the loop with acknowledgment
Record who accepted the referral, when the client was contacted, what next action was agreed, who owns specialist coordination, and the next check-in time. Preserve the handoff receipt and any correction. Referral continuity is measured by an acknowledged next action, not by a sent message.
Example: the client sends a phone photo of one report page
With permission, the referring agent records that the current scope and status are incomplete, confirms a Nevada receiving agent, transfers the inspection deadline and missing-document question, and asks the receiver to coordinate the full report and qualified specialist review. The referring agent does not interpret the cropped page or promise treatment or repair.
FAQ
Should the referring agent interpret the termite report?
No. Transfer the client’s question, document status, deadlines, and consent. Inspection, treatment, construction, lending, insurance, and legal conclusions belong with the responsible qualified professionals.
What is the minimum useful handoff?
Client consent, exact property or target area, concern in the client’s words, report and record status, active deadline, verified receiving licensee, specialist boundary, accepted next action, and follow-up owner.
How do you prevent a dropped referral?
Require acknowledgment from the receiving professional, confirm client contact and the next action, record unresolved items and deadlines, and set a follow-up time instead of assuming that delivery completed the handoff.
Primary sources and limits
- Nevada Department of Agriculture, Wood Destroying Pest Inspection
- Nevada Legislature, NRS 555.285
- Nevada Real Estate Division, Residential Disclosure Guide
- Nevada Real Estate Division, License Lookup
General education only. A seller statement, visible condition, online record, prior treatment, service receipt, inspection report, bid, or exchange structure does not by itself establish current pest activity, absence, structural condition, repair scope, property value, compliance, insurability, loan clearance, or tax outcome. Confirm the exact property and structures, current license, inspection date and scope, inaccessible areas, report language, prior treatment and repair records, warranty terms, bids, contract response, transaction deadlines, lender and insurance requirements, and operating implications with the seller, landlord, HOA, Nevada Department of Agriculture, qualified pest professional, inspector, contractor, engineer, insurer, lender, attorney, CPA, and qualified intermediary as appropriate. No individualized legal, tax, lending, securities, insurance, privacy, compliance, or investment advice is provided.
Related: the minimum referral handoff packet, transferring unresolved property evidence, contact You Decide Referral.