The listing broker prepares a folder of information on the property based on information from the seller. It’s an extensive list, but it includes such things as water and school districts, neighborhood and subdivision identification, and tax boundaries.

Along with the property profile for your home, you will have to provide or arrange with the listing broker to obtain other documents and information: If you’re on a well and septic system, the listing broker needs a current health inspection form; the new lender will require an appraisal to verify the home warrants a loan of necessary amount; you must arrange to pay or transfer any tax assessments or easements, as well as pro rata reimbursement of property taxes or condominium fees.

Most lenders require a termite inspection certificate before they’ll loan money for a home purchase. Provide a current certificate or arrange for a new one at your expense. Along the same lines, you may have to provide for a home inspection and radon testing. On top of that, you should provide any information on the physical condition of the property. (Depending on your jurisdiction, a disclosure form may be mandatory.)

If possible, you can helpfully provide a record of recent (12 months) utility bills, plus any bylaws, HOA documents, floor plan, warranties, or homeowners insurance policies that a buyer would find useful. At the same time you’ll be asked to sign a letter called a payoff notice for your mortgage lender that will inform them of your intention to pay off the mortgage in the event of a sale. This is a step that smooths the way for new financing and helps prevent the seller from incurring interest penalties on the old mortgage.

Another step toward a smooth transition is supplying your broker with a list of personal property that will be conveyed to the buyer upon sale. This may include window treatments, appliances, yard equipment or landscaping, or window-mounted air conditioners. Be sure to clearly tag or remove items that will not convey upon sale.