Homes by Leigh Ann  ·  Bowling Green & Middle Tennessee

The Renovation & Documentation Checklist

Everything worth gathering before your home meets a buyer — or the new appraisal report.


Appraisal reporting is getting more detailed starting November 2, 2026 — which means the sellers who come out ahead are the ones who already have this information in hand instead of reconstructing it from memory the week of their appraisal. Work through this room by room. You don't need every line filled in — even partial records beat none.

Major Systems
HVAC — install/replacement year
Water heater — install/replacement year
Roof — install/replacement year
Windows — install/replacement year
Electrical panel — age & amperage
Plumbing material / known updates
Additions, Renovations & Structural Work
Additions, finished basements, converted garages
Built-ins & other structural changes
Kitchen renovation — date & scope (full remodel vs. cosmetic)
Bathroom renovation(s) — date & scope
DIY projects — what, when, and materials used
Permits & Approvals
Original permit number(s), by project
Final approval / completed inspection, by project
Contractor / tradesperson name, by project
Any unpermitted work to flag to your agent
Flooring & Finishes
Flooring type & install/refinish year, by room
Paint names / colors used
Replacement-part numbers on hand
Energy & Newer Features
Insulation upgrades — date
Solar panels — install date
EV charging — install date
Smart thermostats / other smart-home features
Accessory dwelling unit (ADU), if applicable
Records to Gather
Receipts & invoices
Contractor contact information
Renovation plans & product specs
Appliance manuals & transferable warranties
Service histories (HVAC, roof, etc.)
Before-and-after photos of any renovation
One Last Check — Compare to Public Record
Finished square footage matches public record
Bedroom & bathroom count matches public record
Additions / accessory spaces reflected on record
Leigh Ann Parkinson
Real Estate Advisor & Former Appraiser  |  Real Broker – Luxury Division
homesbyleighann.com
[email protected]  |  615-952-1188