For 5thGEN sellers

Hand over the keys, and the know-how that goes with them.

You know which valve shuts off the sprinklers, where the furnace filter goes, and how the doorbell camera pairs. Share those how-tos once here, and we'll turn them into a polished Home Notes letter for your buyers.

Start my Home Notes About 10–15 minutes. Skip anything that doesn't apply.

How it works

Home Notes is part of the 5thGEN Max Value Selling System. It's a small touch that helps your buyers settle in, and it means fewer "how does this work?" questions after closing.

1

You share the details

Smart devices, shutoffs, sprinklers, warranties, trusted pros and the little quirks only you know.

2

We write the letter

Kasey and Allison turn your answers into a clear, branded letter, with official how-to links for each system.

3

You approve, we deliver

Nothing goes out until you've reviewed it. Then it goes to your buyers through their broker.

What your buyers receive

A friendly letter from you, prepared on 5thGEN letterhead, that covers:

  • Smart-home devices and how account handoffs will work
  • Where the water, gas and sprinkler shutoffs are, and how to use them
  • Furnace, AC and water heater basics, including the filter size
  • Warranty summaries, with the original documents attached
  • Trash day, HOA basics and your favorite local spots

Home Notes is a how-to guide, not a disclosure. Your Seller's Property Disclosure and the purchase contract stay the official record, and we check your notes against them before anything goes out.

Sample
5thGEN group.

Welcome home

Courtesy Home Notes from the sellers

Shutoffs

  • Main water shutoff: basement, north wall, behind the laundry sink.
  • Sprinkler shutoff: as you face the house, the valve box left of the front walk. It takes only a quarter turn, so please turn it gently.

Systems

  • Furnace filter: 16 × 25 × 1. We changed it every three months.
  • Thermostat: as a courtesy, we plan to remove it from our account after closing so you can add it to yours.
Sample for illustration only. These notes are a courtesy from the sellers, not a representation or warranty. They don't add to or change the purchase contract, the Seller's Property Disclosure or any other disclosure, and they don't replace inspections.

Your Home Notes

Five short steps. Only your name, email and address are required, so share what you know firsthand and skip the rest. Please don't enter passwords, alarm or door codes, or account logins. We'll arrange those privately with you near closing.

Step 1 of 5
You and your home

So we can match your notes to your listing.

Smart home and sprinklers

How the connected devices and the irrigation work. What conveys with the home is set by your purchase contract, not these notes, so list only devices included in the sale and we'll double-check against the contract.

Connected devices included in the sale

Your letter describes any handoff as a courtesy, not a term of your contract.

Sprinklers and irrigation
Shutoffs, systems and warranties

Describe locations as if you're standing somewhere specific, e.g. "basement, north wall, behind the laundry sink." Stick to where things are and how they work. If something isn't working right or has needed repairs, leave it out here and tell us directly, because it may belong on your Seller's Property Disclosure.

Warranties
Local pros and living here

The everyday knowledge that makes a house feel like home.

Fixtures and included items are set by your purchase contract. These notes only mention leftovers like paint and manuals.

Please keep this to places and amenities. Fair housing rules mean we can't describe neighbors or who lives in the area, schools, safety or crime, or places of worship.

Home Notes are for helpful how-to details. Anything that doesn't work right, has needed repairs, or is a known issue belongs on your Seller's Property Disclosure, not here, so please talk with us about it directly.

Anything else, then send

Last step. Add anything we missed, then read and check the two required acknowledgments below.

Thank you, we've got your Home Notes.

Kasey and Allison will check your answers against your disclosure and contract, turn them into a polished letter for your buyers, and send you a draft to review. Nothing goes to anyone until you approve it.

If you have warranty documents or manuals, keep them handy. We'll ask for them when we send your draft.

Questions? Call or text the 5thGEN team at (970) 303-9607.

  1. A voluntary courtesy. Home Notes is an optional service for sellers who list with Kasey & Allison Learned, Broker Associates with Real Broker, LLC, doing business as 5thGEN Group. Sellers choose whether to take part and what to share. A finished letter is delivered only with the seller's written approval, and only through the buyer's broker.
  2. Seller-provided information. Everything in a Home Notes letter comes from the seller, plus publicly available manufacturer, utility or government how-to resources. 5thGEN Group and Real Broker, LLC do not inspect, test or independently verify it, and make no representation or warranty about its accuracy, completeness, or the condition, age, performance or code compliance of any system, device or part of the property.
  3. Not a disclosure or a contract term. Home Notes is not a Seller's Property Disclosure or any other disclosure required by law or contract, and it does not add to, change or replace one. It is not part of the Contract to Buy and Sell Real Estate or any other agreement. Which items convey with the property, and the seller's disclosure obligations, are governed solely by those documents and applicable law. If anything in Home Notes differs from them, the contract and disclosures control.
  4. No substitute for inspections or professional advice. Buyers should rely on their own inspections, investigations and qualified professionals. Nothing on this page or in a Home Notes letter is legal, tax, engineering, insurance or other professional advice. Real estate brokers are not licensed to give legal or tax advice.
  5. Warranties and accounts. Warranty summaries are informational only. The original warranty documents control, and each warranty company decides whether a warranty transfers. Any device or account handoff is a courtesy the seller intends to offer, not a contractual obligation, and depends on each manufacturer's or provider's own terms.
  6. Third-party companies and links. Service providers named in a letter are the seller's personal suggestions, not recommendations or endorsements by 5thGEN Group or Real Broker, LLC. Buyers are free to use any provider they choose, and should independently confirm each provider's licensing, insurance and pricing. Any compensation or family connection the seller reports for a named provider is disclosed in the letter. Outside websites are not controlled by 5thGEN Group.
  7. Fair housing. Home Notes describes how the property works and nearby places and amenities only. It does not describe neighbors, the people who live in an area, schools, safety or crime, or any other information that could indicate a preference, limitation or discrimination based on a protected class.
  8. Your information. Information submitted through this form goes to 5thGEN Group's customer relationship management system and is used to prepare your Home Notes and to communicate with you about your listing. Please do not submit passwords, security or door codes, account logins, financial account numbers or government ID numbers. Texting is used only if you opt in, and you can opt out at any time by replying STOP.
  9. Limitation. To the fullest extent permitted by law, 5thGEN Group, Real Broker, LLC and their brokers are not liable for any loss or damage arising from reliance on information provided by sellers or third parties in a Home Notes letter. Nothing here limits any duty a broker owes under Colorado law or the brokerage agreement.

Kasey & Allison Learned are Broker Associates with Real Broker, LLC. 5thGEN Group is a team name used by these brokers. Equal Housing Opportunity.