What we check

The full Whole Home Assessment checklist.

Every Whole Home Assessment works through 14 home systems and 140+ individual checkpoints. Items marked Quarterly are also rechecked at each of the three quarterly visits included in the Home Guidance and Home Advocate plans — everything else is reviewed at the comprehensive annual assessment.

Reviewed at every comprehensive assessment

Also rechecked quarterly (Guidance & Advocate plans)

Roof System

18 checkpoints

Roof age on record

Shingle condition (hail damage, granule loss, cracking, curling)

Roof rejuvenation suitability

Flashings (chimney, wall, skylights)

Fascia-to-roof flashing

Pipe boots

Ridge/Hip caps

Exposed fasteners

Nail pops

Valleys

Debris accumulation

Evidence of previous repairs

Chimney damage

Soft decking

Proper roof exhaust for ventilation

Roof penetrations

Satellite or solar mount damage

Tree limb clearance

Gutters & Drainage

10 checkpoints

Gutter slope

Loose gutters

Clogged gutters and downspouts

Downspout discharge location

Underground drain function

Splash blocks

Overflow staining

Standing water near foundation

Soil erosion

Negative grading

Foundation

7 checkpoints

Signs of differential movement

Cracks in brick or mortarQuarterly

Interior drywall cracksQuarterly

Doors/windows stickingQuarterly

Expansion joint condition

Moisture around slab

Root intrusion near foundation

Exterior Envelope

9 checkpoints

Caulking around windows and doorsQuarterly

Siding deterioration

Brick mortar deterioration

Weep holes blockedQuarterly

EIFS or stucco cracking

Paint failure

Trim rotQuarterly

Fascia condition

Soffit condition

Attic

10 checkpoints

Proper attic intake for ventilation

Insulation depth

Compressed insulation

Moisture staining

Mold indicatorsQuarterly

Roof deck condition

Air leaks

Rodent activityQuarterly

Bathroom vents terminating in attic

HVAC duct leakage

HVAC

11 checkpoints

Indoor unit — furnace or air handler

Outdoor unit — condenser or heat pump

Condenser cleanlinessQuarterly

Refrigerant line insulation

Condensate drain function / secondary drain conditionQuarterly

Rust in drain pans / overflow protection / water detectionQuarterly

Filter conditionQuarterly

Age of equipment

Duct insulation

Airflow issues / hot & cold rooms

Exhaust fan CFM

Plumbing

22 checkpoints

Water hardness / pH test

Main water valve location

Water heater age and condition

Gas water heater ventilation

Gas water heater combustion air intake

Tankless water heater

Expansion tank

Gas shut-off valve location

Supply line materials

Attic supply line insulation

Supply line valve off/on cycleQuarterly

Garbage disposal smell or lock-upQuarterly

Hose bib leaks

Hose bib freeze protection

Slow plumbing leaksQuarterly

Automatic leak detection devices

Water pressure at each faucetQuarterly

Faucet aerator cleaningQuarterly

Toilet movementQuarterly

Toilet float and flapperQuarterly

Under-sink leaksQuarterly

Slow-draining sinks/tubsQuarterly

Electrical

11 checkpoints

GFCI protection

AFCI protection (where applicable)

Breakers

Switches / Dimmers / Outlets that get hot

Lighting that flickers

Panel labeling

Double-tapped breakers

CorrosionQuarterly

Exterior receptacle covers

Smoke detectorsQuarterly

Carbon monoxide detectorsQuarterly

Doors & Windows

10 checkpoints

Failed seals in insulated glass

Weather strippingQuarterly

Weather stripping-to-door contact

Exterior door threshold seal

Door hinge adjustment/stripping

Lock operation

Window drainage channelsQuarterly

Garage door balance

Garage door tracks / rollers / hinges

Garage safety reverse test

Appliances

5 checkpoints

DishwasherQuarterly

DryerQuarterly

Washing machine

Microwave / Venthood Filters

RefrigeratorQuarterly

Landscape

7 checkpoints

Trees contacting roof or soffit / fascia / guttersQuarterly

Dead tree limbsQuarterly

Shrubs against siding / screens / condensor unitQuarterly

Irrigation spraying foundation / windows

Overwatering

Fence conditionQuarterly

Retaining wall movement

Pest Risks

7 checkpoints

Termite tubesQuarterly

Carpenter ant activityQuarterly

Garage door sealQuarterly

Wood-to-soil contact

Rodent entry pointsQuarterly

Wasp nestsQuarterly

Bird nesting in ventsQuarterly

Energy Efficiency

5 checkpoints

Air leakage

Attic hatch insulationQuarterly

Weather strippingQuarterly

Window efficiency

LED lighting opportunities

Safety

9 checkpoints

Dryer vent blockage (100–200 CFM)Quarterly

Stair handrails

Trip hazards

Escape routes and windows unobstructed

Bedroom window egress operation

Fire extinguisher accessibility

Pool barriers

Exterior security lighting / cameras

Address visibility for emergency responders

Ready to see it in your home?

Start with a Whole Home Assessment. We'll walk the property against this exact checklist and show you what we find.

Request a Whole Home Assessment