What we check
The full Whole Home Assessment checklist.
Every Whole Home Assessment works through 13 home systems and 121 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)
01
Roof System
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 caps
Exposed fasteners
Nail pops
Valleys
Debris accumulation
Evidence of previous repairs
Soft decking
Attic intake/exhaust ventilation
Roof penetrations
Satellite or solar mount damage
Tree limb clearance
02
Gutters & Drainage
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
03
Foundation
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
04
Exterior Envelope
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
05
Attic
Ventilation check
Insulation depth
Compressed insulation
Moisture staining
Mold indicatorsQuarterly
Roof deck condition
Air leaks
Rodent activityQuarterly
Bathroom vents terminating in attic
HVAC duct leakage
06
HVAC
Indoor unit — furnace or air handler
Outdoor unit — condenser or heat pump
Condenser cleanlinessQuarterly
Refrigerant line insulation
Condensate drain functionQuarterly
Rust in drain pansQuarterly
Filter conditionQuarterly
Age of equipment
Duct insulation
Airflow issues / hot & cold rooms
Exhaust fan CFM
07
Plumbing
Water hardness / pH test
Main water valve location
Water heater age
TPR valve discharge
Supply line materials
Attic supply line insulation
Supply line valve off/on cycleQuarterly
Garbage disposal smell or lock-upQuarterly
Hose bib leaks
Slow plumbing leaksQuarterly
Water pressure at each faucetQuarterly
Faucet aerator cleaningQuarterly
Toilet movementQuarterly
Toilet float and flapperQuarterly
Under-sink leaksQuarterly
Slow-draining sinks/tubsQuarterly
08
Electrical
GFCI protection
AFCI protection (where applicable)
Panel labeling
Double-tapped breakers
CorrosionQuarterly
Exterior receptacle covers
Smoke detectorsQuarterly
Carbon monoxide detectorsQuarterly
09
Doors & Windows
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 safety reverse test
10
Landscape
Trees contacting roofQuarterly
Shrubs against siding/screensQuarterly
Irrigation spraying foundation
Overwatering
Fence conditionQuarterly
Retaining wall movement
11
Pest Risks
Termite tubesQuarterly
Carpenter ant activity
Wood-to-soil contact
Rodent entry pointsQuarterly
Wasp nestsQuarterly
Bird nesting in ventsQuarterly
12
Energy Efficiency
Air leakage
Attic hatch insulationQuarterly
Weather strippingQuarterly
Solar heat gain
Window efficiency
LED lighting opportunities
13
Safety
Dryer vent blockage (100–200 CFM)Quarterly
Stair handrails
Trip hazards
Pool barriers
Exterior lighting
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