Originally Posted By: away
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For me, I use the following to determine what to include on a summary page:
1. Items that I call out in need of a more technical evaluation by qualified professionals prior to closing i.e. evidence of arcing in an electrical system component.
2. Safety issues i.e. a disconnected dryer vent spewing lint into the attic and all over the gas furnace two feet away (I actually found this once).
3. Conditions that could get expensive once my client's take ownership i.e. if moisture has deteriorated an undersink space but no active leak is present. Once the client starts ripping out cabinets they may be faced with floor/subfloor issues, the "M" word, sheetrock damage, etc. This would be a pre closing issue if the leak were active.
4. Reiterate that any applicable warranty paperwork be filled out and filed with the appropriate companies i.e. pool, foundation repair, new roofs, etc. This is really a pre closing issue since most companies require transfer at ownership change.
For anything I put on the summary page I always remind the client to read the appropriate section fully for more information.
My software allows me to select how much or how little of a comment gets copied to the summary page so am not re-writing the whole report.
I hope that helps.