---
title: "New Construction Walkthrough Checklist for Agent Websites"
description: "Brief an agent website checklist for builder orientation, room observations, unresolved items, completion records, and buyer inquiry receipt checks."
canonical: "https://scalewithsearch.com/articles/new-construction-walkthrough-agent-buyer-checklist"
---
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# New construction walkthrough checklist: a page brief for agents

An agent website's new construction walkthrough checklist should help buyers prepare for builder orientation, record observations, and follow unresolved items through review. Publish a usable worksheet beside a clear route to ask your agent about buying a new home.

M/I Homes describes its Austin orientation as a room-by-room meeting covering home systems, outstanding cosmetic issues, and warranty-service instructions. Its article limits that description to the Austin region and warns that arrangements can change. [M/I Homes orientation guide, published 2022.03.11; checked 2026.10.14](https://www.mihomes.com/blog/austin/what-to-expect-during-your-new-home-orientation).

The page structure and checks below are editorial recommendations. Have your broker approve your service description and local process. Ask the builder to confirm the arrangements for the buyer's home.

## Give the orientation page a defined job

Answer **What should I record during my new-home walkthrough?** near the top. Show the public checklist before the contact form. Offer a printable version with the same questions, source dates, and follow-up fields.

Keep this page focused on builder orientation and item follow-through. Put professional inspection planning, warranty coverage review, and resale condition verification on their respective resources. Label the agent contact with the assistance your brokerage has approved.

The competing Clever PDF supplies room checks and a short issue tracker. Use its coverage as an editorial comparison. [Clever's new-construction checklist, checked 2026.10.14](https://listwithclever.com/wp-content/uploads/Final_Walkthrough_Checklist_New_Construction.pdf).

For your website brief, require more detail about unanswered questions: who received each item, what response arrived, and what supports its completion status. Keep the printable record useful after the visit.

## Confirm the appointment before presenting a schedule

M/I Homes recommends preparing questions before orientation. Its Austin guide identifies a construction manager and buyer, with other participants possible under that described process. [M/I Homes preparation and attendance guidance, published 2022.03.11; checked 2026.10.14](https://www.mihomes.com/blog/austin/what-to-expect-during-your-new-home-orientation).

Build a preparation panel with blanks for the property reference, builder, community, appointment, and responsible contact. Request confirmation of attendance, access, permitted photographs, records to bring, and any separate professional inspection arrangements.

Label dates **Proposed** or **Confirmed**. Record who confirmed each arrangement and when. Leave unknown answers visible instead of filling them with a national schedule.

Ask the buyer to locate the applicable plans, selected features, change records, and builder instructions through the approved private process. Have the builder identify the versions relevant to orientation. Keep signed documents outside the initial website inquiry form.

## Organize room observations and system demonstrations

M/I Homes includes operating and maintaining home systems in its orientation description. [M/I Homes systems guidance, published 2022.03.11; checked 2026.10.14](https://www.mihomes.com/blog/austin/what-to-expect-during-your-new-home-orientation).

Use the proposed worksheet below to organize the visit. Have the builder and appropriate inspector review its categories and any operating instructions before publication.

| Worksheet section | Question to organize | Record to preserve |
| --- | --- | --- |
| Room or exterior location | What observation needs discussion here? | Specific location, dated note, and permitted photograph reference |
| Selected feature | Which approved selection should the builder explain or compare? | Relevant plan or selection reference and unanswered question |
| System demonstration | What operation or maintenance task needs explanation? | System identity, demonstrator, manual reference, and question |
| Item unavailable for review | What could not be seen or demonstrated? | Reason, responsible contact, and proposed next step |
| Documents and contacts | Which instructions or contacts remain missing? | Requested record, request date, and person responding |

Give each observation a stable item reference. Keep **No concern recorded**, **Question raised**, **Not reviewed**, and **Not applicable** separate. Require a reason for an item marked **Not reviewed**.

Ask the builder to demonstrate unfamiliar equipment. Route suspected defects to an appropriate inspector for explanation. Leave technical diagnoses and conformity judgments out of buyer-selected website checkboxes.

Provide space for additional questions. Let buyers record an observation that falls outside the printed categories without deciding its cause or remedy.

## Keep reported work separate from verified completion

KB Home's dated buyer checklist describes an orientation followed by a review of items needing correction. The brochure labels its timeframes as estimates subject to change. Treat this as a documented builder example, then obtain the applicable process for the buyer's home. [KB Home checklist, dated 2021.09.20, pages 1–2; checked 2026.10.14](https://www.kbhome.com/globalassets/media/homebuyerchecklists/x248.pdf).

Specify a follow-through record for every open item. Preserve the original observation, builder response, responsible contact, proposed date, confirmed commitment if supplied, and supporting correspondence. Ask who retains the builder's official list and how the buyer obtains a copy.

Use distinct states: **Recorded**, **Sent to builder**, **Response received**, **Completion reported**, **Completion reviewed**, and **Unresolved**. These are proposed worksheet labels. A builder's message reporting completion should retain that attribution until the agreed reviewer records a check.

For a recheck, preserve the date, reviewer, evidence reference, and remaining question. If an item remains disputed or deferred, keep its status visible. Ask the buyer's broker or attorney to review obligations, signatures, and any effect on closing.

Avoid an automatic approval badge or a website instruction to close, delay, withhold funds, or waive a concern. Request the responsible professional's advice for the specific transaction.

## Make the post-closing contact clear

M/I Homes says warranty coverage and timeframes differ between builders. New Jersey publishes a separate state-plan booklet with its own terms and claims procedures. Warranty terms vary by builder and state. [M/I Homes warranty guide, published 2026.09.11](https://www.mihomes.com/blog/new-construction-home-warranty); [New Jersey DCA booklet, revised 2025.09](https://www.nj.gov/dca/codes/publications/pdf_nhw/homeowners_booklet.pdf), both checked 2026.10.14.

Tell buyers to read their own warranty. Ask an attorney to confirm legal terms or an inspector to explain inspection questions. Keep this handoff brief and direct detailed coverage review to the separate warranty resource.

Place the confirmed builder service contact and original instructions beside the worksheet. Label the agent's inquiry separately. State that sending the website form does not submit an item to the builder or file a warranty claim.

## Carry the buyer's question into the received inquiry

Use an optional action such as **Ask about preparing for a new-home walkthrough**. Name the receiving agent and describe the assistance they offer.

Request reply details, a builder or community reference, the buyer's stage, and the question. Offer **Preparing for orientation**, **Following up on an item**, **Already moved in**, and **Unsure**. Make a specific property reference optional for someone planning ahead.

Keep full reports, contracts, and private photographs outside this initial form. Arrange further document sharing through the approved private process. Preserve the selected stage, source page, and original question in the received message.

Repeat the builder-submission distinction in the confirmation. Show existing buyers their confirmed transaction contact for time-sensitive questions. If the visitor also needs to sell, provide a separately labeled selling question and retain that purpose in the message.

## Accept the website page against records and receipt

Ask your website builder to demonstrate these checks on a phone and desktop. Use marked test submissions and contact details you control.

| Check | Evidence to require |
| --- | --- |
| Public resource | Opening answer and worksheet remain available without registration |
| Source limits | Builder examples retain dates and geographic limits; local arrangements have named confirmation |
| Printable record | Item references, unanswered questions, source dates, and contact distinctions survive printing |
| Follow-through | Completion reported by the builder remains distinct from the reviewer's recorded check |
| Unknown arrangement | Visitor can leave timing unresolved without inventing an appointment |
| Buyer inquiry | Agreed recipient receives stage, source page, reference, question, and reply details |
| Submission wording | Form and confirmation explain that no builder submission or warranty claim is filed |
| Error recovery | Invalid entries permit correction; delivery failure does not display success |

Record expected and observed results. Keep failed checks open. Assign an editor to maintain the page, printable worksheet, sources, and contact instructions together.

Bring these requirements into the written scope for the [Scale With Search $2,000 whole website fix](/for/real-estate). The published offer repairs or rebuilds an agent or small-team website as a static site. It includes inquiry-path repair, a test inquiry, and proof of receipt at the agreed destination. Confirm this resource's inclusion before work starts. [Published website scope, checked 2026.10.14](https://scalewithsearch.com/work).

- [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website)
- [Check your real estate website in 30 minutes](/articles/real-estate-website-audit)
- [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site)


## Related: Real estate

- [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website)
- [Check your real estate website in 30 minutes](/articles/real-estate-website-audit)
- [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site)

----

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