What Happens After You Hand Over the Keys
A custom home is full of systems the owner has never run before. I pick up where your team leaves off: documenting the home, walking the owner through it, and keeping it maintained the way it was built to be.
I'm Alec Lister, an estate manager with Alerion Estate Management, based at Lake Norman. Services are contracted and delivered through Alerion, which is insured, and I am the point of contact from the first call. More about me
What Your Homeowner Gets
A proper handover
Every system documented while your team's details are still fresh: make, model, warranty, and service intervals.
A walkthrough of how the home works
Shut-offs, panels, the generator, pool equipment, and the dock, explained on site in plain terms.
Warranty items tracked
Anything noticed during the first year is documented and raised while it is still under warranty.
Maintenance on schedule
Systems serviced at the intervals they were built for, so the home keeps performing as designed.
The Estate Manual
The Estate Manual turns your handover documents into a record the owner will keep using: every system recorded, every shut-off mapped and photographed, and the trades who worked on the home listed by name.
What goes into an Estate ManualWhat It Means for You
A home that is well kept five years after completion is the best reference a builder can have. When routine maintenance happens on schedule, the home performs the way you built it, and it shows every time someone walks through it.
During the warranty year, clear documentation makes it easy to tell genuine warranty items from routine maintenance, which keeps the conversation simple for you and the owner.
When to Bring Me In
Final stages of construction
While system details and vendor contacts are still easy to gather.
Closing and move-in
A walkthrough with the new owner and an Estate Manual for the shelf.
The first year
Warranty items documented and raised in time.
Waterfront builds
Docks, lifts, and boathouses, with their own seasonal schedule on the lake.
How Referring Works
Nothing to sign and no arrangement to agree.
Pass along my details
Give your client my name and number, or send me theirs with their permission.
Or bring me in early
I am happy to walk a property with you before or after closing.
I take it from there
Your client works with me directly, and their agreement runs through Alerion Estate Management.
Common Questions
Do I need to sign anything to refer a homeowner?
No. There is nothing to sign and no arrangement to agree. Pass along my details, or bring me in before closing to walk the property with you.
When is the best time to involve you?
During the final stages of construction, while system details and vendor contacts are easy to collect. Right after closing works well too.
Do you carry out warranty repairs?
No. I document warranty items and raise them so your team can address them. Routine maintenance is handled on the owner's schedule.
Who does the homeowner contract with?
Their agreement is with Alerion Estate Management, which is insured. I am their point of contact throughout.
Building a Home That Will Need Looking After?
Pass along my details to your homeowner, or bring me in before closing. I reply personally within one business day.
Talk with Alec