A responsible client handoff
An agent wants to raise useful location questions before a showing without presenting a screening report as a disclosure, survey or insurance assurance.
From input to follow-up
- Confirm the location with the client and run an individual report.
- Read the source limitations and choose the findings relevant to the client's question.
- Share the report or PDF with a short explanation of what needs confirmation, not a recommendation to buy or avoid the property.
What you take away
- A client-readable report link or PDF.
- A concise handoff note naming the source, uncertainty and suggested reviewer.
- A record kept alongside, not instead of, required disclosures and local professional advice.
Plan and workflow requirements
Start with manual checks on Free or a paid workspace. Choose capacity and team seats on Pricing. Access to a report does not make it an official disclosure or professional opinion. Compare current plans and allowances.
Example handoff note: river and levee context
The Ventura sample intersects a mapped leveed area. A responsible handoff is: 'This is a map-based screening finding, not a guarantee of protection. Please confirm the current official flood map and insurance implications with the appropriate authority and professional.'
The next question: Include the report date and limitations when sharing. Do not translate a low score into a promise of safety, insurability or resale value.
Ventura Riverfront, California ยท Generated Oct 16, 2026. This retained example illustrates the output, not a current site assessment or customer endorsement.
TrueViewly provides informational decision-support outputs, not certifications, flood determinations, legal advice, engineering opinions, insurance determinations, or a replacement for official records and professional due diligence.