Utility handoff software for real estate closings

Stop chasing sellers for utility info.

Send one reusable seller link, let the seller complete it on their phone, and get a clean buyer-ready utility sheet back.Built for transaction coordinators, listing admins, and real estate teams that need the same utility handoff on every file.

No credit card requiredTry it on 3 live files per monthNo seller login or app required
66-second workflow

What UtilitySheet replaces

One link in, one clean utility handoff out.

UtilitySheet is not another transaction platform. It handles the small, repeated closing task that still turns into texts, blank forms, inconsistent answers, and last-minute cleanup.

Reusable seller link

Add it to your listing email, text template, transaction checklist, or signature once.

Phone-friendly seller flow

Sellers enter the property address, confirm suggested providers when available, or type their own answers.

Buyer-ready utility sheet

Review the finished web sheet, make Pro/Team edits if needed, and download the clean PDF.

Make utility collection a repeatable TC workflow instead of a one-off message thread on every file.
Finished utility handoffReady to review and share
UtilitySheet Logo
UtilitySheet
UTILITY INFO SHEET

123 Main St, Springfield

Generated today
UtilityProviderContact
Electric
Springfield Electric
(800) 555-0100springfieldelectric.com
Gas
County Gas Co.
(800) 555-0101countygas.com
Water
Springfield Water
(800) 555-0102springfieldwater.gov
Trash & Recycling
Waste Services
(800) 555-0103wasteservices.com
Internet
Xfinity
(800) 555-0104xfinity.com
Sound familiar?

Replace utility chase-downs with one seller handoff workflow

The old way is a blank form, scattered replies, and last-minute cleanup. UtilitySheet keeps the task simple: send the link, let the seller complete it, and review the finished buyer-ready sheet.

The Old Way

Multiple texts/emails to collect provider details

Delays and follow-ups when sellers miss info

Typos and vague answers turn into more cleanup before closing

Result: scattered answers, delayed files, and extra cleanup

With UtilitySheet

Send one secure seller link you can reuse on every file

Seller enters the address and confirms providers on their phone

Get a clean web sheet plus shareable PDF after submission

Result: fewer last-minute utility questions and the same clean sheet every time

Simple utility collection:
one guided seller link, one utility sheet you can review and share
One link
Reused across files
No login
For sellers
Nearly 86%
Started sheets completed
PDF ready
After submission

Used by real estate professionals collecting utility info on real files

Real feedback from TCs and real estate professionals using UtilitySheet to get cleaner seller submissions with less back-and-forth.

Before UtilitySheet, we sent blank forms to homeowners through Dotloop or DocuSign, and they rarely came back completed. Now we send one seller link from a templated email, get notified when it is complete, download the finished sheet, and we are done.
KN
Kaylin Nunn
Owner & Director of Transaction Coordination, Precision Leverage Solutions
UtilitySheet has made obtaining utility information much easier. Before, we sent emails asking for the info and tried to track down utility companies last minute. Now we keep the email simple, send sellers the UtilitySheet link, and the completion rate has been pretty dang good.
CB
Courtney Bownes
Owner | Lead Transaction Manager, FastForward Transaction Management
Before UtilitySheet, I used a Google spreadsheet with local providers and copied information into emails. UtilitySheet makes it easy for the co-op agent to send the form to the seller, and the completed branded PDF helps level up my TC company's service.
AA
Agatha Aquilia
Transaction Manager, Aquilia Associates

Origin story

Built from real TC workflow

UtilitySheet started as an internal tool for a working transaction coordinator, then grew into a reusable seller link for TCs and real estate teams.

Before UtilitySheet, I was chasing utility information through texts and emails, then cleaning up vague answers like "the gas company" right before closing. Now I send sellers one link, they complete the guided form, and I get a clean sheet that is easy to review and share.
DO
Debbie O'Brien
Transaction Coordinator, PA Real Estate Support Services, LLC
No credit card required
Free plan: 3 requests/month
Cancel anytime
Built for TC workflows

Utility collection that fits the TC process.

Turn a repeated closing task into one reusable seller link, one review step, and one buyer-ready utility sheet.

Sound familiar?

Repeating the same utility questions on every file
Incomplete utility details right before closing
Waiting days for sellers to respond

What you get

A repeatable seller utility handoff for every file.

One permanent link, reused on every file
Reusable on every file
Share your seller link in texts, emails, or your signature. Sellers enter the address, then confirm or type their utility providers.
Collect only the details the file needs
Simple or advanced
Keep standard utility sheets fast, or add transition details like lawn care, security, mailbox, and access notes when the file needs more context.
Review and correct submitted sheets
Reduces cleanup
When a seller submits, Pro and Teams can fix formatting, provider names, addresses, and contact details in the dashboard before the sheet gets shared forward.

The TC process

Drop the link into the messages you already send.

1
Add your seller link to your email signature, listing email template, or text template once.
2
When a new file opens, text or email the seller your link. They enter the property address, confirm suggested providers when available, or type their own answers.
3
Your completion email can include the finished PDF automatically. If anything needs cleanup after submission, update the live sheet in the dashboard before you share the web link or PDF forward.
The dashboard stays out of your way
Paste your reusable link into email, text, Dotloop, Skyslope, Brokermint, or your TC checklist. Open UtilitySheet when you need to review a submission, fix a typo, update provider details, manage branding, or adjust settings.

How it works

How the seller-link flow works

Set up one reusable link, add it to your listing email template or send it directly, then let the seller complete the utility form from their phone.

01.Set up your reusable seller link

Your workspace starts with one seller link you can reuse across files. Add it to your listing email template, text template, checklist, or send it directly on a transaction.

UtilitySheet dashboard showing one reusable seller link ready to copy and send

02.Seller enters the address and confirms utilities

Sellers open the link on their phone, enter the property address, and move through a guided utility form. UtilitySheet can suggest likely providers based on the address, and sellers can confirm, search, or type their own answer.

Mobile seller form showing guided utility questions inside UtilitySheet

03.Get a clean sheet and PDF back

After submission, your team gets a clean web sheet and downloadable PDF. Your completion email can include the finished PDF automatically, and Pro/Teams can make dashboard edits that carry through to future PDF downloads.

UtilitySheet dashboard showing submitted requests with options to view, edit, and download the PDF

Features

Built around the seller link

UtilitySheet is focused on one real estate job: collect seller utility details once, turn them into a clean web sheet and PDF, and keep the finished sheet useful after submission.

Reusable seller link

Use the same seller intake link across listings instead of rebuilding a utility request for every property.

A dashboard you do not have to babysit

Set up your reusable link once, add it to your template, and let sellers complete the form. Open the dashboard when you need to review, edit, manage branding, or adjust settings.

Advanced

Simple Utility Sheet and Advanced Utility Packet modes

Choose a lightweight utility sheet or collect deeper closing-prep details when the transaction needs more context.

Completion email + PDF attachment

The completed PDF can attach to your completion email when the seller submits, so the sheet is ready to review right away.

Suggested providers from the address

UtilitySheet can suggest likely providers based on the property address. Sellers can confirm, search, or type their own answer.

Pro + Teams

Submitted-sheet editing on Pro and Teams

Correct capitalization, addresses, provider names, phone numbers, websites, and other seller-entered details after submission without reopening the seller form.

Clean utility sheet output

Create a buyer-ready utility sheet and PDF you can review, share, and send without reformatting.

Tracking, reminders, and status visibility

See which requests are complete, which sellers need a nudge, and which utility sheets are ready to review.

Secure by design

Seller links are separate from share links. After submission, public and seller links stay read-only, and any corrections happen inside the dashboard.

Pro + Teams

White-label branding

Paid plans can add your logo, colors, branded link, and branded PDF output so the sheet looks like it came from your team.

Pricing

Pricing for making UtilitySheet your default workflow

Start free on a few live files. Upgrade when you want UtilitySheet on every transaction, branded buyer-ready output, post-submission edits, or a shared TC team workspace.

Starter

Free

For proving the seller utility handoff workflow on a few live files each month.

  • Try it on 3 live files per month
  • Reusable seller link
  • Simple Utility Sheet mode
  • Dashboard view of submitted sheets
  • Clean PDF and share link
  • Completion email notifications
  • PDF can attach to completion emails
  • Saved over-limit submissions
  • UtilitySheet branding on shared links
Most Popular

Pro

$9/month

For solo TCs and agents who want UtilitySheet as their default utility workflow on every transaction.

  • Use UtilitySheet on every file
  • Custom branded link
  • Advanced Utility Packet mode
  • Edit submitted sheets after seller submission
  • Live updates to future PDF downloads
  • Custom PDF branding
  • Branded PDF attachments on completion emails
  • Unlock locked submissions
  • Remove UtilitySheet footer
  • Priority support
  • Single-seat account

Teams

$7/seat/mo

For TC companies, admins, and real estate teams that need shared access, shared defaults, and consistent branded output across multiple people.

  • Everything in Pro
  • Shared organization workspace
  • Any teammate with request access can edit submitted sheets
  • Invite members and assign roles
  • Seat-based billing with 3-seat minimum
  • Org-wide packet defaults
  • Consistent branded output across the team
  • Priority support

Starter is for proving the workflow on a few files. Pro is for solo TCs and agents using UtilitySheet by default. Teams is for TC companies, admins, and real estate teams standardizing utility collection across multiple people.

Frequently Asked Questions

Answers about seller utility forms, utility sheet PDFs, pricing, and how UtilitySheet fits a real estate closing workflow.

Start with your seller link

Your next utility request can start with one reusable link.

Start free: create your seller link, add it to a template or send it on a live file, and review the finished sheet when the seller submits.