Free TC resource
The TC Utility Handoff Kit
Copy the email, text message, and checklist for a cleaner seller utility handoff. Use the templates with any workflow or replace the form step with one reusable UtilitySheet link.
Seller email template
Save this message in the email workflow you already use. Replace the bracketed fields before sending.
Quick utility information for your closing
Hi [Seller First Name],
Please complete our short utility information form for [Property Address]:
[UTILITY FORM LINK]
It works from your phone and should only take a few minutes. If you are unsure about a provider, choose “Not sure” and continue—you do not need to research anything before submitting.
Thank you!
[TC Name]
[TC Company]
Seller text template
Use this shorter version when text is the normal communication channel.
Copy-and-paste text
TC utility handoff checklist
Drop these steps into the listing-side workflow your team already follows.
- Add the utility-form link to the listing-side seller email template.
- Send the link when your process normally requests utility information.
- Confirm that the seller opened or submitted the form.
- Send one reminder if the form remains incomplete.
- Review provider names and public contact details for obvious errors.
- Save the finished sheet or PDF in the transaction file.
- Share the approved utility sheet with the intended closing participants.
- Never request account numbers, passwords, or copies of utility bills.
Want the automated version?
UtilitySheet replaces the blank form and cleanup with a reusable seller link, guided questions, tracking, and a clean web sheet plus PDF.