1. Build the connected-device inventory
Walk room by room and include the less visible devices. For each item, record manufacturer, model, location, app, hub or bridge dependency, network requirement, subscription, installer or monitoring provider, official manual, and official ownership-transfer link.
- Thermostats, switches, dimmers, outlets, sensors, and lighting hubs
- Doorbells, cameras, locks, gates, garage controllers, and access systems
- Alarm, smoke, carbon-monoxide, leak, and environmental devices
- Irrigation, pool, water treatment, energy, solar, battery, and generator interfaces
- Connected appliances, speakers, displays, routers, hubs, bridges, and voice assistants
2. Confirm what stays and what supports it
A device may depend on a personal hub, paid service, internet account, or accessory that is not part of the transaction. Mark those dependencies before deciding that the device can be transferred. The contract and applicable law—not the app—determine what conveys with the property.
3. Protect both households
| Before transfer | Safer approach |
|---|---|
| Personal accounts | Remove the home or device using the manufacturer’s supported process |
| Video and event history | Delete or retain it according to the provider settings, agreement, and law |
| Guest users and automations | Revoke old access and remove schedules that reveal personal routines |
| Passwords and recovery codes | Do not place them in a handoff; the new owner creates their own account |
| Subscriptions and monitoring | Cancel, transfer, or restart only through the provider’s authorized process |
4. Follow the official sequence
- Read the manufacturer’s current transfer instructions. Save the source and access date.
- Coordinate timing. Avoid disabling agreed property functions prematurely.
- Remove personal ownership and access. Revoke users, integrations, voice assistants, and automations.
- Reset only as directed. Some products require account removal before a physical reset.
- Leave a clean guide. Share model details, compatible app, manuals, installed accessories, and setup starting point.
- Verify both sides. Confirm the former account no longer has access and the recipient can begin supported setup.
5. Keep credentials out of the handoff
A transferable home guide should not contain a former resident’s provider password, email password, recovery key, persistent door code, Wi-Fi password, or payment information. If a temporary credential must be conveyed under an approved process, use a secure channel and change it promptly.
Authoritative sources
- National Association of REALTORS® checklist for new owners
- National Association of REALTORS® smart-home sale guide
Always confirm the exact process with each manufacturer and the professionals managing the transaction.