Pre-Listing Activities : 15 Items
- 1. Make an appointment with the seller for a listing presentation.
- 2. Send a written or e-mail confirmation of the appointment andcall to confirm.
- 3. Review appointment questions.
- 4. Research all comparable currently listed properties.
- 5. Research sales activity for past months from MLS and publicdatabases.
- 6. Research “average days on market” for properties similar intype, price and location.
- 7. Prepare “comparable market analysis” (CMA) to establish marketvalue.
- 8. Research property’s ownership and deed type.
- 9. Research property’s public record information for lot size anddimensions.
- 10. Verify legal description.
- 11. Research property’s land use coding and deed restrictions.
- 12. Research property’s current use and zoning.
- 13. Verify legal names of the owner(s) in the public propertyrecords.
- 14. Prepare a listing presentation package with the above materials.
- 15. Confirm current public schools and explain their impact onmarket value.
Listing Appointment Presentation : 13 Items
- 16. Give sellers an overview of current market conditions andprojections.
- 17. Review salesperson / broker and company credentials andaccomplishments.
- 18. Present company’s profile and position or “niche” in themarketplace.
- 19. Present CMA results, including comparables, solds, currentlistings and expireds.
- 20. Offer professional pricing strategy based and interpretation ofcurrent market conditions
- 21. Discuss goals to market effectively.
- 22. Explain market power and benefits of multiple listing services.
- 23. Explain market power of Web marketing, IDX and REALTOR.ca.
- 24. Explain the work the broker and salesperson / broker do “behindthe scenes” salesperson's availability on weekends.
- 25. Explain the salesperson's role in screening qualified buyers toprotect against curiosity seekers.
- 26. Present and discuss a strategic master marketing plan.
- 27. Explain different agency relationships and determine seller’spreference.
- 28. Review all clauses in the listing contract and obtain the seller'ssignature.
After Listing Agreement is Signed : 26 Items
- 29. Review current title information.
- 30. See square footage.
- 31. Assess interior room sizes.
- 32. Confirm lot size via owner’s copy of certified survey, if available.
- 33. Note any and all unrecorded property lines, agreements,easements.
- 34. Obtain house plans, if applicable and available.
- 35. Prepare showing instructions for buyers’ agents and agree onshowing time with the seller.
- 36. Obtain current mortgage loan(s) information from seller.
- 37. Discuss possible buyer financing alternatives and options with amortgage broker.
- 38. Calculate average utility usage from the last 12 months of bills asper seller.
- 39. Prepare a detailed list of property amenities and assess marketimpact.
- 40. Prepare a detailed list of property’s “Inclusions & Conveyanceswith Sale.”
- 41. Complete list of completed repairs and maintenance items.
- 42. Explain benefits of Home Owner Warranty to sellers.
- 43. Assist sellers with completion and submission of Home OwnerWarranty application. When received, place Home OwnerWarranty in property file for conveyance at time of sale.
- 44. Get an extra key made for the lockbox.
- 45. Inform tenants of listing and discuss how showings will behandled.
- 46. Arrange for yard sign installation.
- 47. Complete “new listing checklist.”
- 48. Review results of Curb Appeal Assessment with seller and suggestimprovements for salability.
- 49. Arrange any trades,handyman to get conditioning done asrequired.
- 50. Do a walkthrough once conditioning is completed51. Arrange for Staging Consultation52. Review results of Staging Assessment and suggest changes toshorten time on market.
- 53. Do a final walkthrough once staging is completed and Install“Special Feature” cards
- 54. Arrange and Order Professional Pictures and Virtual Tour
Marketing the Listing : 21 Items
- 55. Create print and Internet ads with seller’s input along withSchool Information,Recreation & Transit Information.
- 56. Coordinate showings with owners, tenants and other agents.Return all calls– weekends included.
- 57. Install lockbox. Program with agreed-upon showing timewindows.
- 58. Prepare mailing and contact list.
- 59. Order “Just Listed” labels and reports.
- 60. Prepare flyers and feedback forms.
- 61. Review comparable MLS listings regularly to ensure propertyremains competitive in price, terms, conditions and availability.
- 62. Prepare property marketing brochure for seller’s review.
- 63. Arrange for printing or copying of supply of marketing brochuresor flyers. Place marketing brochures at the house.
- 64. Upload listing to company and salesperson / broker Internet sites
- 65. Mail “Just Listed” notice to all neighborhood residents.
- 66. Advise Network Referral Program of listing.
- 67. Provide marketing data to buyers from international relocationnetworks.
- 68. Submit ads to companies on Social Media and Internet realestate sites.
- 69. Send feedback emails to buyers’ agents after showings.
- 70. Call for feedback from Buyer agents
- 71. Email listing to our own database
- 72. Review weekly Market Study and share with seller with whatcame to market and what sold
- 73. Discuss feedback from showing agents with sellers to determineif changes will accelerate the sale.
- 74. Place regular weekly update calls to sellers to discuss marketingand pricing.
- 75. Promptly enter price changes in MLS listings database.
The Offer and the Contract : 20 Items
- 76. Receive and review all Offer to Purchase contracts submitted bybuyers or buyers’ agents.
- 77. Evaluate offer(s) and prepare “net sheet” on each for the ownerto compare.
- 78. Counsel seller on offers. Explain the merits and weaknesses ofeach component of each offer.
- 79. Contact buyers’ agents to review buyer’s qualifications anddiscuss offers.
- 80. Email Seller’s Disclosure to buyer’s salesperson / broker or buyerupon request and prior to offer if possible.
- 81. Confirm buyer is pre-qualified by calling the buyer agent.
- 82. Obtain pre-qualification letter on buyer from loan officer, ifavailable.
- 83. Negotiate all offers on seller’s behalf, setting time limit for loanapproval and closing date.
- 84. Prepare and convey any counteroffers, acceptance oramendments to the buyer's salesperson / broker.
- 85. Email copies of contract and all addendums to closing attorney.
- 86. When an Offer-to-Purchase contract is accepted and signed bythe seller, delivered to the buyer's salesperson / broker.
- 87. Record and promptly deposit buyer’s money into an escrowaccount.
- 88. Disseminate “Under-Contract Showing Restrictions” as sellerrequests.
- 89. Deliver copies of fully signed Offer to Purchase contract to seller.
- 90. Email copies of Offer to Purchase contract to selling salesperson/ broker.
- 91. Email copies of Offer to Purchase contract to lender.
- 92. Provide copies of signed Offer to Purchase contract for officefile.
- 93. Advise sellers in handling additional offers to purchase submittedbetween contract and closing.
- 94. Change MLS status to “Sale Pending.”
- 95. Update transaction management program to show “SalePending.”
Home Inspection : 3 Items
- 96. Coordinate buyer’s professional home inspection with seller.
- 97. Review home inspector’s report.
- 98. Assist sellers with identifying and negotiating with trustworthycontractors for required repairs,if needed.
The Appraisal : 2 Items
- 99. Schedule appraisal.
- 100. Provide comparable sales used in market pricing to appraisers,ifneeded.
Closing Preparations and Duties : 4 Items
- 101. Coordinate closing process with buyer’s salesperson / broker.
- 102. Update closing forms and files.
- 103. Ensure all parties have all forms and information needed to closethe sale.
- 104. Work with the buyer's salesperson / broker in scheduling andconducting the buyer's final walk-through prior to closing.
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