The Checklist

It is all about the details.   With our detailed checklist, no part of the process is overlooked

Before we list

1. Make appointment with seller for listing presentation.
2. Send seller a confirmation of listing appointment.
3. Review pre-appointment questions.
4. Research all comparable currently listed properties.
5. Research sales activity for past 6-12 months through the Multiple Listing Service (MLS) and/or public records databases.
6. Research "Average Days on Market" for property of this type, price range and location.
7. Download and review property tax roll information.
8. Prepare "Comparable Market Analysis" (CMA) to establish fair market value.
9. Obtain copy of subdivision plat/complex lay-out.
10. Research property's public record information for lot size and dimensions.
11. Research and verify legal description.
12. Verify legal names of owner(s) in county's public property records.
13. Perform exterior Curb Appeal Assessment of subject property.
14. Prepare listing presentation package with above materials.
15. Compile and assemble formal file on property.
16. Review listing appointment checklist to ensure all steps and actions have been completed.

Listing appointment presentation

17. Give seller an overview of current market conditions and projections.
18. Present CMA Report to Seller, including Comparables, Pending, Solds & Active Listings.
19. Offer pricing strategy based on professional judgment and interpretation of current market conditions.
20. Discuss goals with seller to market effectively.
21. Explain market power and benefits of Multiple Listing Service.
22. Explain market power of web marketing, Internet Data Display and Realtor.com.
23. Explain the work the brokerage and agent do behind the scenes and agent's availability on evenings/weekends.
24. Explain agent's role in taking calls to screen for qualified buyers and protect seller from curiosity seekers.
25. Present and discuss strategic master marketing plan.

Once a properTY is under listing agreement

26. Prepare showing instructions for buyers' agents and agree on showing time window with seller.
27. Assist Seller in verifing current loan information and checking assumability of loan(s) and any special conditions.
28. Discuss possible buyer financing alternatives and options with seller.
29. Review current appraisal if available.
30. Identify Home Owner Association contact if applicable.
31. Verify Home Owner Association Fees with management company.
32. Order copy of CC&R's & HOA bylaws, if applicable.
33. Assist seller in gathering average utility costs for potential buyers.
34. Well water: Confirm well status, depth and output from Well Report.
35. Verify security system, current term of service and whether owned or leased, if applicable.
36. Ascertain need for lead-based paint disclosure.
37. Prepare detailed list of property amenities and assess market impact.
38. Prepare detailed list of property's "Inclusions & Conveyances with Sale."
39. Compile list of completed repairs and maintenance items.
40. Explain benefits of Home Owner Warranty to seller.
41. Assist sellers with completion and submission of Home Owner Warranty Application.
42. When received, place Home Owner Warranty in property file for conveyance at time of sale.
43. Have extra key made for lockbox, if necessary.
44. Verify if property has rental units involved. Make copies of all leases for retention in listing file. Verify all rents and deposits.  Inform tenants of listing and discuss how showings will be handled.
45. Arrange for installation of yard sign(s).
46. Assist seller with completion of Seller's Disclosure form.
47. Complete "New Listing Checklist."
48. Review results of Curb Appeal Assessment with seller and provide suggestions to improve sale-ability.
49. Review results of Interior Décor Assessment and suggest changes to shorten time on market.
50. Load listing into transaction management software program.

enter a property into the multiple listing service

51. Prepare MLS Profile Sheet
52. Enter property data from Profile Sheet into MLS Listing Database.
53. Proofread MLS database listing for accuracy - including proper placement in mapping function.
54. Add property to company's Active Listings list.
55. Provide seller with signed copies of Listing Agreement and MLS Profile Sheet Data Form within 48 hours.
56. Coordinate in scheduling professional photographer to photograph interior/exterior of home.
57. Upload photos into MLS for use online and in marketing materials. Discuss efficacy of panoramic/virtual tour photography.

market the listing

58. Discuss marketing platforms with seller.
59. Coordinate showings with owners, tenants, and other Realtors. Return all calls, evening and weekends included.
60. Install electronic lockbox if authorized by owner. Program lockbox with agreed-upon showing time windows.
61. Order "Just Listed" labels and reports.
62. Review comparable MLS listings regularly to ensure property remains competitive in price, terms, conditions and availability.
63. Prepare property marketing materials for seller's review.
64. Arrange for printing or copying of supply of marketing brochures or flyers.
65. Place marketing brochures in all company agent mail boxes.
66. Upload listing to company and agent Internet site, if applicable.
67. Mail Out “Just Listed” postcard all neighborhood residents.
68. Advise Network Referral Program of listing.
69. Provide marketing data to buyers coming from referral network.
70. Provide “Special Feature” cards/flyers for marketing, if applicable.
71. Convey price changes promptly to all Internet groups.
72. Reprint/supply brochures promptly as needed.
73. Send feedback requests to buyers’ agents after showings.
74. Review lockbox reports to study home showing traffic.
75. Discuss lockbox showing reports and feedback from showing agents with seller to determine if changes will accelerate the sale.

Offer and contract

76. Receive and review all Offer to Purchase contracts submitted by buyers or buyers’ agents.
77. Evaluate offer(s) and prepare a “net sheet” on each for the owner for comparison purposes.
78.Present all offers to seller an discuss merits and weakness of each offer.
79.Contact buyers’ agents to review buyer’s qualifications and discuss offer.
80. Send Seller’s Disclosure to buyer’s agent or buyer upon request and prior to offer if possible.
81. Obtain pre-qualification letter for  buyer. and follow up by calling loan officer.
82. Negotiate all offers on seller’s behalf.
83. Prepare and convey any counter offers, acceptance or amendments to Buyer’s Agent.
84. Send copies of contract and all addendums to closing attorney or title company.
85. Assure buyers promptly deposit earnest money in escrow account.
86. Deliver copies of fully executed Purchase contract to seller.
87. Deliver copies of fully executed Purchase contract to Buyer's Agent.
88. Deliver copies of fully executed Purchase contract to lender.
89. Submit copies of fully executed Purchase contract for office file.
90. Advise seller in handling additional offers to purchase submitted between contract and closing.
91. Change status in MLS from "Active" to “Pending.”
92. Provide credit report information to seller if property will be seller-financed.
93. Assist buyer with obtaining financing, if applicable and follow-up as necessary.
94. Order septic system inspection, if applicable.
95. Receive and review septic system report and assess any possible impact on .closing.
96. Deliver copy of septic system inspection report to lender (if required) and buyer.
97. Deliver Well Flow Test Report to lender (if applicable) and buyer.

home inspection

98. Coordinate buyer’s professional home inspection with seller.
99. Review home inspector’s report, if necessary.
100. Explain seller’s responsibilities with respect to making repairs.
101. Recommend or assist seller with identifying and negotiating with trustworthy contractors to perform any required repairs.
102. Negotiate payment and oversee completion of all required repairs on seller’s behalf, if needed.

the appraisal

103. Schedule appraisal.
104. Provide comparable sales used in market pricing to appraiser.
105. Follow-Up on appraisal.
106. Assist seller in questioning appraisal report, if questions arise.

closing

107. Contract is signed by all parties.
108. Coordinate closing with buyer’s agent, lender and escrow.
109. Update closing forms and files.
110. Ensure all parties have all forms and information needed to close the sale.
111. Select location where signing will be held.
112. Confirm closing date and time and immediately notify all parties of any changes.
113. Assist in solving any title problems (boundary disputes, easements, etc) or in obtaining Death Certificates.
114. Work with buyer’s agent in scheduling and conducting buyer’s final walk-through prior to closing.
115. Confirm buyer and buyer’s agent have received title insurance commitment.
116. Provide Home Owners Warranty information to escrow prior to closing.
117. Review all closing documents carefully for errors.
118. Review documents with escrow/closing agent (attorney).
119. Coordinate this closing with seller’s next purchase and resolve any timing problems, if necessary.
120. Have a “no surprises” closing to ensure seller receives a net proceeds check once property records.
121. Change MLS status to Sold. Enter sale date, price, selling broker and agent’s ID numbers, etc.
122. Close out listing in transaction management program.

after closing

• 123. Answer questions about filing claims with Home Owner Warranty company, if requested.
• 124. Attempt to clarify and resolve any conflicts about repairs if buyer is not satisfied.
• 125. Respond to any follow-up calls and provide any additional information required from office files.

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