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Before the Listing
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Listing Checklist
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- Research Ownership & Legal Description
- Assessment & Status
- Research Comparables Properties
- Order Property Profile from Title Company
- Review Property Profile
- Assessors Tax Information Ordered
- Assessors Tax Information Reviewed
- Legal Names on Title Research
- Research Previous Sales Activity
- Complete Market Study, Prepare CMA
- Enter into Computer Data Base
- Obtain Permissions for Curb Service
- Order Curb Service
- Set Pre-Listing Digital Photo Shoot
- Send Confirmation for Photo Shoot
- Send Confirmation for Listing Appointment
- Prepare Personal Listing Information
- Deliver Pre-Listing Information Package To Seller
Prior To Appointment
- Deliver How To Stage Property Video to Seller Prior
to Listing Appointment
- Conduct Photo Shoot
- Prepare Property Brochures
- Prepare Digital Listing
- Upload Listing to Internet on Three Sites
- Write Digital Classified Ad
- Program Voice-Mail
- Program Fax-Back System
- Call to Confirm Appointment with Seller
- Ask Pre-Appointment Questions
- Present Market Study to Seller, Including Comparables,
Solds, Current Listings, & Expireds
- Present Marketing Plan to Sellers
- Discuss Preparation Needed to Market Effectively
- Plan Goals with Seller
- Present Plan of Action to Seller
- Suggest Financing Alternatives
- Listing Contract & Addendum Signed by all Principals
- Pre-Listing Info Package Pick Up
- Video Picked Up for Recycling or Seller Recommends
to Friend, Family
- Pre-Listing Checklist Completed
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- Advise Marketing Coordinator of New Listing, Create
File
- Review Current Title Information
- Determine is short term rate is applicable
- Plat Map Ordered
- Lot Size Confirmed and Verified
- House Plans Received if Applicable
- House Plans Reviewed
- Organize File in Proper Order
- Make Contact Cards and Distribute
- Put Contact Info into Data Base
- Submit Listing to Search Engines
- Submit Digital Classified, Program for bi-weekly
- Email Notification to Referral Network
- Order Just Listed Labels and Reports
- Call Owner to Schedule Caravan
- Make Cookies for Caravan
- Buy Lottery Tickets for Caravan
- Prepare Property Brochures, Fliers, and True Cost
Forms for Caravan
- Assign Hotline Rider & Phone Number
- Write Hotline Ad for Property
- Record Hotline Ad at Studio
- Interior Room Sizes Measured
- Exterior Home Dimensions Plotted
- Year Home was Built Researched
- Property Disclosure Delivered
- Property Data Sheet Prepared for Office
- Showing Instructions Prepared, Office Notified
- Loan Company & Loan Number Provided by Seller
- Loan Information Verified by Lender
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No Detail is Too Small or Too
Insignificant. Everything Must Be Done in Proper Order and Sequence
to Ensure the Smoothest Transition Possible. Our Goal is to Get
Your Home Sold -- Not Disrupt Your Lives.
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- 237 Step
Action Plan
- - Listing Checklist
Continued-
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- Loan Assumption Requirements Researched
- Second Loan Company & Loan Number Provided by
Seller
- Second Loan Information Provided By Seller
- Review current Appraisal if Available
- Lot Information Researched for Size & Dimensions
- Land Use Researched
- Zoning Researched
- Required Elementary School Researched
- Required Junior High School Researched
- Required High School Researched
- Home Owner Association Manager Contacted
- Home Owner Association Fees Researched
- Copy of By-Laws Ordered
- Home Owner Association Services Ordered
- Copy of Complex Lay-out
- Have Extra Key for Lockbox
- Lock Box Installed
- Sign Ordered
- Brochure box Installed
- Electricity Available in Researched
- Average Utilities Researched
- Sewer Septic System Researched
- Water Availability Researched
- Water Fees or Rates Researched
- Well Status Confirmed with Well Report
- Well use Determined as Household or Domestic
- Well Production Confirmed
- Well Depth Verified
- Natural Gas Availability Researched
- Propane Tank Lease Term and Rate Verified
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- Mobile Home Foundation Confirmed as Permanent
- Mobile Home Title Purged as Necessary
- Property Inclusions/Amenities Noted
- Property Inclusions are Noted
- Ads Written with Sellers Input
- Color Photos Taken w/Seller Next to Sold Sign
- Power of Attorney Reviewed and Filed
- All Porations are Researched and Filed
- All Rents and Deposits are Verified
- Copy of Leases Provided
- Coordinate Showings with Tenant
- First Right of Refusal Verified
- Repairs and Maintenance Noted Complete
- Home Owner Warranty Made Available
- Home Owner Warranty Application Completed
- Home Owner Warranty Application Mailed
- Home Owner Warranty Received
- Home Owner Warranty Filed
- Note All Unrecorded Property Lines or Agreements
- "New Listing Checklist" Completed
- Closing And Control Checklist Completed
- New Listing Entered into MLS System
- Make Copy of PFL for Buyers Agent "UPS Book"
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Your transaction/escrow manager is a trained
trouble shooter who shoots from the hip with pinpoint accuracy.
Not only does he handle all the details involved in your escrow,
he will make sure every "i" is dotted and every "t"
crossed so your escrow closes on time! No headaches. No hassles.
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Marketing Strategy
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Marketing Strategy
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- Add Property to Active Inventory List
- Add Property to Production Book
- Confirm Owner Has Copy of Listing Agreement
- Proof MLS Computer Printout
- Marketing Brochures Prepared
- Information "tent" Prepared
- Post Listing to 8 Internet Databases
- Marketing Brochure Sent to Seller
- Marketing Brochure Delivered to Brochure Box
- Put Marketing Brochures in All Agent Mail Boxes at Local Board Offices
- Mail Brochure to Top 10% Agents in Local Area
- Email .pdf Brochure to Superstar Referral Network
- Schedule Broker's Caravan
- Promote at Board of Realtors Meeting
- Mail Out "Just Listed" Announcements
- Notify Telemarketers of New Listing
- Direct Telemarketers to Call Geographic Prospect Area
- Telemarketers and Buyer's Agents Call Leads Off Hotline Daily
- Submit Listing Information to "Hot Sheet"
- Provide Marketing Data to International Relocation Buyers List
- Provide Marketing Data to Incoming Referral Buyer Packages
- Provide "Special Feature" Cards for Marketing
- Write Ad for Newspaper Classifieds
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- Advertise in Local Press on Rotating Basis Using TERMS Style
- Mail Copy of Ads to Seller
- Write Ads for Home Magazines
- Advertise in Homes Magazines if and when Necessary
- Mail Homes Magazine to Seller
- Mail to Targeted Apartment Dwellers
- Loan Information Updated & Filed
- Feedback Faxes Sent to Agents after Showings
- Seller's Voice Mail Updated Weekly and After Each Showing w/Feedback
Fax Results
- Seller's Web Page Updated Weekly and After Each Showing w/Feedback
Fax Results
- Weekly Market Study Reviewed
- Schedule to Shoot PhotoShare Tour
- Write Voice Over for PhotoShare
- Compile and Post PhotoShare Tour, 25 Copies to Seller w/Instruction
- Pre-Qualify all Buyers
- Price Change Entered in MLS
- Price Change Announced to Agents
- Price Change on Brochures
- New Brochures Delivered as Needed
- Referral to Best Destination Agent
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In order for your home to sell once,
it has to be sold twice -- first to Top Agents, then to the community
at large.
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Initial Offer
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Under Contract
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- Offer Received
- Contacts Selling Agents
- Selling Agent to discuss Buyers Qualifications & Offer
- Offer Reviewed with Seller
- All Responses are Reviewed
- All Needed Forms are presented to complete the Sale
- Offer is Accepted, Amended or Countered
- Signed Offer is Delivered to Selling Agent
- Contract is Signed by all Parties
- Advise Sales Coordinator of New Listing
- Copies of Contract to Seller
- Copies of Contract to Selling Agent
- Copies of Contract in office file
- Original Documents files with agent obtaining offer
- Sales in Progress Checklist completed
- Earnest Money is Recorded
- Earnest Money is Deposited in Escrow Account
- Closing File Forms and files updated
- Showings are restricted at Seller requests
- Notified of sale
- Coordinate with Selling Agent and Lender
- Fax copies of Contract and Addendum's to Lender
- Confirm Purchaser is Pre-Qualified
- Review Credit Report Results
- Provide Credit information to Seller if Owner Carry
- Assist in Arranging Financing
- Coordinate Discount Points being locked with dates
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- Provide Comparables for Appraiser
- Schedule Appraisal
- Follow-up on Appraisal
- Appeal for Increase if Appraisal is low
- Relay results of CRV to Seller
- Confirm Verification of Deposit and Employment have been returned
- Follow Lan Processing through
- Contact Lender to Track Processing
- Relay loan approval to the Seller
- Fax copies of contract and addendum's to the Title Company
- Fax Closing and Control Form to the Title Company
- Confirm Loan Payoff
- Confirm Loan Assumption Statement
- Contact Existing Lender for Assumption requirements
- Compile all Required for Assumption
- Submit all required for Assumption
- Order Title Insurance Commitment
- Confirm if Turn-in Policy Available
- Review Title Insurance Commitment
- Confirm Purchaser received
- Confirm Insurance Commitment
- Confirm Purchaser received Title Insurance Commitment
- Confirm Selling Agent received Title Insurance Commitment
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If at any time you feel there
is anything more we could be doing to make the homebuying or homeselling
process more enjoyable and less stressful... tell us about it
and we'll do our best to get it done for you!
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Under Contract
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Under Contract
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- Note Title Insurance Requirements
- Coordinate Meeting all Title Insurance
- Requirements
- Have Buyers Hazard Insurance Delivered
- Provide "Home Owners Warranty" foreclosing
- Coordinate Home Inspection
- Review the Home Inspections Results
- Negotiate the Payment and Completion of all Required Repairs
- Inspection Clause Requirements
- Deliver Unrecorded Property Information to Buyer
- Septic Inspection Ordered
- Septic Report Received and Reviewed
- Copy of Septic Inspection Report Delivered to Lender and Buyer
- Copy of Septic Inspection Report filed
- Well Flow Test Ordered
- Well Flow Test Report Received and Reviewed
- Copy of Well Flow Test Report Delivered to Lender and Buyer
- Copy of Well Flow Test Report Filed
- Water Portability Test Ordered
- Water Portability Test Received & Reviewed
- Copy of Water Portability Test Delivered to Lender and Buyer
- Copy of Water Portability Test Received Test filed
- Loan Approved
- Closing Location Selected
- Closing Date confirmed
- Closing Time Scheduled with Seller
- Closing Time Scheduled with Title Company
- Closing Time Scheduled with Lender
- Closing Time Scheduled with Selling Agent
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- Closing Time Scheduled with Seller
- Closing Time Scheduled with Title Company
- Closing Time Scheduled with Lender
- Closing Time Scheduled with Selling Agent
- Closing Time Scheduled with Buyer
- Final Walk Thru Scheduled for Buyer
- Closing figures Requested from title Company
- Closing Figures forwarded to Selling Agent
- Closing Figures Received and Reviewed
- Closing Figures forwarded to Buyer
- Closing document requested
- Review closing documents
- Provide earnest money check for escrow
- Confer and review documents
- Forward closing documents to seller
- Oversee entire Closing Process
- Present you with your check at Closing
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We are 100% committed to selling
your home for the most money, in the shortest period of time,
with the least inconvenience to you-- GUARANTEED!
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