Listing and Selling Services Checklist
- Research ownership
- Research legal description
- Research all comparable currently listed and recently sold properties
- Research previous sales activity
- Order tax information
- Research legal names on title
- Complete market study (CMA)
- Prepare personal listing information
- Deliver pre-list information to seller
- Present market study to seller
- Discuss preparation needed to market effectively
- Plan goals with seller
- Present plan of action to seller
- Suggest financing alternatives
- Listing contract and addendum signed by seller
- Review current title information
- Determine if current loan is assumable
- Lot size confirmed
- Prepare flyers and feedback forms
- Property disclosure delivered
- Showing instruction prepared
- Loan information researched and Loan Company notified of intent to sell
- Current loan information verified by lender
- Review current appraisal if available
- Lot information researched for size and dimensions
- Note all unrecorded property lines or agreements
- Land use and zoning researched
- Homeowner association fee researched
- Homeowner association services provided
- Have extra key for lockbox made
- Lock box installed
- Sign installed
- Average utilities researched
- Sewer/septic system researched
- Electricity and water availability researched
- Property inclusions and amenities noted
- Repairs and maintenance noted
- Digital color photos taken
- New listing entered into MLS system
- Just listed ad written and submitted
- Homes magazine ad written and submitted
- Open house scheduled
- Open house ad written and submitted
- Open house attended and potential buyer information and gathered
- Potential buyers contacted for follow up input
- Marketing brochure prepared
- Just listed endorsement prepared and distributed to neighborhood
- Homeowner warranty made available
- Homeowner warranty application completed and mailed
- Homeowner warranty application received, reviewed and filed
- Confirm owner has copy of all paperwork
- Uploaded to Internet
- Submit ads to personal sites
- Listing and Marketing
- Provide marketing data to incoming referral buyers
- Contact with all showing agents for showing follow up information
- Showing feedback conveyed to seller weekly
- Regular calls to seller to discuss marketing and pricing
- Pre-qualify all buyers when possible
- New brochures delivered as needed
- All offers received, presented and reviewed with seller
- Contact buyer's agent to discuss buyer's qualifications and offer
- All needed forms are presented to complete the sale
- Offer is accepted, amended or countered
- Contract signed by all parties
- Advise broker of new contract
- Copies of contract to seller/buyer
- Copies of contract to selling agent
- Copies of contract in office file
- Earnest money recorded
- Earnest money deposited in escrow account
- Closing forms and files updated
- Showings restricted at seller's request
- MLS notified of sale
- Coordinate with selling agent and lender
- Copies of contract to lender
- Contract management
- Confirm purchaser is pre-qualified
- Review credit report results
- Provide credit information to seller if seller financed
- Assist in arranging financing
- Coordinate discount points being locked with dates
- Schedule appraisal
- Follow-up on appraisal
- Relay results to seller
- Confirm verifications of deposit and employment
- Follow loan processing through to the underwriter
- Contact lender weekly to track processing
- Relay loan approval to the seller
- Copies of contract and addendum to closing attorney
- Compile all required items for assumption
- Submit all required items for assumption
- Order and review title insurance commitment
- Note title insurance requirements
- Coordinate meeting those requirements
- Provide "Homeowners Warranty" for closing
- Coordinate home inspection
- Review home inspections results
- Negotiate the payment and completion of all required repairs
- Deliver unrecorded property information to buyer
- Loan approved
- Closing management
- Closing location selected
- Closing date confirmed
- Closing time scheduled with seller
- Closing time scheduled with lender
- Closing time scheduled with selling agent
- Closing time scheduled with buyer
- Final walk-through scheduled for buyer
- Closing figures requested from Title Company
- Closing figures received and reviewed
- Closing figures forwarded to selling agent and buyer
- Closing documents requested
- Closing documents reviewed for errors
- Closing documents forwarded to seller as requested
- Confer and review documents with closing attorney
- Provide earnest money check for escrow
- Oversee entire closing process
- Coordinate closing with your next purchase
- Present the seller a check at closing