|
Item |
Pre-Listing |
Assign to |
Done |
Notes |
|
1 |
Research ownership |
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|
2 |
Research legal description |
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3 |
Assessment & status |
|
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| 4 |
Research all comparable currently listed properties |
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| 5 |
Research previous sales activity, expire, active |
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| 6 |
Order property profile from title company/land titles |
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| 7 |
Review property profile |
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| 8 |
Access tax information ordered |
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| 9 |
Review tax information |
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| 10 |
Research legal names on title |
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| 11 |
Complete market study, prepared (CMA) and total market
overview (TMO) |
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| 12 |
Enter in pre-list software or MLS |
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| 13 |
Send confirmation of listing appointment |
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| 14 |
Prepare listing presentation |
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| 15 |
Assign Excalibur 24hr Talking Ad Code To Property |
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| 16 |
Write a selling script for this property from details gathered and
your knowledge of the area |
|
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| 17 |
Record selling script into 24hr Talking Ad Code |
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| 18 |
Prepare letter or post card with your 1-800 24 hr Talking Ad
number and code. Include with Video or pre-listing package. |
|
|
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| 19 |
Have pre-listing package delivered to seller |
|
|
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| 20 |
Call to confirm appointment with seller, ask pre-appointment
questions you may have |
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| 21 |
Good luck with your listing presentation |
|
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|
| 22 |
Present market study to seller, including comparable/s, sold/s,
current listings & expired |
|
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| 23 |
Present strategic master marketing plan to seller |
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| 24 |
Call your 1-800 24hr talking ad and have seller listen to their
listing. You may also have the email notice to your cell phone or
pager. Mr. Seller "We respond immediately to all calls on your
property" |
|
|
|
| 25 |
Discuss preparation needed to market effectively |
|
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| 26 |
Plan goals with seller |
|
|
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| 27 |
Present plan of action to seller |
|
|
|
| 28 |
Suggest financing alternatives |
|
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| 29 |
Listing contract & addendum/s signed by seller |
|
|
|
| 30 |
Property disclosure form filled out and signed |
|
|
|
| 31 |
Job well done you got the listing |
|
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| 32 |
Pre-listing information package picked up |
|
|
|
| 33 |
Ask Seller for a referral. "Do you know anyone thinking of selling
that could benefit from this level of home marketing service?" |
|
|
|
| 34 |
Video picked up for recycling or seller gives to friend |
|
|
|
| 35 |
Pre-listing checklist
completed. |
|
|
|
|
Item |
Listing Checklist |
Assign to |
Done |
Notes |
|
1 |
Open file on new listing |
|
|
|
|
2 |
Advise staff of new listing |
|
|
|
|
3 |
Review current title information |
|
|
|
| 4 |
Order plot map |
|
|
|
| 5 |
Lot size confirmed |
|
|
|
| 6 |
Owners house plans received if applicable |
|
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|
| 7 |
House plans reviewed |
|
|
|
| 8 |
Organize file in proper order |
|
|
|
| 9 |
Make contact cards |
|
|
|
| 10 |
Put into letter sequence |
|
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| 11 |
Order Just Listed post cards or door hangers |
|
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|
| 12 |
Rewrite your 1-800 24hr Talking Ad Script for this property |
|
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|
| 13 |
Record revised script in assigned code |
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|
| 14 |
Prepared sign rider with assigned your 1-800# & 24hr Talking Ad
Code |
|
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|
| 15 |
Have Sign installed With 24hr Talking Ad Sign Rider |
|
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|
| 16 |
Call owner to schedule caravan/office tour/MLS tour |
|
|
|
| 17 |
Prepare flyers and feedback form and faxes for caravan (Include
your 1-800# & 24hr Talking Ad Code) |
|
|
|
| 18 |
Interior room sizes measured |
|
|
|
| 19 |
Exterior home dimensions plotted/measured |
|
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| 20 |
Ask seller for copies of any warranties still in place and
transferable |
|
|
|
| 21 |
Year home was built researched |
|
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| 22 |
Property disclosure delivered |
|
|
|
| 23 |
Property data sheet prepared for office |
|
|
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| 24 |
Showing instructions prepared, office notified |
|
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|
| 25 |
Loan/Mortgage Company & Loan/Mortgage Number, Sellers
Lawyer information, provided by Seller |
|
|
|
| 26 |
Written permission from the seller to obtain information from the
lender/mortgage |
|
|
|
| 27 |
Current loan/mortgage information verified by lender |
|
|
|
| 28 |
Loan/mortgage assumption requirements researched |
|
|
|
| 29 |
Second loan/mortgage company & loan/mortgage number
provided by seller |
|
|
|
| 30 |
Second loan/mortgage information verified with lender |
|
|
|
| 31 |
Review current appraisal if available |
|
|
|
| 32 |
Lot information researched for size & dimensions |
|
|
|
| 33 |
Land use researched |
|
|
|
| 34 |
Zoning researched |
|
|
|
|
35 |
Required elementary school researched |
|
|
|
|
36 |
Required junior high school researched |
|
|
|
|
37 |
Required high school researched |
|
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|
|
38 |
Home owner association manager contacted |
|
|
|
|
39 |
Homeowner association fee researched |
|
|
|
|
40 |
Copy Of By-Laws, Financial Statements, Rules And Regs if
property is in a building scheme or fenced community |
|
|
|
|
41 |
Home owner association services
provided |
|
|
|
|
42 |
Have extra key for lock box |
|
|
|
|
43 |
Lock box installed |
|
|
|
|
44 |
"Terms" Sign Installed (Bright Ugly Attention Getting Sign) with
only your 1-800 and the 24hr Talking Ad code and your USP |
|
|
|
|
45 |
Brochure box installed |
|
|
|
|
46 |
Average utilities researched |
|
|
|
|
47 |
Sewer/septic system researched |
|
|
|
|
48 |
Electric bills researched |
|
|
|
|
49 |
Water fees or rates researched |
|
|
|
|
50 |
Natural gas availability researched |
|
|
|
|
51 |
Propane tank lease term and rate verified |
|
|
|
|
52 |
Oil tank lease term and rate verified |
|
|
|
|
53 |
Property inclusions and amenities are noted |
|
|
|
|
54 |
Ads written with seller's input |
|
|
|
|
55 |
Color photos taken |
|
|
|
|
56 |
Power of attorney reviewed and filed |
|
|
|
|
57 |
All prorating are researched and noted |
|
|
|
|
58 |
All rents and deposits are verified |
|
|
|
|
59 |
Copy of leases provided |
|
|
|
|
60 |
Set meeting with tenant, create working relationship, set showing
schedule, tenant as potential buyer |
|
|
|
|
61 |
Coordinate showings with tenant |
|
|
|
|
62 |
First right of refusal verified |
|
|
|
|
63 |
Repairs and maintenance noted/completed |
|
|
|
|
64 |
Property disclosure form posted |
|
|
|
|
65 |
Home owner warranty made available |
|
|
|
|
66 |
Home owner warranty application completed |
|
|
|
|
67 |
Home owner warranty application mailed |
|
|
|
|
68 |
Home owner warranty received |
|
|
|
|
69 |
Home owner warranty filed |
|
|
|
|
70 |
New listing entered into MLS system (Add your 1-800# & 24hr
Talking Ad Code to the remarks section) |
|
|
|
|
71 |
Pre-listing checklist
completed. |
|
|
|
|
Item |
Marketing Checklist |
Assign to |
Done |
Notes |
|
1 |
Add property to office active inventory list |
|
|
|
|
2 |
Confirm owner has a copy of the listing agreement |
|
|
|
|
3 |
Proof MLS computer printout |
|
|
|
| 4 |
Marketing flyer prepared (Include your 1-800# & 24hr Talking
Ad Code) |
|
|
|
| 5 |
Add new listing to your web site and include Excalibur E-Ad
Audio Link for this listing |
|
|
|
| 6 |
Email message prepared with your 1-800#, 24 hr Talking Ad code
and hot link to this listing on your web site |
|
|
|
| 7 |
Marketing flyer mailed to seller for review |
|
|
|
| 8 |
Marketing flyer delivered to brochure box |
|
|
|
| 9 |
Load Fax Back Material (Flyer, Your profile sheet, Location Map,
Mortgage Qualification Sheet, etc.) Into your 1-800# & 24hr
Talking Ad Code for this property |
|
|
|
| 10 |
Put marketing flyers in all agent mail boxes at all board offices |
|
|
|
| 11 |
Email blast to top 10% agents in area |
|
|
|
| 12 |
Email blast to your data base of potential buyers |
|
|
|
| 13 |
Email blast to preferred brokers |
|
|
|
| 14 |
Promote at office sales meeting |
|
|
|
| 15 |
Include in office tour of new listings |
|
|
|
| 16 |
Include in MLS/caravan of new listings |
|
|
|
| 17 |
Promote At Board Of Realtors Meeting, leads group, etc. |
|
|
|
| 18 |
Mail out "just listed" announcements to neighborhood |
|
|
|
| 19 |
Advise network referral program |
|
|
|
| 20 |
Notify your Buyer agents of new listing |
|
|
|
| 21 |
If applicable do a Voice Broadcast to Geographic Prospect Area
or your database of clients that has said "give me a call when
you find ?? Type of property" [Excalibur's voice broadcasting services] |
|
|
|
| 22 |
Assigned Buyer's Agents follows-up on each audio E-lead from
the Excalibur system (your 1-800# & 24hr Talking Ad Code) |
|
|
|
| 23 |
Provide marketing data to incoming referral buyers |
|
|
|
| 24 |
Provide "special feature" cards for marketing (if applicable) |
|
|
|
| 25 |
Write Ad for newspaper (Include your 1-800# & 24hr Talking Ad
Code) |
|
|
|
| 26 |
Advertise in paper on rotating basis |
|
|
|
| 27 |
Mail copy of newspaper ad to seller |
|
|
|
| 28 |
Write Ad for homes magazines (Include your 1-800# & 24hr
Talking Ad Code) |
|
|
|
| 29 |
Advertise in homes magazines |
|
|
|
| 30 |
Mail copy of homes magazines to seller |
|
|
|
| 31 |
Post just listed card with your 1-800# & 24hr Talking Ad Code on
local public notice boards |
|
|
|
| 32 |
Make up a sheet of peel and stick labels for your Ringing Cards
(Include your 1-800# & 24hr Talking Ad Code). Give 10 to your
seller to handout to people in their area of influence [ringing cards
available from Excalibur]. |
|
|
|
| 33 |
Include in Real Estate insider newspaper |
|
|
|
| 34 |
Include in your next newsletter |
|
|
|
|
35 |
Loan/mortgage information reviewed and filed |
|
|
|
|
36 |
Loan/mortgage information updated if necessary in MLS |
|
|
|
|
37 |
Feedback faxed or emailed to agents after showings |
|
|
|
|
38 |
Showing Feedback with activity report from the Excalibur system
Conveyed To Sellers Weekly |
|
|
|
|
39 |
Weekly market study reviewed |
|
|
|
|
40 |
Regular calls to seller to discuss marketing and pricing |
|
|
|
|
41 |
Prepare information for homes TV show |
|
|
|
|
42 |
Write TV Script (Include your 1-800# & 24hr Talking Ad Code) |
|
|
|
|
43 |
Pre-qualify all buyers when possible |
|
|
|
|
44 |
Price change entered into MLS computer |
|
|
|
|
45 |
Record price reduction message into the secondary message of
your 1-800 24hr Talking Ad Code |
|
|
|
|
46 |
Price change announced to all agents |
|
|
|
|
47 |
Price change on flyers |
|
|
|
|
48 |
New flyers delivered as needed |
|
|
|
|
49 |
Refer seller to one of the best agents at their Out-Of-Town
destination if applicable |
|
|
|
|
50 |
Fax or email seller profile and a commission confirmation form |
|
|
|
|
51 |
Marketing Checklist Complete |
|
|
|
|
Item |
Under Contract/Offer Accepted Checklist |
Assign to |
Done |
Notes |
|
1 |
Copies of contract to seller |
|
|
|
|
2 |
Copies Of Contract For working file |
|
|
|
|
3 |
Copies of contract in office file |
|
|
|
| 4 |
Original documents filed with buyer's agent obtaining offer |
|
|
|
| 5 |
Sales in progress checklist completed |
|
|
|
| 6 |
Earnest money/deposit is recorded |
|
|
|
| 7 |
Earnest money/deposit is deposited in agency escrow/trust
account |
|
|
|
| 8 |
Closing file forms and files updated |
|
|
|
| 9 |
Showings are restricted as seller requests |
|
|
|
| 10 |
Coordinate with buyer's agent and lender |
|
|
|
| 11 |
Fax copies of contract and addendum/s to lender |
|
|
|
| 12 |
Confirm purchase is pre-qualified |
|
|
|
| 13 |
Review credit report results |
|
|
|
| 14 |
Provide credit information to seller |
|
|
|
| 15 |
Assist in arranging financing |
|
|
|
| 16 |
Coordinate Discount Points/Interest Rate Pre -approval Being
Locked With Closing Dates |
|
|
|
| 17 |
Provide comparable sales for appraiser |
|
|
|
| 18 |
Schedule building inspection if applicable |
|
|
|
| 19 |
Follow-up and review results with seller and buyer |
|
|
|
| 20 |
Schedule pest control inspection if applicable |
|
|
|
| 21 |
Follow-up and review results with seller and buyer |
|
|
|
| 22 |
Schedule appraisal |
|
|
|
| 23 |
Follow-up on appraisal |
|
|
|
| 24 |
Appeal for increase if appraisal is low |
|
|
|
| 25 |
Confirm verifications of deposit and employment have been
returned |
|
|
|
| 26 |
Follow loan/mortgage processing through to the underwriter |
|
|
|
| 27 |
Contact lender weekly to track processing |
|
|
|
| 28 |
Relay loan status to seller |
|
|
|
| 29 |
Fax copies of contract and addendum/s to the title
company/lawyer |
|
|
|
| 30 |
Fax closing and control form to the title company/lawyer |
|
|
|
| 31 |
Confirm loan/mortgage payoff statement created |
|
|
|
| 32 |
Confirm loan/mortgage assumption statement ordered |
|
|
|
| 33 |
Contact existing lender for assumption requirements |
|
|
|
| 34 |
Compile all required items for assumption |
|
|
|
|
35 |
Submit all required items for assumption |
|
|
|
|
36 |
Order title insurance commitment |
|
|
|
|
37 |
Review title insurance commitment |
|
|
|
|
38 |
Confirm purchaser received title insurance commitment |
|
|
|
|
39 |
Confirm selling agent received title insurance commitment |
|
|
|
|
40 |
Note title insurance requirements |
|
|
|
|
41 |
Coordinate meeting all title insurance requirements |
|
|
|
|
42 |
Have buyers hazard insurance delivered |
|
|
|
|
43 |
Provide "home owners warranty" for closing |
|
|
|
|
44 |
Coordinate home inspection |
|
|
|
|
45 |
Review the home inspection
results. |
|
|
|
|
46 |
Negotiate the payment and completion of all required repairs |
|
|
|
|
47 |
Inspection clause requirements completed |
|
|
|
|
48 |
Septic inspection ordered |
|
|
|
|
49 |
Septic report received and reviewed |
|
|
|
|
50 |
Copy of septic inspection report delivered to lender and buyer |
|
|
|
|
51 |
Copy of septic inspection report filed |
|
|
|
|
52 |
Well flow test ordered |
|
|
|
|
53 |
Well flow test report received and reviewed |
|
|
|
|
54 |
Copy of well flow test report delivered to lender & buyer |
|
|
|
|
55 |
Copy of well flow test report filed |
|
|
|
|
56 |
Water quality test ordered |
|
|
|
|
57 |
Water quality test received & reviewed |
|
|
|
|
58 |
Copy of water quality test delivered to lender & buyer |
|
|
|
|
59 |
Copy of water quality test filed |
|
|
|
|
60 |
Loan/mortgage approved |
|
|
|
|
61 |
Closing location selected |
|
|
|
|
62 |
Closing date confirmed |
|
|
|
|
63 |
Closing time scheduled with seller |
|
|
|
|
64 |
Closing time schedule with title company/attorney |
|
|
|
|
65 |
Closing time scheduled with lender/attorney |
|
|
|
|
66 |
Closing time scheduled with selling agent |
|
|
