
For week 7 challenge I have to say it was a bit stressful. But we pulled it off and Jeannette did an outstanding job.
It might be a bit lengthy but its here for the taking. You may want to edit and taylor make it your own.
I can't stress it enough the 180 tasks of a REALTOR is one of the best tools I have ever used and it may be very useful to you!
I also wanted to say congrats to Missy Caulk and Kim Woods, Desiree Daniels and Brian Block every one of you have taught me a few things.
We feel priveledged and honored to be part of this group. You all have to know how much we respect and admire all of your hard work.
Listing Checklist For Mr. and Mrs. Seller
Please gather the following information to expedite the marketing of your property.
MMortgage Information – Name of MortgageCo
___________/_____________
A Account Number____________/___________
T Toll-Free Numbers _________________________/_________________________
<! Title Policy
<!-POA yes or no
<!-Divorce Decree yes or no
<!-Lawyer Name ________________________Telephone________________
<!-Gather Floor plans
<!-New Home Builder Warranty
<!-An appraisal within the past 6 months
<!-Name of HOA___________ Contact and phone_______________________
<! HOA Docs yes or no
<!-termite bond ____ Roof warranty___ Home warranty___
<!-You lists of dislikes of the home__________________________
<! Your likes of the home________________________________
<!-Curb appeal checklist_________________________
<!-Depersonalizing complete _______________________
<!-A set of keys available _________________
<!-Property Access decided_____________________
<!-Pets____/ special instructions for showing__________________________
Once You are Under Contract To Make Your Move Smoother
_______________________________________________________________________
<! Don’t forget to change your address at least two weeks before___
<!-Medical records to be sent to new doctor’s___________________
<!-Notify your bank and remember to close old accounts and open new ones____________________________________________
<!-Notify your vet and other places you have regular appointments with___________________________
<!-Last but not least, remain calm and remember you hired me for a reason. Let me send you on your way and you get packing!
Listing Checklist For Jeannette
<!-Review current title
<!-Measure overall and living square footage
<!-Total Area_________ Living Area________
<!-Measure interior room sizesLiving Room_____ Dining Room_____ Kitchen____ Bd_____ Bd ______Bd ______ Patio/Porch/Balcony____
<!-Confirm lot size via certified survey_______
<!-Obtain floor plans, if available and if home is under homebuilder warranty
<!-Review floor plans and make copy
<!-Prepare showing instructions for REALTORS and agree on showing time window with seller Must ____________________________________________
___________________________________________________________________________
<!-Make copy or email to listing coordinator showing instructions
<!-Obtain current mortgage loan(s) information: company (ies) ___________/___________ loan account numbers___________/___________
<!-Review current appraisal if done within the last 6 months
<!-Home Owner Association Contact _______ Phone number _____________
<!-Home Owner Association Fees yes or no application fee ________
<!-Approval and meeting required yes or no
<!-Obtain copy of Homeowner Association bylaws from seller or HOA
<!-Verify if seller has transferable Termite Bond Name____________
Phone number _____________ contact person ________________
<!-Ascertain need for lead-based paint disclosure yes or no
<!-Prepare detailed list of property amenities_______________________________
<!________________________________________________________________
__________________________________________________________________
<!-Inclusions and and Inventory list ______________________________________
<!-________________________________________________________________
and or see attachments______
<!-Warranties on appliances________ Home warranty in place yes or no
< Have extra key made for lockbox
<!-Verify if property has rental units involved. How many____
<!- Make copies of all leases for retention in listing file
<!-Verify all rents & deposits
<!-Inform tenants of listing and discuss how showings will be handled
<!-Tenants Name and best contact number_____________________
<!-Tenants Name and best contact number______________________
<!-Assist seller with completion of Seller's Disclosure form if necessary
<!-Walk property with seller and have seller point out repairs/and or concessions____________________________________________
_______________________________________________________
_______________________________________or see attachment
<!-List and decide on concession or repairs
<!-Load listing into Transaction Desk software program
Entering Property in Multiple Listing Service Database
<!-Prepare MLS Profile Sheet and have seller sign
<!-Enter property data from Profile Sheet into MLS Listing Database
<!-Check Advertise Ok for additional exposure
<!-Proofread MLS database listing for accuracy - including proper placement in mapping function
<!-Add property to company's MLS Listings
<! Provide seller with signed copies of Listing Agreement and MLS Profile Sheet Data Form within 48hours Date sent_________________
<!-Listing on MLS Message Board
<!-Seller approves and accepts mls listing
<!-Take additional photos of property and surrounding area for upload into MLS and use in flyers and various locations on the web.
<!-Take video for video home tours
Marketing The Listing
<!-Install for sale sign with brochure box and sign riders
<!-Date Ordered__________
<!-Date Installed__________
<!-Create print ads- Newspaper yes___ or no___ magazines yes___ or no___
<!-Create Internet ads:
<!-MLS Message Board
<!-Neerpat.com
<!-Point2agent.com Syndication
<!-Zillow.com
<!-RealSeeker.com
<!-Trulia.com
<!-Localism.com
<!- Coordinate showings with owners, tenants, and other Realtors®.
<!- Feedback to Sellers Every SaturdayCall Time______
<!-Agent Feedback_________ Number of showings____ New Listings____
<!-New Pendings____ New Sales____ Price Reduction yes or no
Install electronic lock box if authorized by owner. Program with agreed-upon showing time windows
<!-Explain to seller how lock box works Demonstrate ____
<! Contact Sphere of Influence via post card, email or call of new listing
P Prepare mailing and contact list
<!-Order and Mail“Just Listed” cards for surrounding neighbors
<!-E-mail area agents about new listing
<!-E-mail office associates new listing
<!-Upload listing to company website Date Completed______________
As Needed Tasks
<!-Price changes conveyed promptly to all Internet groups
<!-Reprint/supply brochures promptly as needed
D Date reprinted__________
<!-Feedback e-mails/faxes sent to buyers' agents after showings
<!-Promptly enter price changes in MLS listing database
Closing Preparations and Duties
<!-Contract Is Signed By All Parties
<!-Effective Date_______________
<!-Closing Date_____________
<!-Escrow Deposit Date___________
Financing Date______________
<!-Inspection Date______________
<!-Appraisal Date_____________
<!-Coordinate closing process with buyer's agent and lender, title
<!-Send required data Title company
<!-Update closing forms & files
<!-Follow up with Title company to see if they have all required docs to close
<!-Select location where closing will be heldLocation__________________
<!-Order Escrow Check for Title Company Order Date_______________
<!-Confirm closing date and time and notify all parties
Closing Date_________ Time____________
<!-Assist in solving any title problems (boundary disputes, easements, etc) or in obtaining DeathCertificate_____
<!- Work with buyer's agent in scheduling and conducting buyer's Final Walk-Thru prior to closing
Walk Thru Date__________________
Check on seller to see how moving is coming along? _____________
Does seller need affiliate numbers for roof? ______, contractractor________
Repairmen______, landscaper______, painter_______, movers______
<!-Research all tax, HOA, utility and other applicable proration’s
<!-Request final closing figures from closing agent (attorney or title company)
<!-Receive & carefully review closing figures to ensure accuracy of preparation
<!-Forward verified closing figures to buyer's agent
R Request copy of closing documents from closing agent
<!-Stop by seller’s house and follow up on repairs_______/ moving______and see where seller needs assistance.___________________________
<!-Confirm buyer and buyer's agent have received title insurance commitment
Date Received_________________
<!-Provide "Home Owners Warranty" for availability at closing
<!-Have seller’s bring all keys and garage door and gate openers to closing
<!-Bring Drivers License
<!- Review all closing documents carefully for errors
<!-Forward closing documents to absentee seller as requested
<!-Review documents with closing agent (attorney)
<!-Provide earnest money deposit check from escrow account to closing agent
<!-Coordinate this closing with seller's next purchase and resolve any timing problems
<!-Have a "no surprises" closing so that seller receives a net proceeds check at closing
<!-Refer sellers to one of the best agents at their destination, if applicable
<!-Change MLS status to Sold. Enter sale date, price, selling broker and agent's ID numbers, etc.
<!-Close out listing in transaction management program
Follow Up After Closing
<!-Answer questions about filing claims with Home Owner Warranty company if requested
<!-Attempt to clarify and resolve any conflicts about repairs if buyer is not satisfied
<!-Respond to any follow-on calls and provide any additional information required from office files.
R Remind Seller’s to turn of Utilities off the day of closing.
<!-Remind Seller’s to change there address
C Compliments of Jeannette Neerpat and Midori Miller
It is our pleasure to share this with all of you!