Checklist for Single Family Home Assigned 

24hr Talking Ad # _______________

Item

Pre-Listing

Assign to

Done

 Notes

1

Research ownership

2

Research legal description

3

Assessment & status

Research all comparable currently listed properties

Research previous sales activity, expire, active

Order property profile from title company/land titles

Review property profile

Access tax information ordered

Review tax information

Research legal names on title

Complete market study, prepared (CMA) and total market overview (TMO)

Enter in pre-list software or MLS

Send confirmation of listing appointment

Prepare listing presentation

Assign Excalibur 24hr Talking Ad Code To Property

Write a selling script for this property from details gathered and your knowledge of the area

Record selling script into 24hr Talking Ad Code

Prepare letter or post card with your 1-800 24 hr Talking Ad number and code. Include with Video or pre-listing package.

Have pre-listing package delivered to seller

Call to confirm appointment with seller, ask pre-appointment
questions you may have

Good luck with your listing presentation

Present market study to seller, including comparable/s, sold/s,
current listings & expired

Present strategic master marketing plan to seller

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"

Discuss preparation needed to market effectively

Plan goals with seller

Present plan of action to seller

Suggest financing alternatives

Listing contract & addendum/s signed by seller

Property disclosure form filled out and signed

Job well done you got the listing

Pre-listing information package picked up

Ask Seller for a referral. "Do you know anyone thinking of selling that could benefit from this level of home marketing service?"

Video picked up for recycling or seller gives to friend

Pre-listing checklist completed.

24hr Talking Ad # _______________

Item

Listing Checklist

Assign to

Done

  Notes

1

Open file on new listing

2

Advise staff of new listing

3

Review current title information

Order plot map

Lot size confirmed

Owners house plans received if applicable

House plans reviewed

Organize file in proper order

Make contact cards

Put into letter sequence

Order Just Listed post cards or door hangers

Rewrite your 1-800 24hr Talking Ad Script for this property

Record revised script in assigned code

Prepared sign rider with assigned your 1-800# & 24hr Talking Ad Code

Have Sign installed With 24hr Talking Ad Sign Rider

Call owner to schedule caravan/office tour/MLS tour

Prepare flyers and feedback form and faxes for caravan (Include your 1-800# & 24hr Talking Ad Code)

Interior room sizes measured

Exterior home dimensions plotted/measured

Ask seller for copies of any warranties still in place and
transferable

Year home was built researched

Property disclosure delivered

Property data sheet prepared for office

Showing instructions prepared, office notified

Loan/Mortgage Company & Loan/Mortgage Number, Sellers
Lawyer information, provided by Seller

Written permission from the seller to obtain information from the lender/mortgage

Current loan/mortgage information verified by lender

Loan/mortgage assumption requirements researched

Second loan/mortgage company & loan/mortgage number
provided by seller

Second loan/mortgage information verified with lender

Review current appraisal if available

Lot information researched for size & dimensions

Land use researched

Zoning researched

35

Required elementary school researched

36

Required junior high school researched

37

Required high school researched

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.

24hr Talking Ad # _______________

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

Marketing flyer prepared (Include your 1-800# & 24hr Talking
Ad Code)

Add new listing to your web site and include Excalibur E-Ad
Audio Link for this listing

Email message prepared with your 1-800#, 24 hr Talking Ad code and hot link to this listing on your web site

Marketing flyer mailed to seller for review

Marketing flyer delivered to brochure box

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

Put marketing flyers in all agent mail boxes at all board offices

Email blast to top 10% agents in area

Email blast to your data base of potential buyers

Email blast to preferred brokers

Promote at office sales meeting

Include in office tour of new listings

Include in MLS/caravan of new listings

Promote At Board Of Realtors Meeting, leads group, etc.

Mail out "just listed" announcements to neighborhood

Advise network referral program

Notify your Buyer agents of new listing

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]

Assigned Buyer's Agents follows-up on each audio E-lead from the Excalibur system (your 1-800# & 24hr Talking Ad Code)

Provide marketing data to incoming referral buyers

Provide "special feature" cards for marketing (if applicable)

Write Ad for newspaper (Include your 1-800# & 24hr Talking Ad Code)

Advertise in paper on rotating basis

Mail copy of newspaper ad to seller

Write Ad for homes magazines (Include your 1-800# & 24hr
Talking Ad Code)

Advertise in homes magazines

Mail copy of homes magazines to seller

Post just listed card with your 1-800# & 24hr Talking Ad Code on local public notice boards

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].

Include in Real Estate insider newspaper

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

24hr Talking Ad # _______________

Item

Initial Offer Checklist

Assign to

Done

  Notes

1

Offer received

2

Offer reviewed with agent

3

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 buyer's agent

Contract is signed by all parties

Initial Offer Checklist Complete

24hr Talking Ad # _______________

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

Original documents filed with buyer's agent obtaining offer

Sales in progress checklist completed

Earnest money/deposit is recorded

Earnest money/deposit is deposited in agency escrow/trust
account

Closing file forms and files updated

Showings are restricted as seller requests

Coordinate with buyer's agent and lender

Fax copies of contract and addendum/s to lender

Confirm purchase is pre-qualified

Review credit report results

Provide credit information to seller

Assist in arranging financing

Coordinate Discount Points/Interest Rate Pre -approval Being Locked With Closing Dates

Provide comparable sales for appraiser

Schedule building inspection if applicable

Follow-up and review results with seller and buyer

Schedule pest control inspection if applicable

Follow-up and review results with seller and buyer

Schedule appraisal

Follow-up on appraisal

Appeal for increase if appraisal is low

Confirm verifications of deposit and employment have been
returned

Follow loan/mortgage processing through to the underwriter

Contact lender weekly to track processing

Relay loan status to seller

Fax copies of contract and addendum/s to the title
company/lawyer

Fax closing and control form to the title company/lawyer

Confirm loan/mortgage payoff statement created

Confirm loan/mortgage assumption statement ordered

Contact existing lender for assumption requirements

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

67

Closing time scheduled with buyer

68

Final walk through scheduled for buyer

69

Closing figures requested from title company/attorney

70

Closing figures received and reviewed

71

Closing figures forwarded to buyer

72

Closing documents requested

73

Confer and review documents with seller's attorney

74

Provide earnest money check for escrow/trust accounts

75

Oversee the entire closing process

76

Coordinate this closing with seller's next purchase

77

Under Contract/Offer Accepted Checklist

78

Need to set-up a conference call with out of town buyers,
buyer/seller lawyers, inspection authorities, other real estate
agent? Use Excalibur's smart conference call service.

24hr Talking Ad # _______________

Item

Post-Listing Checklist

Assign to

Done

  Notes

1

Up-date sellers information in data base

2

Add buyers information to data base

3

Set follow-up alerts in data base for both buyer and seller

Remove lawn signs, lock box, etc.

Reassign 24hr Talking Ad Code To Another New Listing

Generate seller's "thank you letter"

Generate buyer's "thank you letter"

Have your new home owner's package personally delivered

Have a small box of business cards made for buyer

Inform welcome wagon of new owner

Add this buyer to your "client for life" marketing and referral
program

Post-Listing Checklist Complete

24hr Talking Ad # _______________

Item

Other Points a Real Estate Agent, Buyers and Seller should be aware of if applicable to the area

Assign to

Done

  Notes

1

Radon Gas testing, monitoring and review

2

Asbestos testing, monitoring and review

3

Lead testing, monitoring and review

Hazardous Wastes testing, monitoring and review

Ground Water Contamination testing, monitoring and review

Formaldehyde testing, monitoring and review

Special area tax, special community tax, etc.

Road allowances and right-of-ways

High water mark, water's edge, shore road allowance and water right-of-ways