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What You Will Not Have To Do When I Am Your Agent


Pre-Listing Listing Post-Contract
1. Prepare Listing Presentation for Sellers 1. Establish Showing Instructions for Buyers 1. Review All Offers with Sellers
2. Research Sellers Property Tax Info 2. Agree on Showing Times with Sellers 2. Prepare “Net Sheet” for All Offers
3. Research Properties Zoning Restrictions 3. Attend Continuing Education Classes 3. Counsel Sellers on Offers
4. Research Neighborhood HOA 4. Obtain Copy of HOA Bylaws 4. Obtain Pre-Approval Letter from Buyer’s Agent
5. Research Comparable Sold Properties for Sellers 5. Explain in-Door Cameras & Showings 5. Examine & Verify Buyer’s Qualifications
6. Determine Average Days on Market 6. Explain Home Warranty Options 6. Examine & Verify Buyer’s Lender
7. Schedule First Meeting 7. Obtain Extra Keys for Lockbox 7. Negotiate All Offers on Seller’s Behalf
8. Tour the Property 8. Verify any Existing Lease Agreements 8. Determine Loan Objection Deadline
9. Gather Info from Sellers about their Home 9. Work with Tenants for Showings 9. Determine Closing Date
10. Discuss Sellers Goals 10. Provide Sellers Disclosure Form to Sellers 10. Determine Inspection Objection Deadline
11. Present Listing Presentation 11. Refer Landscaper to Clean Up Property 11. Determine Appraisal Deadline
12. Provide Home Seller Prep Checklist 12. Determine Best Staging Strategy 12. Determine Earnest Money Terms
13. Advise on Repairs and/or Upgrades 13. Set-Up House Cleaners 13. Send Contract to Title Company
14. Advise about Landscaping Options 14. Set-Up Photo Shoot 14. Verify Buyer’s Agent Has Received Copies
15. Provide Overview of Current Market Conditions 15. Gather all Finished Marketing Material 15. Verify Earnest Money Deposited in Escrow Account
16. Explain your Personal Value to Sellers 16. Write Detailed Property Description 16. Change Property Status in MLS
17. Explain your Company’s Value to Sellers 17. Enter Property Info in MLS 17. Deliver Copies of Contract/Addendum to Seller
18. Explain the Value of the Neighborhood 18. Create Virtual Tour Page 18. Keep Track of Copies for Office File
19. Create Listing Agreement for Transaction 19. Organize Photos in Best Order 19. Coordinate Inspections with Sellers
20. Create Internal File for Transaction 20. Have Listing Proofread 20. Discuss Seller’s Inspection Resolution
21. Investigate any Unrecorded Property Easements 21. Create Property Flyer 21. Get All Repair Items in Writing
22. Discuss Property Inclusions & Exclusions 22. Create Sign Rider 22. Refer Trustworthy Contractors
23. Obtain Current Mortgage Loan Info 23. Install Electronic Lockbox 23. Keep Track of Repair Schedules
24. Explain Marketing Options 24. Install For Sale Sign 24. Schedule Appraisal
25. Research Property Ownership & Deed 25. Create Facebook Ad 25. Provide Sales Date to Appraiser
26. Confirm Lot Size on Survey 26. Post Property on 15 Facebook Real Estate Pages 26. Negotiate Any Unsatisfactory Appraisals
27. Describe the Buyer Pre-Screening Process 27. Create Ad and Upload to 92 Websites 27. Coordinate Closing Times & Location
28. Explain Buyer & Seller Agency Relationships 28. Create Instagram Post 28. Make Sure All Documents are Fully Signed
29. Order Plat Map from Title Company 29. Verify Listing Data on Other Websites 29. Verify Title Company has Everything Needed
30. Discuss Different Types of Buyer Financing 30. Help Owners Coordinate Showings 30. Remind Sellers to Turn Off Utilities
31. Discuss Appraisal Process 31. Return ALL Calls ASAP – Weekends Included 31. Make Sure All Parties are Notified of Closing Time
32. Verify Homeowners Association Fees 32. Gather Feedback After Each Showing 32. Make Sure Any POAs are Submitted
33. Confirm Water Source and Status 33. Keep Track of Showing Activity 33. Solve Any Title Problems before Closing
34. Verify Natural Gas Availability 34. Advertise All Price Changes 34. Receive and Carefully Review Closing Figures
35. Calculate Average Utility Usage 35. Update MLS Listing as Needed 35. Review Closing Figures with Sellers
36. Gather Transferable Warranties 36. Review Market Data Weekly 36. Verify All Agreed Upon Repairs have been Made
37. Determine Need for Lead-Based Paint Disclosure 37. Schedule Weekly Update Calls with Seller 37. Verify Clear-To-Close
38. Verify Security System Ownership   38. Get House Ready for Final Walk-Through of Buyers
39. Agree on Repairs to be Made Before Listing   39. Resolve any Last-Minute Problems
40. Guide Sellers in De-Cluttering   40. Make sure Title Commitment was Received
41. Review Closing Documents
42. Provide Home Warranty Paperwork
43. Provide Buyer with Transferable Warranties
44. Provide All Keys to Buyer
44. Provide All Keys to Buyer
46. Make sure Seller Proceeds are Correct
46. Make sure Seller Proceeds are Correct
48. Upload All Signed Documents to System
49. Close Out Seller’s File
50. Check in with Sellers after Closing
51. Request Feedback from Sellers