New Listing Action Plan
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New Listing Action Plan
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Getting the Listing
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Prior to first meeting:
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Ninja short-format phone interview
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Get all contact information
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If referred, send referral gift
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Send/deliver pre-list packet and thank you note
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Research property:
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Pull tax records
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Google address
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Walkscore
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MLS history
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Zillow, Trulia and Realist AVM's
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Research market stats, Trend Graphixs, etc.
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Initial neighborhood/subject property drive-by
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1st Meeting/Walk-through:
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Extended Ninja interview
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Review market stats with seller
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Walk-thru property with seller to create punchlist & take reference photos of home
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Ask for previous appraisals done on the property (confirm sq ft, etc)
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Provide initial comps/ perform CMA
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Pre-listing agreement discussion
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1st Meeting Follow-up:
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Thank you note to seller
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Follow-up on any info requested by seller
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Listing Green Light:
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Sign Pre-listing Agreement
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Set target list date with seller
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Have Seller complete Questionaire
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Install Contractor box and key at house for vendor access, as approved by seller
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Create MLS auto-search of comp listings to know what competition hits the market
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Send Thank-You hand written note to sellers
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Start mls entry process, save as Incomplete
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Create Net Proceeds sheets with range of final sale prices
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If applicable, buy second category in NWMLS. Submit Form 124
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If applicable, order special sign rider
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Create Listing File
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Order Title & Home Book
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Review title report
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Confirm address, seller name, clear title
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Prepare work order calendar and review with seller
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Schedule Pre-Cleaning
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Schedule repairs
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Schedule hauling
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Schedule Photography and review photographers needs with seller
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Discuss staging options (virtual, consultation or full)
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Schedule staging as needed
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Have Seller fill out Form 17
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Review form 17 and discuss any items that need to be addressed prior to launch
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Confirm Form 17 complete with all signatures
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List past repairs, remodeling, and any associated permits
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Make plan for pets
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Have seller contact insurance agent to verify that appropriate insurance is in place
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Explain keybox system to Seller and provide locking bike chain if needed
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Review showing instructions (including any security systems) for buyers agents per sellers preference
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Verify current loan information with lender(s) including mortage balance
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Determine if loans are assumable or have special requirements
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Discuss possible buyer financing alternatives and options with seller
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Complete and submit new listing form to office including Listing Agreement, LIP, 22J,22K, Form 17, Legal description, Letters to go on file with MLS
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35P
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Office diclosures reviewed and signed off
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Have Seller write "Love Letter" detailing why they love their home and why they are moving if appropriate
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Confirm school data
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Review safety issues (valuables, medications, trip hazards, etc.)
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Discuss excluded items
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Remove items that go with seller
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Create flyer and review with seller
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Create Silent Talkers (use ref photos for ideas)
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Silent talkers installed
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Laminate flyer for sign if needed
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Create "Buyers Packet" for home book complete with 17, Legal, Lead etc.
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Upload Photos to MLS with comments
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Upload additional photos to Windermere.com with comments
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Inquire about leased items and/or sewer capacity charges
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Check that hot water tank is double-strapped (as req'd by lenders)
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Check for carbon monoxide detectors
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Get well tested if necessary
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Have spare keys made (with Seller's permission) for keybox and one for your file
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Order Home Warranty with Seller coverage if desired
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Have conversation with seller re: Seller pre-inspection vs no inspections vs buyer allowed pre-inspections
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Perform pre-inspection if desired
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Have discussion with seller regarding setting an offer review date vs. reviewing offers as they come in
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Oil Tank Pesent:
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Check to see if oil tank is decommissioned and add paperwork to Home Book
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Upload Decomm. Cert to attached docs
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If oil tank is still in use, confirm PLIA is in place
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Property Is A Rental:
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Meet with renters to discuss showing protocol and any concerns
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Make copies of leases
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Verify rents and deposits
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Determine Cap Rate
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