Transaction Worksheets
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Listing Checklist
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Property Address:
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Seller 1 Name:
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Phone:
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Email:
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Seller 2 Name:
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Phone:
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Email:
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Seller 3 Name:
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Email:
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Phone:
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Lead Source:
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Appointment Date:Appointment Time:
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XPre Appointment Actions
Date Completed
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Generate the lead/referral
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Gift Card to referring party
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Schedule Appointment
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Send postcard for appointment reminder
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Email - Completed Information About Brokerage Services (TAR 2501)
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Email - Seller Disclosure for seller to complete
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Email - Lead Based Paint Addendum for seller to complete if applicable (TAR 1906)
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Email - MLS Input Sheet - Seller to fill in a much as possible
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Ask Seller to locate Existing Survey
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Email T-47 for seller to complete and have notarized
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Does the seller have a copy of the floorplan?
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Request - HOA documents from seller
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Copies of any transferrable warranties - Examples, Roof, Foundation or HVAC Warranties
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Copies of any leases - Examples, tenant, mineral rights, ect.
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Average Utility Bills From Seller
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Ask Seller to have 2 extra key made for you
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Verify ownership status - Check Tax Rolls
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Check for Old MLS listings and any disclosures available?
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Ownership Status - Married, Single, Separated, Divorced, Widowed, Inherited Property
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If Divorced, Name of the ex-spouse?
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Divorce Date - need copy of divorce decree
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County of Divorce?
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Is the ex-spouse still in title? Yes or No?
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If yes, Name of Divorce Attorney
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If widowed, what is the name of the deceased?
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Date of Death?
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County of Death?
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Probate - Is there a will? Yes or No
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If Yes, was it probated? Yes or No (Need a Copy)
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Who is the executor?
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Is the executor independent? Yes or No
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Bankruptcy - Yes or No?
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If yes, has the banckruptcy been discharged? Yes or No
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If no, where is the bankruptcy filed?
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Any outstanding judgements or leins?
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Current Payoff - Verify the seller is currenty
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Current Taxes - Verify the seller is current
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What is the Sellers motivation to sell?
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What is the sellers time frame?
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Any exclusions? Example, Non Realty Items or Mineral Rights, ect.
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Will the seller be in town for closing or mailout?
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Is the seller buying another house/property?
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Do they need a referral to a broker in anoher city?
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Have they been pre-qualified?
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Discuss staging - Hiring a professional? Yes or No
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Prepare CMA
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Preview other listings in the area - Ask seller to join you.
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Email - Comparables - Low, Avg, High ranges only at this point.
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Run Net Sheet
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Draft - Listing Agreement
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Draft - Lead Based Paint Addendum if applicable (TAR 1906)
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Draft - Mineral Rights Addendum if applicable
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Draft - MUD or Water District Notice?
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Draft - Information about On-Site Sewer Facility?
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Draft - Condominium Addendum (TAR 1401)
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Confirm with seller house will be ready for photos
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Order Professional Photos
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Call to confirm appointment
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XAppointment Actions
Date Completed
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Show up early
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Walk the house discussing repairs/updates
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Suggest having HVAC serviced
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Suggest changing HVAC Filters
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Make sure all light bulbs are working
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Change the batteries in the smoke alarms
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Have roofer inspect the roof condition
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Clear any items infront of Water Heater Closet and Electrical Panel
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Accept something to drink. - Non Alcoholic
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Have the seller sign the listing agreement
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Have the seller complete the sellers disclosure
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Fill out the Showing Service Information
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Pick up Survey and T-47
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Measure the rooms - Be sure to take a measure device.
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Install Sign - Will need a hammer and block of wood.
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Make sure the extra key works
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Install Lockbox - place key inside
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What is the lockbox serial number?
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What is the shackle code?
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Is there an alarm?
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Alarm Code?
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XAppointment Follow Up Actions
Date Completed
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Thank You card to the seller
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Add Listing to the MLS
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Add Photos to MLS
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Add Sellers Disclosure to MLS
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Add Survey and T-47 to MLS
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