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