Pre-Listing Activities:

• Schedule a listing presentation with the seller.
• Confirm the appointment in writing or by email, followed by a confirmation call.
• Review appointment questions to ensure a productive discussion.
• Research comparable properties currently listed and those that have sold in the past 18 months using MLS and public databases.
• Review “average days on market” for properties similar in type, price, and location.
• Download and review property tax roll information.
• Prepare a Comparable Market Analysis (CMA) to help establish market value.
• Obtain a subdivision plat or complex layout, if applicable.
• Research property ownership, deed type, public records, and lot dimensions.
• Verify legal description and zoning/land use restrictions.
• Confirm legal ownership of the property by reviewing county property records.
• Prepare listing presentation package with all relevant materials.
• Perform a curb appeal assessment and compile a formal property file.
• Confirm school district and discuss how it impacts market value.
• Review and complete the listing appointment checklist.

Listing Appointment Presentation:

• Provide an overview of current market conditions.
• Review the agent’s and company’s credentials, profile, and market niche.
• Present CMA results, pricing strategy, and offer professional judgment on the market.
• Discuss marketing goals, MLS benefits, and the role of web marketing and IDX.
• Explain the agent’s behind-the-scenes work, availability, and role in screening buyers.
• Present a strategic marketing plan and discuss agency relationships with the seller.
• Review and obtain seller’s signature on the listing contract.

After Listing Agreement is Signed:

• Verify title information and measure square footage.
• Confirm lot size with certified survey if available.
• Gather mortgage information, assess loan options, and discuss potential financing alternatives with the seller.
• Order a plat map and prepare showing instructions.
• Ensure property disclosures are completed and submit to MLS.
• Review and recommend home improvements based on curb appeal and interior décor assessments.
• Load listing into MLS, generate marketing materials, and create print and digital ads.

Marketing the Listing:

• Coordinate property showings with owners, tenants, and other agents.
• Place marketing brochures and property information in agent mailboxes.
• Post the listing on relevant websites and print materials to ensure maximum exposure.
• Send “Just Listed” notices to neighborhood residents and networks.
• Update listing information in MLS as necessary and review feedback from showings.

The Offer and Contract:

• Review all offers, prepare a “net sheet” for the seller to compare offers.
• Counsel the seller on offer merits, negotiate terms, and advise on counteroffers.
• Confirm buyer’s qualifications and pre-qualification letter.
• Coordinate with closing agents and update the transaction management system.
• Prepare for all due diligence steps, including home inspections and appraisals.

Closing Preparations and Duties:

• Confirm all parties have required documents for closing.
• Address any title issues or disputes, including easements or boundary concerns.
• Assist with scheduling the buyer’s final walk-through.
• Review and confirm closing figures for accuracy.
• Coordinate with the buyer’s agent, lender, and closing agent to finalize all details.
• Ensure a smooth closing, resolving any last-minute issues promptly.

Post-Closing:

• Answer any post-closing questions, including filing claims with Home Owner Warranty.
• Follow up with the seller to resolve any post-closing issues.
• Close out the listing in the MLS and update the transaction management program.
• Provide additional information or clarification if needed.

By following these steps, you can ensure a smooth, professional experience for both buyers and sellers, from pre-listing to post-closing.