11. Research property public record information for lot size and dimensions.
12. Research legal description.
13. Research property land use coding and deed restrictions.
14. Research property current use and zoning.
15. Verify legal names of owner(s) in county's public property records.
16. Review Data
17. Perform exterior Curb Appeal Assessment of subject property.
18. Compile and assemble formal file on property.
Listing Appointment Presentation
21. Give seller an overview of current market conditions and projections.
22. Review agent's and company's credentials and accomplishments in the market.
23. Present company's profile and position or niche in the marketplace.
24. Present CMA Results To Seller, including Comparable, Sold, Current Listings and Expired.
25. Offer pricing strategy based on professional judgment and interpretation of current market conditions.
26. Discuss goals with seller to market effectively.
27. Explain market power and benefits of Multiple Listing Service.
28. Explain market power of web marketing, Internet Data Display and Realtor.com.
29. Explain the work the brokerage and agent do behind the scenes and agent's availability on weekends.
30. Explain agent's role in taking calls to screen for qualified buyers and protect seller from curiosity seekers.
31. Present and discuss strategic master marketing plan.
32. Explain different agency relationships and determine seller preference.
33. Review and explain Listing Contract and Addendum and obtain seller signature.
Once Property Is Under Listing Agreement
34. Seller chooses Title & Escrow company.
35. For Sale Sign installation scheduled.
36. Seller decides on repairs, inspections, additional service providers (if any), and initiates services.
37. Review Property Assessment.
38. Review Measurements.
39. Review Natural Hazards and Disclosures.
40. Review easements if any.
41. Order plat map for retention in property listing file.
42. Prepare showing instructions for buyers' agents and agree on showing time window with seller.
43. Obtain names of current mortgage loan(s) companies and loan account numbers.
44. Verify current loan information with lender(s).
45. Check assumption of loan(s) and any special requirements.
46. Discuss possible buyer financing alternatives and options with seller.
47. Review current appraisal if available.
48. Identify Home Owner Association manager if applicable.
49. Verify Home Owner Association Fees with manager - mandatory or optional and current annual fee.
50. Order copy of Homeowner Association bylaws, if applicable.
51. Create a monthly calendar for Seller to see schedules of what is being done.
52. Research Mello Roos fees if any.
53. Research and verify city sewer/septic tank system.
54. Perform a Realtor visual inspection of property and complete Realtor visual inspection documents
55. Well water: Confirm well status, depth and output from Well Report.
56. Natural gas: Research/verify availability and supplier's name and telephone number.
57. Verify security system, current term of service and whether owned or leased.
58. Verify if seller has transferable Termite Bond.
59. Ascertain need for lead-based paint disclosure.
60. Prepare detailed list of property amenities and assess market impact.
61. Prepare detailed list of property "Inclusions & Conveyances with Sale." (Such as Solar Leases)
62. Compile list of completed repairs and maintenance items.
63. Send "Vacancy Checklist" to seller if property is vacant.
64. Explain benefits of Home Owner Warranty to seller.
65. Assist sellers with completion and submission of Home Owner Warranty Application.
66. When received, place Home Owner Warranty in property file for conveyance at time of sale.
67. Have extra key made for lockbox.
68. Verify if property has rental units involved. If so:
69. Make copies of all leases for retention in listing file.
70. Verify all rents and deposits.
71. Inform tenants of listing and discuss how showings will be handled.
72. Marketing created with Open Houses information.
73. Seller completes Seller Disclosure form.
74. Review transaction documents with seller and obtain seller(s) signatures.
75. Review results of Curb Appeal Assessment with seller and provide suggestions to improve salability.
76. Review results of Interior Décor Assessment and suggest changes to shorten time on market.
77. Load listing into transaction management software program.
Entering Property in Multiple Listing Service Database
78. Prepare MLS Profile Sheet - Realtor is responsible for quality control and accuracy of listing data.
79. Enter property data from Profile Sheet into MLS Listing Database.
80. Proofread MLS database listing for accuracy - including proper placement in mapping function.
81. Add property to company's Active Listings list.
82. Provide seller with signed copies of Listing Agreement and MLS Profile Sheet Data Form within 48 hours.
83. Take additional photos for upload into MLS and use in flyers. Discuss efficacy of panoramic/virtual tour photography.
Marketing The Listing
84. Take Pictures and Video, Create Virtual Tour and online marketing campaign.
85. Coordinate showings with owners, tenants, and other Realtors. Return all calls - weekends included.
86. Install electronic lockbox if authorized by owner. Program lockbox with agreed-upon showing time windows.
87. Prepare mailing and contact list.
88. Schedule Open Houses
89. Order labels and reports.
90. Prepare property marketing flyer for seller review
91. Review comparable MLS listings regularly to ensure property remains competitive in price, terms, conditions and availability.
92. Arrange for videographer, printing or copying of supply of marketing materials. 93. Place marketing brochures in company agent mail boxes. 94. Advise Network Referral Program of listing. 95. Provide marketing data to buyers coming through international relocation networks. 96. Provide marketing data to buyers coming from referral network. 197. Provide “Special Feature” cards for marketing, if applicable. 98. Submit ads to company’s participating Internet real estate sites. 99. Hold Open Houses 100. Reprint/supply brochures promptly as needed. 101. Review lockbox reports to study home showing traffic. 102. Discuss lockbox showing reports and feedback from showing agents with seller to determine if changes will accelerate the sale. 103. Place regular weekly update calls to seller to discuss 104. Tidy property after showings 105. Provide Feedback to seller 106. Review Property Activity Weekly with Seller 107. Discuss Inspections with Seller 108. Discuss Repair Costs if any or Possible Concessions 109. Discuss Seller Service Provider Choices 110. Prepare for Offers
The Offer And Contract
111. Receive and review all Offer to Purchase contracts submitted by buyers or buyers’ agents. 112. Evaluate offer(s) and prepare a “net sheet” on each for the owner for comparison purposes. 113. Counsel seller on offers. Explain merits and weakness of each component of each offer. 114. Contact buyers’ agents to review buyer’s qualifications and discuss offer. 115 Deliver Seller’s Disclosure to buyer’s agent or buyer upon request and prior to offer if possible. 116. Confirm buyer is pre-qualified by calling loan officer. 117. Obtain pre-qualification letter on buyer from loan officer. 118. Negotiate all offers on seller’s behalf, setting time limit for loan approval and closing date. 119. Prepare and convey any counter offers, acceptance or amendments to buyer’s agent. 120. Send copies of contract and all addendum 121. When Offer to Purchase Contract is accepted and signed by seller, deliver to buyer’s agent. 122. Record and promptly deposit buyer’s earnest money in escrow account. 123. Continue to Show Property and Submit to Seller Offers and Backup Offers as per contract 124. Deliver copies of fully signed Offer to Purchase contract to seller. 125. Deliver copies of Offer to Purchase contract to Selling Agent. 126. Deliver copies of Offer to Purchase contract to lender. 127. Provide copies of signed Offer to Purchase contract for office file. 128. Advise seller in handling additional offers to purchase submitted between contract and closing. 129. Change status in MLS to “Sale Pending.” 130. Update MLS and transaction management program to show “Sale Pending.” 131. Review buyer’s credit report results -- advise seller of worst and best case scenarios. 132. Provide credit report information to seller if property will be seller-financed. 133. Communicate with Buyer's Agent and Escrow regularly 134. Coordinate with repair service providers 135. Review Escrow Closing Estimated Dates 136. Order septic system inspection, if applicable. 137. Receive and review septic system report and assess any possible impact on sale. 138. Deliver copy of septic system inspection report lender and buyer. 139. Deliver Well Flow Test Report copies to lender and buyer and property listing file. 140. Verify termite inspection ordered. 141. Verify mold inspection ordered, if required.
Tracking The Loan Process 142. Confirm verifications of deposit and buyer’s employment have been returned. 143. Review loan processing timeline 144. Review possible delays 145. Contact Buyer's Agent weekly to monitor that processing is on track. 146. Relay final approval of buyer’s loan application to seller.
Home Inspection 147. Coordinate buyer’s professional home inspection with seller. 148. Review home inspector’s report. 149. Print Copies for Seller 150. Explain seller’s responsibilities with respect to loan limits and interpret any clauses in the contract. 151. Ensure seller’s compliance with Home Inspection Clause requirements. 152. Recommend or assist seller with identifying and negotiating with trustworthy contractors to perform any required repairs. 153. Negotiate payment and oversee completion of all required repairs on seller’s behalf, if needed. Buyer's Appraisal 154. Accommodate appraisal scheduling with Buyer's agent 155. When requested, provide comparable sales used in market pricing to Buyer's Agent for appraiser. 156. Follow-Up on appraisal. 157. Be on property during appraisal 158. Assist seller in questioning , if questions arise.159. Contract is signed by all parties. 160. Coordinate closing process with buyer’s agent and lender. 161. Update closing forms and files. 162. Ensure all parties have all forms and information needed to close the sale. 163. Select location where closing will be held. 164. Confirm closing date and time and notify all parties. 165. Assist in solving any title problems (boundary disputes, easements, etc) or in obtaining Death Certificates. 166. Work with buyer’s agent in scheduling and conducting buyer’s final walk-through prior to closing. 167. Research tax, Home Owner Association, utility and other applicable proration. 168. Request final closing figures from closing agent (attorney or title company). 169. Receive and carefully review closing figures to ensure accuracy of preparation. 170. Forward verified closing figures to buyer’s agent. 171. Request copy of closing documents from closing agent. 172. Confirm buyer and buyer’s agent have received title insurance commitment. 173. Provide Home Owners Warranty for availability at closing. 174. Review closing documents. 175. Forward closing documents to absentee seller as requested. 176. Review documents with closing agent. 177. Contact Escrow 178. Coordinate this closing with seller’s next purchase and resolve any timing problems. 179. Seller chooses with Escrow company payment method desired at close of escrow. (Wire deposit, check) 180. Give Keys to Buyer 181. Change MLS status to Sold. Enter sale date, price, selling broker and agent’s ID numbers, etc. 182. Close out listing in transaction management program and MLS. _________________________________________ After Closing 183. Remove For Sale Sign 184. Send Seller Closing Gift valued at $599. 185. Respond to any follow-up calls and provide any additional information required from office files.
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