Brett Jackson, Real Estate Broker

Listing and Selling Services Checklist

  • Research ownership
  • Research legal description
  • Research all comparable currently listed and recently sold properties
  • Research previous sales activity
  • Order tax information
  • Research legal names on title
  • Complete market study (CMA)
  • Prepare personal listing information
  • Deliver pre-list information to seller
  • Present market study to seller
  • Discuss preparation needed to market effectively
  • Plan goals with seller
  • Present plan of action to seller
  • Suggest financing alternatives
  • Listing contract and addendum signed by seller
  • Review current title information
  • Determine if current loan is assumable
  • Lot size confirmed
  • Prepare flyers and feedback forms
  • Property disclosure delivered
  • Showing instruction prepared
  • Loan information researched and Loan Company notified of intent to sell
  • Current loan information verified by lender
  • Review current appraisal if available
  • Lot information researched for size and dimensions
  • Note all unrecorded property lines or agreements
  • Land use and zoning researched
  • Homeowner association fee researched
  • Homeowner association services provided
  • Have extra key for lockbox made
  • Lock box installed
  • Sign installed
  • Average utilities researched
  • Sewer/septic system researched
  • Electricity and water availability researched
  • Property inclusions and amenities noted
  • Repairs and maintenance noted
  • Digital color photos taken
  • New listing entered into MLS system
  • Just listed ad written and submitted
  • Homes magazine ad written and submitted
  • Open house scheduled
  • Open house ad written and submitted
  • Open house attended and potential buyer information and gathered
  • Potential buyers contacted for follow up input
  • Marketing brochure prepared
  • Just listed endorsement prepared and distributed to neighborhood
  • Homeowner warranty made available
  • Homeowner warranty application completed and mailed
  • Homeowner warranty application received, reviewed and filed
  • Confirm owner has copy of all paperwork
  • Uploaded to Internet
  • Submit ads to personal sites
  • Listing and Marketing
  • Provide marketing data to incoming referral buyers
  • Contact with all showing agents for showing follow up information
  • Showing feedback conveyed to seller weekly
  • Regular calls to seller to discuss marketing and pricing
  • Pre-qualify all buyers when possible
  • New brochures delivered as needed
  • All offers received, presented and reviewed with seller
  • Contact buyer's agent to discuss buyer's qualifications and offer
  • All needed forms are presented to complete the sale
  • Offer is accepted, amended or countered
  • Contract signed by all parties
  • Advise broker of new contract
  • Copies of contract to seller/buyer
  • Copies of contract to selling agent
  • Copies of contract in office file
  • Earnest money recorded
  • Earnest money deposited in escrow account
  • Closing forms and files updated
  • Showings restricted at seller's request
  • MLS notified of sale
  • Coordinate with selling agent and lender
  • Copies of contract to lender
  • Contract management
  • Confirm purchaser is pre-qualified
  • Review credit report results
  • Provide credit information to seller if seller financed
  • Assist in arranging financing
  • Coordinate discount points being locked with dates
  • Schedule appraisal
  • Follow-up on appraisal
  • Relay results to seller
  • Confirm verifications of deposit and employment
  • Follow loan processing through to the underwriter
  • Contact lender weekly to track processing
  • Relay loan approval to the seller
  • Copies of contract and addendum to closing attorney
  • Compile all required items for assumption
  • Submit all required items for assumption
  • Order and review title insurance commitment
  • Note title insurance requirements
  • Coordinate meeting those requirements
  • Provide "Homeowners Warranty" for closing
  • Coordinate home inspection
  • Review home inspections results
  • Negotiate the payment and completion of all required repairs
  • Deliver unrecorded property information to buyer
  • Loan approved
  • Closing management
  • Closing location selected
  • Closing date confirmed
  • Closing time scheduled with seller
  • Closing time scheduled with lender
  • Closing time scheduled with selling agent
  • Closing time scheduled with buyer
  • Final walk-through scheduled for buyer
  • Closing figures requested from Title Company
  • Closing figures received and reviewed
  • Closing figures forwarded to selling agent and buyer
  • Closing documents requested
  • Closing documents reviewed for errors
  • Closing documents forwarded to seller as requested
  • Confer and review documents with closing attorney
  • Provide earnest money check for escrow
  • Oversee entire closing process
  • Coordinate closing with your next purchase
  • Present the seller a check at closing