SELLER TRANSACTION CHECKLIST Client Name: Property Address:
NEW LEAD ACTIVITIES: Add contact to phone Add contact to CRM Add contact to applicable marketing lists on the CRM Add contact to Hot List Send a personal note PRE-LISTING ACTIVITIES: Pre-Listing Interview Phone Call/Meeting Create Pre-Listing Presentation in ToolKit CMA Dropoff/Mail Pre-Listing Presentation Prepare Pre-Listing Appointment Homework (deed, tax records, previous listing history) Conduct 1st Appointment - Property Walkthrough Run Comps in FMLS and prepare listing presentation in ToolKit CMA Conduct 2nd Appointment - Listing Presentation Send personal note to Seller thanking for appointment LISTING AND MARKETING ACTIVITIES: Create Seller Appfile Sign Excluse Seller Brokerage Engagement Agreement in Appfiles. Including: • Warranty (additional page) • Affiliated Business Arrangement Disclosure • Drone Indemnification Agreement (if applicable) • Anti-Fraud Disclosure Statement • CB10, Protect Yourself When Selling a House • Coming Soon Marketing Addendum (if applicable) Notify Listing Coordinator of Signed Exclusive Seller Brokerage Engagement Agreement in Appfiles Send Sellers Property Disclosure Statement Exhibit Sellers to complete via Appfiles Send Community Association Disclosure Exhibit to Sellers to complete via Appfiles Meet with Seller and walkthrough the property to discuss staging and market prep Schedule listing photos with photographer Schedule sign install (if ordering wooden sign) Take the lock box to property and make a copy of key Ensure Lockbox is properly set up in Supra Complete Dual Entry Form and turn into Listing Coordinator Review FMLS data/photos
SELLER TRANSACTION CHECKLIST CONTINUED
LISTING AND MARKETING ACTIVITIES CONTINUED Upload Signed Disclosures in Appfiles and Remine Submit marketing brochure request to Marketing Coordinator Take marketing brochures and sign to Property Post new listing to social media accounts Review Adwerx campaign and sign Seller up to receive notifications Utilize MIA marketing pieces for social media posts, brochures and postcards Send out new listing email blast to other agents through the CRM or MIA Schedule Caravan Schedule Open House Receive and negotiate offers CONTRACT TO CLOSE ACTIVITES: Turn binding contract into office via Appfiles Complete the DPN in Appfiles Send “Next Steps and Important Dates” email to Seller Add important dates to your calendar Negotiate and upload ATAC in Appfiles Send all Amendments to Closing Attorney Complete Instructions to Closing Attorney in Appfiles and send to Closing Attorney Prepare Appraisal Packet and meet appraiser Send Seller “Pre-Closing” email with directions to closing, date/time Order Closing gift Schedule sign removal Schedule lockbox removal Attend closing POST CLOSING ACTIVITIES: Upload Final Settlement Statement to Appfiles and notify office Turn in commission check to office if it was not wired Post SOLD/Closed on Social Media Send thank you card in mail Send email asking for reviews Send thank you to referral source Change Seller’s mailing address in CRM Add sold anniversary in CRM Set up 1 year sold anniversary email in CRM