• Schedule a listing presentation appointment with the seller
• Confirm the appointment and call to confirm
• Research comparable properties
• Prepare a Comparative Market Analysis (CMA) and Auto Valuation Model
• Create a listing presentation package
• Prepare a Seller Estimated Net Sheet

• Collect owner’s contact information and email address
• Set up Dotloop for listing forms
• Send seller information sheet and property disclosure form
• Discuss market conditions and pricing strategy
• Present CMA results and marketing plan
• Review and explain the listing contract, obtain signature

• Send signed listing forms to the seller
• Confirm room measurements and lot size
• Prepare showing instructions and discuss financing options
• Identify Homeowner Association manager, if applicable
• Order Homeowner Association Bylaws, if applicable
• Send utility information form
• Verify transferable home warranties

• Enter property in MLS
• Proofread MLS listing for accuracy
• Provide seller with copies of the Listing Agreement Form
• Take photos for MLS and flyers
• Install electronic lockbox, if authorized
• Order “Just Listed” postcards and create flyers
• Post property on social media accounts
• Provide marketing data to referral network
• Submit ads to real estate websites
• Convey price changes promptly via MLS
• Place regular update calls to sellers

• Receive and review offers
• Evaluate offers with seller net sheet
• Counsel seller on offers and negotiate
• Deliver Seller’s Disclosure and confirm buyer pre-qualification
• Prepare and convey counteroffers or acceptance
• Distribute contract copies to closing attorney or title company
• Record earnest money deposit
• Change status in MLS to “Pending”
• Send contract dates summary to all parties

• Coordinate home inspection with seller
• Review inspection report and seller responsibilities
• Assist with identifying and negotiating repairs

• Confirm verifications have been returned
• Follow loan processing
• Contact lender weekly for updates
• Relay final loan approval to seller

• Schedule appraisal and provide comparables
• Follow up on appraisal and assist seller if appraisal is low

• Ensure all parties sign contract
• Coordinate closing with buyer’s agent and lender
• Update closing forms and files
• Confirm closing date and time
• Assist with title problems
• Coordinate buyer’s final walk-through
• Research tax, HOA, utility prorations
• Verify closing figures
• Forward closing documents
• Change MLS status to “Sold”

Follow up after closing

• Answer questions about filing claims with Home Owner Warranty company, if requested
• Attempt to clarify and resolve any conflicts about repairs if the buyer is not satisfied
• Respond to any follow-on calls and provide any additional information required
  from office files.