Mandy Shea Williams, REALTOR®

Two men are sitting at a table with papers and a model house.

LISTING REALTOR® CHECKLIST

Tasks We Complete to Earn Our Commission

Deciding to sell your property is a huge decision that you shouldn’t take lightly, just as I understand choosing to hire a real estate agent is a big deal. I assure you, that I will always offer you my very best when listing and marketing your property.

Navigating the real estate process can be overwhelming, but I am here to guide you every step of the way. From the initial consultation to closing, I offer expert advice, transparent communication, and a commitment to addressing your concerns promptly. Your peace of mind is my priority.

A successful real estate transaction involves a network of professionals, from mortgage lenders to inspectors. I have cultivated strong relationships with trusted industry experts, ensuring you have access to a reliable and skilled team to support your transaction.

Your investment deserves the meticulous attention to detail that I provide. The art of selling a property lies in effective marketing, and your property will stand out in a crowded market, attracting potential buyers and ensuring the most advantageous offer.

Negotiation is at the heart of every real estate deal, and I am not scared to go to bat for my clients.

PRE-LISTING ACTIVITIES​

  1. Arrange appointment with seller for listing presentation
  2. Review pre-appointment questions
  3. Research comparable currently listed properties
  4. Research sales activity from MLS & public records databases
  5. Research “Average Days on Market” for this property of this type, price range and location
  6. Download and review property tax roll information
  7. Prepare “Comparable Market Analysis” (CMA) to establish fair market value
  8. Obtain copy of subdivision plat/complex lay-out
  9. Research property’s ownership & deed type
  10. Verify legal names of owner(s) in county’s public property records
  11. Research and verify legal description
  12. Research property’s public record information for lot size & dimensions
  13. Research property’s land use coding and deed restrictions
  14. Research property’s current use and zoning
  15. Prepare listing presentation package with above materials
  16. Perform exterior “Curb Appeal Assessment” of property
  17. Compile and assemble formal file on property
  18. Review listing appointment checklist to ensure all steps and actions have been completed

LISTING APPOINTMENT PRESENTATION

  1. Provide seller an overview of current market conditions and projections
  2. Review agent’s and company’s credentials and accomplishments in the market
  3. Present company’s profile and position or “niche” in the marketplace
  4. Explain the work the brokerage and agent do “behind the scenes” and agent’s availability on weekends
  5. Present CMA Results To Seller, including Comparables, Solds, Current & Expireds
  6. Discuss Goals With Seller To Market Effectively
  7. Offer pricing strategy based on professional judgment and interpretation of current market conditions
  8. Present and discuss strategic master marketing plan

SIGNING LISTING CONTRACT

  1. Review Listing Contract & any Addendums
  2. Explain different agency relationships and determine seller’s preference
  3. Review current title information
  4. Measure overall and heated square footage
  5. Measure interior room sizes
  6. Confirm lot size via owner’s copy of certified survey, if available
  7. Note any and all unrecorded property lines, agreements, easements
  8. Obtain house plans, if applicable and available
  9. Review house plans and make copy
  10. Prepare detailed list of property amenities and assess market impact
  11. Prepare detailed list of property’s “Inclusions & Conveyances with Sale”
  12. Compile list of completed repairs and maintenance items
  13. Ascertain need for lead-based paint disclosure
  14. Verify if seller has transferable Termite Bond
  15. Verify if seller has any other transferable warranties
  16. Explain benefits of Home Owner Warranty to seller, if offer in listing:
    1. Assist sellers with completion and submission of Home Owner Warranty Application
    2. When received, place Home Owner Warranty in property file for conveyance at time of sale
  17. Offer Seller’s Disclosure form to seller to complete
  18. Electric: Research & verify system, note supplier’s name & phone number
  19. Natural Gas: Research & verify availability, note supplier’s name & phone number
  20. Water/Sewer: Research & verify city sewer/septic tank system, note supplier’s name & phone number
  21. Water Treatment: Confirm whether owned or leased, note supplier’s name & phone number
  22. Security System: Research & verify current term of service and whether owned or leased, note supplier’s name & phone number
  23. If property has any rental agreements involved:
    1. Make copies of all leases for retention in listing file
    2. Verify all rents & deposits

PREPARING TO LIST

  1. Review “Curb Appeal Assessment” and provide suggestions to for photography, marketing & improve salability
  2. Review “Interior Décor Assessment” and provide suggestions to for photography, marketing & improve salability
  3. Review current appraisal, if available
  4. Obtain current mortgage loan(s) information: companies and & loan account numbers
  5. Verify current loan information with lender(s)
  6. Check assumability of loan(s) and any special requirements
  7. Discuss possible buyer financing alternatives and options with seller
  8. Inform tenants of listing and discuss how showings will be handled
  9. Explain agent’s role in taking calls to screen for qualified buyers
  10. Prepare showing instructions
  11. Agree on ShowingTime window with seller
  12. Have extra key made for lockbox
  13. Install/arrange for installation of yard sign
  14. Install electronic lock box if authorized by owner. Program with agreed-upon showing time windows
  15. Go over details of photography with seller and arrange photography appointment
  16. Enter listing into transaction management software program
  17. Complete “New Listing Checklist”

ENTERING PROPERTY INTO MLS DATABASE

  1. Complete listing MLS “Profile Sheet”
  2. Enter listing into MLS Database
  3. Review with seller for accuracy of listing data – including proper placement in mapping function
  4. Add property to company’s Active Listings list
  5. Provide seller with signed copies of Listing Agreement and MLS Profile Sheet Data Form within 48 hours

MARKETING THE LISTING

  1. Create print and Internet ads with seller’s input
  2. Coordinate showings with owners, tenants, and other REALTORS®
  3. Return all inquires – weekends included
  4. Prepare mailing and contact list
  5. Create flyers & brochures
  6. Order any printed marketing pieces
  7. Arrange for printing or copying of supply of flyers & marketing brochures
  8. Place marketing brochures in all company agent mail boxes
  9. Upload listing to company and agent Internet site, if applicable
  10. Mail Out “Just Listed” notice to all neighborhood residents
  11. Advise Network Referral Program of listing
  12. Provide marketing data to buyers coming through international relocation networks
  13. Provide marketing data to buyers coming from referral network
  14. Provide “Special Feature” cards for marketing, if applicable
  15. Submit ads to company’s participating Internet real estate sites
  16. Price changes conveyed promptly to all Internet groups
  17. Reprint/supply brochures promptly as needed

ARRANGING OPEN HOUSES

  1. Advertise for an Open House on MLS, social media, flyers to neighborhood, local office/agents
  2. Prepare for and host an Open House
  3. Take video of Open House & post on social media prior to start time
  4. Follow up with any potential leads from an Open House
  5. Inquire and arrange if other agents would be interested in hosting an Open House

PRICING STRATEGY REVIEWS

  1. Review weekly Market Study
  2. Review comparable MLS listings regularly to ensure property remains competitive in price, terms, conditions and availability
  3. Solicit feedback from buyers’ agents after showings
  4. Discuss feedback from showing agents with seller to determine if changes will accelerate the sale
  5. Place regular update calls to seller to discuss marketing & pricing
  6. Promptly enter price changes in MLS listing database
  7. Loan information reviewed and updated in MLS as required

OFFERS

  1. Receive and review all Offer to Purchase contracts submitted by buyers or buyers’ agents
  2. Evaluate offer(s) and prepare a “net sheet” on each for the owner for comparison purposes
  3. Counsel seller on offers. Explain merits and weakness of each component of each offer
  4. Contact buyers’ agents to review buyer’s qualifications and discuss offer
  5. Confirm buyer is pre-qualified by calling Loan Officer
  6. Obtain pre-qualification letter on buyer from Loan Officer
  7. Negotiate all offers on seller’s behalf, setting time limit for loan approval and closing date
  8. Prepare and convey any counteroffers, acceptance or amendments to buyer’s agent
  9. Fax copies of contract and all addendums to closing attorney or title company
  10. When Offer to Purchase Contract is accepted and signed by seller, deliver to buyer’s agent

CONTRACT

  1. Record and promptly deposit buyer’s earnest money in escrow account
  2. Disseminate “Under-Contract Showing Restrictions” as seller requests
  3. Deliver copies of fully signed Offer to Purchase contract to seller
  4. Fax/deliver copies of Offer to Purchase contract to Selling Agent
  5. Fax copies of Offer to Purchase contract to lender
  6. Provide copies of signed Offer to Purchase contract for office file
  7. Advise seller in handling additional offers to purchase submitted between contract and closing
  8. Change status in MLS to “Sale Pending”
  9. Update transaction management program to show “Sale Pending”

HOME INSPECTIONS

  1. Deliver unrecorded property information to buyer
  2. Coordinate buyer’s professional home inspection with seller
  3. Review home inspector’s report
  4. Enter completion into transaction management tracking software program

ADDITIONAL INSPECTIONS & TESTS

  1. Coordinate any additional inspections & tests, as requested and agreed upon by buyer & seller
  2. Review any inspection reports & test results received

INSPECTIONS & TESTS RESULTS FOLLOW UP

ADDITIONAL INSPECTION TYPES: Foundation & Structural, Lead-Based Paint, Wood-Destroying Pests (Termite), Rodents, Roof, Chimney, Fireplace &Amp; Wood Stove, Electrical, HVAC, Ventilation, Insulation, Asbestos, Plumbing & Water System, Sewer & Septic System, Underground Oil Tank, Energy Audit, Infrared Thermography, Decks, Pool & Spa, Irrigation & Grading/Drainage, etc.

ADDITIONAL TEST TYPES: Radon, Water Sampling, Well Flow, Mold, Soil Analysis, etc.

  1. Explain seller’s responsibilities with respect to loan limits and interpret any clauses in the contract
  2. Ensure seller’s compliance with home inspection & test clause requirements
  3. Recommend or assist seller with identifying and negotiating with trustworthy contractors to perform any required repairs
  4. Negotiate payment and oversee completion of all required repairs on seller’s behalf, if needed

APPRAISAL PROCESS

  1. Schedule Appraisal
  2. Provide comparable sales used in market pricing to Appraiser
  3. Follow-Up On Appraisal
  4. Enter completion into transaction management program
  5. Assist seller in questioning appraisal report if it seems too low

TRACKING THE LOAN PROCESS

  1. Follow Loan Processing Through To The Underwriter
  2. Add lender and other vendors to transaction management program so agents, buyer and seller can track progress of sale
  3. Contact lender weekly to ensure processing is on track
  4. Relay final approval of buyer’s loan application to seller

PREPARATION FOR CLOSING

  1. Coordinate closing process with buyer’s agent and lender
  2. Update closing forms & files
  3. Ensure all parties have all forms and information needed to close the sale
  4. Select location where closing will be held
  5. Confirm closing date and time and notify all parties
  6. Assist in solving any title problems (boundary disputes, easements, etc) or in obtaining Death Certificates
  7. Work with buyer’s agent in scheduling and conducting buyer’s Final Walk-Thru prior to closing
  8. Research all tax, HOA, utility and other applicable prorations
  9. Request final closing figures from closing agent (attorney or title company)
  10. Receive & carefully review closing figures to ensure accuracy of preparation
  11. Forward verified closing figures to buyer’s agent

CLOSING DUTIES

  1. Request copy of closing documents from closing agent
  2. Confirm buyer and buyer’s agent have received title insurance commitment
  3. Provide “Home Owners Warranty” for availability at closing
  4. Review all closing documents carefully for errors
  5. Forward closing documents to absentee seller as requested
  6. Review documents with closing agent (attorney)
  7. Provide earnest money deposit check from escrow account to closing agent
  8. Coordinate this closing with seller’s next purchase and resolve any timing problems
  9. Confirm receipt of “No Surprises” closing so that seller receives a net proceeds check at closing
  10. Refer sellers to one of the best agents at their destination, if applicable
  11. Change MLS status to Sold. Enter sale date, price, selling broker and agent’s ID numbers, etc.
  12. Close out listing in transaction management program

AFTER CLOSING FOLLOW UP

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