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559 S. Washington Ave., Kankakee,IL 60901

P.815.929.9258 P.815.929.9200

walter@waltersanford.com

"Just wanted to say thank you for doing such a splendid job of delivering the “Meat and Potatoes” instead of a bunch of fluff. The feedback from everyone was assume. Everyone said they picked up an idea or two…which is exactly what we wanted. Thanks again." Shamiram Mazejy, Coldwell Banker – Clifton

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Providing Stellar Service to Your Listings, Part 2 June 28th, 2016 | Posted in General Real Estate, Other Interests, Real Estate

This following checklist assures that the mundane activities of servicing a listing are being handled each day.

Make certain that the checklist is in a format that will impress the seller when they see it as part of your listing presentation.  The major reason for this checklist is so an assistant or transaction coordinator will fulfill all of your client-pleasing and marketing activities.

Take a look at this checklist and utilize it as the base for your own marketing checklist, adding or deleting any activities that you do, do not include or cannot do.

This is an impressive activity form to include in your listing presentation to show that you are worthy of their trust and their assets, but it is also the basis for freeing your time with an assistant so you can do more lead generation or have a life!

Stellar Service Marketing Checklist

 Address:___________________________ MLS#:_________________________

Sq.Ft. From:         Tax:_________________ Owner:_________________________

Measure:_________________ Other:___________________________________

Seller:  Name:_____________________________________________________

Address:_________________________________________________________

Home Ph:______________________ Work Ph:__________________________

Fax:_________________________ Cell Ph:_____________________________

E-mail:___________________________________________________________

Seller:  Name:_____________________________________________________

Address:_________________________________________________________

Home Ph:______________________ Work Ph:__________________________

Fax:_________________________ Cell Ph:_____________________________

E-mail:___________________________________________________________

Attorney:  Name:____________________________________________________

Address:___________________________________________________________

Work Ph:______________________ Alt. Work Ph: _________________________

Fax:_________________________ Cell Ph:_____________________________

E-mail:___________________________________________________________

LISTING CHANGES:

Date:__________________ Change:__________________________________

Date:__________________ Change:__________________________________

Date:__________________ Change:__________________________________

Need from Seller:_________________________________________________

_______________________________________________________________

How will I get it:__________________________________________________

 

OFFICE SYSTEMS:

  1. o Calendared database call two weeks before expiration date
  2. o Hot sheet (sheet with all your listings on it for brochure box and distribution)
  3. o Thank you for new listing letter
  4. o MLS information checked for accuracy
  5. o E-mail detailed MLS report to seller(s)
  6. o Send business reply envelope to the seller for needed information                                                                     o Yes o  No
  7. o Permit needed:                                         o Yes o No
  8. o Order CCRs:                                               o Yes o No
  9. o Order termite:                                            o  Now   o  Later
  10. o Brochure distribution (see checklist)
  11. o Garage inspection:                                  o   Now  o  Later
  12. o Follow-up letter:                                        o  1     o 2
  13. o 100 expired letters around my listing:_____________________
  14. o 800 Number Set Up: o  Y     o   N     o  Recording     o Flyer
  15. o Order post-listing home inspection

 

BROCHURE SET UP:

Photo: Color_____ B/W_____ Taken By:_________________________

Virtual Tour Shot:                                                            o Yes     o No

When:_______________________________________________________

Style: Regular_____ Heavy Paper/Color Photo____ Custom______

Paper: White________ Ivory_________

Price Include:    o Yes             o No

DISTRIBUTION:

  1. Make 100 copies for inside caddy tray
  2. Brochure Box                                                        o Yes     o No

(500 copies delivered to seller so they can keep the box full)

  1. Put 20 in brochure file in office to agents to use

 

DATABASE:

Add to “Haves”: Area:_____________ Type:_____________________

Check “wants”: Area:_____________ Type:_____________________

Call “wanters”: Who:_____________ When:_____________________

Call “wanters”: Who:_____________ When:_____________________

Call “wanters”: Who:_____________ When:_____________________

Call “wanters”: Who:_____________ When:_____________________

Call “wanters”: Who:_____________ When:_____________________

TOURS:

Belmont: Order date:___ Tour date:___ Seller notice letter sent:___

Board: Order date:___ Tour date:___ Seller notice letter sent:___

Bixby/NLB: Order date:___ Tour date:___ Seller notice letter sent:___

Lakewood: Order date:___ Tour date:___ Seller notice letter sent:___

Los Altos: Order date:___ Tour date:___ Seller notice letter sent:___

Website Uploads:_____________________________________________

Virtual tours included on:_______________________________________

SIGNS:

Post:__ Stake:__ Free:__ Custom:__ Free Commercial:__ Solar Asstd:__

Number of above:_______ Location(s): _____________________________

Ordered:_____________ By: _____________________________________

FOR CONDOS:

CC&Rs ordered & received?__________ HOA phone:________________

Total # of units?:________ # occupied?:_________ # rentals?__________

# Currently for sale?:________ Approx. $ in reserves?:________________

Ordered financial statement/budget/bylaws from HOA on:__________________

  • See additional condo checklist (this can be found in our Time-Saving Checklists book)

 

FIELD WORK:

Riders:        1._______________ 2._______________ 3.____________________

4._______________ 5._______________ 6. Special order____________

Brochure Box: o Yes   o No    Caddy-Tray: o Yes   o No

Tent Card:     o Yes   o No       Sign Type Check: oYes oNo

Make Keys: House____ Gate____  Mailbox____ Garage____

Other:__________________________________________________

Multacc:                o Yes   o No    Where:_________________

Solar:                       o Yes   o No

Custom Sizzle Sign: o Yes  o No

When “available” date for sign?____________________________

OPEN HOUSE:

Promised:   o Yes           o No

Other homes that could go on a 15-minute open hour tour:______________

__________________________________________________________________

__________________________________________________________________

OPEN BUYER FILE FOR SELLER:

o Yes            o No

(Have Walter do BA checklist for availability E-mails)

Source of business:________________________________________________

Referral fees:______________________________________________________

Referral thank you and agreement letter:___________________________

Address, E-mail address, and phone # of referring client or agent:___

_________________________________________________________________

__________________________________________________________________

Extra notes:_______________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

EXPIRED OR CANCELED CHECKLIST:

Conditional release form:   mailed with SASE on:_____________________

Sent release letter:_________________________________________________

Received back on:________________________________________________

Copy to File:______________________________________________________

REGISTERED CLIENTS WITH PROPERTY OWNER:

1._________________________________________________________________

2._________________________________________________________________

3._________________________________________________________________

4._________________________________________________________________

5._________________________________________________________________

CHANGE WEBSITE AND UPBOOK:

o Yes            o No   Date__________ By whom:_______________________

 CHANGE ORDER ON MLS:

o Yes            o No   Date__________ By whom:_______________________

SIGN ORDERED DOWN:

o Yes            o No   Date__________ By whom:_______________________

RIDERS (LOCKBOX/BROCHURE BOX CADDY TRAY) PICKED UP:

o Yes            o No   Date__________ By whom:_______________________

KEYS RETURNED:

o Yes            o No   Date__________ By whom:_______________________

THANK YOU TO CLIENT:

o Yes            o No   Date__________ By whom:_______________________

COPY OF LETTER IN FILE:

o Yes            o No   Date__________ By whom:_______________________

LLB DATABASE:

o Yes            o No   Date__________ By whom:_______________________

Calendared call for:_______________________________________________

Comments:_______________________________________________________

__________________________________________________________________

 

Be the best at obtaining and selling your listings!  Walter’s Beating the Competition Every Time is a multi-media system offering what you need to get the signature. Check out the details here – http://www.waltersanford.com/shop/beating-the-competition-every-time-book-dvds-audio-cd-and-data-cd/.  Call 800.792.5837 and ask for the $50 blog special on this system!

 

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