In case the letters and emails that we shared last week still didn’t convince a stubborn seller, we have a loaded list of items from our “Guaranteed Success Action Plan.”  If all else fails and they still want more, this is the ultimate service list.  Please only offer this as a last resort with the greatest of caution since you might be held accountable to it!

Given the length of the list, we’ll share it in today’s and tomorrow’s blog posts for you so be certain to come back tomorrow.

The Pre-Listing Consultation

1. Thirty-five questions with personal, over-the-phone counseling
2. Launch pre-appointment plan
3. Research property legal description
4. Research subject property
5. Research previous sales activity in MLS and non-listed properties
6. Obtain property building information from original builders, if possible
7. Input block and lot on form
8. Order property title preliminary profile
9. Enter contact information of all principals in database
10. Enter property information in database (have) section for buyers
11. Do buy/sell search for prospective buyers
12. Print buy/sell search results for client and presentation
13. Obtain property appraisal information
14. Research tax information
15. Research all comparable currently listed properties
16. Research all comparable recently-expired listings
17. Research all comparable recently-sold listings
18. Research district statistical information
19. Prepare comparative market analysis using square footage analysis
20. Prepare market overview and statistics
21. Prepare pre-appointment information package and cover letter
22. Deliver or E-mail pre-appointment information package
23. Prepare presentation file
24. Prepare pricing presentation
25. Review market overview and statistics
26. Have in-person consultation with all decision makers
27. Present customized marketing plan
28. Present seller’s customized action plan
29. Review and discuss with sellers their wants and needs
30. Review and discuss with sellers’ concerns
31. Solve their wants, needs, and concerns
32. Explain and review the marketing agreement
33. Explain and review all other disclosure and listing documents
34. Discuss seller preparations necessary to market the property effectively
35. Discuss financing options for seller’s needs and marketing needs
36. Prepare marketing preparation information including features and benefits
37. Complete MLS input sheet
38. Complete financing verification for payoff
39. Obtain keys from seller
40. Complete concerns form
41. Complete “IF” sheet
42. Complete exclusive presentation form
43. Complete property information/evaluation form
44. Explain pricing technologies
45. Review feedback/online system
46. Discuss and approve offer/counteroffer sequence
47. Provide SASE for any remaining listing documents that need to be completed and signed

Marketing/Negotiation Sequence

48. Change status of property in database
49. Launch new listing-to-sold marketing plan activities checklist
50. Begin networking and notifying other top agents about property
51. Educate the office on features and benefits of new property
52. Verify signage checked on contract and assemble appropriate marketing riders
53. Verify lockbox checked on contract and location of installation
54. Verify all information, initials, etc. are correct on the marketing agreement
55. Confirm property disclosure statement received and get bids on repairs, if needed
56. Make a list of the seller’s priorities
57. Photocopy all documents for the main office file
58. Organize the file in proper order for ease of staff to answer questions
59. Confirm that the keys obtained from the seller fit and the doors open easily
60. Obtain lot measurements, and determine if there are any encroachments
61. Obtain total square footage of property
62. Obtain interior room sizes
63. Enter new listing on MLS and alternative websites
64. Enter showing instructions in database, 1-800 IVR System, and website
65. Schedule a photo shoot or 360° view shoot
66. Attend photo shoot to highlight features of the home
67. Select property photos to use, do corrections, and cropping
68. Save property photos to CD and make copies for buyers
69. Confirm input sheet for custom flyers is done
70. Publish custom flyer on www.waltersanford.com
71. Order installation of “For Sale” sign
72. Configure exterior photo for MLS
73. Enter exterior photo of property on MLS (remember to change for the seasons)
74. Enter link from MLS website to team website
75. Proof of MLS printout and edit, if necessary; republish and E-mail to client
76. Configure interior photos for MLS
77. Enter interior photos of property on MLS
78. Submit photos for display in team member’s offices
79. Call all “wanters” from exclusive buyer list
80. Prepare buyer-marketing promotions
81. Order brochure box and prepare brochures with financing options
82. Order HomeFax Hotline rider
83. Install lockbox on property
84. Install brochure box on sign
85. Install HomeFax Hotline rider on sign
86. Enter property inclusions, measurements, etc. for fact sheet
87. Prepare property remarks/description for “just listed” announcement
88. Order “just listed” announcement cards for neighborhood delivery
89. Send thank you letter to seller
90. Prepare cost after income tax sales sheet
91. Send profile sheets to top agent list
92. Prepare cover page for feature sheet explaining our buyer club
93. Prepare upgrades page if seller is repairing any deficiencies
94. Send notification to database
95. Proof all marketing materials for accuracy
96. Print 100 initial property profile sheets
97. Print 100 cover pages
98. Print 100 photo pages
99. Print 100 special features and upgrades page, if applicable
100. Compile feature sheets
101. Retain one complete feature sheet for file
102. Prepare brochure box highlight sheets
103. Prepare back of highlight sheets with all listings
104. Print 50 copies of brochure box highlight sheets
105. Deliver highlight sheets to seller for brochure box fulfillment
106. Prepare and print Home Book
107. Send mortgage verification form to lender
108. If applicable, obtain second mortgage information
109. Photocopy all pertinent information in format for Home Book
110. Find builder information in “Builder Promo File,” or obtain by other means
111. Prepare floor plan pages for Home Book
112. Contact team lender for financing alternatives flyer
113. Prepare financial information for Home Book
114. Research community information for Home Book
115. Enter community information into Home Book
116. Obtain twelve months of all utilities from owner
117. Enter utilities averages in Home Book
118. Research elementary school information for Home Book
119. Research junior high school information for Home Book
120. Research senior high school information for Home Book
121. Enter financial information in Home Book
122. Enter school information in Home Book
123. Research demographics
124. Enter demographics in Home Book
125. Prepare property information sheets for Home Book
126. Compile Home Book
127. Make multiple copies of Home Book for interested buyers
128. Confirm completed mortgage verification received from lender
129. Review mortgage information and file
130. Photocopy all seller’s documents for file
131. File presenting offers form and easy exit addendum
132. Make copy of mortgage verification for file and seller
133. Return seller’s original documents to seller
134. Send copy of mortgage verification to seller
135. Launch “buyer prospect match plan” in SOAR
136. Schedule agent follow up and calls every ten working days
137. Enter property information in have/want database
138. Run buy/sell search and printout to begin notifying buyers
139. Arrange REALTOR® preview with refreshments
140. Confirm REALTOR® preview signed by seller as to time/date
141. Confirm seller has a copy of REALTOR® preview with “get ready for a profitable showing” pamphlet
142. Enter REALTOR® preview in database Daytimer
143. Schedule call to seller to remind him/her on the day before the preview
144. Notify seller to display REALTOR® preview form
145. Enter REALTOR® preview on MLS open house and website
146. Launch market review plan
147. Enter property measurements in property in database and website
148. Enter HomeFax Hotline ID in database and arrange follow up schedule
149. Enter MLS number in database
150. Enter all other pertinent property information in database
151. Launch listing reporting plan
152. Provide property information flyers to office agents
153. Enter listing on team website
154. Configure exterior photo and thumbnail for team website
155. Configure interior photos for team website
156. Enter exterior photo on team website
157. Enter interior photos on team website
158. Enter loan information in MLS
159. Place ad in newspaper’s new listing section
160. Prepare office input sheet
161. Contract and documentation to office listing department
162. Deliver feature sheets to property
163. Deliver highlight sheets to property brochure box
164. Deliver feedback fax pages to property for showing REALTORS®
165. Deliver home book to property’s brochure box
166. Deliver information sheets to 15 bank locations
167. Deliver information sheets to brochure boxes on all personal listings
168. Prepare “just listed” flyers
169. Prepare “just listed” flyers for all other major real estate offices
170. Send “just listed” flyers to all branches for posting
171. Send “just listed” flyers to other offices for posting
172. Confirm average utilities for property
173. Record utilities and taxes information in listing data
174. Record utilities in file for future reference and Home Book
175. Prepare property information for HomeFax Hotline
176. Enter HomeFax Hotline information
177. Print HomeFax Hotline form
178. Record voice message on HomeFax Hotline
179. Prepare property information flyer for HomeFax Hotline
180. Enter flyer for buyers to access on HomeFax Hotline
181. Pull initial agent buyer prospect matches
182. Configure exterior photo for MLS
183. Configure interior photos for MLS
184. Enter all property photos on MLS
185. Verify if real property report needs updating
186. Format posting flyers for E-mailing
187. Format feature sheets for E-mailing
188. Format photos page for E-mailing
189. Prepare features sheet — photo page E-mail
190. Prepare information for agent MLS prospect matches
191. Send information to initial MLS agents with prospect matches
192. Format feature sheet with photos to E-mail for prospect matches
193. Configure exterior and interior photos on office website
194. Enter exterior and interior photos on office website
195. Prepare “just listed” announcement cards for mailing
196. Process “just listed” neighborhood mail out
197. Format buyer flyers for E-mailing
198. Confirm new listing ad in the newspaper
199. Send a copy of the newspaper ad to the seller
200. Launch condominium plan, if applicable

We’ll pick up with the rest of the list tomorrow!

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