New Listing and Marketing Checklist « Sanford Systems & Strategies

New Listing and Marketing Checklist July 28th, 2017 | Posted in General Real Estate, Other Interests, Real Estate

This is a checklist for new agents, experienced agents (maybe you’ll find something to add to your checklist!), and agents who work with a team.

For the new agents, the best way to establish good habits as an agent is to follow checklists. Since you’re new to the processes of real estate, following my checklist will help in covering a large percentage of the “must haves” for a listing. It wouldn’t hurt to have a real estate mentor or broker review the checklist for any local, regional, or state items that might not be listed.

For experienced agents, again – maybe you’ll find something to add to your checklist. You do have a checklist, right? 🙂

For agents who work with a team, this is a checklist that can kept on an intranet or as a Google doc for the team to daily work and contribute. For a team, you might want each person to initial his/her portions as well.

Whatever the case and however it applies, we encourage you to USE THOSE CHECKLISTS. Provide the best customer service to your clients every time.

Address:________________________________ MLS#:______________________

Sq.Ft. From: Tax:____________________ Owner:____________________

Measure:________________ Other:______________________________________

Sellers: Name:___________________________________________________

Address:_____________________________________________________________

Phone H:____________________________ W:_____________________________

Fax:_________________________________ Cell:____________________________

E-mail:_______________________________________________________________

Address:______________________________________________________________

Phone H:____________________________ W:_____________________________

Fax:_________________________________ Cell:____________________________

E-mail:_______________________________________________________________

LISTING CHANGES:

Date:_________________ Change:___________________________________

Need from Seller:__________________________________________________

How will I get it:____________________________________________________

Left NCR Reminder:________________________________________________

OFFICE SYSTEMS:

Calendar 2 weeks before expiration date

Hot sheet

New list letter

MLS information checked for accuracy

E-mail detailed MLS report to seller(s)

Send business reply envelope for needed information o Yes o No

Permit needed: o Yes o No

Order CCRs: o Yes o No

Order termite: o Now oLater

Brochure distribution (see checklist)

Garage inspection: o Now oLater

Follow-up letter: o 1 o 2

100 expired letters around my listing:__________________________

800 Number Set Up: oY o N o Recording o Flyer

Website o Feature o Regular

BROCHURE SET UP:

Photo: Perspective:____________________ Taken By:_________________

When:____________________________________________________________

Style: Regular________ Heavy Paper/Color_________ Custom_________

Paper: White_________ Ivory_________

Price: o Yes o No Phone#: o Yes o No

Special:___________________________________________________________

DISTRIBUTION:

Make 100 copies for caddy tray

Brochure Box ___Yes ___ No (need 500 copies delivered to seller)

Put 20 in brochure file

Other:____________________________________________________________

DATABASE:

Have: Area:____________________ Type:______________________________

Check “wants”: Area:______________ Type:__________________________

Call “wanters”: Who:______________ When:________________________

TOURS:

(City): Order date:______ Tour date:______ Letter sent:__________

Board: Order date:______ Tour date:______ Letter sent:__________

(City): Order date:______ Tour date:______ Letter sent:__________

WEB:

Internet submittal:_________________________________________________

Virtual tour:______________________ Type:____________________________

SIGNS:

Post:__ Stake:__ Free:__ Custom:__ Free Comm.:___ Solar-Assisted:___

Number of above:______ Location(s): ______________________________

Ordered:______________ By:________________________________________

FOR CONDOMINIUMS:

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:_________

o See additional condominium checklist

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: o Yes o No

Keys: House______ Gate_______ Mailbox______ Garage_________

Multacc: o Yes o No Where:_________________________

OPEN HOUSE:

Promised: o Yes o No

Other homes that could go on a 15 minute open house tour:______

__________________________________________________________________

OPEN BUYER FILE:

o Yes o No (Have Walter do BA checklist)

REFERRAL:

Source of business:________________________________________________

Referral fees:______________________________________________________

Referral thank you and agreement letter:___________________________

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 ORDER ON MLS: