Listing Checklist for

Real Estate Agents

Stage 1: Pre-Listing ‰ Open Houses and Showings

† Prep home
‰ Create and Send a Pre-listing Package That Includes: † Schedule times/dates
† A personal letter to the seller lead, professional † Get keys for access
biography, and introduction to your brokerage and/or † Follow-up with open house attendees
team
† Statistics and numbers based on your/your brokerage’s ‰ Negotiations and Contract
performance
† Present all offers to clients
† Marketing and advertising plan Regulate negotiation between both parties
†
† Overview of the sales process Decide on final offer
†
† Market trends and specifics to their property Execute sales contract
†
† Sample paperwork and additional checklists

‰ Deliver a Listing Presentation Stage 3: Closing

† Get to know clients
‰ Calculate and Monitor Deadlines
† More in-depth analysis of the sales process specific to
their home † Set dates/reminders in calendar
† Dress to impress † Check with buyer’s agent that deadlines are completed
† Schedule CMA report † Update clients of completed deadline items

‰ Supply Comparative Market Analysis (CMA) Report ‰ Track Appraisals, Inspections, and Title Insurance
† Deliver CMA † Coordinate access for appraisals, inspections, and so on
† Review CMA with clients † If applicable, negotiate repairs and re-inspections
† Determine list price for home † Check in with title companies

‰ Sign Listing Agreement ‰ Provide the Seller Closing Checklist

† Assist to schedule cleaning, moving, address change,
and so forth
Stage 2: Listing
† Schedule final walk-through of the property
‰ Marketing † Gather security codes and all keys for access
† Prep home † Make sure all final payments for sellers are complete
† Photos and video ‰ Monitor Status of Closing Documents
† Social media posts
† Arrange closing date location with sellers
† Direct mail
† Ensure sellers have all proper documents for closing
† Websites and landing pages
† All seller documents signed before or during closing
† Lawn signs
† Congratulate clients and ask for referrals
‰ Advertising
† Listing platforms: Local MLS, Zillow, Trulia, Realtor.com
† Social media sites: Facebook, Google, Instagram,
LinkedIn, and YouTube