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1. Make appointment with seller for listing presentation

2. Send seller a written or e-mail confirmation of listing appointment and  call to confirm

3.  Review pre-appointment questions

4.  Research all compariables that are currently listed properties

5.  Research sales activity for past 18 months from MLS and public records databases

6 Research "Average Days on Market" for properties of this type, price range and location

7 Download and review property tax roll information

8 Prepare "Comparable Market Analysis" (CMA) to establish fair market value

9 Obtain copy of subdivision plat/complex lay-out

10 Research property’s ownership and deed type

11 Research property’s public record information for lot size and dimensions

12 Research and verify legal description

13 Research property’s land use coding and deed restrictions

14 Research property’s current use and zoning

15 Verify legal names of owner(s) in county’s public property records

16 Prepare listing presentation package with above materials and Realist information

17 Perform exterior "Curb Appeal Assessment" of subject property

18 Compile and assemble formal file on property

19 Confirm current public schools and explain impact of schools on market value

20 Review listing appointment checklist to ensure all steps and actions have been completed






21 Give seller an overview of current market conditions and projections

22 Review agent’s and company’s credentials and accomplishments in the market

23 Present company’s profile and position or "niche" in the marketplace

24 Present CMA results to seller, including Comparables, Solds, Current Listings and Expireds

25 Offer pricing strategy based on professional judgment and interpretation of current market conditions

26 Discuss goals with seller to market effectively

27 Explain market power and benefits of Multiple Listing Service (MLS)

28 Explain market power of web marketing, IDX and

29 Explain the work the brokerage and agent do "behind the scenes" and agent’s availability on weekends

30 Explain agent’s role in taking calls to screen for qualified buyers and protect seller from curiosity seekers

31 Present and discuss strategic master marketing plan

32 Explain different agency relationships and determine seller’s preference

33 Review and explain all clauses in Listing Contract & Addendum and obtain seller’s signature




34 Review current title information

35 Measure overall and heated square footage

36 Measure interior room sizes

37 Confirm lot size via owner’s copy of certified survey, if available

38 Note any and all unrecorded property lines, agreements and easements

39 Obtain house plans, if available, and make copy

40 Order plat map for retention in property’s listing file

41 Prepare showing instructions for buyer’s agents and agree on showing time window with seller

42 Obtain current mortgage loan(s) information: companies and loan account numbers

43 Verify current loan information with lender(s)

44 Check assumability of loan(s) and any special requirements

45 Discuss possible buyer financing alternatives and options with seller

46 Review current appraisal, if available

47 Identify Homeowner Association manager, if applicable

48 Verify Homeowner Association Fees with manager—mandatory or optional and current annual fee

49 Order copy of Homeowner Association Bylaws, if applicable

50 Research electricity availability and supplier’s name and phone number

51 Secure an energy audit with an Austin Energy inspector, if residing in City of Austin and home is 10 or more years old

52 Calculate average utility usage from last 12 months of bills

53 Research and verify city sewer/septic tank system

54 Water System: Calculate average water fees or rates from last 12 months of bills

55 Well Water: Confirm well status, depth and output from Well Report

56 Natural Gas: Research/verify availability and supplier’s name and phone number

57 Verify security system, current term of service and whether owned or leased

58 Verify if seller has transferable Termite Bond

59 Ascertain need for lead-based paint disclosure

60 Prepare detailed list of property amenities and assess market impact

61 Prepare detailed list of property’s "Inclusions & Conveyances with Sale"

62 Compile list of completed repairs and maintenance items

63 Send "Vacancy Checklist" to seller, if property is vacant

64 Explain benefits of Home Owner Warranty to seller

65 Assist sellers with completion and submission of Home Owner Warranty Application

66 When received, place Home Owner Warranty in property file for conveyance at time of sale

67 Have extra key made for lockbox

68 Verify if property has rental units involved. And if so:

69 Make copies of all leases for retention in listing file

70 Verify all rents and deposits

71 Inform tenants of listing and discuss how showings will be handled

72 Arrange for installation of yard sign

73 Assist seller with completion of Seller’s Disclosure form

74 "New Listing Checklist" Completed

75 Review results of Curb Appeal Assessment with seller and provide suggestions to improve salability

76 Review results of Interior Décor Assessment and suggest changes to shorten time on market

77 Load listing into transaction management software program







78 Prepare MLS Profile Sheet—Agent is responsible for "quality control" and accuracy of listing data

79 Enter property data from Profile Sheet into MLS Listing Database

80 Proofread MLS database listing for accuracy—including proper placement in mapping function

81 Add property to company’s Active Listings list

82 Provide seller with signed copies of Listing Agreement and MLS Profile Sheet Data Form

83 Take additional photos for upload into MLS and use in flyers; discuss efficacy of panoramic photography






84 Create print and Internet ads with seller’s input

85 Coordinate showings with owners, tenants and other REALTORS®; return all calls including weekends

86 Install electronic lock box, if authorized by owner; program lockbox with agreed-upon showing time windows

87 Prepare mailing and contact list

88 Generate letters and combine with contact list

89 Order "Just Listed" labels and reports

90 Prepare flyers

91 Review comparable MLS listings regularly to ensure property remains competitive in price, terms, conditions and availability

92 Prepare property marketing brochure for seller’s review

93 Arrange for printing or copying a supply of marketing brochures or fliers

94 Place marketing brochures in all company agent mail boxes

95 Upload listing to company and agent website, if applicable

96 Mail Out "Just Listed" notice to all neighborhood residents

97 Advise Network Referral Program of listing

98 Provide marketing data to buyers coming through international relocation networks

99 Provide marketing data to buyers coming from referral network

100 Provide "Special Feature" cards for marketing, if applicable

101 Submit ads to company’s participating real estate websites

102 Convey price changes to all groups promptly via MLS

103 Reprint/supply brochures promptly as needed

104 Review and update loan information as required

105 Feedback e-mails/faxes sent to buyer’s agents after showings

106 Review market statistics

107 Discuss feedback from showing agents with seller to determine if changes will accelerate the sale

108 Place regular weekly update calls to seller to discuss marketing and pricing






109 Receive and review all Offer to Purchase contracts submitted by buyers or buyer’s agents.

110 Evaluate offer(s) and prepare a "net sheet" on each for the owner for comparison purposes

111 Counsel seller on offers. Explain merits and weakness of each component of each offer

112 Contact buyer’s agents to review buyer’s qualifications and discuss offer

113 Deliver Seller’s Disclosure to buyer’s agent or buyer upon request and prior to offer, if possible

114 Confirm buyer is pre-qualified by calling Loan Officer

115 Obtain pre-qualification letter on buyer from Loan Officer

116 Negotiate all offers on seller’s behalf, setting time limit for loan approval and closing date

117 Prepare and convey any counteroffers, acceptance or amendments to buyer’s agent

118 Distribute copies of contract and all addendums to closing attorney or title company

119 When Offer to Purchase contract is accepted and signed by seller, deliver to buyer’s agent

120 Record and promptly deposit buyer’s earnest money in escrow account.

121 Disseminate "Under-Contract Showing Restrictions" as seller requests

122 Deliver copies of fully signed Offer to Purchase contract to seller

123 Deliver copies of Offer to Purchase contract to selling agent

124 Deliver copies of Offer to Purchase contract to lender

125 Provide copies of signed Offer to Purchase contract for office file

126 Advise seller in handling additional offers to purchase submitted between contract and closing

127 Change status in MLS to "Pending"

128 Update transaction management program show "Pending"

129 Review buyer’s credit report results—advise seller of worst and best case scenarios

130 Provide credit report information to seller, if property will be seller-financed

131 Assist buyer with obtaining financing, if applicable and follow-up as necessary

132 Coordinate with lender on Discount Points being locked in with dates

133 Deliver unrecorded property information to buyer

134 Order septic system inspection, if applicable

135 Receive and review septic system report and assess any possible impact on sale

136 Deliver copy of septic system inspection report lender and buyer

137 Deliver Well Flow Test Report copies to lender and buyer and property listing file

138 Verify termite inspection ordered

139 Verify mold inspection ordered, if required






140 Confirm verifications of deposit and buyer’s employment have been returned

141 Follow loan processing through to the underwriter

142 Contact lender weekly to ensure processing is on track

143 Relay final approval of buyer’s loan application to seller





144 Coordinate buyer’s professional home inspection with seller

145 Review home inspector’s report

146 Explain seller’s responsibilities with respect to loan limits and interpret any clauses in the contract

147 Ensure seller’s compliance with Home Inspection Clause requirements

148 Recommend or assist seller with identifying and negotiating with trustworthy contractors to perform any required repairs

149 Negotiate payment and oversee completion of all required repairs on seller’s behalf, if needed





150 Schedule appraisal

151 Provide comparable sales used in market pricing to appraiser

152 Follow-up on appraisal

153 Enter completion into transaction management program

154 Assist seller in questioning appraisal report if it seems too low





155 Ensure contract is signed by all parties

156 Coordinate closing process with buyer’s agent and lender

157 Update closing forms and files

158 Ensure all parties have all forms and information needed to close the sale

159 Select location where closing will be held

160 Confirm closing date and time, and notify all parties

161 Assist in solving any title problems (boundary disputes, easements, etc)





162 Work with buyer’s agent in scheduling and conducting buyer’s final walk-through prior to closing

163 Research all tax, HOA, utility and other applicable prorations

164 Request final closing figures from closing agent (attorney or title company)

165 Receive and carefully review closing figures to ensure accuracy of preparation

166 Forward verified closing figures to buyer’s agent

167 Request copy of closing documents from closing agent

168 Confirm buyer and buyer’s agent have received title insurance commitment

169 Provide "Home Owners Warranty" for availability at closing

170 Reviews all closing documents carefully for errors

171 Forward closing documents to absentee seller as requested

172 Review documents with closing agent (attorney)

173 Provide earnest money deposit check from escrow account to closing agent

174 Coordinate this closing with seller’s next purchase and resolve any timing problems

175 Have a "no surprises" closing so that seller receives a net proceeds check at closing

176 Refer sellers to one of the best agents at their destination, if applicable

177 Change MLS status to Sold. Enter sale date, price, selling broker and agent’s ID numbers, etc.


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