This document discusses the role and value that a REALTOR® provides in a real estate transaction. It notes that many homeowners and buyers are unaware of all the important services REALTORS® perform behind the scenes to facilitate a transaction. The document outlines over 200 typical actions a REALTOR® may take, from initial listing activities like researching comparables and creating a marketing plan, to offer negotiation and contract execution. It emphasizes that REALTORS® pledge to uphold a code of ethics to protect all parties in a transaction.
Types of procurement solicitations and types of contractsProColombia
This document provides information about different types of procurement solicitations and contracts used by the US government. It discusses the main formats for solicitations, including requests for quotes (RFQ), requests for proposals (RFP), and invitations for bid (IFB). It also covers the different types of fixed price and cost reimbursement contracts, and factors to consider when selecting a contract type. The document is intended to help contractors understand procurement processes and requirements for bidding on US government contracts.
This document discusses the role of realtors in assisting with buying or selling a home. It notes that:
1) Realtors can help guide buyers and sellers through the complex process of a real estate transaction, including determining financing, marketing properties, facilitating inspections and appraisals, and negotiating deals.
2) To be called a Realtor, one must be a member of the National Association of Realtors and abide by stricter standards than a typical real estate agent.
3) When working with a Realtor, the client and Realtor must have a written brokerage agreement outlining what services are provided and any fees. This protects both parties.
Listing Hunt - Tracking and Snaring Real Estate ListingsMatthew Rathbun
Matthew introduces himself as a husband, father, broker, seasoned Bohemian, and Apple fanatic. He then provides tips for real estate agents on finding new listings, including working one's sphere of influence, targeting expired listings, for sale by owners, and using automated tools to search for new listings on the MLS. The document emphasizes doing research before meeting with sellers and providing a unique, fun experience when presenting a home to potential buyers.
This document discusses how RealSatisfied allows real estate agents to control what client reviews and ratings appear on their profile page and RSS feeds. Agents can choose whether to display ratings as percentages or stars and can approve any testimonials before they are publicly visible. All client survey results are private but available for agents to review. Approved testimonials can also be automatically syndicated to realtor.com. RealSatisfied aims to make the client feedback and testimonial approval process simple for agents.
This document discusses Brand the Block, a direct mail campaign designed for targeted communities. The campaign generates custom content for each recipient with a compelling call to action linking to an agent's profile. Territories of owner-occupied homes have been created based on attributes like price point and move probability. Direct mail is shown to be effective when personalized and relevant, with 70% saying snail mail feels more personal and 60% visiting websites due to mailers. The campaign involves agents selecting territories and signing a 12-month agreement to receive monthly postcards targeting selected homes.
Matthew Rathbun's 2016 Mobile Apps for Real EstateMatthew Rathbun
This is Matthew Rathbun's updated presentation for mobile apps for real estate agents. This a one hour session. For more information go to TheAgentTrainer.com to book. All rights reserved.
Looking for the best realtor in Centerville, West Chester, Deefield Township, Springboro, Mason or Liberty Township. The Wall Group is among the top most realtors in Ohio. Whether you want to sell your home or you want to buy a home. We can help you out in anything you are looking for.
Here is the actual pre listing presentation that Jeannette Neerpat and Midori Miller came up with to win the Prelisting Challenge of the Makeover2Takeover Contest on Activerain.com. We hope you will find this useful just edit and make it your own!
Types of procurement solicitations and types of contractsProColombia
This document provides information about different types of procurement solicitations and contracts used by the US government. It discusses the main formats for solicitations, including requests for quotes (RFQ), requests for proposals (RFP), and invitations for bid (IFB). It also covers the different types of fixed price and cost reimbursement contracts, and factors to consider when selecting a contract type. The document is intended to help contractors understand procurement processes and requirements for bidding on US government contracts.
This document discusses the role of realtors in assisting with buying or selling a home. It notes that:
1) Realtors can help guide buyers and sellers through the complex process of a real estate transaction, including determining financing, marketing properties, facilitating inspections and appraisals, and negotiating deals.
2) To be called a Realtor, one must be a member of the National Association of Realtors and abide by stricter standards than a typical real estate agent.
3) When working with a Realtor, the client and Realtor must have a written brokerage agreement outlining what services are provided and any fees. This protects both parties.
Listing Hunt - Tracking and Snaring Real Estate ListingsMatthew Rathbun
Matthew introduces himself as a husband, father, broker, seasoned Bohemian, and Apple fanatic. He then provides tips for real estate agents on finding new listings, including working one's sphere of influence, targeting expired listings, for sale by owners, and using automated tools to search for new listings on the MLS. The document emphasizes doing research before meeting with sellers and providing a unique, fun experience when presenting a home to potential buyers.
This document discusses how RealSatisfied allows real estate agents to control what client reviews and ratings appear on their profile page and RSS feeds. Agents can choose whether to display ratings as percentages or stars and can approve any testimonials before they are publicly visible. All client survey results are private but available for agents to review. Approved testimonials can also be automatically syndicated to realtor.com. RealSatisfied aims to make the client feedback and testimonial approval process simple for agents.
This document discusses Brand the Block, a direct mail campaign designed for targeted communities. The campaign generates custom content for each recipient with a compelling call to action linking to an agent's profile. Territories of owner-occupied homes have been created based on attributes like price point and move probability. Direct mail is shown to be effective when personalized and relevant, with 70% saying snail mail feels more personal and 60% visiting websites due to mailers. The campaign involves agents selecting territories and signing a 12-month agreement to receive monthly postcards targeting selected homes.
Matthew Rathbun's 2016 Mobile Apps for Real EstateMatthew Rathbun
This is Matthew Rathbun's updated presentation for mobile apps for real estate agents. This a one hour session. For more information go to TheAgentTrainer.com to book. All rights reserved.
Looking for the best realtor in Centerville, West Chester, Deefield Township, Springboro, Mason or Liberty Township. The Wall Group is among the top most realtors in Ohio. Whether you want to sell your home or you want to buy a home. We can help you out in anything you are looking for.
Here is the actual pre listing presentation that Jeannette Neerpat and Midori Miller came up with to win the Prelisting Challenge of the Makeover2Takeover Contest on Activerain.com. We hope you will find this useful just edit and make it your own!
This document provides an overview of Matthew Rathbun's real estate services and qualifications. It includes sections on checklists and timelines for buyers and sellers, preparing homes for sale, common property issues like mold and lead paint, and the importance of thorough inspections. The document emphasizes utilizing checklists to stay organized and providing full disclosure to help guide clients through every step of the real estate transaction.
The February 2021 ValleyMLS Board meeting focused on ratifying decisions from the November 2020 NAR Board meeting. Major changes were approved to the Coming Soon status based on member survey feedback, including limiting it to 5 days.
The Board approved removing exception language for listings entered into Coming Soon status. Coming Soon was limited to 5 calendar days instead of business days.
A new property type of "manufactured home on permanent foundation" was approved. Exceptions for entering rental listings were approved. Revisions were made to the definitions of total square footage and finished square footage.
The Board also discussed policies regarding changing list prices, including buyer agent information in IDX data feeds, and reminders for Comp Only listings.
An agent provides many valuable services when helping clients buy or sell a home, as outlined in 100 reasons in the document. These services include conducting extensive market research, documenting the property details, marketing the home, facilitating offers, coordinating inspections and the closing process, and providing support throughout the entire transaction to help avoid issues and ensure it goes smoothly. Using an agent draws on their expertise to handle all the steps involved in a residential real estate deal.
An agent provides many valuable services when helping clients buy or sell a home, as outlined in 100 reasons in the document. These services include conducting extensive market research, documenting the property details, marketing the home, facilitating offers, coordinating inspections and the closing process, and providing support throughout the entire transaction to help avoid issues and ensure it goes smoothly. Using an agent draws on their expertise to handle all the steps involved in a residential real estate deal.
- Jeannette Neerpat is a licensed realtor in Florida who is committed to excellent customer service and respecting her clients' time.
- She has an extensive marketing plan to promote listed properties through online listings, open houses, signs, and printed materials.
- Her process for listing a property involves developing a comparative market analysis, staging and photography of the home, and careful management of offers, inspections, the appraisal, and closing.
How to find quality tenants in a disorganized marketLandwin
The most important factor for any commercial property investor is to find quality tenants for his property. It is a known fact that the commercial property leasing market is very lucrative due to the handsome returns on leases. However, quality of tenant is a critical factor that you must consider while taking on the leasing of a vacancy, an asset or a large investment property. Go through the slide to know the ways to find quality tenants in a disorganized market.
Krieger Norris provides tenant representation services to help clients find optimal retail locations. They create detailed neighborhood profiles and market analyses to advise clients on the best locations based on price, terms, and opportunities. As the tenant's representative, they aggressively negotiate on the client's behalf to secure the best possible deal. Their process involves strategic planning, market research, needs analysis, space selection and deal preparation, and negotiation and documentation. Their goal is to empower clients to make informed decisions and advocate for their needs.
This document provides an exceptional service guarantee from Coldwell Banker Howard Perry and Walston for sellers. It outlines 21 services the real estate agency commits to providing, including recommending property enhancements, developing a pricing strategy, creating a comprehensive marketing plan, handling all legal forms and disclosures, providing estimates of sale proceeds, and assisting throughout the entire sale process from offer negotiations to closing. It emphasizes regular communication with sellers and a 24 hour response time to calls and emails. The guarantee is intended to commit the agency to fully support sellers through exclusive representation.
This document provides information about the roles of various parties involved in the home buying and selling process in Arizona. It discusses the roles of real estate agents/realtors, escrow officers, loan officers, inspectors, and others. The realtor represents the buyer or seller, helps negotiate the deal, and guides them through the process. The escrow officer coordinates the contract and closing, orders title reports, and ensures all conditions are met. The loan officer qualifies the borrower and processes the loan. Using realtors provides advantages like assistance finding the right home, negotiating, and ensuring the process goes smoothly.
John and Melody Hatch of Hatch Homes provide services to help sellers sell their home for the most money in the shortest time. They have over 17 years of experience. The document outlines their seller's package which includes marketing the home through the real estate community, setting the appropriate price based on market factors, and coordinating the marketing. It details the home selling process and services provided such as market analysis, financing options, and home preparation recommendations.
Patrick Parker Realty, an independent boutique brokerage located in the heart of Bradley Beach is your local market leader. We understand the demands of a changing real estate market and avail ourselves of the latest industry information and tools to ensure excellent results.
Our seasoned Real Estate Agents constitute the area’s most productive real estate sales force. Their competitive edge is based on turn-key service that takes you through every step of your transaction. Our Agents offer the guidance, feedback and expertise needed to ensure your complete satisfaction.
Superior Service - built on a foundation of drive, experience and education - is the cornerstone of Patrick Parker Realty’s success. Our track record is proof that a focus on our client's needs, backed by the ability to deliver, remains as important as ever.
When it comes to understanding what’s important to you as you embark on selling your house, you will benefit from our unwavering commitment to getting your home sold, for the best price, in the shortest timeframe.
This document provides guidance on successful real estate settlements. It discusses utilizing checklists and timelines to track transactions. It emphasizes providing service beyond basic requirements. Sections cover listing properties, evaluating sellers' positions, contract reviews, buyer and seller services, home inspections, working with appraisers, troubleshooting issues, and conducting settlements. The document stresses proper contract writing, clear communication between all parties, and addressing potential challenges that may arise.
This document outlines the many steps and responsibilities involved for both listing agents and selling agents from initially listing a property through closing. It includes checklists for listing appointments, processing listings, reviewing contracts, and following through from offer to closing for both the listing and selling agents. Key responsibilities covered include explaining paperwork and disclosures, presenting offers, removing contingencies, facilitating inspections, and attending the closing.
Jennifer-Jones-Listing-Presentation-Jersey-Shore-Real-EstateJennifer Jones
After spending summers in Monmouth County, Jennifer Jones made it her permanent home 4 years ago. She is a real estate agent at Patrick Parker Realty in Belmar. With a business/psychology degree and experience in corporate sales, mortgage banking, and real estate sales, Jennifer understands transactions from property and financing perspectives and guides clients through the process.
This document introduces the second edition of the RICS Commercial Real Estate Agency Standards (Purple Book). It establishes a hierarchy of mandatory, best practice, and informational standards for RICS members. The Purple Book itself is a mandatory professional statement that applies to all RICS members involved in commercial real estate sales, letting, leasing, and management. It requires members to act with integrity and provide clients with fair, clear terms of engagement that meet legal and regulatory requirements.
This document discusses key features and functions of a customer relationship management (CRM) system for real estate brokers. It describes modules for contact management, activity management, lead management, transaction management, brokerage management, reporting, listing management, documents/forms, and customer feedback. It also provides details on transaction management, commission plans, listing management, important property documents, lead management, referrals, and the importance of customer feedback.
This document discusses marketing strategies for selling a home with Williams Trew Real Estate Services. It outlines their marketing plan including listing the home on the MLS and REALTOR.com, open houses, direct mailers, and social media presence. It emphasizes determining a market-sensitive price through a comparative market analysis and avoiding overpricing. Factors that can influence a successful sale are identified as price, condition, terms, marketing, access, agent, location, timing, and property characteristics.
The document provides details about Jon C. Mumford's real estate services, experience, office, and marketing plan for selling properties. It outlines his 20+ years of experience in customer service and real estate, various real estate designations held, services offered through the full sales process, and the marketing exposure home listings will receive through the Century 21 network including its websites, MLS, and various other online real estate platforms.
This document provides information about Bharat Ragha's real estate services and the Metro Brokers real estate company. It summarizes Bharat's qualifications and experience, Metro Brokers' large size and resources, and the marketing and support services available to sellers, including online promotion, open houses, and help managing negotiations and closing. Metro Brokers has many local offices, agents, and affiliated services to provide a "one stop shop" experience for clients.
Valerie Noia, a REALTOR from Coldwell Banker D'Ann Harper, REALTORS, presented information to potential home buyers Mr. and Mrs. Buyer. The presentation covered brokerage services, the buyer's agent role in representing the buyers, gathering the buyers' needs and criteria for a home, conducting a competitive market analysis, negotiating a purchase agreement, financing options, and the home buying process. Noia committed to finding the buyers the right home that meets their needs and representing their best interests throughout the transaction.
This document provides an overview of Matthew Rathbun's real estate services and qualifications. It includes sections on checklists and timelines for buyers and sellers, preparing homes for sale, common property issues like mold and lead paint, and the importance of thorough inspections. The document emphasizes utilizing checklists to stay organized and providing full disclosure to help guide clients through every step of the real estate transaction.
The February 2021 ValleyMLS Board meeting focused on ratifying decisions from the November 2020 NAR Board meeting. Major changes were approved to the Coming Soon status based on member survey feedback, including limiting it to 5 days.
The Board approved removing exception language for listings entered into Coming Soon status. Coming Soon was limited to 5 calendar days instead of business days.
A new property type of "manufactured home on permanent foundation" was approved. Exceptions for entering rental listings were approved. Revisions were made to the definitions of total square footage and finished square footage.
The Board also discussed policies regarding changing list prices, including buyer agent information in IDX data feeds, and reminders for Comp Only listings.
An agent provides many valuable services when helping clients buy or sell a home, as outlined in 100 reasons in the document. These services include conducting extensive market research, documenting the property details, marketing the home, facilitating offers, coordinating inspections and the closing process, and providing support throughout the entire transaction to help avoid issues and ensure it goes smoothly. Using an agent draws on their expertise to handle all the steps involved in a residential real estate deal.
An agent provides many valuable services when helping clients buy or sell a home, as outlined in 100 reasons in the document. These services include conducting extensive market research, documenting the property details, marketing the home, facilitating offers, coordinating inspections and the closing process, and providing support throughout the entire transaction to help avoid issues and ensure it goes smoothly. Using an agent draws on their expertise to handle all the steps involved in a residential real estate deal.
- Jeannette Neerpat is a licensed realtor in Florida who is committed to excellent customer service and respecting her clients' time.
- She has an extensive marketing plan to promote listed properties through online listings, open houses, signs, and printed materials.
- Her process for listing a property involves developing a comparative market analysis, staging and photography of the home, and careful management of offers, inspections, the appraisal, and closing.
How to find quality tenants in a disorganized marketLandwin
The most important factor for any commercial property investor is to find quality tenants for his property. It is a known fact that the commercial property leasing market is very lucrative due to the handsome returns on leases. However, quality of tenant is a critical factor that you must consider while taking on the leasing of a vacancy, an asset or a large investment property. Go through the slide to know the ways to find quality tenants in a disorganized market.
Krieger Norris provides tenant representation services to help clients find optimal retail locations. They create detailed neighborhood profiles and market analyses to advise clients on the best locations based on price, terms, and opportunities. As the tenant's representative, they aggressively negotiate on the client's behalf to secure the best possible deal. Their process involves strategic planning, market research, needs analysis, space selection and deal preparation, and negotiation and documentation. Their goal is to empower clients to make informed decisions and advocate for their needs.
This document provides an exceptional service guarantee from Coldwell Banker Howard Perry and Walston for sellers. It outlines 21 services the real estate agency commits to providing, including recommending property enhancements, developing a pricing strategy, creating a comprehensive marketing plan, handling all legal forms and disclosures, providing estimates of sale proceeds, and assisting throughout the entire sale process from offer negotiations to closing. It emphasizes regular communication with sellers and a 24 hour response time to calls and emails. The guarantee is intended to commit the agency to fully support sellers through exclusive representation.
This document provides information about the roles of various parties involved in the home buying and selling process in Arizona. It discusses the roles of real estate agents/realtors, escrow officers, loan officers, inspectors, and others. The realtor represents the buyer or seller, helps negotiate the deal, and guides them through the process. The escrow officer coordinates the contract and closing, orders title reports, and ensures all conditions are met. The loan officer qualifies the borrower and processes the loan. Using realtors provides advantages like assistance finding the right home, negotiating, and ensuring the process goes smoothly.
John and Melody Hatch of Hatch Homes provide services to help sellers sell their home for the most money in the shortest time. They have over 17 years of experience. The document outlines their seller's package which includes marketing the home through the real estate community, setting the appropriate price based on market factors, and coordinating the marketing. It details the home selling process and services provided such as market analysis, financing options, and home preparation recommendations.
Patrick Parker Realty, an independent boutique brokerage located in the heart of Bradley Beach is your local market leader. We understand the demands of a changing real estate market and avail ourselves of the latest industry information and tools to ensure excellent results.
Our seasoned Real Estate Agents constitute the area’s most productive real estate sales force. Their competitive edge is based on turn-key service that takes you through every step of your transaction. Our Agents offer the guidance, feedback and expertise needed to ensure your complete satisfaction.
Superior Service - built on a foundation of drive, experience and education - is the cornerstone of Patrick Parker Realty’s success. Our track record is proof that a focus on our client's needs, backed by the ability to deliver, remains as important as ever.
When it comes to understanding what’s important to you as you embark on selling your house, you will benefit from our unwavering commitment to getting your home sold, for the best price, in the shortest timeframe.
This document provides guidance on successful real estate settlements. It discusses utilizing checklists and timelines to track transactions. It emphasizes providing service beyond basic requirements. Sections cover listing properties, evaluating sellers' positions, contract reviews, buyer and seller services, home inspections, working with appraisers, troubleshooting issues, and conducting settlements. The document stresses proper contract writing, clear communication between all parties, and addressing potential challenges that may arise.
This document outlines the many steps and responsibilities involved for both listing agents and selling agents from initially listing a property through closing. It includes checklists for listing appointments, processing listings, reviewing contracts, and following through from offer to closing for both the listing and selling agents. Key responsibilities covered include explaining paperwork and disclosures, presenting offers, removing contingencies, facilitating inspections, and attending the closing.
Jennifer-Jones-Listing-Presentation-Jersey-Shore-Real-EstateJennifer Jones
After spending summers in Monmouth County, Jennifer Jones made it her permanent home 4 years ago. She is a real estate agent at Patrick Parker Realty in Belmar. With a business/psychology degree and experience in corporate sales, mortgage banking, and real estate sales, Jennifer understands transactions from property and financing perspectives and guides clients through the process.
This document introduces the second edition of the RICS Commercial Real Estate Agency Standards (Purple Book). It establishes a hierarchy of mandatory, best practice, and informational standards for RICS members. The Purple Book itself is a mandatory professional statement that applies to all RICS members involved in commercial real estate sales, letting, leasing, and management. It requires members to act with integrity and provide clients with fair, clear terms of engagement that meet legal and regulatory requirements.
This document discusses key features and functions of a customer relationship management (CRM) system for real estate brokers. It describes modules for contact management, activity management, lead management, transaction management, brokerage management, reporting, listing management, documents/forms, and customer feedback. It also provides details on transaction management, commission plans, listing management, important property documents, lead management, referrals, and the importance of customer feedback.
This document discusses marketing strategies for selling a home with Williams Trew Real Estate Services. It outlines their marketing plan including listing the home on the MLS and REALTOR.com, open houses, direct mailers, and social media presence. It emphasizes determining a market-sensitive price through a comparative market analysis and avoiding overpricing. Factors that can influence a successful sale are identified as price, condition, terms, marketing, access, agent, location, timing, and property characteristics.
The document provides details about Jon C. Mumford's real estate services, experience, office, and marketing plan for selling properties. It outlines his 20+ years of experience in customer service and real estate, various real estate designations held, services offered through the full sales process, and the marketing exposure home listings will receive through the Century 21 network including its websites, MLS, and various other online real estate platforms.
This document provides information about Bharat Ragha's real estate services and the Metro Brokers real estate company. It summarizes Bharat's qualifications and experience, Metro Brokers' large size and resources, and the marketing and support services available to sellers, including online promotion, open houses, and help managing negotiations and closing. Metro Brokers has many local offices, agents, and affiliated services to provide a "one stop shop" experience for clients.
Valerie Noia, a REALTOR from Coldwell Banker D'Ann Harper, REALTORS, presented information to potential home buyers Mr. and Mrs. Buyer. The presentation covered brokerage services, the buyer's agent role in representing the buyers, gathering the buyers' needs and criteria for a home, conducting a competitive market analysis, negotiating a purchase agreement, financing options, and the home buying process. Noia committed to finding the buyers the right home that meets their needs and representing their best interests throughout the transaction.
1. The Critical Role of the REALTOR® in the Real Estate Transaction
Do you know what your REALTOR® does, exactly? Surveys show that many homeowners and homebuyers
are not aware of the true value a REALTOR® provides during the course of a real estate transaction.
Many of the most important services and steps are performed behind the scenes by either the REALTOR®
or the brokerage staff and traditionally have been viewed simply as part of their professional responsibilities
to the client. But, without them, the transaction could be placed in jeopardy.
The REALTOR® Commitment
Not every real estate agent or broker is a REALTOR®. That term and the familiar Block “R” logo are
trademarked by the National Association of REALTOR® and can only be used by those are REALTOR®
members through their local association of REALTORS®.
While all REALTORS® are state-issued licensees as agents or brokers, the major difference between a “real
estate licensee” and a REALTOR® is that REALTORS® have taken an oath to subscribe to a stringent,
enforceable Code of Ethics with Standards of Practice that promote the fair, ethical and honest treatment of
all parties in a transaction. Non-member licensees have taken no such oath and are not morally bound to
the ethical practices and principles set for in the REALTOR® Code.
More importantly, they reflect the level of skill, knowledge and attention to detail required in today’s real
estate transaction, underscoring the importance of having help and guidance from someone who fully
understands the process – a REALTOR®.
And never forget that REALTORS® are pledged to uphold the stringent, enforceable tenets of the
REALTOR® Code of Ethics in their professional dealings with the public. Not every real estate licensee
holds REALTOR® membership. Make sure yours does!
To locate a REALTOR®, visit the Find a REALTOR® page.
Listed below are nearly 200 typical actions, research steps, procedures, processes and review stages in a
successful residential real estate transaction that are normally provided by full service real estate
brokerages in return for their sales commission. Depending on the transaction, some may take minutes,
hours, or even days to complete, while some may not be needed.
(This list is by no means an attempt to set forth a complete list of services as these may vary within each
brokerage and each market.)
Pre-Listing Activities
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 comparable currently listed properties
5 Research sales activity for past 12 months from MLS and public records databases
6 Research "Average Days on Market" for this property 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 & deed type
11 Research property's public record information for lot size & dimensions
12 Research and verify legal description
13 Research property's land use coding and deed restrictions
2. 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
17 Perform exterior "Curb Appeal Assessment" of subject property
18 Compile and assemble formal file on property
19 Review listing appointment checklist to ensure all steps and actions have been completed
Listing Appointment Presentation
20 Give seller an overview of current market conditions and projections
21 Review agent's and company's credentials and accomplishments in the market
22 Present company's profile and position or "niche" in the marketplace
23 Present CMA Results To Seller, including Comparables, Solds, and Current Listings & Expireds
24 Offer pricing strategy based on professional judgment and interpretation of current market conditions
25 Discuss Goals with Seller to market effectively
26 Explain market power and benefits of Multiple Listing Service
27 Explain market power of web marketing, IDX and REALTOR.com
28 Explain the work the brokerage and agent do "behind the scenes" and agent's availability on weekends
29 Explain agent's role in taking calls to screen for qualified buyers and protect seller from curiosity seekers
30 Present and discuss strategic master marketing plan
31 Explain different agency relationships and determine seller's preference
32 Review and explain all clauses in Listing Contract & Addendum and obtain seller's signature
Once Property is Under Listing Agreement
33 Review current title information
34 Measure overall and/or heated square footage
35 Measure interior room sizes
36 Confirm lot size via owner's copy of certified survey, if available
37 Note any and all unrecorded property lines, agreements, easements
38 Obtain house plans, if applicable and available
39 Review house plans and make copy
40 Order plat map for retention in property's listing file
41 Prepare showing instructions for buyers' agents and agree on showing time window with seller
42 Obtain current mortgage loan(s) information: companies and loan account numbers if available from the
bank(s)
43 Verify current loan information with lender(s) if possible
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 Home Owner Association manager if applicable
48 Verify Home Owner 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 Calculate average utility usage from last 12 months of bills
52 Research and verify city sewer/septic tank system
53 Water System: Calculate average water fees or rates from last 12 months of bills)
54 Well Water: Confirm well status, depth and output from Well Report
55 Natural Gas: Research/verify availability and supplier's name and phone number
56 Verify security system, current term of service and whether owned or leased
57 Ascertain need for lead-based paint disclosure
58 Prepare detailed list of property amenities and assess market impact
59 Prepare detailed list of property's "Inclusions & Conveyances with Sale"
60 Explain benefits of Home Owner Warranty to seller
61 Assist sellers with completion and submission of Home Owner Warranty Application
62 When received, place Home Owner Warranty in property file for conveyance at time of sale
3. 63 Have extra key made for lockbox
64 Verify if property has rental units involved. And if so:
65 Make copies of all leases for retention in listing file
66 Inform tenants of listing and discuss how showings will be handled
67 Arrange for installation of yard sign
68 Assist seller with completion of Seller's Disclosure form
69 "New Listing Checklist" Completed
70 Review results of Curb Appeal Assessment with seller and provide suggestions to improve salability
71 Review results of Interior Décor Assessment and suggest changes to shorten time on market
72 Load listing into transaction management software program
Entering Property in Multiple Listing Service Database
73 Prepare MLS Profile Sheet -- Agent is responsible for "quality control" and accuracy of listing data
74 Enter property data from Profile Sheet into MLS Listing Database
75 Proofread MLS database listing for accuracy - including proper placement in mapping function
76 Add property to company's Active Listings list
77 Provide seller with signed copies of Listing Agreement and MLS Profile Sheet Data Form within 48 hours
78 Take additional photos for upload into MLS and use in flyers. Discuss efficacy of panoramic photography
Marketing the Listing
79 Create print and Internet ads with seller's input
80 Coordinate showings with owners, tenants, and other Realtors®. Return all calls - weekends included
81 Install electronic lock box if authorized by owner. Program with agreed-upon showing time windows
82 Prepare mailing and contact list
83 Generate mail-merge letters to contact list “Just Listed” labels & reports
84 Prepare flyers & feedback faxes
85 Review comparable MLS listings regularly to ensure property remains competitive in price, terms,
conditions and availability
86 Prepare property marketing brochure for seller's review
87 Arrange for printing or copying of supply of marketing brochures or fliers
88 Place marketing brochures in all company agent mail boxes
89 Upload listing to company and agent Internet site, if applicable
90 Mail Out "Just Listed" notice to all neighborhood residents
91 Advise Network Referral Program of listing
92 Provide "Special Feature" cards for marketing, if applicable
93 Submit ads to company's participating Internet real estate sites
94 Price changes conveyed promptly to all Internet groups
95 Reprint/supply brochures promptly as needed
96 Loan information reviewed and updated in MLS as required
97 Feedback e-mails/faxes sent to buyers' agents after showings
98 Review weekly Market Study
99 Discuss feedback from showing agents with seller to determine if changes will accelerate the sale
100 Place regular weekly update calls to seller to discuss marketing & pricing
101 Promptly enter price changes in MLS listing database
The Offer and Contract
102 Receive and review all Buy-Sell Agreements submitted by buyers or buyers' agents.
103 Evaluate offer(s) and prepare a "net sheet" on each for the owner for comparison purposes
104 Counsel seller on offers. Explain merits and weakness of each component of each offer
105 Contact buyers' agents to review buyer's qualifications and discuss offer
106 Fax/deliver Seller's Disclosure to buyer's agent or buyer upon request and prior to offer if possible
107 Confirm buyer is pre-qualified by calling Loan Officer
108 Obtain pre-qualification letter on buyer from Loan Officer when possible
109 Negotiate all offers on seller's behalf, setting time limit for loan approval and closing date
4. 110 Prepare and convey any counteroffers, acceptance or amendments to buyer's agent
111 Fax copies of contract and all addendums to closing attorney or title company
112 When Buy-Sell Agreement is accepted and signed by seller, deliver to buyer's agent
113 Record and promptly deposit buyer's earnest money in escrow account.
114 Disseminate "Under-Contract Showing Restrictions" as seller requests
115 Deliver copies of fully signed Offer to Purchase contract to seller
116 Fax/deliver copies of Buy-Sell Agreements to Selling Agent
117 Fax copies of Buy-Sell Agreement to lender
118 Provide copies of signed Buy-Sell Agreement for office file
119 Advise seller in handling additional offers to purchase submitted between contract and closing
120 Change status in MLS to "Sale Pending"
121 Update transaction management program to show "Sale Pending"
122 Review buyer's credit report results -- Advise seller of worst and best case scenarios
123 Provide credit report information to seller if property will be seller-financed
124 Assist buyer with obtaining financing, if applicable and follow-up as necessary
125 Coordinate with lender on Discount Points being locked in with dates
126 Deliver unrecorded property information to buyer
127 Order septic system inspection, if applicable
128 Receive and review septic system report and assess any possible impact on sale
129 Deliver copy of septic system inspection report lender & buyer
130 Deliver Well Flow Test Report copies to lender & buyer and property listing file
131 Verify mold inspection ordered, if required
Tracking the Loan Process
132 Confirm Verifications Of Deposit & Buyer's Employment Have Been Returned
133 Follow Loan Processing Through To The Underwriter
134 Add lender and other vendors to transaction management program so agents, buyer and seller can
track progress of sale
135 Contact lender weekly to ensure processing is on track
136 Relay final approval of buyer's loan application to seller
Home Inspection
137 Coordinate buyer's professional home inspection with seller
138 Review home inspector's report
139 Enter completion into transaction management tracking software program
140 Explain seller's responsibilities with respect to loan limits and interpret any clauses in the contract
141 Ensure seller's compliance with Home Inspection Clause requirements
142 Recommend or assist seller with identifying and negotiating with trustworthy contractors to perform any
required repairs
143 Negotiate payment and oversee completion of all required repairs on seller's behalf, if needed
The Appraisal
144 Coordinate the Appraisal
Closing Preparations and Duties
145 Coordinate closing process with buyer's agent and lender
146 Ensure all parties have all forms and information needed to close the sale
147 Select location where closing will be held
148 Confirm closing date and time and notify all parties
149 Assist in solving any title problems (boundary disputes, easements, etc) or in obtaining Death
Certificates
150 Work with buyer's agent in scheduling and conducting buyer's Final Walk-Thru prior to closing
151 Research all tax, HOA, utility and other applicable prorations
152 Request final closing figures from closing agent (attorney or title company)
5. 153 Receive & carefully review closing figures to ensure accuracy of preparation
154 Forward verified closing figures to buyer's agent
156 Request copy of closing documents from closing agent
157 Confirm buyer and buyer's agent have received title insurance commitment
158 Provide "Home Owners Warranty" for availability at closing
159 Review all closing documents carefully for errors
160 Review documents with closing agent (attorney)
161 Coordinate this closing with seller's next purchase and resolve any timing problems
162 Have a "no surprises" closing so that seller receives a net proceeds check at closing
163 Refer sellers to one of the best agents at their destination, if applicable
164 Change MLS status to Sold. Enter sale date, price, selling broker and agent's ID numbers, etc.
165 Close out listing in transaction management program
Follow Up After Closing
166 Answer questions about filing claims with Home Owner Warranty company if requested
167 Attempt to clarify and resolve any conflicts about repairs if buyer is not satisfied
168 Respond to any follow-on calls and provide any additional information required from office files.
Reprinted from the Orlando Regional REALTOR® Association with changes made as necessary.