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All the things I do for you as a Realtor®

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Listed here are 132 typical actions,
research steps, procedures, processes
and review stages in a successful
residential real estate transaction that
we may usually have to perform for
you to sell your home. Depending on
the transaction, some may take
minutes, hours, or even days to
complete, while some may not be


More importantly, they reflect the level of skill, knowledge and attention to detail that we provide to you and your real estate transaction.


  What we do to prepare to meet with you pre-listing

  1. Make an appointment with you to give you the listing presentation

  2. Call to confirm our  listing appointment 

  3. Research all comparable currently listed properties

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

  5. Research “Average Days on Market” for properties of this type, price range and location

  6. Download and review property tax roll information

  7. Prepare “Comparable Market Analysis” (CMA) to establish guidelines for establishing fair market value

  8. Research property’s ownership & deed type

  9. Research property’s public record information for lot size & dimensions

  10. Research and verify legal description

  11. Research property’s deed restrictions and HOA information

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

  13. Prepare listing presentation package with above materials and other useful information

  14. Perform exterior “Curb Appeal Assessment” of subject property

  15. Confirm current public schools and explain impact of schools on market value

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

    What we do during and after our presentation

  17. Give you, the seller an overview of current market conditions and projections

  18. Review agent’s and company’s credentials and accomplishments in the market

  19. Present the advantages of using our company and our “niche” in the marketplace

  20. Present CMA results to you, including Comparables, Solds, Current Listings & Expireds

  21. Discuss with you the pricing strategy based on my professional judgment and interpretation of current market conditions

  22. Discuss goals and time frames with you to market effectively

  23. Explain the benefits of listing with the Multiple Listing Service (MLS)

  24. Explain the power of web marketing and  alternate website listings like

  25. Explain the work the brokerage and I do “behind the scenes” and my availability

  26. Explain why we use a Showing Service to screen for qualified buyers and protect you from curiosity seekers .  Also discuss your preferences for showing appointments

  27. Present and discuss strategic master marketing plan

  28. Explain the different agency relationships and determine your preference

  29. Review and explain the Listing Representation Contract & Addendum and obtain your signatures

  30. Measure all of the rooms and make notes about the special features in each room

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

  32. Discuss any interior improvements or changes that might be made to shorten time on market

  33. Install electronic lock box if authorized by owner onto the front door

    Once the Listing Agreement is Signed We Go To Work Behind the Scenes

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

  35. Obtain house plans, if applicable and available

  36. Verify security system, current term of service and whether owned or leased and codes for showings

  37. Prepare showing instructions for buyers’ agents and setup the showing instructions and restrictions

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

  39. Review current appraisal or existing inspections if available

  40. Identify Home Owner Association information and selling costs if applicable including mandatory or optional fees and current annual fee

  41. Order copy of Homeowner Association bylaws, if applicable

  42. Research and verify city sewer/septic tank system

  43. Verify if seller has transferable Termite Bond

  44. Ascertain if there is a need for a lead-based paint disclosure

  45. Prepare detailed list of property amenities and assess how best to highlight them

  46. Prepare detailed Exclusion list for the property

  47. Get the Seller's Disclosure back from you and prepare it for the listing

  48. Compile a list of upgrades, completed repairs and outstanding maintenance items

  49. Explain the benefits of a Seller's Home Owner Warranty to you and confirm purchase

  50. Assist you with completion and submission of Home Owner Warranty Application

  51. Verify if property is a rental with tenants involved. And if so:

    1. Get details of the lease terms from you

    2. Verify when the tenant will be vacating the property

    3. Inform tenants of listing, get copy of access agreement, and discuss how showings will be handled

  52. Arrange for installation of yard sign and riders

  53. Arrange for photographs of the exterior and interior of the house

  54. Arrange for aerial photography if applicable

  55. Update “New Listing Checklist” to assure all steps get completed

  56. Process all of the legal paperwork into our secure transaction management program

  57. Prepare MLS Profile Sheet for “quality control” and accuracy of listing data

  58. Enter property data from Profile Sheet  and other documents into the MLS Listing Database

  59. Proofread MLS database listing for accuracy – including proper placement in mapping function

  60. Send you a copy of the Listing for your verification and make any needed adjustments

  61. Provide you with signed copies of the Listing Agreement and all documents you signed

  62. Prepare marketing materials including In Home flyers if applicable

    Marketing The Listing

  63. Monitor all showings with other Realtors®. Return all agent calls – weekends included

  64. Call Showing Agents to get feedback so you know what the market is thinking

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

  66. Prepare flyers if applicable

  67. Arrange for printing or copying of supply of marketing brochures or fliers

  68. Confirm the listing is created on the company and supporting websites

  69. Advise Network Referral Program of listing

  70. Review weekly Market Study and send you a copy

  71. Discuss any changes to the listing I feel will help it sell more quickly

  72. Call you weekly to update you and to discuss marketing and pricing

  73. Promptly enter and price changes in MLS listing database

  74. Post to appropriate social media 

  75. Schedule Open Houses when you select to include them in your marketing campaign

  76. Arrange to have people and supplies at the Open House

  77. Place signs in neighborhood the before and during the Open House

  78. Make sure that all visitors sign in for security of your home

  79. Escort all visitors through the home to protect your possessions

    The Offer and Contract

  80. Receive and review all Offer to Purchase contracts submitted by buyers or buyers’ agents

  81. Evaluate offer(s) and prepare a “net sheet” on each for you for comparison purposes

  82. Counsel you on offers. Explain merits and weakness of each component of each offer

  83. Contact buyers’ agents to review buyer’s qualifications and discuss offer

  84. Confirm buyer is pre-qualified by calling Loan Officer

  85. Obtain pre-qualification letter on buyer from Loan Officer

  86. Negotiate all offers on your behalf, setting time limit for loan approval and closing date

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

  88. Supply copies of contract and all addendums to title company

  89. When the Offer to Purchase Contract is accepted and signed by you, deliver to buyer’s agent

  90. Confirm receipt of buyer’s earnest money by Title Company

  91. Update “Under-Contract Showing Restrictions” as seller requests

  92. Deliver copies of fully signed Offer to Purchase contract to you via e-mail

  93. Deliver copies of Offer to Purchase contract to Selling Agent via e-mail

  94. Load copies of signed contract to the office transaction management system

  95. Advise you in handling additional offers to purchase submitted between contract and closing

  96. Change status in MLS to “Option Pending”

  97. Update transaction management system to show “Sale Pending”

  98. Discuss buyer’s likelihood to close and advise you of worst and best case scenarios

    Tracking the Loan Process

  99. Follow-up as necessary with buyer's mortgage company periodically

  100. Add lender and other vendors to our management program 

  101. Contact lender regularly to ensure processing is on track

  102. Relay final loan approval of buyer’s loan application to you

    Home Inspection

  103. Coordinate buyer’s professional home inspection with you

  104. Review home inspector’s report and prepare to discuss repairs with you

  105. Discuss requested repairs from buyer and what you decide to complete, or counter

  106. Once the Repair Addendum is signed, enter it into transaction management program

  107. Recommend or assist you with identifying trustworthy contractors to perform any required repairs

    The Appraisal Process

  108. Schedule Appraisal with the Appraiser and assure that they have access to the home

  109. Coordinate the appointment with you

  110. Provide comparable sales used in market pricing to Appraiser if required

  111. Follow-Up On Appraisal result with the mortgage company loan officer

  112. Assist seller in renegotiating the purchase price if the appraisal price seems too low

    Closing Preparations and Execution

  113. Confirm that all needed documents have been received and filed

  114. Coordinate closing process with buyer’s agent and lender. Confirm "Clear To Close"

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

  116. Communicate to you the location date and time of when and where the closing will be held

  117. Discuss with you change over of utilities and notification of other vendors

  118. Confirm closing date and time with buyer's agent

  119. Work with buyer’s agent in scheduling and conducting buyer’s Final Walk-Thru prior to closing

  120. Confirm that the Title Company sends you the final closing figures (CD) 

  121. Review the closing figures with you to ensure your understanding

  122. Arrange to have the sign and lockbox removed

  123. Call you and confirm that any items to be left in the home are there, such as garage door opener

  124. Confirm that the house keys and mailbox keys, will be available at closing

  125. Attend your  “no surprises” closing to answer any questions needed

  126. Take pictures of the event for you

  127. Provide you with a Quality Survey to assure you were satisfied with my service

    After Closing

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

  129. Update all documents to cose out listing in our transaction management program

  130. At the new year, send you copies of documents to assist you in filing your taxes

  131. Stay in communication to assist you with any further real estate needs

  132. Ask you if you know of anyone else I can provide with excellent service

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Did you have any idea about how much I will do for you to get your house sold?

I am ready and able to do all of this for you!  Contact me now to get started.

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