# Listing Checklist

# Checklist

**Below is a sample listing checklist. If you’d like to customize or print it, simply click the link. To make edits, be sure to either download the file or make a copy to your own Drive.**

#### CLICK - [DOC Listing Checklist ](https://docs.google.com/document/d/1nU3_rVnOmYtgk84zCyneiHpVsnRTYNVd/edit?usp=sharing&ouid=102369392287269900642&rtpof=true&sd=true)

<div id="bkmrk-____________________">**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**</div><div id="bkmrk-"></div><div id="bkmrk-key-date-tracking%C2%A0">**Key Date Tracking** </div><div id="bkmrk--1">  
</div><div id="bkmrk-pre-inspection-date-">Pre-Inspection Date ________________________</div><div id="bkmrk--2">  
</div><div id="bkmrk-staging-date%C2%A0-______">Staging Date _________________________</div><div id="bkmrk--3">  
</div><div id="bkmrk-cleaning-date-______">Cleaning Date _________________________</div><div id="bkmrk--4">  
</div><div id="bkmrk-mls-data-sheet-signi">MLS Data Sheet Signing (final forms) _________________________</div><div id="bkmrk--5">  
</div><div id="bkmrk-listing-live-date-__">Listing Live Date _________________________-</div><div id="bkmrk--6">  
</div><div id="bkmrk-first-open-house-dat">First Open House Date _________________________</div><div id="bkmrk--7"></div><div id="bkmrk--8">  
</div><div id="bkmrk-key-house-info">**Key House Info**</div><div id="bkmrk--9">  
</div><div id="bkmrk-square-footage-_____">Square Footage _________________________</div><div id="bkmrk--10">  
</div><div id="bkmrk-age-of-home-________">Age Of Home _________________________</div><div id="bkmrk--11">  
</div><div id="bkmrk-age-of-shingles-____">Age Of Shingles _________________________</div><div id="bkmrk--12">  
</div><div id="bkmrk-age-of-windows-_____">Age Of Windows _________________________ </div><div id="bkmrk--13">  
</div><div id="bkmrk-age-of-furnace-_____">Age Of Furnace _________________________</div><div id="bkmrk--14">  
</div><div id="bkmrk-any-defects-needing-">Any Defects Needing Disclosure _________________________</div><div id="bkmrk--15">  
</div><div id="bkmrk-property-taxes-_____">Property Taxes _________________________</div><div id="bkmrk--16">  
</div><div id="bkmrk-rental-items-_______">Rental Items _________________________</div><div id="bkmrk--17">  
</div><div id="bkmrk--18">  
</div><div id="bkmrk-%2A%2A-bedrooms%2C-bathroo">** Bedrooms, Bathrooms, Basement, Garage Spaces and readily known information can be easily found</div><div id="bkmrk--19">  
</div><div id="bkmrk--20">  
</div><div id="bkmrk-____________________-1">___________________________________________________________________________________________________________</div><div id="bkmrk--21">  
</div><div id="bkmrk--22"></div><div id="bkmrk--23">  
</div><div id="bkmrk-pre-listing-checklis">**Pre-Listing Checklist** </div><div id="bkmrk--24">  
</div><div id="bkmrk-initial-basic-inform">- [ ] Initial Basic Information Gathering
- [ ] Book Listing Presentation
- [ ] Drop off Pre-list Package (optional?)
- [ ] Research
- [ ] Print Property Line Report
- [ ] Print Geowarehouse Report 
    - [ ] Buy Title/Parcel Report
    - [ ] Buy Square Footage Report
- [ ] Check area influences
- [ ] Open Permits
- [ ] CMA Done
- [ ] Listing Presentation Done
- [ ] Confirm If Holding Offers
- [ ] Prepare Pre-List Paperwork
- [ ] RECO Information Guide Signed
- [ ] Listing Agreement Signed Exclusive 
    - [ ] Complete Schedule “A” with services
- [ ] Form 244 - Seller’s Direction Re Property/Offers (If holding offers)
- [ ] Post Listing Presentation Gift
- [ ] Create Shared Drive For Client/Agent Form Access
- [ ] Schedule Auxiliary Services
- [ ] Photography
- [ ] Videographer
- [ ] Drone
- [ ] Spotlight Marketing
- [ ] Stager
- [ ] Cleaner
- [ ] Pre-Home Inspection
- [ ] Order Sign Up

</div><div id="bkmrk--25"></div><div id="bkmrk--26">  
</div><div id="bkmrk-prepare-mls-listing-">- [ ] Prepare MLS Listing Paperwork 
    - [ ] MLS Data Sheet done
    - [ ] Listing Draft Completed and Signed by Client
    - [ ] Listing Agreement for MLS Completed w/Schedule A including Services and Signed
    - [ ] Fintracker completed using Fintracker App
    - [ ] Seller’s Direction re Property/Offers (Form 244) (if holding offers)
    - [ ] Listing Information Sheet (Appointment Instructions) to Front Desk

</div><div id="bkmrk--27">  
</div><div id="bkmrk--28">  
</div><div id="bkmrk-deliver-home-owner-l">- [ ] Deliver Home Owner Listing Package 
    - [ ] Install Lock Box on Front Door
    - [ ] Remove Shoes Signs
    - [ ] Do not use washroom signs
    - [ ] Printed Feature Sheets
    - [ ] Any additional items.. Cameras, Candles, Nice Touches

</div><div id="bkmrk--29">  
</div><div id="bkmrk-pre-load-comments-on">- [ ] Pre-load Comments on Spotlight Website For Google SEO 
    - [ ] Load Listing as a Draft (Day Prior. Unless already done as a Data Sheet)
    - [ ] Schedule Just Listed Flyers to go out to Area Homes

</div><div id="bkmrk--30">  
</div><div id="bkmrk--31">  
</div><div id="bkmrk-____________________-2">___________________________________________________________________________</div><div id="bkmrk--32">  
</div><div id="bkmrk-first-day-on-the-mar">**First Day on the Market** </div><div id="bkmrk--33">  
</div><div id="bkmrk-%2Alistings-should-be-">*Listings should be already loaded and ready to go at least a day prior </div><div id="bkmrk--34">  
</div><div id="bkmrk-publish-listing-live">- [ ] Publish Listing Live by 9:00am
- [ ] Confirm Property Sign is Up
- [ ] Start Boost Campaign on Social Media
- [ ] Confirm Realtor.ca and Website has Listing
- [ ] Call Client to Notify Live and Check Listing
- [ ] Book and Promote Open House
- [ ] Check Schedule B and any Attachments
- [ ] Set up a Daily Prospect Search for New Comparable Listings for Seller
- [ ] Login to Brokerbay and Confirm Appointment Info and Map Location

</div><div id="bkmrk-%C2%A0-1"> </div><div id="bkmrk-____________________-3">______________________________________________________________________</div><div id="bkmrk--35">  
</div><div id="bkmrk--36">  
</div><div id="bkmrk-first-week-on-the-ma">**First Week on the Market** </div><div id="bkmrk--37">  
</div><div id="bkmrk-call-agent-that-show">- [ ] Call Agent that Showed Property for Feedback
- [ ] Daily Call to Client for Updates and Feedback
- [ ] Social Posting and Videos
- [ ] Door Knock Area with Flyers - New Listing
- [ ] Door Knock Area with Open House invites
- [ ] Internet Search for Online Exposure

</div><div id="bkmrk--38">  
</div><div id="bkmrk-____________________-4">______________________________________________________________________</div><div id="bkmrk--39">  
</div><div id="bkmrk--40">  
</div><div id="bkmrk-weekly%C2%A0">**Weekly** </div><div id="bkmrk--41">  
</div><div id="bkmrk-weekly-stats-email-t">- [ ] Weekly Stats Email to Client
- [ ] Daily Showing Feedback Calls
- [ ] Daily Feedback With Client

</div><div id="bkmrk--42">  
</div><div id="bkmrk-____________________-5">______________________________________________________________________</div><div id="bkmrk--43">  
</div><div id="bkmrk-offer-day%C2%A0">**Offer Day** </div><div id="bkmrk--44">  
</div><div id="bkmrk-register-on-brokerba">- [ ] Register on Brokerbay
- [ ] Book Presentation Time and Location
- [ ] Confirm Notifications to Showing Agents
- [ ] Call all Previous Showing Agents to find More Interest
- [ ] Prepare any Support Documents 
    - [ ] Schedules
    - [ ] Comparables
    - [ ] Surveys
    - [ ] Rental Contract?
    - [ ] All Research

</div><div id="bkmrk--45">  
</div><div id="bkmrk-conditional-period%C2%A0">**Conditional Period** </div><div id="bkmrk--46">  
</div><div id="bkmrk-decide-if-showings-w">- [ ] Decide if Showings will Continue During Conditional Period
- [ ] Schedule Reminders on Conditions
- [ ] Help Facilitate Inspections and Appraisal
- [ ] Any Follow up day before Condition Expiry with Co-op Agent

</div><div id="bkmrk--47">  
</div><div id="bkmrk-after-firm">**After Firm**</div><div id="bkmrk--48">  
</div><div id="bkmrk-turn-showings-off%2C-i">- [ ] Turn Showings Off, if not already done so
- [ ] Congratulations to Seller, Gift?
- [ ] Facilitate Lawyer Information
- [ ] Schedule Reminder in Calendar 
    - [ ] 30 Days out Check in
    - [ ] 15 Days out Check in
    - [ ] 7 Days out Check in
    - [ ] 1 Day out Check in
    - [ ] Day of closing
- [ ] Communicate Further Process up to Closing date 
    - [ ] Consider Bridge Financing if needed
    - [ ] Moving Company
    - [ ] Change of Utilities
    - [ ] Paperwork to Lawyer
    - [ ] Meeting with Lawyer
    - [ ] Keys and day of closing
    - [ ] Staging Take down
- [ ] Send any Moving Support Documents
- [ ] Just Sold Flyers to Area Homes
- [ ] Door Knock Area for Potential New Listings
- [ ] Closing Day Gift
- [ ] Ask for Google Review
- [ ] Order/schedule Sign Down

</div><div id="bkmrk--49">  
</div><div id="bkmrk--50">  
</div><div id="bkmrk-post-closing-nurturi">**Post Closing Nurturing “REALTOR® for Life”** </div><div id="bkmrk--51">  
</div><div id="bkmrk-update-crm-birthday-">- [ ] Update CRM
- [ ] Birthday
- [ ] New Address
- [ ] Any notes
- [ ] Any Drip Campaign
- [ ] Closing date Anniversary
- [ ] Confirm Clients are on the Mail Newsletter Program
- [ ] Social Posts
- [ ] Second Door Knock
- [ ] Second Post Card
- [ ] One Week Call
- [ ] One Month Call
- [ ] 3 Month Call

</div><div id="bkmrk--52">  
</div><div id="bkmrk-your-realtor%C2%AE-for-li">Your REALTOR® For life Program should take over from here. Always building a future referral network through relationship building and a consistent marketing program. </div><div id="bkmrk--53"></div>

# Listing Paperwork

**All your listing paperwork is located in WebForms or SkySlope. You can access both platforms by signing in through your MLS system of choice (IMS or REALM). We’ve created custom templates for our agents with pre-populated forms and commonly used clauses to save you time and ensure consistency. For step-by-step guidance on using these tools, log in to Xsel using the link below.**

##### <span style="text-decoration: underline;"><span style="color: rgb(35, 111, 161); text-decoration: underline;">**[Xsel Learning Management System ](https://c21heritage-xselapp.training.com/)** </span></span>

**\*\*\*Bonus - Our Virtual Offer System makes writing offers even easier by generating them for you — just fill in the details and go. You must be using your Google <span style="text-decoration: underline; color: rgb(52, 73, 94);">Century 21 Email Address</span> to use.**

##### <span style="text-decoration: underline;"><span style="color: rgb(45, 194, 107); text-decoration: underline;">**[Click Here For Virtual Offer.ca](https://heritageplaybook.ca/virtualoffer.ca)**</span></span>

[![Screenshot 2025-04-11 at 4.24.58 PM.png](https://heritageplaybook.ca/uploads/images/gallery/2025-04/scaled-1680-/screenshot-2025-04-11-at-4-24-58-pm.png)](https://heritageplaybook.ca/uploads/images/gallery/2025-04/screenshot-2025-04-11-at-4-24-58-pm.png)