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
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Key Date Tracking
Pre-Inspection Date ________________________
Staging Date _________________________
Cleaning Date _________________________
MLS Data Sheet Signing (final forms) _________________________
Listing Live Date _________________________-
First Open House Date _________________________
Key House Info
Square Footage _________________________
Age Of Home _________________________
Age Of Shingles _________________________
Age Of Windows _________________________
Age Of Furnace _________________________
Any Defects Needing Disclosure _________________________
Property Taxes _________________________
Rental Items _________________________
** Bedrooms, Bathrooms, Basement, Garage Spaces and readily known information can be easily found
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Pre-Listing Checklist
- 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
- 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
- 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
- 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
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First Day on the Market
*Listings should be already loaded and ready to go at least a day prior
- 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
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First Week on the Market
- 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
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Weekly
- Weekly Stats Email to Client
- Daily Showing Feedback Calls
- Daily Feedback With Client
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Offer Day
- 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
Conditional Period
- 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
After Firm
- 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
Post Closing Nurturing “REALTOR® for Life”
- 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
Your REALTOR® For life Program should take over from here. Always building a future referral network through relationship building and a consistent marketing program.