# 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>