Skip to main content

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.

PDF

CLICK Listing- Checklist  

DOC Listing Checklist

__________________________________________________________

___________________________________________________________________________________________________
Key Date Tracking 


Pre-Inspection Date _________________________

________________________


Staging Date.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



______________________________________________________________________

___________________________________________________________________________________________________________



Pre-Listing Checklist 


  • Initial Call/VisitBasic Information Gathering
  • Book Listing Presentation
  • Drop off Pre-list Package (optional?)
  • Research
    • -
  • Print Property Line Report 
  • Research - Print Geowarehouse Report
    • Research - Buy Title/Parcel Report
    • Research - Buy Square Footage Report   
  • Research - Check area influences 
  • Research - Open Permits 
  • CMA Done 
  • Listing Presentation Done
  • Confirm If Holding Offers
  • Prepare Pre-List Paperwork
  • RECO Information BrochureGuide Signed 
  • Listing Agreement Signed Exclusive
    • Complete Schedule “A” with ALLservices
      • services
    outlined in Listing Presentation
  • ConfirmForm 244 - Seller’s Direction Re Property/Offers (If Holdingholding Offers offers)
  • Post Listing Presentation Gift Given  
  • Create Shared Drive For Client/Agent Form Access
  • Schedule Auxiliary Services
  • Spotlight (All in one) 
  • Photography 
  • Videographer 
  • Drone
  • Spotlight Marketing
  • Stager 
  • Cleaner 
  • Pre-Home Inspection
  • Order Sign Up 

  • Prepare MLS Listing Paperwork
    • MLS Data Sheet Donedone
    • Listing Draft Completed and Signed by Client
    • Listing Agreement for MLS DoneCompleted w/Service Schedule A including Services and Signed
    • Fintracker Donecompleted using Fintracker App
    • Seller’s Direction tore HoldProperty/Offers 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 ListingComments on Spotlight Website For Google SEO 
    • Load Listing as a Draft (Day Prior)Prior.
      • Unless
    • Featurealready Sheetsdone Readyas ata HomeData Sheet)
    • Schedule Just Listed Flyers to go out to Area Homes 



___________________________________________________________________________


First Day on the Market 


*Listings should be already loaded and ready to go at least a day prior 

  • LoadPublish 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 
  • Confirm Sign is on Property
  • Set up a Daily Prospect Search for New Comparable Listings for Seller
  • Login to Brokerbay and Confirm Appointment Info and Map Location

 

______________________________________________________________________



First Week on the Market  


  • FollowCall upAgent onthat allShowed ShowingsProperty 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 


______________________________________________________________________



Weekly 


  • Weekly Stats Email to Client 
  • Daily Showing Feedback Calls
  • Daily Feedback With Client 


______________________________________________________________________

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 

______________________________________________________________________


 

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 
  • NurtureAsk Programfor 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. 

     



    Back to top