Item

Pre-Listing Interview

1

Research ownership

2

Research legal description

3

Assessment & status

4

Research all comparable currently listed properties

5

Research previous sales activity, expire, active

6

Order property profile from title company/land titles

7

Review property profile

8

Access tax information ordered

9

Review tax information

10

Research legal names on title

11

Complete market study, prepared (CMA) and total market overview (TMO)

12

Enter in pre-list software or MLS

13

Send confirmation of listing appointment

14

Prepare listing presentation

15

Assign Excalibur 24hr Talking Ad Code To Property

16

Write a selling script for this property from details gathered and your knowledge of the area. Using Excalibur’s E-Voice (text to voice tool) convert your script to a male or female voice and upload into assigned code.

17

Or record selling script with your voice, into 24hr Talking Ad Code

18

Prepare letter or post card with your 1-800 24 hr Talking Ad number and code. Include with video or pre-listing package.

19

Have pre-listing package delivered to seller

20

Call to confirm appointment with seller, ask pre-appointment questions you may have

21

Good luck with your listing presentation

22

Present market study to seller, including comparable/s, sold/s, current listings & expired

23

Present strategic master marketing plan to seller

24

Call your 1-800 24hr talking ad and have seller listen to their listing. You may also have the email notice to your cell phone or pager. Mr. Seller "We respond immediately to all calls on your property"

25

Discuss preparation needed to market effectively

26

Plan goals with seller

27

Present plan of action to seller

28

Suggest financing alternatives

29

Listing contract & addendum/s signed by seller

30

Property disclosure form filled out and signed

31

Job well done you got the listing

32

Pre-listing information package picked up

33

Ask Seller for a referral. "Do you know anyone thinking of selling that could benefit from this level of home marketing service?"

34

Video picked up for recycling or seller gives to friend

35

Pre-listing checklist completed

Item

Listing Checklist

1

Open file on new listing

2

Advise staff of new listing

3

Review current title information

4

Order plot map

5

Lot size confirmed

6

Owners house plans received if applicable

7

House plans reviewed

8

Organize file in proper order

9

Make contact cards

10

Put into letter sequence

11

Order Just Listed post cards or door hangers

12

Rewrite your 1-800 24hr Talking Ad script for this property. . Using Excalibur’s E-Voice (text to voice tool) convert your script to a male or female voice and upload into assigned code.

13

Or rerecord revised script in your voice, in assigned code

14

Prepared sign rider with assigned your 1-800# & 24hr Talking Ad code

15

Have sign installed with 24hr Talking Ad sign rider

16

Call owner to schedule caravan/office tour/MLS tour

17

Prepare flyers and feedback form and faxes for caravan (include your 1-800# & 24hr Talking Ad code)

18

Interior room sizes measured

19

Exterior home dimensions plotted/measured

20

Ask seller for copies of any warranties still in place and transferable

21

Year home was built researched

22

Property disclosure delivered

23

Property data sheet prepared for office

24

Showing instructions prepared, office notified

25

Loan/mortgage company & loan/mortgage number, sellers lawyer information, provided by seller

26

Written permission from the seller to obtain information from the lender/mortgage

27

Current loan/mortgage information verified by lender

28

Loan/mortgage assumption requirements researched

29

Second loan/mortgage company & loan/mortgage number provided by seller

30

Second loan/mortgage information verified with lender

31

Review current appraisal if available

32

Lot information researched for size & dimensions

33

Land use researched

34

Zoning researched

35

Required elementary school researched

36

Required junior high school researched

37

Required high school researched

38

Homeowner association manager contacted

39

Homeowner association fee researched

40

Copy of by-laws, financial statements, rules and regs if property is in a building scheme or fenced community

41

Homeowner association services provided

42

Have extra key for lock box

43

Lock box installed

44

"Terms" sign installed (bright ugly attention getting sign) with only your 1-800 and the 24hr Talking Ad code and your USP

45

Brochure box installed

46

Average utilities researched

47

Sewer/septic system researched

48

Electric bills researched

49

Water fees or rates researched

50

Natural gas availability researched

51

Propane tank lease term and rate verified

52

Oil tank lease term and rate verified

53

Property inclusions and amenities are noted

54

Ads written with seller's input

55

Color photos taken

56

Power of attorney reviewed and filed

57

All proratings are researched and noted

58

All rents and deposits are verified

59

Copy of leases provided

60

Set meeting with tenant, create working relationship, set showing schedule, tenant as potential buyer

61

Coordinate showings with tenant

62

First right of refusal verified

63

Repairs and maintenance noted/completed

64

Property disclosure form posted

65

Homeowner warranty made available

66

Homeowner warranty application completed

67

Homeowner warranty application mailed

68

Homeowner warranty received

69

Homeowner warranty filed

70

New listing entered into MLS system (Add your 1-800# & 24hr Talking Ad code to the remarks section)

71

Listing Checklist Complete

72

73

74

75

Item

Marketing Checklist

1

Add property to office active inventory list

2

Confirm owner has a copy of the listing agreement

3

Proof MLS computer printout

4

Marketing flyer prepared (include your 1-800# & 24hr Talking Ad code)

5

Add new listing to your web site and include Excalibur E-Ad audio link for this listing

6

Email message prepared with your 1-800#, 24 hr Talking Ad code and hot link to this listing on your web site

7

Marketing flyer mailed to seller for review

8

Marketing flyer delivered to brochure box

9

Load fax back material (flyer, your profile sheet, location map, mortgage qualification sheet, etc.) Into your 1-800# & 24hr Talking Ad Code for this property

10

Put marketing flyers in all agent mail boxes at all board offices

11

Email blast to top 10% agents in area

12

Email blast to your data base of potential buyers

13

Email blast to preferred brokers

14

Promote at office sales meeting

15

Include in office tour of new listings

16

Include in MLS/caravan of new listings

17

Promote at board of realtors meeting, leads group, etc.

18

Mail out "just listed" announcements to neighborhood

19

Advise network referral program

20

Notify your buyer agents of new listing

21

If applicable do a voice broadcast to geographic prospect area or your database of clients that has said "give me a call when you find ?? Type of property" [Excalibur's voice broadcasting services] Note: you must have a business relationship or permission from the recipients to do a voice broadcast.

22

Assign a buyer's agents follows-up on each audio E-lead from the Excalibur system (your 1-800# & 24hr Talking Ad Code)

23

Provide marketing data to incoming referral buyers

24

Provide "special feature" cards for marketing (if applicable)

25

Write ad for newspaper (include your 1-800# & 24hr Talking Ad code)

26

Advertise in paper on rotating basis

27

Mail copy of newspaper ad to seller

28

Write ad for homes magazines (include your 1-800# & 24hr Talking Ad code)

29

Advertise in homes magazines

30

Mail copy of homes magazines to seller

31

Post just listed card with your 1-800# & 24hr Talking Ad code on local public notice boards

32

Make up a sheet of peel and stick labels for your promotional items  (include your 1-800# & 24hr Talking Ad code). Give 10 to your seller to hand out to people in their area of influence [ringing cards available from Excalibur]

33

Include in Real Estate Insider newspaper

34

Include in your next newsletter

35

Loan/mortgage information reviewed and filed

36

Loan/mortgage information updated if necessary in MLS

37

Feedback faxed or emailed to agents after showings

38

Showing feedback with activity report from the Excalibur system conveyed to sellers weekly

39

Weekly market study reviewed

40

Regular calls to seller to discuss marketing and pricing

41

Prepare information for homes TV show

42

Write TV Script (include your 1-800# & 24hr Talking Ad code)

43

Pre-qualify all buyers when possible

44

Price change entered into MLS computer

45

Record price reduction message into the secondary message of your 1-800 24hr Talking Ad Code

46

Price change announced to all agents

47

Price change on flyers

48

New flyers delivered as needed

49

Refer seller to one of the best agents at their out-of-town destination if applicable

50

Fax or email seller profile and a commission confirmation form

51

Marketing Checklist Complete

52

53

Item

Initial Offer Checklist

1

Offer received

2

Offer reviewed with agent

3

Discuss buyers qualifications & offer

4

Offer reviewed with seller

5

All responses are reviewed

6

All needed forms are presented to complete the sale

7

Offer is accepted, amended or countered

8

Signed offer is delivered to buyer's agent

9

Contract is signed by all parties

10

Initial Offer Checklist Complete

11

12

Item

Under Contract/Offer Accepted Checklist

1

Copies of contract to seller

2

Copies of contract for working file

3

Copies of contract in office file

4

Original documents filed with buyer's agent obtaining offer

5

Sales in progress checklist completed

6

Earnest money/deposit is recorded

7

Earnest money/deposit is deposited in agency escrow/trust account

8

Closing file forms and files updated

9

Showings are restricted as seller requests

10

Coordinate with buyer's agent and lender

11

Fax copies of contract and addendum/s to lender

12

Confirm purchase is pre-qualified

13

Review credit report results

14

Provide credit information to seller

15

Assist in arranging financing

16

Coordinate discount points/interest rate pre-approval being locked with closing dates

17

Provide comparable sales for appraiser

18

Schedule building inspection if applicable

19

Follow-up and review results with seller and buyer

20

Schedule pest control inspection if applicable

21

Follow-up and review results with seller and buyer

22

Schedule appraisal

23

Follow-up on appraisal

24

Appeal for increase if appraisal is low

25

Confirm verifications of deposit and employment have been returned

26

Follow loan/mortgage processing through to the underwriter

27

Contact lender weekly to track processing

28

Relay loan status to seller

29

Fax copies of contract and addendum/s to the title company/lawyer

30

Fax closing and control form to the title company/lawyer

31

Confirm loan/mortgage payoff statement created

32

Confirm loan/mortgage assumption statement ordered

33

Contact existing lender for assumption requirements

34

Compile all required items for assumption

35

Submit all required items for assumption

36

Order title insurance commitment

37

Review title insurance commitment

38

Confirm purchaser received title insurance commitment

39

Confirm selling agent received title insurance commitment

40

Note title insurance requirements

41

Coordinate meeting all title insurance requirements

42

Have buyer’s hazard insurance delivered

43

Provide "homeowner’s warranty" for closing

44

Coordinate home inspection

45

Review the home inspection results

46

Negotiate the payment and completion of all required repairs

47

Inspection clause requirements completed

48

Septic inspection ordered

49

Septic report received and reviewed

50

Copy of septic inspection report delivered to lender and buyer

51

Copy of septic inspection report filed

52

Well flow test ordered

53

Well flow test report received and reviewed

54

Copy of well flow test report delivered to lender & buyer

55

Copy of well flow test report filed

56

Water quality test ordered

57

Water quality test received & reviewed

58

Copy of water quality test delivered to lender & buyer

59

Copy of water quality test filed

60

Loan/mortgage approved

61

Closing location selected

62

Closing date confirmed

63

Closing time scheduled with seller

64

Closing time schedule with title company/attorney

65

Closing time scheduled with lender/attorney

66

Closing time scheduled with selling agent

67

Closing time scheduled with buyer

68

Final walk through scheduled for buyer

69

Closing figures requested from title company/attorney

70

Closing figures received and reviewed

71

Closing figures forwarded to buyer

72

Closing documents requested

73

Confer and review documents with seller's attorney

74

Provide earnest money check for escrow/trust accounts

75

Oversee the entire closing process

76

Coordinate this closing with seller's next purchase

77

Under Contract/Offer Accepted Checklist

78

79

80

Need to set-up a conference call with out of town buyers, buyer/seller lawyers, inspection authorities, other real estate agent? Use Excalibur's smart conference call service

Item

Post-Listing Checklist

1

Up-date sellers information in data base

2

Add buyers information to data base

3

Set follow-up alerts in data base for both buyer and seller

4

Remove lawn signs, lock box, etc.

5

Reassign 24hr Talking Ad code to another new listing

6

Generate seller's "thank you letter"

7

Generate buyer's "thank you letter"

8

Have your new home owner's package personally delivered

9

Have a small box of business cards made for buyer

10

Inform welcome wagon of new owner

11

Add this buyer to your "client for life" marketing and referral program

12

Post-Listing Checklist Complete

Item

Other Points a Real Estate Agent, Buyers and Seller should be aware of if applicable to the area

1

Radon Gas testing, monitoring and review

2

Asbestos testing, monitoring and review

3

Lead testing, monitoring and review

4

Hazardous wastes testing, monitoring and review

5

Ground water contamination testing, monitoring and review

6

Formaldehyde testing, monitoring and review

7

Special area tax, special community tax, etc.

8

Road allowances and right-of-ways

9

High water mark, water's edge, shore road allowance and water right-of-ways

10

11

12