Initial PreListing and Research

1. Research Ownership

2. Research Legal Description

3. Assessment & Status

4. Research all comparable currently Listed Properties

5. Research Previous Sales Activity

6. Order Property Profile

7. Review Property Profile

8. Order Tax Information

9. Tax Information Reviewed

10. Legal Names on Title Research

11. Complete Market Study Prepared (CMA)

12. Enter in Computer Base

13. Send Confirmation for Listing appintment

14. Prepare Personal Listing Info

15. Deliver Pre-Listing Info to Seller

16. Call to Confirm Appointment with Seller, ask pre appointment questions

17. Present Market Study to Seller, Including Comps, Solds, Current Listings & Expireds

18. Present Strategic Master Marketing Plan to Seller

19. Discuss Preparation Needed to Market Effectively

20. Plan Goals with Seller

21. Present Plan of Action to Seller

22. Suggest Financing Alternatives

23. Listing Contract & Addendum Signed by Seller

24. Pre-Listing Information Package Picked Up

25. Pre-Listing Checklist Completed

26. Review Current Title Information

27. Determine if current loan is assumable

28. Plat Map Ordered

29. Lot Size Confirmed

30. Owners House Plans Received if Applicable

31. House Plans Reviewed

32. Measure Heated Square Footage

33. Interior Room Sizes Measured

34. Organize File in Proper Order

35. Make Contact Cards

36. Put Into Letter Sequence

37. Order Just Listed Labels and Reports

38. Prepare Flyers and Feedback Faxes

39. Year Home was Built Researched

40. Property Disclosure Delivered

41. Property Data Sheet Prepared for Office

42. Showing Instruction Prepared, Office Notified

43. Loan Company & Loan Number Provided by Seller

44. Current Loan Information Verified by Lender

45. Loan Assumption Requirements Researched

46. Second Loan Company & Loan Number Provided by Seller

47. Second Loan Information Verified by Lender

48. Review Current Appraisal if Available

49. Lot Information Researched for Size & Dimensions

50. Land Use Researched

51. Zoning Researched

52. Identify Home Owner Association Manager

53. Home Owner Association Fee Researched

54. Copy of By-Laws Ordered

55. Home Owner Association Services Provided

56. Copy of Complex Lay-out

57. Have Extra Key for Lockbox made

58. Lock Box Installed

59. Sign Installed.

1. Average Utilities Researched

2. Sewer/Septic System Researched

3. Water Availability Researched

4. Water Fees or Rates Researched

5. Well Status Confirmed with Well Report

6. Well Production Confirmed

7. Well Depth Verified

8. Natural Gas Availability Researched

9. Security System Term Verified

10. Property Inclusions and Amenities Noted

11. Property Inclusions Noted

12. Ads Written with Seller's Input

13. Digital Color Photo(s) Taken

14. Power of Attorney Reviewed and Filed

15. All Prorations are Researched and Noted

16. All Rents and Deposits are Verified

17. Copy of Leases Provided

18. Coordinate Showings with Tenant

19. Repairs and Maintenance Noted Completed

20. Home Owner Warranty Made Available

21. Home Owner Warranty Application Completed

22. Home Owner Warranty Application Mailed

23. Home Owner Warranty Received

24. Home owner Warranty Filed

25. Note All Unrecorded Property Lines or Agreements

26. "New Listing Checklist" Completed

27. "Closing and Control" Checklist Completed

28. New Listing Entered Into MLS System

29. Add Property to Our Active Listed List

30. Add Property to Our Current List

31. Confirm Owner Has a Copy of the Listing Agreement

32. Proof-Read MLS Computer Printout

33. Marketing Brochure Prepared

34. Marketing Brochure Mailed to Seller for Review

35. Put Marketing Brochures in All Agent Mail Boxes at All Board Offices

36. Mail Brochure to Top 10% Agents In Area

37. Uploaded to Internet

38. Have "Just Listed" Endorsement signed

39. Mail Out "Just Listed" Endorsement to Neighborhood

Listing and Marketing

1. Advise Agent Network Referral Program

2. Provide Marketing Data to Relocation Buyers

3. Provide Marketing Data to Incoming Referral Buyers

4. Provide "Special Feature" Cards for Marketing (If Applicable)

5. Write Ad for Internet using Emotional Hot Buttons

6. Write Ad for Internet Advertising

7. Submit Ad to the Targeted Web Site(s)

8. Submit Ad to my Personal Site

9. Submit Ad to LoopNet (if applicable)

10. Submit Ad to American Dreams

11. Submit Ad to Mastermind Network Groups

12. Submit Ad to Newsgroups

13. Loan Information Reviewed and Filed

14. Loan Information Updated if Necessary in MLS

15. Feedback Faxes Sent to Agents After Showings

16. Showing Feedback Conveyed to Seller Weekly

17. Weekly Market Study Reviewed

18. Regular Calls to Seller to Discuss Marketing and Pricing

188. Pre-Qualify all Buyers when Possible

1. Price Change entered into MLS Computer

2. Price Change announced to all agents

3. Price Change announced to all Internet Groups

4. New Brochures are delivered as needed

5. Refer You to One of the Best Agents at your Destination (If Applicable)

6. Offer Received

7. Contacts Selling Agent to discuss Buyers Qualifications & Offer

8. Offer Reviewed with Seller

9. All Responses are Reviewed

10. All Needed Forms are presented to complete the Sale

11. Offer is Accepted, Amended or Countered

12. Signed Offer is Delivered to Selling Agent

13. Contract is Signed by all parties

14. Advise Broker of New Contract

15. Copies of Contract to Seller

16. Copies of Contract to Selling Agent

17. Copies of Contract in office file

18. Original Documents files with agent obtaining offer

19. Sales in Progress Checklist completed

20. Earnest Money is Recorded

21. Earnest Money is Deposited in Escrow Account

22. Closing File Forms and files updated

23. Showings are restricted as Seller requests

24. MLS notified of sale

25. Coordinate with Selling Agent and Lender

26. Fax copies of Contract to Lender

Contract Management

1. Confirm Purchaser is Pre-Qualified

2. Review Credit Report Results

3. Provide Credit Information to Seller if Seller Financing

4. Assist in Arranging Financing

5. Coordinate Discount Points being locked with dates

6. Provide Comparable Sales for Appraiser

7. Schedule Appraisal

8. Follow-up on Appraisal

9. Appeal for Increase if Appraisal is low

10. Relay results to Seller

11. Confirm Verifications of Deposit and Employment have been returned

12. Follow Loan Processing Through to the Underwriter

13. Contact Lender Weekly to Track Processing

14. Relay loan approval to the Seller

15. Fax copies of contract and addendum to Title Office/Closing Attorney

16. Confirm Loan Payoff Statement created

17. Confirm Loan Assumption Statement Ordered

18. Contact Existing Lender for Assumption requirements

19. Compile all required items for Assumption

20. Submit all required items for Assumption

21. Order Title Insurance Commitment

22. Confirm if Turn-in Policy Available

23. Review Title Insurance Commitment

24. Confirm Purchaser received Title Insurance Commitment

25. Confirm Selling Agent received Title Insurance Commitment

26. Note Title Insurance Requirements

27. Coordinate Meeting all Title Insurance Requirements

28. Have Buyer’s Hazard Insurance Delivered

29. Provide "Home Owners Warranty" for Closing

30. Coordinate Home Inspection(s)

31. Review the Home Inspection Results

32. Negotiate the Payment and Completion of all required repairs

33. Inspection Clause Requirements completed

34. Deliver Unrecorded Property Information to Buyer

35. Septic Inspection Ordered

36. Septic Report Received and Reviewed

37. Copy of Septic Inspection Report delivered to Lender and Buyer

38. Copy of Well Flow Test Report delivered to Lender & Buyer

39. Copy of Well Flow Test Report Filed

40. Loan Approved

Closing Management

1. Closing Location Selected

2. Closing Date confirmed

3. Closing Time Scheduled with Seller

4. Closing Time Scheduled with Lender

5. Closing Time Scheduled with Selling Agent

6. Closing Time Scheduled with Buyer

7. Final Walk Thru Scheduled for Buyer

8. Closing figures Requested from Title Company

9. Closing figures Received and Reviewed

10. Closing Figures forwarded to Selling Agent

11. Closing Figures forwarded to Buyer

12. Closing Documents requested

13. Reviews Closing Documents for errors

14. Forward Closing Documents to Seller as Requested

15. Confer and review documents with Closing Attorney

16. Provide Earnest Money Check for Escrow

17. Oversee the Entire Closing Process

18. Coordinate This Closing with Your next purchase

19. Present You with your Check at Closing