Real Estate Transaction Checklist: Property Listing Template

Real Estate Transaction Checklist: Property Listing Template in Priority Matrix

Launch the Property Listing Template in Priority Matrix to manage your new properties with greater efficiency and less stress!

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Proposed Tasks

Verify and Calculate

• Calculate average utility usage from last 12 months of bills
  
• Calculate average water system fees or rates from last 12 months of bills Or confirm well status, depth and output from well report
  
• Check assumability of loan(s) and any special requirements
  
• Confirm lot size via owneras copy of certified survey, if available
  
• Identify Homeowner Association manager if applicable/ Verify Homeowner Association fees/ mandatory or optional and current annual fee
  
• Inform tenants of listing and discuss how showings will be handled
  
• Measure interior room sizes
  
• Measure overall and heated square footage
  
• Note any and all unrecorded property lines, agreements, easements
  
• Research and verify city sewer/septic tank system
  
• Research electricity availability and supplier's name and phone number
  
• Research/verify natural gas availability, supplier's name & phone number
  
• Review current appraisal if available
  
• Review current title information
  
• Verify current loan information with lender(s)
  
• Verify if seller has transferable Termite Bond
  
• Verify security system, term of service and whether owned or leased
  

Compile

• Ascertain need for lead-based paint disclosure
  
• Compile list of completed repairs and maintenance items
  
• Obtain current mortgage loan(s) information: companies and account numbers
  
• Obtain house plans, if applicable and available. Review and copy
  
• Order copy of Homeowner Association bylaws, if applicable
  
• Order plat map for retention in property's listing file
  
• Prepare detailed list of property amenities and assess market impact
  
• Prepare detailed list of property's "Inclusions & Conveyances with Sale"
  
• Take additional photos for upload into MLS and use in flyers. Discuss efficacy of panoramic photography
  
• When received, place Home Owner Warranty in property file for conveyance at time of sale
  

Listing

• Add property to company's Active Listings list
  
• Enter property data from Profile Sheet into MLS listing database
  
• Load listing into transaction management software program
  
• Prepare MLS Profile Sheet-agent is responsible for quality control and accuracy of listing data
  
• Proofread MLS database listing for accuracy, including proper placement in mapping function
  

Logistics

• Arrange for yard sign installation
  
• Assist seller with completion of Seller's Disclosure form
  
• Assist sellers with completion and submission of Home Owner Warranty application
  
• Discuss possible buyer financing alternatives and options with seller
  
• Explain benefits of Home Owner Warranty to seller
  
• Have extra key made for lockbox
  
• Prepare showing instructions for buyer's agents and agree on showing time window with seller
  
• Provide seller with signed copies of Listing Agreement and MLS Profile Sheet Data Form within 48 hours
  
• Review results of Curb Appeal Assessment with seller and provide suggestions to improve salability
  
• Review results of Interior DA(c)cor Assessment and suggest changes to shorten time on market
  
• Send Vacancy Checklist to seller if property is vacant