Real Estate Transaction Checklist: Property Listing Template

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After the listing contract has been signed, the listing process is quite involved. Measurements must be taken, disclosures must be filled out, and every possible detail about the property to be sold must be verified and compiled. In order to make sure that they can do this process quickly and correctly, real estate agents use a Listing Checklist that walks them through every step, from taking the measurements of a single room to uploading the property onto the MLS database.

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Real Estate Transaction Checklist: Property Listing Template for Priority Matrix

Real Estate Transaction Checklist: Property Listing Template in Priority Matrix

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Proposed Tasks

Verify and Calculate

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

Compile

  • Ascertain need for lead-based paint disclosure
  • 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
  • Order copy of Homeowner Association bylaws, if applicable
  • Obtain current mortgage loan(s) information: companies and account numbers
  • Order plat map for retention in property's listing file
  • Compile list of completed repairs and maintenance items
  • Prepare detailed list of property's "Inclusions & Conveyances with Sale"
  • Prepare detailed list of property amenities and assess market impact
  • Obtain house plans, if applicable and available. Review and copy

Listing

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

Logistics

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