Real Estate Transaction Checklist: Listing Appointment Presentation Template

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For a real estate agent, the listing appointment presentation is the way to dispel any doubt in the homeowner's mind about their plan to sell with them. At the end of the presentation, the agent should not only walk away with a listing contract. They should also have won the seller's complete trust and cooperation.

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Real Estate Transaction Checklist: Listing Appointment Presentation Template for Priority Matrix

Real Estate Transaction Checklist: Listing Appointment Presentation Template in Priority Matrix

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Proposed Tasks

Intro

  • Explain agentas role in screening qualified buyers to protect against curiosity seekers
  • Explain different agency relationships and determine seller's preference
  • Explain the work the brokerage and agent do behind the scenes and agent's availability on weekends
  • Present company as profile and position or niche in the marketplace
  • Review agent and company credentials and accomplishments

Market Analysis

  • Give seller an overview of current market conditions and projections
  • Offer pricing strategy based on professional judgment and interpretation of current market conditions
  • Present CMA results, including comparables, solds, current listings and expireds

Marketing Points

  • Discuss goals to market effectively
  • Explain market power and benefits of multiple listing service
  • Explain market power of Web marketing, IDX and REALTOR.com
  • Present and discuss strategic master marketing plan

Contract

  • List and review all clauses in listing contract
  • Obtain seller's signature