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Real Estate Transaction Checklist: Pre-listing Template

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For each property that a real estate agent engages to sell there are hundreds of small but very important details and tasks that must be done. Omitting one of these can cause problems and keep a sale from going through at the last minute. Because of this, it is good practice for realtors to follow a very precise transaction checklist template, like the one below, to feel confident that, whether selling two or twenty houses, they are not forgetting anything. This practice also prevents needing to re-invent the wheel and write down the planned process for each new property.

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Real Estate Transaction Checklist: Pre-listing in Priority Matrix

Use our free real estate transaction checklist for pre-listing template for real estate agents. Feel confident that you're not forgetting anything important!

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Proposed Tasks

Research

Research aaverage days on marketa for properties similar in type, price and location
Research all comparable currently listed properties
Research property as ownership and deed type
Research propertyas current use and zoning
Research propertyas land use coding and deed restrictions
Research propertyas public record information for lot size and dimensions
Research sales activity for past 18 months from MLS and public databases

Verify

Verify legal description
Verify legal names of owner(s) in countyas public property records

Documents

Compile and assemble formal file on property
Download and review property tax roll information
Obtain copy of subdivision plat/complex layout
Prepare a comparable market analysis (CMA) to establish market value

Listing Appointment

Confirm current public schools and explain their impact on market value
Make appointment with seller for listing presentation
Perform exterior acurb appeal assessmenta of subject property
Prepare listing presentation package with all researched materials
Review and edit appointment questions template
Review listing appointment checklist to ensure completion of all steps
Send a written or e-mail confirmation of appointment and call to confirm