Onboarding Checklist: Real Estate Client (Seller)

Real Estate Client (Seller) Checklist Real Estate Client (Seller) Checklist
  • GATHER CONTACT INFORMATION

  • Name

  • Address

  • Best contact number

  • RECEIVE DOCUMENTS FROM SELLER

  • Home owner insurance

  • Tax documents

  • Mortgage statements

  • Association documents

  • Appraisal documents

  • Home repair and maintenance

  • Recipes for home improvements

  • Check MLS for additional information about the home

  • PITCHING TO NEW OR POTENTIAL CLIENT

  • Send out a welcome email to (new or potential) client

  • Schedule an appointment to view the property

  • Research comps and analysis the market to create a listing price

  • Create marketing material for (new or potential) client

  • Send out marketing material to (new or potential) client

  • Seller accepts marketing strategy and listing price

  • Send out listing contract/agreement

  • Receive listing contract/agreement

  • SETTING UP LISTING and MARKETING

  • Create the listing in MLS and other websites

  • Begin marketing strategy

  • Plan open houses (marketing, staging, etc)

  • Schedule open houses

  • Schedule showing with potential buyers

  • Continue marketing strategy

  • Update seller with progress

  • Regroup if needed

This checklist was created by officialcheckli

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