Template
Listing Meeting Folder
use a multi-pocket folder
Pocket #1
IABS Form
Make sure to hand this to the seller(s). Agents have been fined for not doing so.
Seller Information Sheet
If you recommend a title company that sends a Seller's Information Sheet, once a property goes under contract, go ahead and have them complete. One less thing to worry about later.
Tax Printout
Print the data sheet using Realist Tax. Highlight the homeowner name(s) to make sure the spelling is correct and confirm there are no other parties involved.
This is a great time to ask them if they have additional liens on the property (i.e. swimming pool, HVAC, roofer). Sometimes sellers don't think about this and they get to closing expecting a much higher net.
Pocket #2
CMA or Recent Area Sales Data
Some people like beautiful charts and graphs and others just want the raw data.
I usually ask them which they prefer.
ShowingTime Activity Report
Go to ShowingTime and click on Reports on the left
Net Sheet
I would ask them ahead of time how much they pay in tax each year. You need to account for their homestead exemption.
Highlight the estimated sales price
Pocket #3
Estimated Timeline for Listing Prep
https://drive.google.com/file/d/19WP52wvaVcKhZVcOVLLutaqVzQOUV3zd/view?usp=sharing
Estimated Timeline for Contract to Close
Pocket #4
Listing and Marketing Packet
Pocket #5
Place a Sticky Note on Pocket "Is there an available survey"
Listing Agreement
Pocket #6
List of Repairs and Upgrades
Additional Property Information
Listing Meeting Notes
Different Types of Property Showings
Seller's Disclosure
T-47 Affidavit
This creates a private checklist in your account.