Template
Onboarding Checklist: Real Estate Client (Seller)
Use this real estate client (seller) information onboarding checklist to make sure your new client's needs can be met, understood, and obtained.
GATHER CONTACT INFORMATION
Name
Best contact number
Address
Home owner insurance
RECEIVE DOCUMENTS FROM SELLER
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
Continue marketing strategy
Update seller with progress
Schedule showing with potential buyers
Regroup if needed
This creates a private checklist in your account.