we consider these 302 items the minimum requirement to stay in business – to keep our Sellers happy.
thirty-five questions with personal, over-the-phone counseling
launch pre-appointment plan
enter contact information of all principals in database
research property legal description
research subject property
research previous sales activity in MLS and non-listed properties
obtain property building information from original builders, if possible
order property title
enter property information in database (have) section for buyers
do buy/sell search for prospective buyers
print buy/sell search results for client and presentation
research tax information
research all comparable currently listed properties
research all comparable recently-expired listings
research all comparable recently-sold listings
research district statistical information
prepare comparative market analysis using square footage analysis
prepare market overview and statistics
prepare pre-appointment information package and cover letter
deliver or email pre-appointment information package
prepare presentation file
prepare pricing presentation
review market overview and statistics
have in-person consultation with all decision makers
present customized marketing plan
review and discuss with sellers their wants and needs
review and discuss seller's concerns
explain and review the marketing agreement
explain and review all other disclosure and listing documents
discuss seller preparations necessary to market the property effectively
discuss financing options for seller's needs and marketing needs
prepare marketing preparation information including features and benefits
complete MLS input sheet
obtain keys from seller
complete concerns form
complete property information/evaluation form
explain pricing technologies
review feedback/online system
discuss and approve offer/counteroffer sequence
change status of property in database
launch new listing-to-sold marketing plan activities checklist
begin networking and notifying other top agents about property
educate the 200 agents at Realty Executives Polaris on features and benefits of new property
verify signage checked on contract and assemble appropriate marketing riders
verify lockbox checked on contract and location of installation
verify all information, initials, etc. are correct on the marketing agreement
confirm property disclosure statement received and get bids on repairs, if needed
photocopy all documents for the main office file
organize the file in proper order for ease of staff to answer questions
obtain lot measurements, and determine if there are any encroachments
order a Real Property Report (if necessary) when changes have been made to the land and structures
order instruments from title
order restrictions on title
obtain total square footage of property from city of Edmonton website
obtain interior room sizes
enter new listing on MLS and alternative websites
enter showing instructions in database and website
take photos of the home with Canon Rebel DSLR with wide-angle lens
select property photos to use, edit in Photoshop when necessary
save property photos to CD and make copies for buyers when we are showing
secret task # 1 – we're the only agents in Edmonton who do this and it gets amazing responses from buyers!
order installation of "For Sale" sign
enter exterior photo of property on MLS
enter link from MLS website to team website
proof of MLS printout and edit, if necessary; republish and E-mail to client
call all "wanters" from exclusive buyer list
prepare buyer-marketing promotions
install lockbox on property
install brochure box on sign
install sema code rider on sign
enter property inclusions, measurements, etc. for fact sheet
prepare property remarks/description for "just listed" announcement
order "just listed" announcement cards for neighborhood delivery
send thank you letter to seller
send profile sheets to all 200 agents at our brokerage
send profile sheets to closest local real estate brokerage (including competitive brokerages)
prepare cover page for feature sheet explaining our buyer club
prepare upgrades page if seller is repairing any deficiencies
proof all marketing materials for accuracy
print 100 initial property profile sheets
print 100 cover pages
print 100 photo pages
print 100 special features and upgrades page, if applicable
compile feature sheets
retain one complete feature sheet for file
prepare and print Home Book
if applicable, obtain second mortgage information
photocopy all pertinent information in format for Home Book
find builder information in "Builder Promo File," or obtain by other means
prepare floor plan pages for Home Book
contact team lender for financing alternatives flyer
prepare financial information for Home Book
research community information for Home Book
enter community information into Home Book
obtain twelve months of all utilities from owner
enter utility averages in Home Book
research elementary school information for Home Book
research junior high school information for Home Book
research senior high school information for Home Book
enter school information in Home Book
research demographics
enter demographics in Home Book
prepare property information sheets for Home Book
make multiple copies of Home Book for interested buyers
photocopy all seller's documents for file
file presenting offers form
make copy of mortgage verification for file and seller
return seller's original documents to seller
launch "buyer prospect match plan"
schedule agent follow up and calls every ten working days
enter property information in have/want database
enter REALTOR® preview on MLS open house and website
launch market review plan
enter MLS number in database
enter all other pertinent property information in database
launch listing reporting plan
enter listing on team website
secret task #2 – this task will get an extra 2000 people looking at your home. Guaranteed!
configure exterior photo and thumbnail for team website
configure interior photos for team website
enter exterior photo on team website
enter interior photos on team website
place ad in Edmonton Journal's new listing section
prepare office input sheet
contract and documentation to office listing department
deliver feature sheets to property
deliver feedback fax pages to property for showing REALTORS®
prepare "just listed" flyers
promote listing at office meeting
promote listing through group page to 200 agents at Realty Executives Polaris
secret task # 3 – this one task alone can reach at least 3 different Buyer demographics
pull initial agent buyer prospect matches
verify if real property report needs updating
format posting flyers for emailing
format feature sheets for emailing
format photos page for emailing
prepare information for agent MLS prospect matches
format buyer flyers for emailing
send a copy of the newspaper ad to the seller
launch condominium plan, if applicable
complete condominium documents checklist
confirm condominium fees
confirm homeowner association fee if applicable
confirm taxes and local improvement fees
record fees in listing data
record fees in file
order condominium plan
order condominium documents
review condominium documents
review condominium plan
enter registered size in MLS and database
launch investment property plan, if applicable
verify all rents and deposits if tenant resides in property
obtain copy of leases from seller
prepare property investment analysis
coordinate showings with tenants
verify if first right of refusal exists
post listing on office listing board
monitor and follow up incoming buyer calls
launch public open house plan
schedule public open house
call seller to remind and confirm open house
complete open house "get ready" checklist
prepare extra feature sheets for open house
enter open house date and time on website
call our buyer prospects to invite to open house
get lender to provide updated financing information
host public open house
enter open house in showings on database
enter feedback in homefeedback.com
monitor feedback on homefeedback.com
enter all showings on listings showing form
prepare showing feedback reporting
feedback to seller every two weeks: email, fax, and phone
provide property data to incoming referral buyers
handle all calls generated, and keep track of sources
replace feature sheets as needed
email property information to move up/down buyer lists
download information from lockbox, if necessary
monitor Internet buyer inquiries
follow up to Internet buyer inquiries
prepare hard copy showing reporting for seller
prepare marketing activity reporting for seller
maintain buyer inquiries form for follow up
send market activity reports to seller
submit property photo for real estate guide advertisement
send copy of real estate guide advertisement to seller
secret task # 4 – this task will find you buyers from all across Canada (and it's not the MLS)
review activity in the marketplace
edit MLS remarks every two weeks
contact seller on a weekly basis
review marketing activities and make adjustments, if needed
monitor new listings in the area
monitor sales in the area that may affect sale of property
necessary amendments entered on MLS
make updated copies of MLS stats for file
extensions and amendments to listing department
listing changes and amendments enter in database
prepare new flyers with amendments and changes
deliver amended flyers to property
notify showing agents of listing changes
file documents regarding extensions and amendments
enter any listing changes on listing board
enter amendments and changes on team website
notify webmaster of amendment if featured property
prepare property information advertising in monthly newsletter
search MLS for prospect matches on a daily basis
send property information to top agents with matches as required
enter listing information into monthly newsletter
notify seller when offer to purchase is received
contact buyer's agent to discuss offer details
confirm and discuss buyer's qualifications with agent
review and discuss offer to purchase with seller
suggest and discuss strategies with seller
negotiate offer to purchase
confirm all necessary documents required for contract
confirm all initials and signatures on contract
confirm accepted contract received by seller
confirm selling agent received copy of accepted contract
deliver accepted contracts to seller and agent
report conditional sale to board
make copies of contract and all pertinent documents
update listing file
open closing sale file
update listing board
prepare sale checklist for file
prepare trade record sheet
contract and complete set of documents to closing
confirm initial deposit received
make copy of deposit check
enter sale in database
enter sale price in database
enter deposits and mortgage amounts in database
enter deposit date reminders
enter parties involved in sale in database
enter condition and closing dates in sale
enter condition date reminders
launch "conditionally sold" sales plan
launch "final sale" plan
record initial deposit received with date and time
notify referral agent or company, if applicable. Send copy of contract to the referral company
initial deposit to closing for depositing to trust account
confirm home inspection date and time with buyer's agent
provide information to appraisers
notify seller of home inspection date and time
record home inspection in file checklist and sale in database
confirm appraisal completed
if appraisal not completed, contact selling agent and inquire
make copy of CMA, and submit CMA to appraiser
print sale report for file
organize sale file in proper order
enter conditional sale on website
send condominium documents to selling agent
follow up with buyer's agent concerning finance condition
follow up with buyer's agent concerning conditions in condominium documents
follow up with buyer's agent regarding other conditions
call buyer's agent to confirm waivers will be received as needed
confirm waivers are received from selling agent
photocopy all waivers for closing
confirm additional deposit received
make copy of deposit check
record additional deposit received with date and time
deposit check to closing for depositing to trust account
copies of waivers to closing department
reorganize sale file
document and log all communications with buyer's agent
prepare updated closing report for file
complete copy of contact with waivers to seller for his/her records
prepare moving guide for seller
prepare moving package for seller
get moving card notification address from seller
send new moving cards
obtain seller lawyer information
obtain purchaser lawyer information
send contract and all other documents to seller's lawyer
confirm if original or copy of closing statement on file
send copy of closing statement
courier original closing statement to lawyer, if on file
notify lawyer if update is needed
remove lockbox from property
deliver moving package and gift to seller
place "Sold" sticker on sign
prepare tag for property key
remove marketing material from property
record if key returned to seller or placed in file for closing
if key returned to seller, schedule pickup for closing
notify referral agent or company of final sale, if applicable
sssist seller with home purchase
schedule walk-through appointments
record walk through in database
send key release and walk-through trust letter to selling agent
confirm signed trust letter received
call seller lawyer regarding cash difference and keys release
courier or leave key at reception for agent pickup
notify buyer's agent keys are releasable
launch after sale closing plan
send service survey to seller
update listing and sale in database
update client information in database
remove address from selling agent
file to "closed" compartment
schedule "after sale" contract

