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#420253 - 02/15/13 01:52 PM Listing Action Plan - Start to Finish
FMB_Realtor Offline
Junior Member

Registered: 02/12/13
Posts: 3
Loc: Fort Myers Beach, FL
Hello All,

I'm a newbie. Would anyone like to share their listing action plan from start to finish? Or even one item from your plan? If not, where I can obtain this information? With all of the great realtors on this site, putting this together should be a breeze...

For example:

* Listing Appointment
* Sign Listing Agreement
* Copies of Keys
* Turn in Listing Agreement
* Take photos
* Install For Sale Sign
* Supra/Keybox Installation
* Enter Listing into MLS
* Set up Virtual Tour
* Add MLS Listing to
* Add MLS Listing to
etc. etc.

Thanks so much for helping me (and possibly others) build their listing action plan.

Teresa Williams

#422004 - 03/25/13 07:21 AM Re: Listing Action Plan - Start to Finish [Re: FMB_Realtor]
johnnyloans Offline
Veteran Member

Registered: 03/29/09
Posts: 870
Loc: Los Angeles ,CA
Try a google search for this one.
Johnny James
Real Estate Broker in CA
Greater Los Angeles Area
Have Car Will Travel
For Those That Google

#422672 - 04/15/13 02:18 AM Re: Listing Action Plan - Start to Finish [Re: FMB_Realtor]
Johnny B Offline

Registered: 12/25/04
Posts: 44
Loc: CA
I remember being very confused about this when I started. I make a New Listing Checklist to help clarify it in my own mind and to make sure I didn't miss anything.

I haven't looked at this in many years. But maybe it will serve as a starting point for you to embellish or update:

Ask Seller Before Appointment to have ready or provide over phone
􀂅 House Key
􀂅 Home Mortgage Statement
􀂅 Loan Balance(s) and Interest Rate(s) - for calculating Net Sheet
Must Have With You on Listing Presentation
􀂅 Lockbox
􀂅 Write down KeyBox Serial Number for entry into MLS (Assign Supra KeyBox)
􀂅 Presentation Booklet/Laptop (or whatever you use)
􀂅 Seller’s Net Sheet (Signed by Seller)

New Listing (Seller) - must submit within 3 days of listing
􀂅 Escrow Checklist
􀂅 MLS Printout—Residential Agent Full Report
􀂅 Tax Printout
􀂅 New Transaction Sheet
􀂅 Form RLA—Listing Agreement (must be revision date 04/05)
􀂅 Form AD—Agency Disclosure (between seller and listing agent)
􀂅 Form AD—Agency Disclosure (between seller and Buyer’s Agent—collected in case Buyer’s
agent goofs)
􀂅 Form DA-11—Disclosure and Consent for Representation of More Than One Buyer or Seller
􀂅 Metrolist Multiple Listing Service—Residential Profile Sheet (RES) (All information boxes
marked red are completed)
􀂅 In Marketing Comments—put where square footage came from
􀂅 MLS Notice of Non-Submission of a Listing to MLS (i.e., for staging or inspection)

Other Forms to Take With You on Listing Presentation
􀂅 Form AS-1—F.I.R.P.T.A.
􀂅 Form FLD—Lead-Based Paint and Lead-Based Paint Hazards - Revised 1/03 - If Pre-1978
􀂅 Form HOA—Homeowner Association Information Request - Revised 4/05 (if applicable)
􀂅 Form SBSA—Statewide Buyer and Seller Advisory
􀂅 Form SDS—Smoke Detector
􀂅 Form SSD—Supplemental Statutory and Contractual Disclosure
􀂅 Form TDS—Real Estate Transfer Disclosure Statement
􀂅 Form WHS—Water heater Statement of Compliance
􀂅 Agent Visual Disclosure Checklist
􀂅 Authorization To Order Inspections, Corrective Work, Home Warrant, Natural Hazard Disclosure,
􀂅 Residential Earthquake Hazards Report Disclosure Form - 2005 Edition - If Pre-1960
􀂅 The Environmental Hazards, Earthquake Safety, Federal Lead Booklet and Toxic Mold Update—Bk
Receipt - If Pre 1960
􀂅 Home Warranty Contract or Waiver
􀂅 Loan Information Request (Release Signed by Seller)
􀂅 Local Option/Right to Farm (Merced - don’t use, Lodi & San Joaquin use different form)
􀂅 NHD - HIRST (Natural Hazard Disclosure or Geological Report) Order Form
Sale Requirements - Within 24 hours of receipt of Buyer’s Deposit Check
􀂅 Check logged into log book - within 24 hours of receipt
Sale Requirements - Listing Agent must submit within 3 days of accepted and fully executed offer
􀂅 Form RPA-CA—Fully Executed Purchase Contract
􀂅 Agency Confirmation—Item 27C of Purchase Contract
􀂅 Executed Broker Compensation Clause—Page 8 of Contract or CAR Form CBC
􀂅 Form AD-11—Agency Disclosure (between Selling agent and Buyer)
􀂅 Form ADM-11—Addendums (if applicable)
􀂅 Form CO-1—Counter Offers (if applicable)
􀂅 Form DA-11—Disclosure and Consent for Representation of More Than One Buyer or Seller
􀂅 Form WPA—Wood Destroying Pest Inspection (if applicable)
􀂅 Copy of Check (black out account number)
Additional Items to Turn in Before COE
􀂅 Title Company Receipt for Buyer’s Deposit
􀂅 Preliminary Title Report with Buyer’s and Seller’s Signatures
􀂅 C C & Rs with Buyer’s and Seller’s Signatures
􀂅 General Property Inspection (Signed and Dated by Buyers and Sellers)
􀂅 Pest Inspection & Clearance (Signed and Dated by Buyers and Sellers)
􀂅 Roof Inspection & Clearance (Signed and Dated by Buyers and Sellers)
􀂅 Chimney Inspection & Clearance (Signed and Dated by Buyers and Sellers) - (if applicable)
􀂅 Septic Inspection & Clearance (Signed and Dated by Buyers and Sellers) - (if applicable)
􀂅 Well Inspection & Clearance (Signed and Dated by Buyers and Sellers) - (if applicable)
􀂅 Additional Inspection & Clearance (Signed and Dated by Buyers and Sellers) - (if applicable)
􀂅 Form CR—Contingency Removal
􀂅 Form RID—Receipt for Increased Deposit Liquidated Damages - 7/97 - (if applicable)
􀂅 Form RFR—Receipt for Reports
􀂅 Form VP-11—Verification of Property Condition
􀂅 Closing Package with Buyer’s and Seller’s docs and HUD
􀂅 Escrow Instructions—Signed by Buyers & Sellers
􀂅 Estimated Buyer/Seller Closing Statement
􀂅 Paid Receipts for work completed—Signed by Buyers & Sellers
􀂅 Communication logs, fax cover sheets, etc

I noticed there is no mention of the Statement of Information on this list.

Please don't consider this exhaustive. It was written by a new agent many years ago. And it was written for California markets.

I hope you have a great start.

Initially, I didn't know how to market. That is another subject.

#422673 - 04/15/13 02:19 AM Re: Listing Action Plan - Start to Finish [Re: Johnny B]
Johnny B Offline

Registered: 12/25/04
Posts: 44
Loc: CA
Sorry about the code in the front of each line. Those were check boxes.


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