by officialcheckli
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Onboarding Checklist: Real Estate Client (Seller)

Real Estate Client (Seller) Checklist

• 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 checklist was created by officialcheckli

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