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Onboarding Checklist: Real Estate Client (Seller)

Real Estate Client (Seller) Checklist

• GATHER CONTACT INFORMATION

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• Name

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• Best contact number

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• Address

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• Home owner insurance

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• RECEIVE DOCUMENTS FROM SELLER

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• Tax documents

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• Mortgage statements

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• Association documents

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• Appraisal documents

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• Home repair and maintenance

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• Recipes for home improvements

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• Check MLS for additional information about the home

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• PITCHING TO NEW OR POTENTIAL CLIENT

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• Send out a welcome email to (new or potential) client

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• Schedule an appointment to view the property

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• Research comps and analysis the market to create a listing price

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• Create marketing material for (new or potential) client

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• Send out marketing material to (new or potential) client

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• Seller accepts marketing strategy and listing price

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• Send out listing contract/agreement

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• Receive listing contract/agreement

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• SETTING UP LISTING and MARKETING

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• Create the listing in MLS and other websites

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• Begin marketing strategy

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• Plan open houses (marketing, staging, etc)

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• Schedule open houses

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• Continue marketing strategy

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• Update seller with progress

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• Schedule showing with potential buyers

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• Regroup if needed

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