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Preparation Checklists

Preparation Checklists

Prepare for your listing presentation and use checklists to make sure the transaction stays on track.

There are 230 possible actions, research steps, procedures, processes, and review stages that a Realtor® may provide in a typical, successful residential real estate transaction. Real estate transactions are complicated, but Realtors® are there to walk clients through the process. It is helpful to have preparation checklists in place to help both Realtors® and their clients prepare for the many steps of a transaction. Sharing checklists and other handouts with clients will help boost their confidence as they head into their home buying or selling journey!

buildingbetteragents.com has compiled a checklist for Realtors® to use when they have a new listing. It includes pre-listing and two checklists about marketing your listing.

This is a useful resource because there are many things involved with a new listing, and newer agents might have a hard time keeping track of what they need to do. These checklists make it clear what needs to be done and and keep track of what you’ve done.

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The Sellers’ Homework Checklist is handout created by NAR. The goal of the handout is to make the listing process as simple as possible for all parties. By giving this hand out to a client, they can clearly see what information they need to compile for the listing.

Use this resource to help make the listing process smooth. There are many thing that need to be compiled by the seller in, and this checklist is a good way of communicating what needs to be collected so you can make the sale.

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This is a resource provided by NAR at no cost. The Listing Tool Kit is a collection of different resources to help you secure a listing agreement with a potential client. With resources on pre-listing, the audience, presenting, pricing, and your commission.

Use this resource to tailor your approach to the seller’s comfort zone, get the right price, and answer any questions that might get thrown your way.

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The Real Estate Listing Presentation is a guide on how to give a sales meeting to a potential client. Created by Fit Small Business, this guide is a great tool for new Realtors® who are unsure on how to go about a sales meeting. It also includes a template slideshow to customize and make your own as a visual aid.

Use this resource to build upon to create the perfect sales meeting to secure a listing agreement. This guide does not need to be followed to the letter, but it gives a good base to start while you learn the best ways to pitch to a homeowner.

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