Listing Checklist

🏠 Home Listing Appointment Checklist

1. Homeowner & Property Information (Download this file)

Verify homeowner(s) full name(s)
Confirm property address
Confirm best phone number
Confirm email address
Confirm preferred method of communication
Verify ownership/title information
Ask why they are selling
Ask desired timeline to sell
Ask where they are moving
Determine if there is a specific date they need to close

2. Property Condition

Number of bedrooms
Number of bathrooms
Approximate square footage
Lot size
Year built
Garage/parking
Pool/spa
ADU
Recent remodeling
Kitchen upgrades
Bathroom upgrades
Flooring
Roof age
HVAC
Windows
Plumbing
Electrical
Solar
Other major improvements

3. Improvements & Documentation

Obtain list of improvements
Approximate date of each improvement
Obtain permits, if applicable
Receipts/invoices if available
Warranties/manuals
Solar documents
HOA information, if applicable

4. Pricing Discussion

Review comparable properties
Review recent sold properties
Review active competition
Review expired/withdrawn listings
Discuss current market conditions
Determine suggested list-price range
Discuss seller’s price expectations
Explain difference between asking price and market value
Agree on pricing strategy

5. Preparing the Home

Decluttering
Deep cleaning
Repairs
Paint/touch-ups
Landscaping
Curb appeal
Remove personal items
Staging recommendations
Professional photography
Video/virtual tour
Floor plan, if appropriate

6. Marketing Plan

MLS listing
Professional photography
Property description
Yard sign
Lockbox
Internet syndication
Social media
Open house
Broker/agent outreach
Email marketing
Online advertising
Target buyer profile
Weekly marketing review

7. MLS & Listing Details

Confirm property information
Verify room measurements
Verify square footage
Verify lot information
Verify parking
Verify school information
Verify HOA information
Review seller disclosures
Review MLS remarks before publication
Confirm showing instructions

8. Showing Strategy

Best days/times for showings
Notice required
Occupied or vacant
Pets
Alarm system
Showing restrictions
Open-house preferences
Seller’s expectations for showing feedback

9. Offers & Negotiation

Explain to the seller that the highest offer isn’t always the best offer.

Review:

Purchase price
Financing type
Down payment
Earnest-money deposit
Contingencies
Inspection
Appraisal
Loan
Closing date
Seller concessions/credits
Included/excluded items
Strength of buyer
Probability of closing

10. Escrow & Closing

Escrow process explained
Title
Inspections
Appraisal
Buyer financing
Required disclosures
Repairs/negotiations
Final walkthrough
Closing documents
Key transfer
Possession date

11. Seller’s Estimated Net

This is a big one.

Review estimated:

Expected sales price
Mortgage payoff
Commission
Escrow fees
Title fees
Transfer taxes/fees
Prorations
HOA fees, if applicable
Credits/concessions
Repairs
Other estimated costs
Estimated net proceeds to seller

12. Seller’s Responsibilities

Keep property accessible for showings
Maintain condition
Notify agent of changes
Complete required disclosures
Report known material facts
Keep utilities on
Remove valuables/personal documents
Maintain insurance until closing
Follow agreed showing procedures

13. Important Documents

Listing agreement
Seller disclosures
Agency disclosure
Property questionnaires
Lead-based paint disclosure, if applicable
HOA documents, if applicable
Solar documents, if applicable
Preliminary title information
Other required disclosures/forms

14. Final Conversation

Before leaving, ask:

“Do you have any questions about the process?”

“Is there anything you’re concerned about?”

“What is the most important thing you want from your Realtor during this transaction?”

And finally:

“If we’re comfortable with the pricing and marketing strategy, are you ready to move forward with getting the home on the market?”

⭐ Sergio Correa | Coldwell Banker
Your Home Sold the Right Way

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You can also call me or text me: 424-347-0229