100+ Tasks I Do

The end goal is to get your home sold, but there is a lot more that goes into it than you may think. Work with me and you automatically get these 100 tasks completed for your home.

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Appointment Activities

Pre-appointment Prep

  • Research appropriate sampling of currently listed comparable properties (i.e., appropriate by property type, price range, and location).
  • Research trends and sales activity for an appropriate period (past three to six months is recommended) from MLS and public records databases.
  • Research "average days on market” for the property type, price range, and location.
  • Download and review property tax roll information.
  • Research property’s public record information for ownership and deed type.
  • Research property’s public record information for lot size and dimensions.
  • Research legal description.
  • Prepare market analysis to establish opinion of value.

Listing Appointment Presentation

  • Give the seller(s) an overview and projections of current market conditions.
  • Present market analysis results to seller(s), including sold comparable homes, current listings, and expired.
  • Offer pricing strategy based on professional judgment and interpretation of current market conditions.
  • Discuss goals with seller(s) to market effectively.
  • Review the netsheet with the seller.
  • Explain marketing power and benefits of the MLS.
  • Review results of curb-appeal assessment with seller(s) and provide suggestions to improve sale-ability.
  • Consultation about high return on investment upgrades.
  • Verify the security system, current term of service, and determine if it’s owned or leased.
  • Verify if property has rental units involved.
  • Make copies of all leases for retention in the listing file.
  • Verify all rents and all deposits.
  • Assess interior décor and suggest changes.
  • Make recommendations on how to best showcase the property.
  • Review accuracy of current title information with sellers.
  • Verify names of owner(s) as they appear in county’s public property records.
  • Verify with seller(s) if there are any outstanding or expired construction permits or if any changes have been made to the property since the seller(s) purchased the property.
  • Complete listing contract and addenda (using names of seller(s) as they appear on deed or title policy). Obtain seller(s)’ signature(s) on the listing agreement and return a signed copy of the listing contract to the seller(s). (If property is jointly owned, all owners should sign a listing agreement.)
  • Obtain seller(s)’ permission to use a lock box.
  • Note any and all unrecorded property lines, agreements, and easements that are known to the seller if they are not otherwise noted.
  • Obtain house plans, if applicable and available.
  • Verify with seller(s) if there are any outstanding or expired construction permits or if any changes have been made to the property since the seller(s) purchased the property.
  • Coming soon agent preview.

Pre-Listing Activities

Home Inspection

  • Coordinate buyer(s)’ professional home and termite (WDO) inspections with seller(s).
  • If property is vacant, make sure all utilities are turned on for inspection and contractual purposes.
  • Review home inspector’s report and WDO report with seller(s) and discuss issues and options, if needed.
  • Verify seller(s)’ compliance with home inspection report and WDO report repair requirements.
  • Recommend or assist seller(s) with identifying trustworthy contractors to perform any required repairs.
  • Obtain copies of repair bills showing seller(s) has made required repairs.

Pre-listing

  • Obtain copy of subdivision plat/complex layout.
  • Obtain copy of current title insurance policy.
  • Provide seller(s) with a copy of a blank sales contract to review in preparation of their receipt of an offer.
  • Inform tenants of listing and discuss how showings will be handled.
  • Arrange for installation of yard sign and lockbox.
  • Have seller(s) complete the seller(s)’ disclosure form.
  • Stage property
  • Have property professionally photographed
  • Create aerial footage if appropriate
  • Shoot lifestyle video
  • Create virtual 3-D tour
  • Draw floor plan as needed
  • Announce property to 250+ company agents and make available to preview
  • Prepare detailed list of property amenities and assess market impact.
  • Compile list of completed repairs and maintenance items completed.

Listing & Marketing Activites

Listing

  • Order plat map for retention in property’s listing file.
  • Prepare showing instructions for buyer(s)’ broker and agree on showing-time window with seller(s).
  • Install electronic lock box and program the lock box with agreed-upon showing-time windows.
  • Obtain current mortgage loan(s) information: companies and loan account numbers.
  • Verify current loan information with lender(s).
  • Identify homeowner association manager, if applicable. Verify homeowner association fees and pending or unpaid assessments with homeowner association manager.
  • Prepare detailed list of property’s "inclusions and conveyances with sale.”

Marketing and Showing

  • Promotion boost to Social Media
  • Target market to optimum online buyers
  • Search engine optimization
  • Retarget marketing to buyers looking at like properties
  • Publish the listing on compass.com and its 197,000 followers
  • Massive syndication to 70+ US and international sites
  • Enter compelling details into MLS
  • Email listing to 40,000+ California Realtors
  • Expose listing to 3000+ circle of influence
  • Create necessary printed marketing materials.
  • Mailers to the surrounding area and call 500 neighbors. Coming soon promotions
  • Broadcast website to android phones within 100 yards of home
  • For sale sign with QR code to website
  • Virtual open houses on zoom. Provide showing time comments and feedback to seller(s) and recommend changes according to potential buyer comments.
  • Review comparable MLS listings and new trends regularly to verify property remains competitive in price, terms, conditions, and availability.
  • Provide marketing data to buyers coming through international relocation networks
  • Request feedback from buyers’ brokers after showings.
  • Discuss feedback from showing sales associates with seller(s) to determine if changes will accelerate the sale.
  • Call seller(s) weekly to discuss marketing and pricing.

Finance Activities

Offer and Contract

  • Receive and review all offer to purchase contracts submitted by buyers or buyers’ brokers.
  • Evaluate offer(s) and prepare a "net sheet” on each offer, for the seller(s) to make comparisons.
  • Review offers with seller(s) and review merits and weaknesses of each component of each offer.
  • Contact buyers’ broker to review buyer(s)’ qualifications and discuss offer.
  • Provide seller(s)’ disclosure to buyer(s)’ broker or buyer upon request (prior to offer if possible).
  • Confirm buyer(s) is pre-approved by contacting lender.
  • Negotiate all offers and counteroffers on seller(s)’ behalf.
  • Prepare and convey any counteroffers, acceptance, or amendments to buyer(s)’ broker.
  • Provide copies of the contract and all addenda to the title company.
  • Record and promptly deposit buyer(s)’ earnest money with escrow agent.
  • Provide copies of contract to lender.
  • Inform seller(s) how to handle additional offers to purchase submitted between effective date of contract and closing.

Loan Process

  • Contact buyer(s)’ lender weekly to verify processing is on track.
  • Follow buyer(s)’ loan processing through to the underwriter.
  • Relay final approval of buyer(s)’ loan application to seller(s).

Appraisal

  • Make arrangements for appraiser to enter property.
  • Meet appraiser and provide documentation of any upgrades and/or features of the property.
  • Discuss appraisal report with seller(s) and suggest options, if necessary.

Closing Activities

Closing Preparation

  • Distribute signed contracts to all involved parties (buyer, seller(s), title company, lender, seller(s)/buyer(s) broker, closing agent) and provide contact information as needed.
  • Coordinate closing process with buyer(s)’ broker and lender.
  • Confirm location, date, and time where closing will be held and notify all parties.
  • Confirm with closing agent that all title problems have been resolved.
  • Confirm that the seller has the proper Power of Attorney or trust documents, as applicable.
  • Work with buyer(s)’ broker in scheduling and conducting buyer(s)’ final walk-through prior to closing.
  • Confirm with closing agent that all tax, HOA, utility, and other applicable pro-rations have been resolved.
  • Request final closing figures from closing agent.
  • Review closing figures on Final Settlement Statement with seller(s) to verify accuracy of preparation per contract.
  • Forward verified closing figures to buyer(s)’ broker and confirm buyer(s)’ broker has received and reviewed closing figures.
  • Confirm buyer(s) and Buyer(s)’ broker has received title insurance commitment.
  • Review closing documents with seller(s).
  • Provide earnest money deposit check from escrow account to closing agent. If closing agent is holding escrow funds make sure it appears on the final HUD.
  • Coordinate this closing with seller(s)’ next purchase and resolve any timing problems, if applicable.
  • Confirm seller(s)’ net proceeds check at closing.

After Closing

  • Provide REALTOR® referral information for seller(s)’ relocation destination, if applicable.
  • Follow up with seller(s).

mikeplot@yahoo.com

DRE# 01222798

415-505-1029