100+ Seller Tasks in San Francisco

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