Here's a look at all the things — big and small — that an agent who is a REALTOR® may do to help clients when buying and selling a home.
You know you earn every penny you get when you sell a home. This list can help you show your customers exactly what you do to help them buy or sell their home.
Download the PDF: 179 Ways Agents Who Are REALTORS® Are Worth Every Penny
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Pre-Listing Activities:
- Make an appointment with the seller for a listing presentation.
- Send the seller a written or email confirmation of the listing appointment and call to confirm.
- Review pre-appointment questions.
- Research all comparable currently listed properties.
- Research sales activity from Local MLS Broker Marketplaces and public records databases.
- Research Average Days on Market for property of this type, price range, and location.
- Download and review property tax roll/assessor information.
- Prepare preliminary Comparable Market Analysis (CMA) to establish fair market value.
- Obtain a copy of the subdivision plat or complex layout.
- Research property’s ownership and deed type.
- Research property’s public record information for lot size and dimensions.
- Research and verify legal description.
- Research property’s land use coding and deed restrictions.
- Research property’s current use and zoning.
- Verify the legal names of the owner(s) in the county’s public property records.
- Prepare listing presentation package with above materials.
- Perform an exterior Curb Appeal Assessment of the subject property.
- Compile a formal file on the property.
- Confirm current public schools and explain the impact of schools on market value.
- Review the listing appointment checklist to ensure all steps and actions are completed.
- Review the Obsolete Property Rehabilitation Act (OPRA) report from the township for all permitted records.
- Add client into your database.
Listing Appointment Presentation:
- Give seller an overview of current market conditions and projections.
- Tour property.
- Review agent’s and company’s credentials and accomplishments in the market.
- Present company’s profile and position or niche in the marketplace.
- Present preliminary CMA to seller, including comparable properties, sold properties, current listings, and expired listings.
- Offer pricing strategy with updates to CMA based on tour of home and updates, upgrades, professional judgment, and current market conditions.
- Discuss goals with seller to market effectively.
- Explain market power and benefits of Local MLS Broker Marketplaces.
- Explain market power of web marketing, IDX, and REALTOR.com.
- Explain the work you do behind the scenes and your availability on weekends.
- Explain role in screening for qualified buyers and protect seller from curiosity seekers.
- Present and discuss strategic master marketing plan.
- Explain transaction/agency brokerage relationship.
- Review and explain all clauses in listing contract and addendum, then obtain seller’s signature once property is under listing agreement.
- Review current title information.
- Gather square footage/measure overall and heated square footage as required.
- Measure interior room sizes.
- Confirm lot size via owner’s copy of certified survey, if available.
- Note all unrecorded property liens, agreements, easements.
- Obtain house plans, if applicable and available.
- Review house plans and make a copy.
- Prepare showing instructions for buyers’ agents and showing times with seller.
- Discuss possible buyer financing alternatives and options with seller.
- Review current appraisal if available.
- Identify Homeowner Association manager if applicable.
- Verify Homeowner Association Fees with manager—mandatory or optional, plus fees.
- Order copy of Homeowner Association bylaws, if applicable.
- Research electricity availability, supplier’s name, and phone number.
- Have utility companies provide average utility usage from last 12 months of bills.
- Research and verify city sewer/septic tank system.
- Calculate average water fees or rates from last 12 months of bills.
- Confirm well status, depth, and output from Well Report.
- Research/verify natural gas availability, supplier’s name, and phone number.
- Verify security system, current terms of service, and whether owned or leased.
- Verify if seller has transferable Termite Bond.
- Ascertain need for lead-based paint disclosure.
- Prepare detailed list of property amenities and assess market impact.
- Prepare detailed list of property’s inclusions and conveyances with sale.
- Compile list of completed repairs and maintenance items.
- Send vacancy checklist to seller if property is vacant and register the property with the township if it is vacant or a rental home.
- Explain benefits of Homeowner Warranty to seller.
- Assist sellers with completion and submission of Homeowner Warranty Application.
- Place Homeowner Warranty in property file for conveyance at time of sale.
- Have extra key made for lockbox and one for your file.
- Verify if property has rental units involved.
- If the property has rental units, make copies of all leases for retention in listing file.
- Verify all rents and deposits.
- Inform tenants of listing and discuss how showings will be handled.
- Arrange for installation of yard sign.
- Complete new listing checklist.
- Review curb appeal assessment and provide suggestions to improve saleability.
- Review interior décor assessment and suggest changes to shorten time on market.
- Load listing into transaction management software program.
- Prepare Local MLS Broker Marketplaces Profile Sheet.
- Enter property data from Profile Sheet into Local MLS Broker Marketplaces Database.
- Proofread Local MLS Broker Marketplaces database listing for accuracy—including proper placement in map.
- Add property to company’s active listings list.
- Provide seller copies of the listing agreement and Local MLS Broker Marketplaces Profile Sheet within 48 hours or within the time period of Local MLS Broker Marketplace guidelines.
- Take additional photos for upload into Local MLS Broker Marketplaces and use in fliers.
- Create print and internet ads with seller’s input.
- Coordinate showings with owners, tenants, and other agents.
- Return all calls.
- Install electronic lock box if authorized. Program agreed-to showing times.
- Prepare mailing and contact list.
- Generate mail-merge letters to contact list.
- Order Just Listed labels and reports.
- Prepare fliers and feedback reports.
- Review comparable Local MLS Broker Marketplaces regularly to ensure property remains competitive.
- Prepare property marketing brochure for seller’s review.
- Arrange for printing or copying of marketing brochures or fliers.
- Place marketing brochures in all company agent mailboxes.
- Upload listing to company and agent Internet site, if applicable.
- Mail out Just Listed notice to all neighborhood residents.
- Advise network referral program of listing.
- Provide marketing data to buyers through international relocation network buyers.
- Provide marketing data to buyers coming from referral network.
- Provide Special Feature cards for marketing, if applicable.
- Submit ads to company’s participating internet real estate sites.
- Price changes conveyed promptly to all internet groups.
- Reprint/supply brochures promptly as needed.
- Feedback e-mails sent to buyers’ agents after showings.
- Review weekly market study.
- Discuss with sellers any feedback from showings to determine if changes are needed.
- Set up marketing reports on showing-time application and company website.
- Place regular weekly update calls to seller to discuss marketing and pricing.
- Promptly enter price changes in the Local MLS Broker Marketplaces database.
Offers:
- Receive and review all Offer to Purchase contracts submitted by buyers’ agents.
- Evaluate offer(s) and prepare a net sheet for the owner for comparison purposes.
- Explain merits and weaknesses of each offer to sellers.
- Contact buyers’ agents to review buyer’s qualifications and discuss offer.
- Deliver Seller’s Disclosure to buyer upon request and prior to offer if possible. Upload to the Local MLS Broker Marketplaces additional documents at time of listing.
- Confirm buyer is pre-qualified by calling loan officer.
- Obtain buyers’ pre-qualification letter from loan officer if not submitted with offer.
- Negotiate all offers per seller’s direction on seller’s behalf, set time limit for loan approval and closing.
- Prepare and convey counteroffers, acceptance, or amendments to buyer’s agent.
- Create excel spreadsheets for easy review on multiple bids.
- Email or send copies of contract and all addendum’s to the closing attorney or title company.
- When Offer to Purchase contract is accepted, deliver to buyer’s agent.
Contracts:
- Record and promptly deposit buyer’s earnest money in escrow account.
- Disseminate under-contract showing restrictions as seller requests.
- Deliver copies of fully signed Offer to Purchase contract to seller.
- Deliver copies of Offer to Purchase contract to lender.
- Provide copies of signed Offer to Purchase contract for office file.
- Advise seller of additional offers submitted between contract and closing.
- Change status in Local MLS Broker Marketplaces to Sale Pending.
- Update transaction management program to show Sale Pending.
- Provide credit report information to seller if property will be seller-financed.
- Assist buyer with obtaining financing, if applicable, and follow-up as necessary.
- Coordinate with lender on discount points being locked in with dates.
Inspections:
- Deliver unrecorded property information to buyer.
- Order septic system inspection, if applicable.
- Receive and review septic system report, and assess any possible impact on sale.
- Deliver copy of septic system inspection report lender and buyer.
- Deliver Well Flow Test Report copies to lender and buyer, and property listing file.
- Verify termite inspection ordered.
- Verify mold inspection ordered, if required.
- Confirm verifications of deposit and buyer’s employment have been returned.
- Follow loan processing through to the underwriter.
- Add lender and other vendors to your management program so agents, buyer, and seller can track progress of sale.
- Contact lender weekly to ensure processing is on track.
- Relay final approval of buyer’s loan application to seller.
Home Inspections:
- Coordinate with seller for buyer’s professional home inspection.
- Review home inspector’s report.
- Enter completion into transaction management tracking program.
- Explain seller’s responsibilities, and recommend an attorney interpret any clauses in the contract.
- Ensure seller’s compliance with Home Inspection Clause requirements.
- Assist seller with identifying contractors to perform any required repairs.
- Negotiate payment, and oversee all required repairs on seller’s behalf, if needed.
The Appraisal:
- Schedule appraisal.
- Provide to appraiser any comparable sales used in market pricing.
- Follow-up on appraisal.
Processing for Closing:
- Enter completion into transaction management program.
- Assist seller in questioning appraisal report if it seems too low.
- Get contract signed by all parties.
- Coordinate closing process with buyer’s agent and lender.
- Update closing forms and files.
- Ensure all parties have all forms and information needed to close the sale.
- Select location where closing will be held.
- Confirm closing date and time, and notify all parties.
- Assist in solving any title problems or in obtaining death certificates.
- Work with buyer’s agent in scheduling buyer’s final walk-thru prior to closing.
- Double-check all tax, homeowners’ association dues, utility, and applicable prorations.
- Request final closing figures from closing agent (attorney or title company).
- Receive and carefully review closing figures to ensure accuracy of preparation.
- Confirm buyer and buyer’s agent have received title insurance commitment.
- Provide homeowners warranty for availability at closing.
- Forward closing documents to absentee seller as requested.
- Review documents with closing agent (attorney).
- Coordinate closing with seller’s next purchase, and resolve any timing problems.
- Ensure a smooth closing so seller receives a net-proceeds check at closing.
- Refer sellers to a quality agent at their destination, if applicable.
- Change Local MLS Broker Marketplaces status to Sold. Enter sale date, price, selling broker, etc.
Follow-Up After Closing:
- Share the warranty paperwork for claims in the future.
- Attempt to clarify and resolve any conflicts about repairs if buyer is not satisfied.
- Respond to any calls and provide any information required from office files.
- If a rental, verify all deposits and prorated rents are reflected accurately on the closing statement.
- Close out listing in your management program.
