Author: KarenH

Writing Offer Checklist

	Call listing agent to confirm availability and find out sellers specifics, goals, timing etc.
	Perform CMA to determine offer strategy
	Download or request form 17, legal, title, lead based paint etc.
	Write offer including Lead and initialed legal
	Provide buyer with master disclosure and place receipt in file
	Get a pre approval letter
	Look up other agent
	Google seller, buyer, etc.
	Have lender call listing agent
	Look up tax records for mortgage history
	Prepare net proceeds
	Prepare buyer cover letter and summary

Closing Checklist—Representing Buyer

	Confirm Legal is attached
	Confirm Lead addendum is attached if built prior to 1978
	Provide Buyer with list of important dates/deadlines
	Get signed receipt that buyer has received Form 17
	Encourage Buyer to schedule inspection. Refer multiple inspectors!
	Request listing agent prepare house for easy access for inspector (crawl space)
	Advise Listing Agent of inspection time
	Request Title be sent direct to Buyer
	Fill out Pink Sheet & turn in with Earnest Money within 2 days of Mutual
	Send Listing agent copy of Earnest Money receipt
	Confirm listing Agent has ordered Resale Cert if a condo
	Confirm Listing Agent has ordered septic inspection if required
	Order sewer scope inspection if needed
	Order well inspection if needed
	Install sold strip upon satisfaction of inspection
	Email client utility phone numbers
	Order home warranty if required
	Scan entire P&S agreement to Lender
	Have comparable sales ready for appraiser
	Email Moving Link brochure to Buyer
	Mail clients change of address kit from US Post Office
	Encourage Buyer to pick insurance broker and get binder to lender
	Instruct Escrow to send you and Buyer Preliminary HUD for review
	Send "Pre-signing" email to buyer
	Order Buyer return address labels online
	Print out quickie Avery business cards with buyers name, new address & phone
	Deliver a ten pack of banker boxes
	Schedule Walk Through
	Arrange key transfer
	Offer Buyer "We've just moved" postcards
	Update your database with Buyer's new address and phone number
	Hand write thank you letter to your Buyer

Closing Checklist—Representing Buyer (continued)

	Write note to listing agent if smooth transaction
	Call buyer 1 day after closing to check in
	Call buyer 3-7 days after closing to check in
	Email Buyer "You should change the locks" notice
	Deliver closing gift if appropriate
	Send a "Just Sold" post card if appropriate
	Drop off complete closing file to buyer
	Mail Buyer final HUD the following January for tax reasons
	Remind listing agent of included items
	Driver license—change info and voters registration

Closing Checklist—Representing Seller

	Confirm Legal is attached
	Confirm Lead addendum is attached if built prior to 1978
	Provide Seller with list of important dates/deadlines
	Mark listing STI
	Get signed receipt that buyer has received Form 17
	Advise Seller of inspection time
	Email Seller "What to expect during inspection" letter
	Confirm Buyer is receiving title direct from title company
	Request earnest money receipt from Selling Agent
	Fill out Pink Sheet and turn in with 2 days of mutual
	Call Lender and check in looking for trouble or offering assistance
	Order Resale Cert if a condo
	Order septic inspection if required
	Order well inspection if needed
	Install sold strip upon satisfaction of inspection if Selling Agent doesn't
	Mark Listing Pending once all inspections satisfied
	Remove Keybox
	Scan all receipts for 35R repairs and send to Selling Agent
	Email Seller utility phone numbers and remind them to make arrangements
	Order home warranty if required
	Confirm Escrow has been set up and they have what they need
	Send "Moving Guide" to Seller
	Have comparable sales ready for appraiser
	Email Moving Link brochure to Seller
	Mail clients change of address kit from US Post Office
	Send "Insurance Letter" to Seller
	Instruct Escrow to send you and Seller Preliminary HUD for review
	Send "Pre-signing" email to Seller
	Order Seller return address labels online (artisticlabels.com)
	Bring deposit slip or Voided check
	Print out quickie Avery business cards with Seller's name, new address & phone
	Deliver a ten pack of banker boxes
	If heated by oil or propane, have provider come measure remaining and advise escrow
	Send "Key Transfer Email"
	Schedule Move-Out clean

Closing Checklist—Representing Seller continued

	De-Stage Home, Get Booty basket and flyer stands
	Confirm sign called down
	Offer Seller "We've just moved" postcards
	Update your database with Seller's new address and phone number
	Hand write thank you letter to your Seller
	Write note to Selling Agent if smooth transaction
	Call Seller 1 day after closing to check in
	Deliver closing gift if appropriate
	Send "Just Sold" postcards to the neighborhood
	Put the Buyer in your database if non-Windermere Selling agent. 90% other agent wont!
	Drop off complete closing file to Seller
	Mail Seller final HUD the following January for tax reasons
	Reminder email defining closing vs possession

Listing Checklist

	Order Title & Home Book
	Create Listing File
	Type up listing
	Have Seller fill out Form 17
	Explain keybox system to Seller and provide locking bike chain if needed
	Meet with Seller's children and have them sign Jr. Listing agreement
	Send Seller "Listing safety" email
	Set up Showingsuite.com
	Schedule Pre-Cleaning
	Schedule Professional Photography
	Order virtual staging on vacant homes
	Schedule Professional Staging Consultant
	Complete and submit new listing form to office
	Have Seller write "Love Letter" detailing why they love their home and why they are moving if appropriate
	Remove items that go with seller
	Create flyer
	Create Silent Talkers
	Laminate flyer for sign if needed
	Create "Buyers Packet" for home book complete with 17, Legal, Lead etc.
	Input listing
	Upload Photos and comments to Locator and Windermere.com
	Upload Form 17, Lead Based Paint and Legal to Locator
	Meet with renters to discuss protocol, their concerns etc.
	Register keybox serial number on Locator
	Have spare keys made (with Seller's permission) and place in file
	Label keybox if hanging on a condo foyer with multiple boxes
	Create a database of agents that have showed for easy future notifications
	Install Keybox

Listing Checklist continued

	Install silent talkers, flyer stands, booty basket etc.
	Install pointer signs if allowed by City code
	Schedule Broker Opens & Public Opens
	Schedule private "Neighbors Open House"
	Order "Just Listed" post cards
	Send "Up 50%" mailing
	Input into Listing Express 2.0, Postlets, Craigslist etc.
	Perform a "Reverse Prospecting" search
	Order mini flyer business cards to provide to Seller via Custom Express
	Order Home Warranty with Seller coverage if desired
	Order King County OSS inspection if on septic
	Order as-built
	Check to see if oil tank is decommissioned
	Get well tested if necessary
	Inquire about leased items or sewer capacity charges
	Check for carbon monoxide detector
	Obtain copy of tenant leases and information on deposits, rent etc.