Real Estate Agent Checklist Template for New Seller Onboarding

Table of Contents
Real Estate Agent Checklist for New Sellers

    Client Information

    Full Name

    Contact Number

    Email Address

    Preferred Method of Contact

    Property Details

    Property Address

    Type of Property

    e.g., house, condo, apartment

    Number of Bedrooms

    Number of Bathrooms

    Total Square Footage

    Year Built

    Recent Renovations or Upgrades

    Unique Features

    e.g., solar panels, smart home technology

    Financial Information

    Asking Price

    Basis for Pricing

    e.g., market analysis, appraisal

    Outstanding Mortgage Amount

    Property Tax Information

    Monthly Utility Costs

    Legal Documentation

    Property Deed

    Drag & drop a file or click here

    Recent Property Tax Bill

    Drag & drop a file or click here

    Home Inspection Reports

    Drag & drop a file or click here

    Warranties for Major Appliances or Systems

    Drag & drop a file or click here

    Certificate of Occupancy

    Drag & drop a file or click here

    Marketing Information

    Desired Listing Date

    Preferred Marketing Strategies

    e.g., open houses, online listings

    High-Quality Photos of the Property

    Drag & drop a file or click here

    Virtual Tour File

    Drag & drop a file or click here

    Property Brochure or Fact Sheet

    Drag & drop a file or click here

    Timing and Availability

    Seller's Availability for Meetings and Showings

    Flexibility in Sale Date

    Timeline for Moving Out

    Additional Information

    HOA Details

    Homeowners' Association

    Disclosure of Known Issues

    e.g., repairs needed

    Neighbourhood Features

    e.g., schools, parks

    List of Included and Excluded Items in the Sale

    e.g., appliances, furniture

    Agreement Acknowledgment

    Confirmation of Understanding Seller Responsibilities

    Agreement to Agency Terms and Conditions

    Notes and Comments

    Any additional remarks or specifications


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