Realtor Checklist
4.8/5 with 169 votes
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- Selecting a Realtor
- Identify which realtor specializes in the locations you're interested in.
- Attend open houses to better understand the market and also to meet realtors.
- Make a list of potential realtors.
- Contact the best two or three real estate agents on your list.
- Prepare a list of questions to ask potential realtors.
- Interview a few different agents.
- Choose a comfortable location for the interview.
- Questions to Ask
- How long have you been in the real-estate business?
- How many homes have you sold to date this year?
- What percentage of your listings sell successfully?
- How many listings are you carrying?
- Do you live in the area where I would like to purchase or sell my home?
- How long have you been working in this area?
- Can you supply me with a list of vendor references?
- How many potential buyers do you talk to on an ongoing basis?
- What is your suggested selling price for my home?
- How did you determine that price?
- Are you willing to prepare a marketing plan for my home?
- Will you prepare a professional, typeset flyer of my property?
- Will my property be listed on your agency's website?
- How will you encourage other agents to sell my property?
- How often will I receive a marketing update of my property?
- A Good Realtor
- Works on deadlines and should be where he/she says he/she will be.
- Has experience.
- Utilizes technology frequently in order to maximize the selling experience.
- Has a strong web presence.
- Knows all of the real estate laws.
- Knows where to go if something comes up that she has not dealt with in the past.
- Is truly enthused and excited about your home.
- Good communicator.
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Presented by:
Campbell Rodriguez
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Views: 114
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Uses: 8
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Tasks: 33
Who it's for
This Realtor Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Realtor steps every time, regardless of who executes
- Save time - reuse a proven Realtor workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Realtor checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Realtor Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Realtor comes up again, start from your saved version and run it with clear ownership.
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Scores 4.80 with 169 votes