Realtor Checklist
Table of Contents
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.
Download or Print this Realtor Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Campbell Rodriguez
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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.