BAMZOOKA
Pre Listing
Prelisting Checklist:
- Send introduction email to client (pref vendors)
- Finalize listing agreement
- Verify client information, and check tax records
- Obtain MLS data and input information
- Obtain Sellers', lead-based paint, and other disclosures
- Send estimated net to seller with cost explanations
- Add sellers to loop and any information you already know
- Submit documents to brokerage compliance
- Share documents with sellers
- Setup pre-listing tasks
- Send listing expectations email
- Schedule photos, and any pre-listing inspections or repairs
- Notify sellers of date and time of photos
- Add all items to calendar
Live Listing
LIve Listing Checklist:
- Monday: send weekly update email
- List property in MLS
- Assign keybox
- Send out an update showing instructions
- Upload the property disclosures
- Send the live listing email to seller
- Submit any additional advertisements
- Submit any necessary MLS listing confirm files to brokerage
- Schedule any open houses
- Review Zillow and Realtor.com listings
- Execute listing agreement amendment as instructed
- Make changes to the MLS listing as instructed
Under Contract
Under Contract Checklist
- Mondays - send weekly update email
- Send the SELLER a congrats email with team introduction
- Send the AGENT a congrats email with team introduction (offer to dual)
- Change the MLS to pending
- Review all documents for accuracy
- Retrieve missing documents/signatures as required
- Complete the closing transmittal
- Order the title and deliver closing transmittal
- Update the closing timeline
- Send the closing timeline email to seller
- Order any required documents, warranties, inspections, etc.
- Confirm receipt of earnest money
- Submit all files to brokerage compliance
- Verify the appraisal has been ordered
- Verify the appraisal has passed
- Verify all title work is complete
- Confirm buyer's lender clear to close
Inspections
Inspections Checklist:
- Mondays - send a weekly update email
- Confirm dates/times of inspection(s) with buyer's agent
- Send seller's inspection time email
- Receive inspection reports and notice
- Coordinate documents and signatures as required
- Coordinate repair quotes and service
- Update all parties on repairs
- Receive repair receipts and documentation
- Distribute repair receipts and documentation to all parties
Pre Closing
Pre Closing Checklist
- Mondays - send weekly update email
- Confirm seller's new address
- Coordinate quotes, and moving service
- Coordinate utility transfers, internet/cable/satellite
- Confirm closing times with agents and title
- Send final walkthrough & closing email to seller
- Order agent's thank you closing gift
- Receive / distribute closing, disclosure and settlement statement
- Send Agent's CDA to title/attorney
- Ensure no additional amendments are required with agents
Post Closing
Post Closing Checklist:
- Confirm closing and funding
- Final milestone email to seller (feedback request)
- Congrats & thank you email to buyer's agent (feedback request)
- Prepare tax letter and any closing requirements
- Submit final documents to brokerage compliance
- Close out file