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150 Things I Do

Your Realtor®’s Critical Role in the Real Estate Transaction:



Listed here are 150 typical actions, research steps, procedures, processes and review stages in a successful residential real estate transaction that are normally provided by full service” real estate brokerages in return for fair compensation. Depending upon the transaction, some may take minutes, hours, or even days to complete, while some may not be needed or occur depending on the circumstances of the individual transaction.

More importantly, they reflect the level of skill, knowledge and attention to detail required in today’s real estate transaction, underscoring the importance of having help and guidance from someone who fully understands the process.

Please note that I routinely perform the following ”full service” activities on behalf of my clients. I am a Realtor® with over 34+ successful years of experience helping people just like you with their real estate needs, hopes and dreams.

Employ me and I’ll put my skill, expertise and ability to work for you!


1. Make two appointments with the Seller. The first is to view the property; meet owner(s) and compile necessary information. The second appointment is for the listing presentation.

2. Review pre-appointment questions and/or requests.

3. Deliver pre-listing package

4. Verify legal names of owner(s) from public records

5. Research and verify legal description

6. Research property’s deed, loan type and loan information, if possible

7. Download and review property tax roll information

8. Obtain copy of subdivision plat map / complex layout

9. Research property’s tax record information for lot size and dimensions, if available

10. Research property’s land-use coding and deed restrictions, if any

11. Research property’s current use and zoning

12. Perform exterior and interior “curb appeal/condition” assessment

13. Take photos, as necessary

14. Research all active, pending, sold and/or expired (if appropriate) property listings for similar properties from and/or public records database

15. Research “Average Days on Market” for properties of this type, size, price range and/or location

16. Prepare “Comparable Market Analyses” (CMA) to establish fair market value

17. Confirm Mello Roos and Special Assessments, or lack thereof

18. Confirm local school information

19. Assemble appropriate transaction disclosures for Seller’s review, completion and signature

20. Prepare listing presentation

21. Establish preliminary marketing plan

22. Prepare examples of marketing media – flyers, postcards, etc.

23. Compile and assemble formal file on property

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24. Review agent and company’s credentials, resume and/or accomplishments in the marketplace

25. Give Seller an overview of current market conditions and projections

26. Present CMA results to Seller

27. Offer pricing strategy based upon professional judgement and interpretation of current market conditions

28. Discuss goals with Seller to market effectively

29. Present and discuss strategic marketing plan

30. Discuss benefits of various marketing media – MLS, Internet, ads, mail-outs, flyers, visual tours, open house(s), agent networking, etc.

31. Explain “What do you do for me?” work done by the listing agent and brokerage office on behalf of the Seller

32. Explain agent availability

33. Explain agency relationships and confirmation process

34. Prepare “net sheet” based upon possible sale scenario(s)

35. Answer Seller’s questions, if any, from Pre-Listing packet

36. Review Agency Disclosure and obtain Seller’s signature

37. Review and explain Listing Agreement with Seller and obtain signatures

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38. Review and explain various disclosures with Seller, who will then complete and sign said disclosures

39. Take additional property notes and/or photos for marketing preparation, as necessary

40. Prepare a detailed list of property amenities

41. Prepare a list of personal property included and/or excluded in the sale, if any

42. Compile a list of necessary repairs and/or maintenance items, if any

43. Discuss Home Warranty options

44. Assist sellers with completion and submission of home warranty application

45. Discuss “staging” the home and suggest changes, if any, to shorten time on market

46. Discuss pre-sale vs. post sale inspection options and benefits

47. Facilitate scheduling of property inspection(s)

48. Obtain current mortgage loan(s) information – companies and loan account numbers

49. Verify current loan information with lender(s) including assumability and special requirements, if any

50. Send out FHA 30-day sale notice, if applicable

51. Discuss possible buyer financing alternatives and options with Seller

52. Verify if property has rental units involved. And, if so:

53. - obtain copies of rental documents

54. - verify all rents and security deposits

55. - inform tenant(s) of listing and discuss how showings will be handled

56. - prepare “Tenant Lock Box and Permission to Access Property” addendum

57. Prepare copies of all relevant documents and give to seller

58. Verify if property is in a Homeowners Association (HOA). And, if so;

59. - verify HOA contact information

60. - verify HOA fees

61. - verify HOA owner occupancy ratio

62. - verify pending HOA litigation, if any

63. - discuss obtaining HOA documents with seller

64. Set up brokerage office file

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65. Prepare MLS Profile Sheet

66. Enter data from Profile Sheet into the MLS listing database

67. Proofread MLS data base listing for accuracy, including proper placement in mapping function

68. Request MLS photo of property exterior

69. Upload additional property photographs, as necessary

70. Upload property disclosures, as necessary

71. Link to Virtual Tour, if available

72. Distribute copies of MLS listing to file and brokerage office agents


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73. Order and install “For Sale” sign

74. Install electronic lock box, if authorized by Seller

75. Answer property inquiry calls – provide property information and perform basic pre-qualification

76. Coordinate showings with Seller, tenants and/or other Realtor®s.

77. Develop marketing media as appropriate, which may include:

78. - flyers

79. - postcards

80. - Visual Tours

81. - E-cards

82. - ads

83. Place property flyers inside and outside at property

84. Distribute marketing media to other agents

85. Prepare marketing and contact list

86. Print neighborhood labels

87. Mail out “Just Listed” notice to neighborhood residents, as appropriate

88. Upload listing information and photos to agent Internet site

89. Upload listing information to Third Party Internet sites (e.g. – Realtor.com, etc.)

90. Hold “Open House”, as appropriate

91. Follow up with agents who have showed the property to secure relevant feedback

92. Review comparable MLS listings regularly to ensure property remains competitive in price, terms, condition and availability

93. Submit updates and/or changes to MLS and Internet sites, as necessary

94. Re-supply flyers, as necessary

95. Discuss feedback, market conditions, MLS activity with Seller on a regular basis


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96. Receive and review all submitted offers to purchase

97. Contact Buyer’s agent and/or lender to review Buyer’s loan qualification status

98. Obtain Buyer’s pre-qualification or pre-approval letter from Buyer’s agent and/or lender

99. Evaluate offer(s) and prepare “net sheet” for each offer for comparison purposes

100. Counsel Seller on offer(s). Explain merits and/or weaknesses of offer(s)

101. Negotiate all offers on Seller’s behalf

102. Prepare any counter offers, amendments, etc. to Buyer’s agent

103. Deliver signed documents – acceptance, counter offer, amendments, etc. – to Buyer’s agent

104. Once escrow is opened by Buyer’s agent, contact escrow company to obtain escrow number and other relevant information.

105. Go over contract terms with escrow company

106. Supply escrow company with Seller’s loan and contact information

107. Obtain from escrow a copy of Buyer’s receipt for deposit

108. Deliver copies of signed offer and/or other relevant documents to Seller

109. Provide copies of signed offer and/or other relevant documents to brokerage office file

110. Change status of MLS listing to “Sale Pending”

111. Update Internet listing sites to show “Sale Pending”

112. Deliver disclosure documentation to Buyer’s agent for Buyer review and signature

113. Deliver signed disclosure documentation to Seller

114. Provide signed disclosure documentation to brokerage office file

115. Follow up with Buyer’s lender through out transaction concerning loan status, problems, if any, underwriting conditions and final approval. Update Seller with said information

116. Coordinate with appraiser for access to the property

117. Supply appraiser with relevant MLS comparables to assist in verifying value

118. Follow up on appraisal.

119. Advise and counsel Seller regarding appraisal report, as necessary

120. Order inspections, as necessary

121. Meet inspectors at property, as necessary

122. Receive and review inspection reports

123. Deliver inspection reports to Seller and obtain Seller’s signature upon receipt of report(s).

124. Advise and counsel Seller on inspection reports, as necessary

125. Provide inspection reports to Buyer’s agent for Buyer’s review and signature

126. Provide inspection reports to brokerage office file

127. Receive and review with Seller repair requests submitted by Buyer, if any

128. Generate Seller response documentation to buyer repair requests

129. Assist in coordinating inspection and/or Seller approved Buyer requested repairs

130. Order Natural Hazards Disclosure report(s) for Seller

131. Order HOA document package from Association management


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132. Verify when loan documents are to arrive at escrow company

133. Verify contract terms with escrow company and request that escrow documents be drawn

134. Verify that all transaction documents and disclosures have been signed

135. Coordinate this closing and timing with any other concurrent Seller escrow

136. Request and review a copy of escrow settlement statement for accuracy

137. Coordinate with Seller and escrow company to set an appointment for signing escrow documents

138. Meet Seller at escrow company to sign escrow documents

139. Coordinate Buyer’s final walk-through inspection with Seller and Buyer’s agent

140. Verify that Buyer has signed escrow documents

141. Verify that lender has funded

142. Verify that escrow company is “released to record”

143. Inform Seller of closing date and information

144. Deliver closing check to Seller, unless other arrangements and/or instructions given to escrow company

145. Deliver closing documents to Seller

146. Provide closing documents to brokerage office file

147. Answer any final Seller questions concerning the transaction

148. Change MLS listing status to “Sold” and enter relevant selling and agent information

149. Change Internet listing status to “Sold”

150. Coordinate transfer of keys and possession between Seller and Buyer


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A. Additional listing services may be provided, as negotiated

B. I can assist Sellers in purchasing additional properties in the Contra Costa County area

C. I can refer Sellers who wish to purchase additional properties in other areas to qualified professional agents

D. I can provide Property Management Services


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