Tom's Pre-Listing Checklist (For both Agent & Client)

AI created Pre-listing Checklist

🏡 Tom's Pre-Listing Checklist (For both Agent & Client)

Purpose: To ensure the property is fully prepared, legally compliant, and strategically positioned for market launch.

 ✅ Client Preparation & Property Research

 ☐ Initial Consultation – Understand seller’s motivations, timeline, and expectations 

 ☐ Property Walkthrough – Identify standout features, red flags, and improvement opportunities 

 ☐ Collect Property Data – Title deed, floor plans, energy performance certificate, permits, etc. 

 ☐ Conduct Comparative Market Analysis (CMA) – Establish a strategic pricing range 

 ☐ Discuss Market Conditions – Set realistic expectations based on current trends

 ☐ Gather Key Documents:  Title deed, HOA docs, floorplans, cadastral extract, energy performance certificate (EPC), building permits (if applicable), and syndic reports (for apartments).

 ✅ Listing Agreement & Documentation

 ☐ Sign Exclusive Listing Agreement – Clearly outline terms, duration, fees, etc. 

 ☐ Seller Disclosure Forms – Ensure full transparency to protect all parties 

 ☐ Pre-inspection Report (Optional) – Identify potential dealbreakers early

 ☐ Copy of key for Supra Lockbox/Combo lockbox  

 ✅ Home Preparation – Interior/Exterior

 ☐ Repairs & Maintenance – Fix obvious issues (leaks, doors, paint, etc.)

 ☐ Service Major Systems (according to specs) – Heating, plumbing, and electrical — everything should be functioning properly.

 ☐ Collect any receipts (from service), warranties, upgrades, floorplans, any docs you have from the builder/buying process 

 ☐ Decluttering – Minimize personal items and visual distractions 

 ☐ Deep Cleaning – Professional cleaning for spotless presentation 

 ☐ Landscaping – First impressions count – curb appeal matters 

 ☐ Staging (if needed) – Enhance layout and highlight key spaces 

 ✅ Marketing Preparation

 ☐ Professional Photography & Videography – Daylight shots, drone, virtual tour if needed 

 ☐ Floorplan Creation – Accurate, clear, and buyer-friendly 

 ☐ Copywriting for Listing Description – Highlight lifestyle, features, and value 

 ☐ Install Signage – Confirm local regulations and visibility 

 ☐ Create Social Media Teasers & Ads – Build prelaunch buzz 

 ☐ Email Campaign Prep – Notify buyers and agents in your network

 ☐ Client access to sites like the community Facebook page and events, Next-door app, etc…

 ✅ Logistics & Launch

 ☐ Confirm Availability for Viewings – Schedule private showings or open house 

 ☐ Set Up Lockbox / Access Protocols – For agent flexibility and security 

 ☐ Verify MLS & Online Listing Accuracy – Ensure all platforms have consistent, updated data 

 ☐ Launch Date Strategy – Align with buyer trends and day-of-week performance 

 ✅ Client Communication

 ☐ Pre-Launch Briefing – Align with seller on pricing, timeline, and launch plan 

 ☐ Weekly Update Schedule – Define reporting frequency and format 

 ☐ Feedback Collection Process – After each visit, relay relevant insights

✅  Marketing & Launch

 ☐ Approve Listing Details: Review the listing description, photos, and key features before it goes live.

 ☐ Be Flexible for Showings:  The more available your home is, the faster it can sell.

 ☐ Prepare for Open Houses:  Keep the home clean and tidy; your agent will handle the rest.

✅ Stay Informed

 ☐ Weekly Updates from Your Agent: Expect feedback, market insights, and updates on buyer interest.

 ☐ Stay Open to Strategy Adjustments: Based on feedback, pricing or presentation may be fine-tuned.

☐ Remember: The better the preparation, the smoother (and faster) the sale.