Let’s be honest – you’ve got a lot on your plate. When you’re using a Real Estate Listing Checklist, you don’t need to have to remember all the steps you’ve taken on each of your listing properties. And why should you? When you have convenient tools like this to act as your assistant and secretary so you can keep doing what you’re great at – selling properties.

A Real Estate Listing Checklist is a checklist that helps real estate agents to track the various tasks that are a part of a property pre and post-listing process. Our template goes one step further to include vital information for the agent to track the process with even greater detail than most generic checklists.

Let’s take a quick look at what’s included in the real estate listing checklist. After that, we’ll talk more about utilizing this checklist best and a few tips on how to improve your entire process.

Included In The Real Estate Listing Checklist

The Real Estate Listing Checklist allows real estate professionals to keep track of the listing for a property. After all, a property is seldom fully listed in a single day, and when you’re listing multiple properties, it’s easy to get off track.

We developed the Real Estate Listing Checklist to help you keep track of your property listing stages and actions easily and relatively efficiently (more on that later).

The checklist is comprised of several sections to aid you in breaking up the process of listing in a mild and easy-to-follow format. The template has the following sections:

• Checklist Administration
• Pre-Listing Requirements
• Post-Listing Requirements
• Property Sale Notes

Checklist Administration

Maintaining multiple properties means you need a fast way of identifying each property. The Real Estate Listing Checklist’s administrative section helps you record multiple informational aspects of the property, client, and more.

Pre-Listing Requirements

The pre-listing requirements section constitutes the bulk of the real estate listing checklist. The section is further covering multiple elements of the pre-listing process. These process steps include the following:

• Document preparation and signing
• Zoning, regulations, or restrictions
• Showing and staging information
• Property sale signage
• Key, lockbox, and alarm instruction
• Property photography and printed or digital brochures
• Broker and MLS submission

Post-Listing Requirements

Included in the Real Estate Listing Checklist is a post-listing section that includes some standard marketing components to most property sales. These post-listing marketing actions include things like confirming the listing has properly syndicated on the appropriate channels. Similarly, it also includes organizing a caravan to showcase properties to fellow real estate professionals.

Property Sale Notes

We have included a property sale notes section at the end of the document. This area allows the real estate professional to document any further notes or points that were not included in the previous sections of the Real Estate Listing Checklist.

How To Use The Real Estate Listing Checklist At Your Company

As a real estate business professional, you want to ensure that your prospective buyers are able to see your current listings. Sellers expect a robust marketing plan from their real estate agents. And so, ensuring that the pre-listing package is complete with detailed information to generate more leads is essential and helpful to obtaining the pricing you want for the property.

A buyer will always want to win in a property market sale. And you need to ensure that your clients have the least stressful time with the experience. So, using something like our pre-listing checklist to ensure your new listing has all the required documents is the least you can do for the client during the sales process.

Using the Real Estate Listing Checklist to organize your information about the subject property is a smart move for a real estate agent and the real estate professional. So, how do you best use the checklist? It’s pretty easy to complete, actually, and includes many of the listings details right on the sheet.  This way, as you pass different review stages of the sales process, you ensure the proper capture of the correct information.

Capturing the correct data is essential to the listing presentation. And it isn’t just the real estate market that is preserved when real estate active listings are documented carefully for accurate seller disclosure. This action by the seller allows a potential buyer to ascertain the actual value of a property.

5 Tips For Real Estate Professionals To Streamline Their Operations

We’ve put together five of the best tips for you, the real estate professional, to aid in streamlining your real estate business. Let’s talk a bit about upping your productivity as a real estate professional, essential to success. And when it comes to streamlining your process, there are always little things you can do to make the job easier.

Have A Process For Every Activity

No matter what you’re doing in your business, if you have a specific process to follow, then it becomes much easier mentally and physically to complete the task at hand. By having a strategy for activities such as listing properties, you’ll be able to complete them more quickly while maintaining accuracy.

Create A Timeline For Yourself And Stick To It

Create a timeline for each part of listing steps, including the open house, home inspection, or even signing the listing agreement. This way, you can make an informed decision about which element of the listing needs the most attention. After all, you want to sell, not administer.

Follow your timeline to ensure that you are completing tasks efficiently and timely. Providing your clients, whether they are a buyer or a seller, you want the most leads for both to ensure they can make proper business decisions about their purchase contract. It is essential that your clients make sense of the closing documents before the closing date, so ensuring you are also using a closing checklist is wise.

Set deadlines for yourself to complete tasks. As a professional real estate agent or broker, you understand other agents are waiting to forward their real estate career by taking instant access to your clients. If you’re not meeting your deadlines, you’re letting those other competitive agents walk right in and turn one of your properties into a recently sold for their portfolio. In business, missing deadlines is not a good path to sell or get more leads for your listing.

As a good REALTOR®, you are obligated to adhere to the NAR ethics code or other codes, depending on your country. That means that missing deadlines like listing appointments can seriously hamper your reputation with any local homeowners association or other regulatory body. So, stick to your deadlines and don’t falter, or your new listing may suffer (along with your career).

Be sure to stick with your timelines so that you can meet deadlines and have time left over for other aspects of your business.

Keep track of how much time it takes you to do certain things, like take photos or write descriptions, so that you know what parts of the process are taking up more time than others.

Utilize Technology To Your Advantage

From online tools that allow you to manage your listings more easily to software that automates many of the processes related to real estate sales, technology can help you. For example, our checklist that you can download with modern technology is a great place to start.

Other areas where technology will prove invaluable for you are as follows.

• Use online resources to help you price your property accurately. Several online calculators can help you determine a fair price for your listing.
• Utilize online resources to market your property. Many websites and services allow you to feature your listing prominently on their site.
• Using a digital reporting platform like 1st Reporting can help you track your pre-listing requirements with a custom digital checklist. It will help ensure that you have all the information you need to submit your listing quickly and efficiently.

Use A Real Estate Listing Checklist To Organize Your Information About The Property

It will help ensure that you have all the necessary details and can submit your listing quickly. The beauty of the organized checklist is that it allows you to focus your energy where it matters – like on selling the property or finding your client the perfect property to purchase. Either way, using a tool like a checklist is ideal to avoid forgetting critical elements of the listing process.

Communication Is Essential

It’s easy to lose track of the little things when we’re busy, like sending a quick email to update your client or even a quick phone call. One way that many real estate professionals are securing their communications is with the use of mobile form automation and instant notifications.

Combining these two technology features, you’ll find that you have a solution for all kinds of processes like pre-listing checklists, post-listing procedures, and even marketing steps for your listings.

Using a system like the 1st Reporting app (available on Google Play and The Apple App Store), you can easily set up instant notifications, so when a form is complete, a notification is sent. Using this system to notify your admin staff when you are done with a process can allow them to trigger emails, phone calls, or other actions that you might have otherwise forgotten about and regretted later. 

Give the 1st Reporting app a try today and find out why so many are saying that managing business processes with mobile form automation is indeed the way of the future for REALTORS® and all real estate professionals.