MREA: Listing Specialist Handout
Forms & Checklists
© 2004 v3.2 Keller Williams Realty, Inc.
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VIP Questionnaire In order to better serve you, please complete and return this sheet with your listing paperwork. Thank you very much for the opportunity to serve you! Your name: ____________________________________________________________ Spouse/Significant Other’s name: __________________________________________ Mailing address: ________________________________________________________ Physical address: _______________________________________________________ Phone numbers: ________________________________________________________ You Home: ___________ Mobile: _________________ Work: ___________ Fax: ____________________ Spouse/SO Work: ___________ Fax: ____________________ Email address: You: ______________________________________________ Spouse/SO: ________________________________________
SPECIAL DATES
Month
Day
Gender
Name
Your birthday Spouse/SO birthday Child #1 birthday Child #2 birthday Child #3 birthday Child #4 birthday Wedding Anniversary
FAVORITE THINGS
You
Spouse/Significant Other
Flower Color Restaurant Holiday Sport/Hobby Other Please list any friends or family members who may be in need of assistance at this time:
________________________________________________________________________ ________________________________________________________________________ [Click here and type your team's name] Keller Williams Realty [Click here and type your team's address] [Click here and type your team's phone number] [Click here and type your website]
© 2004 v3.2 Keller Williams Realty, Inc.
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Seller Interview Referral: Yes No
Referral source: ______________________________________________________________
Name: _________________________________________________________________________________________ Property Address: ________________________________________________________________________________ Owner Address (if different): _______________________________________________________________________ Home Phone: _________________________________ Cell Phone: _______________________________________ Bedrooms: __________ Baths: __________ Stories/Style: __________ Sq Ft: __________ Pool: __________ Why are you selling? Where are you moving to? Leaving the area? Looking for a larger (smaller) home? By the way, do you have an agent to help you in (town)? Maybe (agent) will know someone who can help
you? What is your time schedule? You probably want to get moved (before/after school, Christmas, whatever)? How long have you owned this home? May (agent) call you at home? Cell? Work? How much do you owe? Do you have any corporate assistance? (agent) can help you with some questions you may want to ask about
your package. Have you already received the package? Do you have your buyout? Have you made any improvements that may not show up like updating the kitchen, baths?
Could you tell me a little about your home? What are your plans if the property does not sell? What are homes selling for in your neighborhood? Do you have an absolutely low price you would accept for the property? What price would you like to list your home with me for tonight? This assumes the close and will help (agent)
to look at houses in that price range when comparing. Are you interviewing other agents? Who? Is your home currently listed with someone else? Who? What other properties do you need to sell, or know of that need to be sold? Let me go ahead and make an appointment for you and your spouse (if applicable) to meet with (agent).
(He/She) will want to see the home with both of you there and it’s better in daylight. Would it be possible to (come home from work at 3 tomorrow) etc…? Great, be sure to have the key and any paperwork (appraisals, square footage, etc.) handy. Date: _______________________
□
Time: _______________________
Oh, by the way, what caused you to call (agent)?
Additional Notes:
© 2004 v3.2 Keller Williams Realty, Inc.
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Referral Information Form Section 1 - Receiving Office
Sending Office
TO: Agent:
FROM: Agent:
Firm Name:
Firm Name:
Address:
Address:
City/State/Zip:
City/State/Zip:
Business Phone:
Business Phone:
Home Phone:
Home Phone:
Fax Phone:
Fax Phone:
Section 2 - Seller Information Seller Name:
When to make initial contact:
Address:
Property address to be listed:
City/State/Zip: Business Phone: Home Phone:
Additional Helpful Information:
Fax Phone:
Section 3 - Buyer Information Buyer's Name:
New Employer:
Address:
Address:
City/State/Zip:
City/State/Zip:
Business Phone:
Position and Approximate Salary:
Home Phone:
Must home be sold first?
Fax Phone:
Company buyout?
Preferred Location:
Cash Available for Purchase and Closing Costs:
Size and Type of Home Desired:
Contact Buyer at this no. first: By this date:
Price Range: $
Expected Arrival Date:
Number in Family:
Comments:
Moving Date:
Adults: Children:
Age: Age: Age:
Section 4 – Realtor’s Acceptance of Refferal Prospect's Name:
Comment:
Date Contacted: Date of First Appointment: WE ACCEPT THIS REFERRAL, AND WHEN THE SALE IS CONSUMMATED, WE AGREE TO SEND _____% (OF THE GROSS COMMISSION) REFERRAL FEE. WE WILL ENCLOSE DETAILS OF THE SALE WITH THE CHECK. Receiving Sales Associate Signature:
© 2004 v3.2 Keller Williams Realty, Inc.
Date:
/
/
Receiving Broker's Signature:
Date:
/
/
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Referral Information Form 1.
Sending Agent Procedures 1. Contact the chosen agent to see if he or she can provide the service in which you are interested. If you do not know an agent in that Market Center, it may be necessary to speak with the Team Leader to seek assistance in selecting a receiving agent. Be sure that the agent is completely familiar with the area the customer has indicated or where you have a potential listing. 2. Confirm the referral fee. The customary referral fee among agents in KELLER WILLIAMS® Realty is 20% of the side of the transaction. (20% of the gross listing or selling side of the commission.) 3. Complete your portion of the referral form and send two copies to the agent. 4. Give a copy of the referral form to your Team Leader. 5. Follow-up with the customer to make sure the agent has contacted him and is satisfied with the receiving agent.
2.
Receiving Agent Procedures 1. Upon receiving the referral form, contact the customer. 2. Complete your portion of the referral form on each copy. Return one copy to the sending agent and retain one copy for your records. Be sure to include a copy of the contract pending file when a sale is consummated. 3. Give a copy to your Team Leader.
3.
Completing the KELLER WILLIAMS® Realty Referral Information Form SECTION 1 - RECEIVING OFFICE/SENDING OFFICE: This identifies the receiving/sending agents. This portion should be completed by the sending agent. SECTION 2 - SELLER INFORMATION: This is used when sending out a listing referral. This portion should be completed by the sending agent. SECTION3 - BUYER INFORMATION: This contains data about the customer. It should be completed by the sending agent. SECTION 4 - REALTOR’S ACCEPTANCE OF REFERRAL: This should be completed by the receiving agent and returned to the sending agent.
© 2004 v3.2 Keller Williams Realty, Inc.
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Referral Reward Form
Date ______________ Send a Referral Reward to _________________________________ Address
_____________________________________________ _____________________________________________
Phone
_____________________________________________
Referral’s Name Address
________________________________________
_____________________________________________ _____________________________________________
Phone
_____________________________________________
© 2004 v3.2 Keller Williams Realty, Inc.
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Listing Walk-through Notes Date: By:
Owner: Property Address: How Referred: SQFT:
Year Built:
Living Areas:
Number of Beds and Baths: Circle all that apply: Study H.O.A.
Yes / No
(CAD / Builder Plan / Appraisal)
Game room
Formal Living
Formal Dining
Yearly / Monthly (circle one)
If “Yes,” how much?
Includes: Common area / Yard / Water / Trash and Sewer, etc Restrictions:
Interior (circle all that apply): 1. Flooring / Rooms: Carpet
Tile
Wood
Sheet Vinyl
2. Window Treatments / Rooms: Draperies
Blinds: 2” / Mini
3. Entry: 4. Formal Living: 5. Study / Office: Upstairs / Downstairs 6. Formal Dining: 7. Family Room: Fireplace
Gas Logs
Gas Lighter
Glass Doors
Open to Kitchen / Breakfast Area
Wet Bar
Built-In Entertainment Center
Bookshelves
© 2004 v3.2 Keller Williams Realty, Inc.
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(Listing Walk-through Notes, continued: p. 2 of 4) 8. Kitchen: Gas / Electric Appliances
Range
Center Island
Built-In Microwave
Built-in Oven / Cook Top
Tile Backsplash
Pantry
# of Countertops:
Type of Cabinets:
9. Breakfast Area: 10. Utility Room: Gas / Electric Connections
Mud Sink
Room for Freezer
Cabinets / Storage
11. Powder Room: Full / Half Bath 12. Garage: Workshop / Storage Area
Newer Metal Door(s)
Opener(s)
Floored Attic Space
Pull-Down Stairs
13. Bedroom #1: Walk-In Closet 14. Bedroom #2: Walk-In Closet 15. Bedroom #3: Walk-In Closet 16. Bedroom #4: Walk-In Closet 17. Hall Bath: 1 Sink / 2 Sinks
© 2004 v3.2 Keller Williams Realty, Inc.
Shower / Tub (Combo / Separate)
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(Listing Walk-through Notes, continued: p. 3 of 4) 18. Master Bedroom Upstairs / Downstairs
Walk-In Closets
Sitting Area
Built-ins
19. Master Bath: Separate Tub /Shower
Tub Shower Combo
Walk-In Closet
Double Lavatories
20. Game room: Upstairs / Downstairs Wet Bar
Closets
Built-In Entertainment Center
Size:
21. Basement: Yes / No Exterior: 1. Stone / Brick:
%
2. Roof: Original / Replaced (if replaced, list year:
)
3. Yard / Landscape: Trees
Flower Beds
Condition of Grass
4. Deck / Patio Covered / Uncovered 5. HVAC: 1/2
if replaced, list year:
1/2
if replaced, list year:
6. Water Heater:
7. Security System: Leased / Owned
© 2004 v3.2 Keller Williams Realty, Inc.
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(Listing Walk-through Notes, continued: p. 4 of 4) 8. Full Sprinkler System: 9. Outer Features: 10. Pool / Hot Tub: Note: Ask the Seller to gather the following items (when available) to use for marketing home: •
Appraisal
•
Survey
•
Mortgage Escrow Analysis
•
Floor Plan / Diagram
•
List of Improvements, Upgrades and Repairs (item, amount and date), and note whether or not permits were acquired.
•
Trust paperwork (if held by trust)
•
If spouse is deceased, need death certificate
•
If there is a septic system, need map for certification before closing.
© 2004 v3.2 Keller Williams Realty, Inc.
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Seller 10’s Sheet Client Name: __________________________________________ Property: _______________________________
1. On a scale of 1-10, with 1 being not so desirable and 10 being extremely desirable, what one thing has to happen in this transaction for your experience to be a 10?
2. What is important to you about that?
3. If we could add just one more thing, what other thing has to happen to make your experience a 10+?
4. What is important to you about that?
5. If we could add just one more thing for this experience to be a 10++, what would it be?
6. What is important to you about that?
7. How does someone win with you?
8. How does someone lose with you?
9. What do you feel you have the right to expect from us?
10. What do you feel we have the right to expect from you?
Seller’s Initials__________ Agent’s Initials__________ © 2004 v3.2 Keller Williams Realty, Inc.
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10 Favorite Features To assist us in marketing your home, please tell us your 10 favorite qualities or features.
Home 1.
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2.
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3.
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4.
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5.
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6.
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7.
_______________________________________________________________________________________
8.
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9.
_______________________________________________________________________________________
10.
_______________________________________________________________________________________
Community 1.
_______________________________________________________________________________________
2.
_______________________________________________________________________________________
3.
_______________________________________________________________________________________
4.
_______________________________________________________________________________________
5.
_______________________________________________________________________________________
6.
_______________________________________________________________________________________
7.
_______________________________________________________________________________________
8.
_______________________________________________________________________________________
9.
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10.
_______________________________________________________________________________________
© 2004 v3.2 Keller Williams Realty, Inc.
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Listing Checklist Property: MLS#:
___________________________________ ___________________________________ _____________ Talking Ad#__________
Owner: Parcel ID#: Showing Log:
_______________________________________________ ___________________ MAPSCO: _______________ ______________ Listings Book: _______________
INITIATE LISTING A. Complete the Listing Paperwork Paperwork from Listing Consultation
Enter in MLS and Contact Database
Listing Agreement
Seller 10’s Sheet
Exterior Photos
Agency Addenda to Listing Agreement
VIP Questionnaire
Interior Photos
Seller’s Disclosure Form
Comps/CMA’s
Home Measured
Agency Disclosure
Seller’s Estimated Closing Statement
Enter in MLS
Affiliated Business Arrangement
Disclosure Listing Walk-through Notes Advertising Copy Lead-based Paint Disclosure Homeowner’s Association Disclosure (from local board of realtors) Mortgage Information Request Letter Utilities, Taxes, and Square Footage Disclosure
(or Seller’s Net Sheet)
Enter in CMS/Other Software Enter Current Listings Spreadsheet
Items from Seller
Enter Current Listings Whiteboard Complete Property Data Sheet
History of Insurance Letter
Complete Owner Information Sheet
Survey Appraisal Home Warranty Info/Receipts Deed Restrictions New Home Manual
B. Prepare the Property for Showing Signs Installed
Keys Duplicated
Rider Installed
Flyer Box Installed
Lockbox Installed
Add to Vacant Listings Spreadsheet
C. Distribute Listing Paperwork KW Front Desk Packet (Check with your Market Center Team Leader for additional forms) Owner Information Sheet Agency Addenda to the Listing Agreement Listing Agreement Tax Record Seller’s Disclosure MLS Sheet
Seller Packet Listing Thank You Letter Details & Repairs List Copies of Paperwork from Listing
Consultation (signed documents)
MARKET THE PROPERTY Flyers Front/Back
Print Advertising
Posted on Website
Sign-In Book
Showing Tracking Service Notified
Virtual Tour Ordered
Owner Info Sheet to All
Enter in IVR System
Open House(s) Scheduled
Buyer Agent Info Packet
© 2004 v3.2 Keller Williams Realty, Inc.
Caravan/Property Tour Scheduled
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Property Data Sheet Property Information
Property Address:
_______________________________________________________________________ _______________________________________________________________________ Client Information
Client Name:
_______________________________________________________________________________________
Mailing Address:
_______________________________________________________________________________________
City, State, Zip:
_______________________________________________________________________________________
Phone #’s: Home:
________________
His Wk:
________________
Her Wk:
________________
FAX Hm: ________________
His Cell:
________________
Her Cell:
________________
FAX Wk: ________________
His Pager: ________________
Email:
Home:
_______________________________________________________
Office (His/Hers):
_______________________________________________________
Preferred Method of Contact:
_______________________________________________________
Frequency of Contact:
_______________________________________________________
Seller Source:
_______________________________________________________
Her Pager: ________________
Special Instructions: Listing Information
MLS#:______________________________
Listing Date:
______________________________
Talking Ad #:________________________
Expire Date:
______________________________
Original List Price: $ __________________ Listing Changes Date:
____________________
Date:
____________________
Date:
____________________
Type:
____________________
Type:
____________________
Type:
____________________
New Price:
________________
New Exp. Date:
____________
Listing Change Checklist completed
New Price:
________________
New Exp. Date:
____________
Listing Change Checklist completed
New Price:
________________
New Exp. Date:
____________
Listing Change Checklist completed
Client Forwarding Information
New Address:
______________________________________________________________________________________
City/State/Zip:
________________________________________________ Phone:_______________________________
© 2004 v3.2 Keller Williams Realty, Inc.
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Owner Information Sheet MLS #: ________________ Talking Ad #: _____________
Parcel ID#: MAPSCO:
PRICE: ___________________ Property: ________________________
____________________ ____________________
City: __________________
List Date: ______________ Exp. Date: ______________ State: ____
Zip: _____________
Legal Description: ______________________________________________________________________________ Owner(s): _________________________________________ E-mail: _____________________ Mailing Address: _________________ City: __________________ State: ____ Zip: ___________ (if different from property address) Home:
___________________
His Work: __________________
Her Work:
_________________
FAX:
___________________
His Cell:
Her Cell:
_________________
Other:
___________________
His Pager: __________________
Her Pager:
_________________
__________________
Property Information: Description (i.e. 3/2/2):
__________________________________
_________
Owner Occupied
Square Footage/Source:
______________/ Tax _______________
_________
Vacant
Year Built: ________________ Lot Size: __________________
_________
Tenant
Other:
_________
Lot/Acreage
_____________________________________________
Special Instructions: Alarm:
Code In:______________
Code Out: ______________
Alarm Keypad Location: ________________________________________________________________ _____________________________________________________________________________________ Pets: ________________________________________________________________________________ Showing Instructions:
Directions/Location:
Remarks:
Listing Agent:
© 2004 v3.2 Keller Williams Realty, Inc.
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Owner Contact Log Address Phone Number Owner’s Name
Week of:
Status Code
Seller’s Response
Status Codes are: E = Email S/O = Spoke to Owner LM = Left Message N/A = No Answer © 2004 v3.2 Keller Williams Realty, Inc.
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Seller Activity Report Listed Property Address: ___________________________________________________________________ Reporting Period From: ___________________________________ To: _____________________________ Number of Showings: _______________ Number of Flyers Distributed:_______________ Summary of Comments from Showing Agents/Buyers: _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ New Listings in Your Area: 1. _____________________________________ 3. _____________________________________
2. _____________________________________ 4. _____________________________________
Price Changes in Your Area: 1. _____________________________________ 3. _____________________________________
2. _____________________________________ 4. _____________________________________
Contract Pendings in Your Area: 1. _____________________________________ 3. _____________________________________
2. _____________________________________ 4. _____________________________________
Solds in Your Area: 1. _____________________________________ 3. _____________________________________
2. _____________________________________ 4. _____________________________________
Recommendations: _______________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________
© 2004 v3.2 Keller Williams Realty, Inc.
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Vacant Listings Spreadsheet Property Address
© 2004 v3.2 Keller Williams Realty, Inc.
Date Last Visited
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Listing Comment Sheet Client Name: _________________________ Property: ____________________________________________ Date: __________ Agent: _______________________________ _____________________
Company:
Ph. (O) ________________________ Ph. (H) ________________________ Fax: _______________________ Comments: _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ Client Name: _________________________ Property: ____________________________________________ Date: __________ Agent: _______________________________ _____________________
Company:
Ph. (O) ________________________ Ph. (H) ________________________ Fax: _______________________ Comments: _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ Client Name: _________________________ Property: ____________________________________________ Date: __________ Agent: _______________________________ _____________________
Company:
Ph. (O) ________________________ Ph. (H) ________________________ Fax: _______________________ Comments: _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ Client Name: _________________________ Property: ____________________________________________ Date: __________ Agent: _______________________________ _____________________
Company:
Ph. (O) ________________________ Ph. (H) ________________________ Fax: _______________________ Comments: _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________
© 2004 v3.2 Keller Williams Realty, Inc.
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Client Name: _________________________ Property: ____________________________________________ Date: __________ Agent: _______________________________ _____________________
Company:
Ph. (O) ________________________ Ph. (H) ________________________ Fax: _______________________ Comments: _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ Client Name: _________________________ Property: ____________________________________________ Date: __________ Agent: _______________________________ _____________________
Company:
Ph. (O) ________________________ Ph. (H) ________________________ Fax: _______________________ Comments: _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________
© 2004 v3.2 Keller Williams Realty, Inc.
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Listing Change Checklist Client Name __________________________________ Property ___________________________________
Price Reduction/Increase
Input change in MLS & CMS MLS Printout Update Current Listings Spreadsheet and Whiteboard Update Ads, Flyer, Website, Talking Ad Copy of Listing Change Form signed by Seller Update Listing in CMS / office computer Send Listing Change Notice form to all Record change on Listing Checklist
Cancelled Listing Input change in MLS & CMS MLS Printout Copy of Listing Change Form signed by Seller Update Listing in CMS / office computer Order sign down Remove Lockbox Remove from Ads, Flyer, Website, Talking Ad Cancelled Letter to Seller Disassemble Listing Folder, Move to Cancelled files Decide whether to keep on mailing list Remove from Current Listings Spreadsheet and Whiteboard Send Listing Change Notice form to all Record change on Listing Checklist
Extend Listing
Expired Listing
Re-List
Input New MLS/Cancel Old & Update CMS MLS Printout Update Listing in CMS / office computer Copy of Listing Change Form signed by Seller Change MLS# on Ads, Flyer, Website, Talking Ad Send Listing Change Notice form to all Record change on Listing Checklist Update Current Listings Spreadsheet
© 2004 v3.2 Keller Williams Realty, Inc.
Input change in MLS & CMS MLS Printout Copy of Listing Change Form signed by Seller Update Listing in CMS / office computer Send Listing Change Notice form to all Record change on Listing Checklist Update Current Listings Spreadsheet
MLS Printout Order sign down Remove Lockbox Update Listing in CMS / office computer Remove from Ads, Flyer, Website, Talking Ad Expired Letter to Seller Disassemble Listing Folder, Move to Expired files Decide whether to keep on mailing list Send Listing Change Notice form to all Record change on Listing Checklist Remove from Current Listings Spreadsheet and Whiteboard
Status Change
Input change in MLS & CMS Add or remove Contract Pending Rider as appropriate Update Ads, Flyer, Website, Talking Ad Update Listing in CMS / office computer Send Listing Change Notice form to all Record change on Listing Checklist Update Current Listings Spreadsheet and Whiteboard
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Listing Change Notice Date of Notice:
______________________________
Property Address:
_______________________________________________________________________________
Type of Change:
______________________________
Effective Date:
Change To:
______________________________
______________________________
Comments:
Give to Buyer’s Specialists, Receptionist, KW Desk, Listing File Listing Change Checklist completed
© 2004 v3.2 Keller Williams Realty, Inc.
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