Questions to ask when establishing the listing appointment:

1. Because I haven’t been in your home and like an appraiser would do, I will run comps. I will be sending you a link to a form to fill out so I can get the most up to date RANGE of Value that this market will bring. I don’t want to miss anything that will be important to the comps when I bring you a BUYER.

2. I will be sending you a detailed email with the comps before our meeting. Can you please take the time to review them before we meet. (MAKE SURE YOU CALL PENDING HOMES AND ASK THE AGENT IF THEY COULD SHARE ANYTHING ABOUT THE OFFER WITH YOU. THEY NORMALLY DO. IT SHOWS YOUR SELLER THAT YOU ARE CONNECTED AND GIVES THEM A BETTER LANDSCAPE OF WHAT’S REALLY GOING ON WHEN YOU DISCUSS IN PERSON

3. How much do you roughly owe on your mortgage so I can have my TITLE company prepare a net sheet so you know what you are walking away with. (This way if the net sheet is off at all it puts it on the Title company, NOT you. The analytical seller will hold you to the penny.

4. Do you have any other questions for me before we meet?

5. One last question… Do you like Red or White? Show up with something, whether it is a bottle of wine or something that is more appropriate to that seller.

Once a listing appointment date and time have been set, email or text the sellers with a date/time reminder and a link to the Selling Your Home Highnote presentation and seller questionnaire Jot Form. Also send a calendar invite.

Include a Bomb Bomb video in the email or text.

www.app.highnote.io

$35/mo

The questionnaire not only provides contact information and upgrades/updates, it tells you a lot about the seller, from how detail oriented they are to true reasons for selling.

The most important piece of information you can get is the "I will be doing research on your property and have not had the

opportunity to see it, what price range should I study?" question. It prepares you for a seller that is out of touch with reality on pricing so you can really explain the market and comps to justify your price conclusion.

Include your listing presentation and a Cloud CMA with all photos for your comps.

Items to include:

Listing Presentation and Cloud CMA in binder

Folder with the following:

1. Tax Record

2. Zillow estimate screenshot

3. RPR estimate screenshot

4. If expired or cancelled recently-property history and MLS report

5. CMA summary of comps

6. Neighborhood sales for last year (CMA summary sheets)

7. CMA analysis sheet

8. Rankings Report

9. Market Data

10. Marketing Examples

11. Blank Services Timeline

12. Example seller intro letter

13. Net Sheet

This has been a critial element of our lisitng process. Some sellers are resistant to the idea of doing inspections, but they are instumental in finding issues and proactively repairing or pricing to accommodate the findings. 

 All of inspection reports, HOA docs, prelims, tax bills, seller disclosures, NHD, CCRs, school zoning, insurance quotes, repairs and clearances, etc. are then loaded to Disclosures.io. A link to the page is provided in the MLS remarks and a signed coversheet acknowledging review of all documents is required with all offers submissions.  

We want all of the cats out of the bag up front, so we don't have last minute, deal breaking issues and concerns week 3 into the escrow.

Another benefit... you can see which agents have viewed the documents and downloaded. It gives a bit of a heads up as to who may be interested for a follow up conversation.

Key California RLA and addendums we are now adding to every listing are:

1. on line 2B of RLA-see addendum __

2. add an addendum for staging-if you pay for it, have seller pay up front and you reimburse in escrow at close.

3. add an addendum for listing expenses/marketing costs

4. be sure to have #of days in item 3A2-many cancellations/expirations and buyers may return later

Once you have all appointments booked, send the seller an email with a services timeline, a copy of the listing documents and a link to the Property Information Form. Include the contacts for all individuals they will be dealing with during the transaction, such as TC, listing coordinators, agent/co-agent contact info. You may also want to include the Escrow Officer.

Review the inspection reports and provide a list of health and safety/section 1 repairs that need to be completed. Also provide a "highly recommend repair" list, which features hot button or buyer confidence items that the seller should heavily consider repairing.

Track all agreed to repairs and track them. Collect receipts from the seller/vendors and upload them to Dislosures.io with the tracker or a list.

File Link