Workflow Templates: Seller Consultation Checklist

Pre-Consultation Preparation

Review the seller's property details and any previous listing information.

Gather recent sales data and current market analysis for similar properties in the area.

Prepare a comparative market analysis (CMA) to estimate the property's value.

Consultation Agenda

Schedule the consultation meeting with the seller and confirm the date, time, and location.

Set an agenda for the meeting, including discussion points and objectives.

Prepare marketing materials and examples of previous successful sales.

Property Evaluation

Conduct a walkthrough of the property to assess its condition and note any features or issues.

Discuss potential repairs or upgrades that could increase the property's value.

Talk about staging the property and the benefits it can have on the sale process.

Marketing Strategy

Outline the proposed marketing plan tailored to the property, including online and offline strategies.

Explain the importance of professional photography and possibly arranging for a photographer.

Discuss setting up virtual tours or open houses to increase exposure.

Pricing Strategy

Present the comparative market analysis (CMA) to the seller and discuss the pricing strategy.

Explain the implications of overpricing or underpricing and find a balance for the asking price.

Discuss the potential scenarios and negotiation tactics for receiving offers.

Listing Agreement

Walk through the listing agreement with the seller, clarifying each part and what it entails.

Discuss the duration of the listing period and what happens if the property does not sell within that timeframe.

Review the commission structure and any other costs the seller may incur during the selling process.

Next Steps After Signing

Explain the process for preparing the home for sale, including cleaning, decluttering, and staging.

Set a timeline for when the property will be listed and when marketing efforts will commence.

Discuss the frequency and methods of communication for updates and feedback during the selling process.

Template Library Home

Seller Consultation Checklist

Pre-Consultation Preparation

Consultation Agenda

Property Evaluation

Marketing Strategy

Pricing Strategy

Listing Agreement

Next Steps After Signing

Use this template in Manifestly

Template Library Home

Seller Consultation Checklist

Pre-Consultation Preparation

Consultation Agenda

Property Evaluation

Marketing Strategy

Pricing Strategy

Listing Agreement

Next Steps After Signing

Use this template in Manifestly

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