Brad Boncher – Realtor®
920-639-4499 Cell
bradboncher@yahoo.com
MyGreenBayRealtor.com
My Complete Property Listing Management Checklist System
I have developed and consistently use this very effective checklist to
comprehensively research, price, market, negotiate, manage the
accepted offer and then guide your property to a successful closing for you!
It’s a great system and gets the results you want in a professional
manner that fully utilizes my 30+ Years of business management.
Brad Boncher – Wisconsin Licensed Realtor®
Initial Pre-Listing and Research
1. Research Ownership
2. Research Legal Description
3. Assessment and Status
4. Research all comparable currently Listed Properties
5. Research all Previous Sales Activity
6. Research Expired Listing Activity
7. Order and Review Property Profile
8. Order and Review Tax Information
9. Legal Names on Title Research
10. Complete Market Study Prepared (CMA)
11. Develop Strategic Master Marketing Plan to Seller
including CMA And Saleability Rating
12. Discuss Preparation Needed to Market Effectively
13. Plan Goals with Seller
14. Present Plan of Action to Seller
15. Suggest Financing Alternatives
16. Listing Contract and Addendum Signed by Sellers
17. Pre-Listing Information Package Picked Up
18. Pre-Listing Checklist Completed
19. Review Current Title Information
20. Plat Map Ordered
21. Lot Size Confirmed
22. Measure Heated Square Footage
23. Interior Room Sizes Measured
24. Second Loan Information Verified by Lender
25. Review Current Appraisal, if available
26. Land Use Researched
27. Zoning Researched
OPTIONAL
28. Homeowner Association Fee Researched
29. Copy of By-Laws Ordered
Listing And Marketing
1. Provide Marketing Data to Relocation Department
2. Provide Marketing Data to Corporate Marketing
Department, if applicable
3. Provide “Special Feature” cards for Marketing, if
applicable
4. Write Ad for Internet using Emotional Hot Buttons
5. Submit Ad to Marketing for placement on these Web
Sites:
** MyGreenBayRealtor.com
-Special Website By Brad Boncher
• ERATitletown.com
• All 10 Gannett Wisconsin newspaper sites
• ERA.com
• Realtor.com
• AOL.com
• RealEstate.MSN.com
• NetScape.com
• Excite.com
• DailyHerald.com (Chicago)
• SunTimes.com (Chicago)
6. Present at Wednesday Sales Meeting for all
agents to view
7. Feedback Sent to Agent After Showings
8. Showing Feedback Conveyed to Seller Weekly
9. Weekly Market Study Reviewed
10. Regular calls to Seller to Discuss Marketing and
Pricing
11. Pre-Qualify all Buyers when Possible
12. Discuss Price Changes
13. Price Change entered into MLS Computer
14. Price Change announced to all Agents
15. Price Change processed to web sites
16. New Brochures are delivered as needed
17. Coordinate Professional Agent Contact at New
Destination
18. Order “Just Listed” Labels and Reports
19. Prepare Flyers
20. Property Data Sheet Prepared for Office
21. Showing Instruction Prepared, Office Notified
22. Loan Company and Loan Number Provided by Seller
23. Current Loan Information Verified by Lender
24. Second Loan Company and Loan Number
Provided by Seller
25. Second Loan Information Verified by Lender
26. Have Extra Key for Lockbox made
27. Lock Box Installed
28. Sign Installed
29. Utilities available in Research
30. Average Utilities Research
31. Sewer/Septic System Researched
32. Water Availability Researched
33. Water Fees or Rates Researched
34. Natural Gas Availability Researched
35. Security System Term Verified
36. Property Inclusions and Amenities Noted
37. Ads Written after Seller discussion
38. Digital Color Photo(s) Taken
39. Power of Attorney Reviewed
40. Repairs and Maintenance Noted/Completed
41. Home Warranty Application Completed
42. “New Listing Checklist” Completed
43. New Listing Entered into MLS System
44. Add Property to ERA Active Listing List
45. Confirm Owner has a copy of the Listing Agreement
46. Confirm Owner has a copy of all signed documents
47. Proof MLS Computer Printout
48. Marketing Brochure Prepared
49. Marketing Brochure Mailed to Seller for Review
and Approval
50. Mail Brochure to Top 10% Agents in Area
51. Uploaded to Internet
52. Mail out “Just Listed” Cards
53. Notification at 3:00 p.m. daily to all ERA Titletown
REALTORS’ agents that house is listed
Premier Class Homes – Optional
54. Specialized Premier Class Marketing Program
55. 100 mailings created
56. 100 mailings sent
57. Marketing pieces utilized through our Relocation
Department to area companies
58. Development of extensive data booklet
OPTIONAL
59. Identify Homeowner Association Manager
60. Homeowner Association Services Provided
61. Copy of Complex Layout
62. All Rents and Deposits are Verified
63. Copy of Leases Provided
64. Coordinate Showings with Tenant
Offer Negotiation
1. Offer Received
2. Contact Selling Agent to discuss Buyers Qualifications and Offer
3. Thoroughly Analyze Offer with all Potential Options
4. Develop Net Equity Statement Based on Offer and Utilizing Different Options
5. In-depth Discussion Regarding Options
6. Consult with Selling Agent
7. Review With Office Management
8. Make Sure that Contract is Enforceable
9. Offer is Accepted, Countered or Rejected
10. Negotiation with Buyer via Selling Agent
11. Signed Offer is Delivered to Selling Agent
12. Attain Required Signatures
Transaction Management
1. Copies of Contract to Seller
2. Copies of Contract to Selling Agent
3. Copies of Contract in Office File; Lender’s File; Title Company’s File
4. Original Documents filed with Listing Agent
5. Earnest Money is Recorded
6. Earnest Money is Deposited in Escrow Account
7. Closing File Forms and files Updated
8. Showings are restricted as Seller Requests
9. MLS notified of sale
10. Coordinate with Selling Agent and Lender
11. Confirm Purchaser is Pre-Qualified
12. Provide Credit Information to Seller if Seller Financing
13. Assist in Arranging Financing
14. Coordinate Discount Points being locked with dates
15. Coordinate Home Inspection
16. Review the home Inspection Results
17. Negotiate Inspection Requirements
18. Inspection Class Requirements Completed
19. Deliver Unrecorded Property Information to Buyer
20. Provide Comparable Sales for Appraiser
21. Schedule Appraisal
22. Follow-up on Appraisal
23. Appeal for Increase if Appraisal is Low
24. Relay results to Seller
25. Septic Inspection Ordered
26. Septic Report Received and Reviewed
27. Order Well Inspection and Water Testing
28. Copy of Septic Inspection Report delivered to Lender and Buyer
29. Copy of Well Flow Test Report delivered to Lender and Buyer
30. Copy of Well Flow Test Report Filed
31. Loan Approval
32. Contact Lender to Track Processing
33. Relay Loan Approval to the Seller
34. Confirm Loan Payoff Statement Processed
35. Order Title Insurance Commitment
36. Confirm if Turn-In Policy Available
37. Review Title Insurance Commitment
38. Confirm Purchaser Received Title Insurance Commitment
39. Confirm Selling Agent Received Title Insurance Commitment
40. Note Title Insurance Requirements
41. Coordinate Clearing all Title Insurance Requirements
42. Have Buyers Hazard Insurance Delivered
43. Provide “Homeowners Warranty” for closing
Closing Management
1. Closing Location Selected
2. Closing Date Confirmed
3. Closing Time Scheduled with Seller
4. Closing Time Scheduled with Lender
5. Closing Time Scheduled with Selling Agent
6. Closing Time Scheduled with Buyer
7. Final Walk Through Scheduled for Buyer
8. Closing Figures Requested from Title Company
9. Closing Figures Received and Reviewed
10. Closing Figures Forwarded to Selling Agent
11. Closing Figures Forwarded to Buyer
12. Closing Documents Requested
13. Review Closing Documents for Errors
14. Pre-close With Seller
15. Provide Earnest Money Check to Title Company for Escrow
16. Attend and Oversee the Entire Closing Process to Assure A Smooth Transition
17. Coordinate This Closing with Your Next Purchase
18. Present You with Your Check after Closing
19. Maintain Records for 7 Years After Closing
20. Forward a copy of Your HUD Statement at the beginning of the
Next Year so you have a Copy for Tax Purposes
Done! Then, I stay your Realtor For Life! MyGreenBayRealtor.com -Brad |