Pre-Listing Checklist | LeClair & Associates

A practical preparation checklist for confirming the appointment, completing research, and arriving ready for a strong seller consultation.

0 of 28 tasks complete · 0%

Appointment Details

Seller, property, and team

Seller / Client

Property Address

Appointment Date

Appointment Time

Lead Agent

Prep Owner

Target Listing Date

Follow-Up Needed

Pre-Walk Through / Confirmation Call

Add answers to Seller Questionnaire

Are we still on for?

Will all decision-makers be there?

Yes

Are you interviewing other firms?

Yes

Unsure

Do you know your payoff amount?

What is your target date?

Initial Research & Preparation

Set up files, documents, data, and materials · 0/9

Add to Listing Appointment Loop in FirstPlace.

Prepare forms: CAR Forms AD, RLA, and other required documents.

Call Western Resources Title, order a Property Profile, and review it.

Call Coast Cities to prepare a Net Sheet using estimated payoff numbers.

Order Pre-Listing Book and slicks from marketingstore.firstteam.com.

Order a Media Proposal from Marketing; allow 24-hour turnaround.

Print an updated Top Broker report from Trendgraphix or obtain it from your manager.

Print the Buyer Pipeline with current buyers looking in the neighborhood.

Pull report from Listing Appointment Loop.

Visit the Neighborhood

Prepare with local context · 0/4

Preview and/or drive by the comparables: actives, pending, and Solds.

Learn the local area, including streets, stores, parks, schools, and amenities.

Take an exterior photo of the subject property for the property website and CMA.

Drop off the Pre-Listing Book and note at the subject property before the appointment.

Prepare the CMA

RPR or CloudCMA with First Team template · 0/3

Include actives, pending, Solds, and Expireds.

Upload photos into the CMA, then print and bind if presenting physically.

Include market trends for county, city, and neighborhood when available.

Evidence Book

Full listing presentation, printed or digital · 0/8

Presentation book with First Team slicks.

Agenda and Seller Questionnaire.

Screenshots of Buyer Pipeline, Hot Buys, Sneak Preview, YouTube, and social media.

MLS sheets comparing First Team listings vs. competitors' listings.

Sample brochures, flyers, and other marketing examples.

Media Proposal.

Online exposure overview.

Comparable Market Analysis with market trends.

Additional Materials

Bring the essentials · 0/4

Business cards.

First Team Business Process flow chart.

Buyer Consultation Packet in case sellers decide to purchase a home first.

Arrive 15 minutes early with a great mindset.

Appointment Mindset / Key Talking Points

Completion Review

Prepared By

Date Completed

Ready for Appointment

Yes

Needs review