1. Set appointment at the prospective client’s home and retrieve Contact Info!
2. Email Client: Specializing In Downtown Boston's Historic Neighborhoods Since 1995!: http://www.richhaen.com/21stcentury.php
3. Prepare CMA
4. Print & Review: www.richhaen.com/SellerListingPresentation.php
5. Execute Listing Agreement Package
6. Email Seller Property Questionnaire...MOD AS NECESSARY
7. Set up client with LINK/MLS with Automatic Emails
8. Collect keys, alarm and if applicable and concierge/security contact info
9. Mail hand written thank you note...and if applicable mail referral hand written thank you note?
10. Schedule repairs to unit prior to launching property on the market?...Plant Deck or Windows?
11. Schedule BVI for Tuesday--Luminex Photography, Virtual Tour and Interactive Floor Plan?...Schedule w/ Seller/Tenants
12. Schedule BVI and 1st OH Sunday 1-2:30...If applicable Introduce myself to tenants and arrange showing schedule and cc sellers
13. ASAP--Design and Order Rider from Keith @ StatoGraphics......See Sample Publisher File
14. ASAP--Design and Listing 100 Brochure/100 Sheet (whichever is applicable?) from Keith @ StatoGraphics......See Sample Publisher File
15. Wednesday @ 3PM--BH DEADLINE...CHANGES DEADLINE Thursday 2pm...See Sample Publisher File
16. Wednesday--Prepare RichHaen.com Listing...Send Sneak Preview to Seller and Client Base
17. Wednesday--P/U Rider from Keith @ StatoGraphics and hang For Sale Sign with Rider
18. LINK+MLS THURS DEADLINE 11AM--Prepare Realtor.com
19. Friday--Prepare Marketing Campaign Blitz....Email Seller
20. P/U Listing Brochures/Sheets from Keith @ StatoGraphics
21. Saturday--Prep Property Listing Display--OfferDocs+Lead+HI+OH Notice+Lap+Door Stop
22. Friday-Sun--Swap Listing PICS--LINK+MLS+Realtor...Add New Task & Bump Daily: Listing PICS Swap!
23. Wednesday After Open House--Remove "1st OH Blurb" from RH.com+LINK+Realtor+MLS...Then Add to MLS Description???
24. Thursday 14 days After Launch--Prepare Marketing Campaign Status Update....Email Seller
____________________________
Launch Property Listing ASAP!!!
____________________________
Direct Prospects:
Buyer(s):
Buyer's Broker:
Buyer's Attorney:
Lender:
Trustee(s):
Management Co:
Insurance Co:
***If not Sold in 30-60 days depending upon seller's time frame discuss price reduction?…If agreed schedule another Open House?
1. Execute Offer To Purchase Documents...Collect Escrow Funds....Place "Accepted Offer" LINK+MLS+RH.com...RH Sign & Scan All...Scan Lead Separately
2. Schedule Home Inspection with Sellers/Tenants...Arrange access to ALL systems and roof etc
3. Retrieve Condo Docs, Trust, Master Deed etc from: www.masslandrecords.com ...If N/A retrieve from from Seller?...Current Budget, Bank Statement & Minutes
4. Prep BofA Escrow Depo...Copy of Ck...Setup & Load On-lineTransaction
5. Collect Contact Info: Seller and Buyer's Legal Counsel & Lender?...Email On-lineTransaction to Seller (BCC!), Both Attorney's, Buyer's Agent & Lender...Add to Body of Email Text: Seller's Name+Legal Contact Info, Buyer's Name+Legal Contact Info, Buyer's Broker Contact Info. Buyer's Lender Contact Info...Please feel free to forward to your Buyer Client!
6. Negotiate Home Inspection Issues?...Attorney's to Negotiate Large Issues?...Buyer Sign OFF in Email!
7. Execute Purchase and Sales Agreement when ready and collect escrow funds...Depo Escrow...LoanOn-line Transaction w/ P&S w/ Copy of Deposit Receipt....Email to Seller, Both Attorney's, Buyer's Agent & Lender
8. Hang Sale Pending Rider...Place "Under Agreement" LINK+MLS+RH.com
9. Contact Buyer’s Lender and initiate mortgage commitment…Verify that buyer submitted all required documents...Schedule appraisal and Request Condo Affidavit/Questionnaire...Schedule with Seller/Tenant...Submit Master Insurance Contact Info for InsCert?
10. Date? Mortgage Commitment Expires
11. Remove Listing from RH.com/Index
12. Email: Closing Info & Moving Tips
13. Order Gill Murray closing gift ASAP?
14. Order Closing Docs: 6D, Fire & Ins Cert...Single or Multi Family: Final Water Reading from 1010 Mass Ave @ (617) 989-7000...Send Lender Ins Contact to Order master Ins Cert
15. Prepare Invoice...Load On-lineTransaction: Invoice, 6D, Fire+Ins Cert, Final Water Reading...Email to Seller, Both Attorney's, Buyer's Agent & Lender
16. Schedule closing with legal counsel
17. Schedule walk-thru with all parties...Request Seller/Tenant leave all keys on kitchen counter and turn off alarm...Remove For Sale Rider & Brochure Holder
18. Remind client to request HUD from legal counsel 3 days in advance
19. BofA--Request Release of Escrow...Deduct Reimbursements?...Write Cks from Escrow Acct to Sell and Agent ...Prepare & Deliver Closing Pkg To Seller's Attorney with Funds
20. Closed?----Depo Commission...Send any Referral Fee?
21. Deliver Closing Gift to Seller?...Deliver Favorite Restaurant Gift Cert to Referral?
22. Submit closing information to MLS+LINK
23. Request written testimonial or Update from client and add to website?
24. Schedule 5 day follow up call or visit!...Mail TY!...Closed # Properties Since 1995--S VCSP Top+1+10...Hide Google Label!
25. Add Buyer to LINKBoston AutoEmails? ...Suggest Residential Tax Exemption!