📝 Listing-to-Closing Checklist

From For Sale Sign → To Sold → To Referrals

Phase 1: Pre-Listing Preparation

☐ Initial consultation with seller

☐ Review Listing Paperwork – Go over the listing agreement, MRED exemption (if applicable), and required disclosures with the seller.

☐  Review Market Conditions – Use Infosparks to analyze local market trends and provide insight to the seller.

☐ Review Comps – Generate a comparative market analysis (CMA) using Cloud CMA to establish pricing strategy.

☐ Prepare a Seller Net Sheet – Use ATNAGENTONE to calculate estimated proceeds for the seller.

☐ Develop a Marketing Plan – Discuss strategies for maximum exposure, including online listings, open houses, social media, and print marketing.

☐ Get Seller Signatures – Ensure all required documents are signed by the seller.

☐ Get Designated Managing Broker Signatures – click on on SUBMIT FOR REVIEW for Rick Williams our DMB to sign off.

☐ Gather disclosures & property details

☐ Discuss pricing strategy + CMA

☐ Home prep: staging, repairs, cleaning

☐ Professional photos/video ordered from Prestige 

☐ Marketing plan reviewed with seller 

☐ Signage ordered from our storefront (Instructions)

☐ Fliers ordered from xpressdocs

☐ Generate Address Report in REMINE – Pull addresses of potential buyers around the property for targeted marketing 

☐ MLS input & verify accuracy

☐ Upload photos and disclosures to MLS listing

☐ Go to Kalehuddle.com and click on activate my listing

Phase 2: Active Listing

☐ Use the app Up Sign Down to get sign installed by Oakley

☐ Install lockbox

☐ Go to ShowingTime and set up showing instructions  www.showingtime.com 

☐ Launch marketing (flyers, social, email)

☐ Schedule & host open houses

☐ Reverse Prospect

☐ Gather feedback from showings

☐ Weekly seller update

☐ Discuss with the seller’s Murphy’s law: When a property goes on the market something breaks. They may want to get seller’s coverage of Armadillo Home Warranty and it will cover issues until the closing. 

☐ Contact Maria Kennedy mariaw@anmtg.com or Terrence Terrell Terrence@anmtg.com and request open house fliers 

☐ Conduct open house

☐ Enter all open house attendees contact info into Real Geeks CRM and create a drip campaign

☐  Follow up after each showing for feedback

Phase 3: Under Contract

☐ Receive & review offers with seller

☐ Negotiate terms & acceptance

☐ Prepare a seller net calculation (atnagent.com )

☐ Deliver executed contract to all parties

☐ Upload all executed documents to dot loop

☐ Change status on MLS to A/I

☐ Request the brokerage statement on kalehuddle.com

☐ Choose one of our preferred attorneys

☐ Identify if attorney or title company will hold earnest money

☐ Send copy of earnest money deposit to buyer agent and attorneys

☐ Schedule inspections 

☐ Negotiate inspection repairs/credits

☐ Email attorneys the resolution of the inspection credits/repairs

☐ Appraisal ordered & confirmed

☐ Prepare appraisal package

☐ Provide appraiser with package, a smile and maybe a coffee ;) ☐ Change status on MLS to A/I

☐ Confirm that survey has been ordered 

☐ Loan approval monitoring 

☐ Celebrate when you get the Clear to Close!!!! 

☐ Change status on MLS to Pending

Phase 4: Closing Preparation

☐ Order municipal inspection if required

☐ Final walk-through scheduled <24 hours prior to closing

☐ Ensure that seller leave:  1) receipts for repairs 2) all keys 3) garage openers 4) appliance manuals

☐ Confirm HOA paid/current

☐ Remind seller to request mortgage payoff 

☐ Coordinate with attorney/title company

☐ Order final water reading if necessary

☐ Confirm utilities transfer

☐ Schedule sign removal

☐ Attend closing to pick up settlement statement and commission check

☐ Deposit commission check at Chase

☐ Upload deposit slip and settlement statement to Dot Loop 

☐ Submit all files for review in Dot Loop

☐ Prepare closing gift for seller

☐ Prepare a welcome gift for the buyer

Phase 5: Post-Closing & Referrals

☐ Change status on MLS to Closed 

☐ Post the story of this transaction on social media

☐ Hand-deliver or mail thank-you card/gift to seller

☐ Deliver the welcome gift for the buyer

☐ Add buyer to database / drip campaign

☐ Request online review/testimonial

☐ Request referrals

☐ 30/60/90 day check-ins

☐ Anniversary follow-up each year

☐ Invite client to future client events