The initial contact a customer makes when they are looking to list their home with a REALTOR® is an essential part of the listing process. This questionnaire helps to ensure that you and your team consistently gather pertinent information (and leave nothing out) all with the goal of preparing you for the listing appointment where you will convert the customer into a client.

Before you attend a listing appointment make sure you have everything you need. This checklist ensures you’re ready for the appointment and that you don’t overlook an important form or information. The better prepared you are, the more likely you will get the listing.

Manage the listing process by using a comprehensive checklist. Checklists ensure that you consistently follow the same procedure for each listing and consistently provide your clients with high quality service – and never miss details – whether you’re selling a detached home or a strata property.

Checklists ensure that you consistently follow the same procedure for each listing and consistently provide your clients with high quality service – and never miss details when selling a strata property.

Improve the efficiency in your office by making your files easier to find, retrieve and organize. We have created a general template for you to print labels for your files. These labels go on your file folders to help organize your operation in a simple and clear manner. Our template is made to fit store bought labels size: Avery 5161/8161 (4” x 1” dimensions).

If your office is paperless, use this concept as a template to best organize your data.

Improve the efficiency in your office by making your files easier to find, retrieve and organize. We have created a general template for you to print labels for your files. These labels go on your file folders to help organize your operation in a simple and clear manner. Our template is made to fit store bought labels size: Avery 5161/8161 (4” x 1” dimensions).

If your office is paperless, use the concept of our template to best organize your data.

Your clients know their home better than anyone. This form helps you to gather information from your sellers that may not be readily visible to you. By knowing all the special features of the property, you and your team can best promote it to interested buyers.

What are your sellers’ specific requirements about showing their property? What do you and the cooperating brokerage need to know when showing the property? This form helps you gather information about showing the specifics and requirements of your sellers’ property. It supports you and your team in managing successful showings.

This package offers safety tips for sellers who have their property listed for sale. The package prepares sellers to safely show their home and safeguard their possessions and it serves as a marketing tool for you. Educating our clients helps keep them, their property and their possessions safe.

This form is a simple way of ordering and tracking your “for sale” signs through a third party. Manage your requests to have your signs installed and taken down.

Do you have a system to keep track of your listing material for each property you have listed? This form supports you in managing your signs (post, condo or arrows), feature sheet holders, “remove your shoes” signs, key boxes (CBS code and their placement) and alarm codes. This form helps ensure you don’t lose your valuable materials and it keeps you and your team on task with the details of each property.

Do you keep a list of who has shown your listing and when? Do you have a system to collect feedback on each listing? This form keeps track of every REALTOR® who shows the property and records all feedback to give you and your clients a clear picture. Also, if you need to contact REALTORS® who have shown the property to broadcast a message, (for example a price reduction), you now have a tracking form.

This form gathers and records the information from customers who view your listing. It supports you in collecting feedback about what the customers think of the home, provides security by recoding who enters the property (for your safety and for the security of the client’s personal belongings).

This form is a checklist of tasks you may need to perform when closing a listing file. It helps you manage the many details that arise and will support you and your client.

To improve your business, you need to understand and evaluate your service and performance. This feedback form is designed to support you in gathering information so that you can better evaluate your clients’ experience and feedback. You can also use feedback in a testimonial to your service (provided you get permission from the client).