Title Page

  • Conducted on

  • Prepared by

  • Location


Pre-listing & Listing

  • To secure your next listing, prepare for your listing appointment, sign a listing agreement, and ready the property for open houses and individual showings.

  • Familiarize yourself with the neighborhood

  • Drive past the property

  • Prepare a comparative market analysis

  • Sign a Listing Agreement

  • Confirm Property Information

  • Input Listing in the Multiple Listings Service

  • Post Your Sign at the Property

  • Address Necessary Security Issues

  • Install a lockbox

  • Obtain security system info

  • Prepare the Property for Showings

  • Have the owner clean the home

  • Consider virtual staging


  • Once you finalize a listing agreement with the seller, update the Multiple Listing Service, post a “For Sale” sign at the property, and stage the home, start marketing your new listing.

  • Capture High-Quality Listing Photos

  • Hire professional photography services

  • Create a video of the Property

  • Film a virtual tour

  • Capture drone footage

  • Send video to leads

  • Claim the Listing Online

  • Sign up for agent tool

  • Market listing using agent tool

  • Create a Property-Specific Landing Page

  • Draft & Share a Blog Post on Your Website

  • Design an Eye-Catching Brochure

  • Join a Real Estate Caravan

  • Send the Listing to Your Leads

  • Segment your leads using a CRM

  • Send marketing materials to a targeted audience

  • Share the Listing on Social Media

  • Share the listing on Instagram

  • Share the listing on Facebook Ads

  • Design and print marketing materials

  • Post on Craigslist using a posting service

  • Circulate Postcards & Door Hangers

  • Schedule an Open House

  • Hold Individual Showings


  • After your marketing strategy pays off and your listing is under contract, take steps to ensure the transaction closes smoothly and without unnecessary delays.

  • Calculate Deadlines Under Contract

  • Identify Closing Agents

  • Monitor Status of Title Insurance

  • Track Appraisal & Inspections

  • Provide the Seller a Moving Checklist

  • Monitor Status of Closing Documents

Sign Off

  • Name and Signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.