Joe HomsPellego Broker
Work(949) 625-4533Direct cell(949) 394-0149
Work(949) 625-4533Direct cell(949) 394-0149

What a listing agent does

179 ways to help you.
Every detail. Handled.

Selling is more than a sign and a lockbox. Here is the work behind your sale, from the first market comparison through the final closing statement.

179 tasks across 12 categories

Research & pricing1–22

  1. Task 1: Make appointment with seller for listing presentation
  2. Task 2: Send seller a written or e-mail confirmation of listing appointment and call to confirm
  3. Task 3: Review pre-appointment questions
  4. Task 4: Research all comparable currently listed properties
  5. Task 5: Research sales activity from Local MLS Broker Marketplaces and public records databases
  6. Task 6: Research Average Days on Market for property of this type, price range, and location
  7. Task 7: Download and review property tax roll/assessor information
  8. Task 8: Prepare preliminary Comparable Market Analysis (CMA) to establish fair market value
  9. Task 9: Obtain copy of subdivision plat/ complex lay-out
  10. Task 10: Research property’s ownership and deed type
  11. Task 11: Research property’s public record information for lot size and dimensions
  12. Task 12: Research and verify legal description
  13. Task 13: Research property’s land use coding and deed restrictions
  14. Task 14: Research property’s current use and zoning
  15. Task 15: Verify legal names of owner(s) in county’s public property records
  16. Task 16: Prepare listing presentation package with above materials
  17. Task 17: Perform exterior Curb Appeal Assessment of subject property
  18. Task 18: Compile a formal file on property
  19. Task 19: Confirm current public schools and explain impact of schools on market value
  20. Task 20: Review listing appointment checklist to ensure all steps and actions are completed
  21. Task 21: Review Obsolete Property Rehabilitation Act (OPRA) Report from Township for all permitted records
  22. Task 22: Add client into your database

Your listing consultation23–36

  1. Task 23: Give seller an overview of current market conditions and projections
  2. Task 24: Tour property
  3. Task 25: Review agent’s and company’s credentials and accomplishments in the market
  4. Task 26: Present company’s profile and position or niche in the marketplace
  5. Task 27: Present preliminary CMA to seller, including comparable properties, sold properties, current listings, and expired listings
  6. Task 28: Offer pricing strategy with updates to CMA based on tour of home and updates, upgrades professional judgment, and current market conditions
  7. Task 29: Discuss goals with seller to market effectively
  8. Task 30: Explain market power and benefits of Local MLS Broker Marketplaces
  9. Task 31: Explain market power of web marketing, IDX and REALTOR.com
  10. Task 32: Explain the work you do behind the scenes and your availability on weekends
  11. Task 33: Explain role in screening for qualified buyers and protect seller from curiosity seekers
  12. Task 34: Present and discuss strategic master marketing plan
  13. Task 35: Explain transaction/agency brokerage relationship
  14. Task 36: Review and explain all clauses in listing contract and addendum, then obtain seller’s signature once property is under listing agreement

Property details & preparation37–76

  1. Task 37: Review current title information
  2. Task 38: Gather square footage/measure overall and heated square footage as required
  3. Task 39: Measure interior room sizes
  4. Task 40: Confirm lot size via owner’s copy of certified survey, if available
  5. Task 41: Note all unrecorded property liens, agreements, easements
  6. Task 42: Obtain house plans, if applicable and available
  7. Task 43: Review house plans and make copy
  8. Task 44: Prepare showing instructions for buyers’ agents and showing times with seller
  9. Task 45: Discuss possible buyer financing alternatives and options with seller
  10. Task 46: Review current appraisal if available
  11. Task 47: Identify Homeowner Association manager if applicable
  12. Task 48: Verify Homeowner Association Fees with manager—mandatory or optional, plus fees
  13. Task 49: Order copy of Homeowner Association bylaws, if applicable
  14. Task 50: Research electricity availability, supplier’s name, and phone number
  15. Task 51: Have utility companies provide average utility usage from last 12 months of bills
  16. Task 52: Research and verify city sewer/septic tank system
  17. Task 53: Calculate average water fees or rates from last 12 months of bills
  18. Task 54: Confirm well status, depth and output from Well Report
  19. Task 55: Natural Gas: Research/verify availability, supplier’s name, and phone number
  20. Task 56: Verify security system, current terms of service and whether owned or leased
  21. Task 57: Verify if seller has transferable Termite Bond
  22. Task 58: Ascertain need for lead-based paint disclosure
  23. Task 59: Prepare detailed list of property amenities and assess market impact
  24. Task 60: Prepare detailed list of property’s inclusions and conveyances with sale
  25. Task 61: Compile list of completed repairs and maintenance items
  26. Task 62: Send vacancy checklist to seller if property is vacant and register the property with the township if it is vacant or a rental home
  27. Task 63: Explain benefits of Homeowner Warranty to seller
  28. Task 64: Assist sellers with completion and submission of Homeowner Warranty Application
  29. Task 65: Place Homeowner Warranty in property file for conveyance at time of sale
  30. Task 66: Have extra key made for lockbox and one for your file
  31. Task 67: Verify if property has rental units involved.
  32. Task 68: If the property does have rental units, make copies of all leases for retention in listing file
  33. Task 69: Verify all rents and deposits
  34. Task 70: Inform tenants of listing and discuss how showings will be handled
  35. Task 71: Arrange for installation of yard sign
  36. Task 72: Complete new listing checklist
  37. Task 73: Review curb appeal assessment and provide suggestions to improve saleability
  38. Task 74: Review interior décor assessment and suggest changes to shorten time on market
  39. Task 75: Load listing into transaction management software program
  40. Task 76: Prepare Local MLS Broker Marketplaces Profile Sheet

Launch & showings77–85

  1. Task 77: Enter property data from Profile Sheet into Local MLS Broker Marketplaces Database
  2. Task 78: Proofread Local MLS Broker Marketplaces database listing for accuracy— including proper placement in map
  3. Task 79: Add property to company’s active listings list
  4. Task 80: Provide seller copies of the listing agreement and Local MLS Broker Marketplaces Profile Sheet within 48 hours or within the time period of Local MLS Broker Marketplace guidelines
  5. Task 81: Take additional photos for upload into Local MLS Broker Marketplaces and use in fliers
  6. Task 82: Create print and internet ads with seller’s input
  7. Task 83: Coordinate showings with owners, tenants, and other agents.
  8. Task 84: Return all calls
  9. Task 85: Install electronic lock box if authorized. Program agreed-to showing times

Marketing & feedback86–108

  1. Task 86: Prepare mailing and contact list
  2. Task 87: Generate mail-merge letters to contact list
  3. Task 88: Order Just Listed labels and reports
  4. Task 89: Prepare fliers and feedback reports
  5. Task 90: Review comparable Local MLS Broker Marketplaces regularly to ensure property remains competitive
  6. Task 91: Prepare property marketing brochure for seller’s review
  7. Task 92: Arrange for printing or copying of marketing brochures or fliers
  8. Task 93: Place marketing brochures in all company agent mailboxes
  9. Task 94: Upload listing to company and agent Internet site, if applicable
  10. Task 95: Mail out Just Listed notice to all neighborhood residents
  11. Task 96: Advise network referral program of listing
  12. Task 97: Provide marketing data to buyers through international relocation network buyers
  13. Task 98: Provide marketing data to buyers coming from referral network
  14. Task 99: Provide Special Feature cards for marketing, if applicable
  15. Task 100: Submit ads to company’s participating internet real estate sites
  16. Task 101: Price changes conveyed promptly to all internet groups
  17. Task 102: Reprint/supply brochures promptly as needed
  18. Task 103: Feedback e-mails sent to buyers’ agents after showings
  19. Task 104: Review weekly market study
  20. Task 105: Discuss with sellers any feedback from showings to determine if changes are needed
  21. Task 106: Set up marketing reports on showing-time application and company website
  22. Task 107: Place regular weekly update calls to seller to discuss marketing and pricing
  23. Task 108: Promptly enter price changes in the Local MLS Broker Marketplaces database

Offers & negotiation109–120

  1. Task 109: Receive and review all Offer to Purchase contracts submitted by buyers’ agents
  2. Task 110: Evaluate offer(s) and prepare a net sheet for the owner for comparison purposes
  3. Task 111: Explain merits and weakness of each offer to sellers
  4. Task 112: Contact buyers’ agents to review buyer’s qualifications and discuss offer
  5. Task 113: Deliver Seller’s Disclosure to buyer upon request and prior to offer if possible. Upload to the Local MLS Broker Marketplaces additional documents at time of listing
  6. Task 114: Confirm buyer is pre-qualified by calling loan officer
  7. Task 115: Obtain buyers’ pre-qualification letter from loan officer if not submitted with offer
  8. Task 116: Negotiate all offers per seller’s direction on seller’s behalf, set time limit for loan approval and closing
  9. Task 117: Prepare and convey counteroffers, acceptance or amendments to buyer’s agent
  10. Task 118: Create excel spreadsheets for easy review on multiple bids
  11. Task 119: Email or send copies of contract and all addendum’s to the closing attorney or title company
  12. Task 120: When Offer to Purchase contract is accepted, deliver to buyer’s agent

Under contract121–131

  1. Task 121: Record and promptly deposit buyer’s earnest money in escrow account
  2. Task 122: Disseminate under-contract showing restrictions as seller requests
  3. Task 123: Deliver copies of fully signed Offer to Purchase contract to seller
  4. Task 124: Deliver copies of Offer to Purchase contract to lender
  5. Task 125: Provide copies of signed Offer to Purchase contract for office file
  6. Task 126: Advise seller of additional offers submitted between contract and closing
  7. Task 127: Change status in Local MLS Broker Marketplaces to Sale Pending
  8. Task 128: Update transaction management program to show Sale Pending
  9. Task 129: Provide credit report information to seller if property will be seller- financed
  10. Task 130: Assist buyer with obtaining financing, if applicable, and follow-up as necessary
  11. Task 131: Coordinate with lender on discount points being locked in with dates

Inspections & financing132–143

  1. Task 132: Deliver unrecorded property information to buyer
  2. Task 133: Order septic system inspection, if applicable
  3. Task 134: Receive and review septic system report, and assess any possible impact on sale
  4. Task 135: Deliver copy of septic system inspection report lender and buyer
  5. Task 136: Deliver Well Flow Test Report copies to lender and buyer, and property listing file
  6. Task 137: Verify termite inspection ordered
  7. Task 138: Verify mold inspection ordered, if required
  8. Task 139: Confirm verifications of deposit and buyer’s employment have been returned
  9. Task 140: Follow loan processing through to the underwriter
  10. Task 141: Add lender and other vendors to your management program so agents, buyer, and seller can track progress of sale
  11. Task 142: Contact lender weekly to ensure processing is on track
  12. Task 143: Relay final approval of buyer’s loan application to seller

Home inspection & repairs144–150

  1. Task 144: Coordinate with seller for buyer’s professional home inspection
  2. Task 145: Review home inspector’s report
  3. Task 146: Enter completion into transaction management tracking program
  4. Task 147: Explain seller’s responsibilities, and recommend an attorney interpret any clauses in the contract
  5. Task 148: Ensure seller’s compliance with Home Inspection Clause requirements
  6. Task 149: Assist seller with identifying contractors to perform any required repairs
  7. Task 150: Negotiate payment, and oversee all required repairs on seller’s behalf, if needed

Appraisal151–153

  1. Task 151: Schedule appraisal
  2. Task 152: Provide to appraiser any comparable sales used in market pricing
  3. Task 153: Follow-up on appraisal

Escrow & closing154–174

  1. Task 154: Enter completion into transaction management program
  2. Task 155: Assist seller in questioning appraisal report if it seems too low
  3. Task 156: Get contract signed by all parties
  4. Task 157: Coordinate closing process with buyer’s agent and lender
  5. Task 158: Update closing forms and files
  6. Task 159: Ensure all parties have all forms and information needed to close the sale
  7. Task 160: Select location where closing will be held
  8. Task 161: Confirm closing date and time, and notify all parties
  9. Task 162: Assist in solving any title problems or in obtaining death certificates
  10. Task 163: Work with buyer’s agent in scheduling buyer’s final walk-thru prior to closing
  11. Task 164: Double check all tax, homeowners’ association dues, utility, and applicable prorations
  12. Task 165: Request final closing figures from closing agent (attorney or title company)
  13. Task 166: Receive and carefully review closing figures to ensure accuracy of preparation
  14. Task 167: Confirm buyer and buyer’s agent have received title insurance commitment
  15. Task 168: Provide homeowners warranty for availability at closing
  16. Task 169: Forward closing documents to absentee seller as requested
  17. Task 170: Review documents with closing agent (attorney)
  18. Task 171: Coordinate closing with seller’s next purchase, and resolve any timing problems
  19. Task 172: Have a no-surprises closing so seller receives a net-proceeds check at closing
  20. Task 173: Refer sellers to one of the best agents at their destination, if applicable
  21. Task 174: Change Local MLS Broker Marketplaces status to Sold. Enter sale date, price, selling broker, etc.

After closing175–179

  1. Task 175: Share the warranty paperwork for claims in the future
  2. Task 176: Attempt to clarify and resolve any conflicts about repairs if buyer is not satisfied
  3. Task 177: Respond to any calls and provide any information required from office files
  4. Task 178: If a rental, verify all deposits and prorated rents are reflected accurately on the closing statement
  5. Task 179: Close out listing in your management program

Services depend on your property and transaction. Items such as wells, septic systems, rentals and HOA documents apply where relevant.

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Talk with Joe about your home, your timeline and your next move.

Work(949) 625-4533Direct cell(949) 394-0149Emailjoe@pellego.comVisit the office23121 Verdugo Dr #100
Laguna Hills, CA 92653