01 / GET READYBuild your operating foundation
Get your client onboarding process, calendar, documents, and brokerage systems organized before leads become urgent.
Field checklist
- Confirm license, brokerage affiliation, and approved forms for your jurisdiction.
- Set up compliant contact records and permission-based follow-up.
- Document agency disclosures, signatures, and supervision requirements.
- Track every deadline using the contract and your brokerage's process.
Run a strong seller consultation
Walk sellers through goals, pricing research, staging, property condition, disclosures, photography, and the marketing schedule.
Field checklist
- Confirm seller goals and target timeline.
- Research verified current MLS comparables, not unverified or invented sales.
- Discuss observable issues; refer technical concerns to qualified inspectors.
- Obtain required listing and media permissions.
Prepare the property experience
Use your live camera with Realtor Assist for on-site observation, then create a photo-led listing walkthrough with human accuracy review.
Field checklist
- Photograph each space in a logical, approved sequence.
- Flag visible concerns without claiming to perform an inspection.
- Verify generated footage against actual property details.
- Check local MLS and brokerage rules on digital alterations and labeling.
Execute a listing marketing plan
Combine videos, listing pages, opt-in email, social promotion, broker relationships, yard signs, and neighborhood outreach.
Field checklist
- Build a property-specific 30-day campaign in Marketing Plan.
- Use truthful property facts and approved advertising language.
- Apply fair housing rules to imagery, targeting, and descriptions.
- Track inquiries, showings, offers, and the marketing channels that produce them.
Negotiate with a clear process
Organize offer terms, contingencies, earnest money, financing, inspections, and response dates—always subject to governing contracts and your broker.
Field checklist
- Present and document offers in line with legal and broker obligations.
- Check dates, financial terms, contingencies, addenda, and signatures.
- Refer legal interpretation or disputes to qualified counsel.
- Use written confirmation and a transaction milestone tracker.
Turn service into referrals
Keep closing tasks visible, ensure appropriate handoffs, and maintain respectful, permission-based post-close contact.
Field checklist
- Reconcile open tasks with lender, title/closing team, broker, and parties.
- Secure sensitive information and avoid transmitting payment instructions through unverified channels.
- Archive documents according to required retention policies.
- Request feedback and permitted referrals after the transaction.
