Pre-Listing Interview 1. Name: ___________________
___________________
2. Phone # ____________ (B) ____________ (C) ____________ (F) ____________E‐Mail ____________________ 3. Name: ___________________
___________________
4. Phone # ____________ (B) ____________ (C) ____________ (F) ____________E‐Mail ____________________ 5. Property Address: ___________________ ___________________ __________ 6. Mailing Address___________________ ___________________ __________ 7. Owners/Decision Makers ___________________ 8. Why are you selling ___________________ 9. When do you need to move? ___________________ 10. Describe your house for me: Beds _______ Baths _______ Sq. Ft. _______ Style _______ Lot size _______ Area ____________________ 9. How long have you owned your home? ___________________ 10. What sold you on your home? ___________________ ___________________ ___________________ What features did you like? ___________________ ___________________ ___________________ 11. Have you done any updating to the home since you bought it? ___________________ 12. What do you owe on the property? ___________________ 13. What are 3 things you are looking for in a REALTOR? ___________________
___________________
___________________
14. Are you interviewing any other brokers for this job? _______ When? ___________________ 15. Have you considered going for sale by owner? _______ 16. How did you get my name? ___________________
Notes:
Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: tammy@tammyroten.com Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277
www.TammyRoten.com
6/5/2011
Seller Homework CLIENT CONTACT INFORMATION Name: Phone Number Home Cell Work Address Home Work Mailing Address Email Preferred Method of Contact
Name: Phone Number Home Cell Work Address Home Work Mailing Address Preferred Method of Contact Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: tammy@tammyroten.com Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277
www.TammyRoten.com
Seller Homework Lending Information 3 Months of Mortgage Statement: First and Second 1st Mortgage Company: Loan Officer: Phone Number: Email Address: 2nd Mortgage Company: Loan Officer: Phone Number: Email Address: Confirm no Current Liens- Seller can convey General Warranty Deed at Recording
HOA Information. Management Co.: President of HOA: Phone Number: Email Address:
Copy of current HOA Addenda HOA Fee HOA Transferable Fee Confirm no current or future known assessments No HOA lien, payment current CC&R-Copy
Mortgage Insurance: Mortgage Insurance Co.: Insurance Agent: Phone Number: Email Address: Confirm Mortgage Insurance is transferable Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: tammy@tammyroten.com Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277
www.TammyRoten.com
Seller Homework Additional Information Required:
Utilities: Name of utility company and an average annual cost per company Tax Information: Provide additional information if applicable Survey: Copy of survey if available Termite Treatment Contract: Copy of Review Sample Contracts 2 Keys: 1 for the Lock Box and 1 for the Agent
START THINKING ABOUT HOME REPAIRS AND IMPROVEMENTS All Inspections (Identified on Professional Services Disclosure) Home
Environmental
Roof
Lead Base Paint
HVAC
Radon
Plumbing/Sewer
Survey
Pool
Title Search
Irrigation
Zoning
Security/Sound
Have each Family member write their favorite memory or what they have enjoyed about living in the home. Make a list of friends and family members that should be included in the marketing of your home and provide their email and home address. Thank you for taking your time to prepare for our Listing appointment. I look forward to meeting you and discussing the opportunities you have in the sale of your home.
Tammy
Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: tammy@tammyroten.com Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277
www.TammyRoten.com
Home Improvement ‐ Seller Checklist
Rooms
Improvement
Rate the Improvement Necessary Desired Extra
Prepared by Tammy Roten NC/SC Broker Helen Adams Realty‐Ballantyne/15235‐J John J. Delaney Dr / Charlotte NC 28277/Phone:704‐236‐2239
Page 1
Home Improvement ‐ Seller Checklist
Rooms
Improvement
Rate the Improvement Necessary Desired Extra
Prepared by Tammy Roten NC/SC Broker Helen Adams Realty‐Ballantyne/15235‐J John J. Delaney Dr / Charlotte NC 28277/Phone:704‐236‐2239
Page 2
Home Improvement ‐ Seller Checklist
Prepared by Tammy Roten NC/SC Broker Helen Adams Realty‐Ballantyne/15235‐J John J. Delaney Dr / Charlotte NC 28277/Phone:704‐236‐2239
Page 3