Seller Services Checklist

SELLER SERVICES CHECKLIST *This includes KW services and tools provided. Contact a staff member if you need training or support!*

BEFORE / AFTER LISTING APPOINTMENT ☐ Add client(s) as Contact in Command ☐ Create Opportunity within Command contact card ☐ Update Stage and the Opportunity ☐ Deliver pre listing packet (if applicable) - digital or hard copy.

Use “Designs” in Command for editable template (OPTIONAL)

☐ Prepare listing presentation packet Use “Designs” in Command for editable template (OPTIONAL)

☐ Prepare listing paperwork ☐ PRIOR to listing home, get the NEW Exclusive Right to Sell Listing Agreement negotiated and signed by SELLER ☐ PRIOR to listing home, review the Real Estate Brokerage Compensation Agreement with the SELLER to determine if Seller wants to offer Buyer Brokerage Compensation in advance of receiving an offer

☐ Prepare CMA (or APC Analysis via PCMLS) ☐ Exclusive Right to Sell ☐ Wire Fraud Disclosure ☐ Seller Property Condition Disclosures ☐ MLS Input Form(s) - PCMLS and/or UtahRealEstate.com ☐ Lead Based Paint Disclosure (prior 1978) ☐ Send handwritten thank you card after appointment ☐ **Is this person a referral? Send referrer thank you note and gift card

BEFORE ACTIVE LISTING ☐ Update stage in Command ☐ Schedule staging consult with professional stager ☐ Order professional photography and virtual tour ☐ Schedule cleaners, carpet cleaners (if applicable) ☐ Schedule sign installation ☐ Arrange for keys and install lockbox

☐ Order PR from Title Company - include fully executed listing documents ☐ Send Seller(s) copy of PR report ☐ Request a copy of HOA documents from the title company - most recent minutes, budget and financial statement (if applicable)

☐ Be Sure Supra Key & lock box are activated and tested before open house. ☐ Schedule Open Houses - Public and PCBOR Create Facebook event on Facebook

☐ Create flyers and social marketing artwork in “Designs” in Command (OPTIONAL) Use “Designs” in Command to create an Open House Facebook graphic Use “Designs” in Command to create a Landing Page for your Open House

☐ Add to MLS ☐ Send Seller(s) calendar invite/reminder ☐ Upload listing documents to Command Opportunity and “Submit to MC” to notify Market Center of new listing (within 4 days)

☐ To link DocuSign envelope, click “Start a Transaction” within the Opportunity ☐ When listing has been loaded on MLS & all signed paperwork has been sumbitted, email and text the .

KW Principle Broker and the Assistant MCA & Transaction Specialist

☐ Add listing to Showing Service on MLS or UtahRealEstate.com (OPTIONAL) ☐ Add Seller(s) to social media profiles ☐ Post “Coming Soon” artwork to social media - Use “Designs” in Command (OPTIONAL) Warning: Listing must be live on the MLS by the next day

☐ Add weekly Seller update reminders to your calendar ☐ Send Seller(s) review of all services completed ☐ Announce “Jumpstart” during Wednesday Stakeholder meeting Listing Paperwork

☐ Exclusive Right to Sell (ERS) ☐ MLS Listing Input Form(s) ☐ MLS Active listing printout(s) ☐ Preliminary Seller Property Condition Disclosures (SPCD) ☐ Commitment for Title (PR) - request from title company ☐ Review PR specifically Exceptions on Schedule B ☐ CC&R’s - request from title company or HOA company ☐ HOA Meeting minutes, budget and financial statement

ACTIVE LISTING

☐ Update stage in Command ☐ Send “Just Listed” mailers - Use Command designs & postcard campaigns (optional)

☐ Add link to Active listing to your social media profile (use link from YOUR website, remember to include your KWPC affiliation) Set up website in Command (OPTIONAL)

☐ Post the listing on your Facebook and tag the clients (remember to include your KWPC affili tion) ☐ Share listing to Facebook Marketplace and local groups (OPTIONAL) ☐ Add to KSL, Craigslist and other online marketing platforms (OPTIONAL) ☐ Run “Just Listed” Facebook ad campaign through Command (OPTIONAL) ☐

Order Listing Coverage Home Warranty - Add verbiage to agent comments on listing to order home warranty through your provided Home Warranty company (OPTIONAL)

☐ Send sellers copy of policy coverage ☐ Create a Custom Property Website Landing Page in Command (OPTIONAL) ☐ Send MLS# and rider code to front desk to assign if applicable (OPTIONAL) ☐ Assign sign rider to property ☐ Send Seller(s) copy of the full MLS printout for review ☐ Brand listing on KWLS ☐ Ensure snow is shoveled on driveway and walkways for showings (if applicable)

UNDER CONTRACT ☐ Update stage in Command ☐ Request for MLS listing status to be updated to Under Contract or Backup (Submit to MC) ☐ Confirm all sign tures are on contract and all needed documentation is fully executed ☐ Send copy of contract to Transaction Coordinator (if applicable) ☐ Send Under Contract email to Title Company ☐ Include all executed contract documents and MLS printout ☐ Obtain confirm tion of Earnest Money Receipt from Buyers Agent within 4 calendar days ☐ Include Buyers Agent contact information ☐ Include Sellers contact information ☐ Send Seller(s) introduction email and review of contract terms and next steps ☐ Include Estimate of Proceeds Net Sheet, request through Title Company (OPTIONAL) ☐ Send Seller(s) reminder of inclusions that are to stay at property and when occupancy ends ☐ Send Buyers Agent introduction email and summary of needed documents ☐ Confirm all cont act dates (Acceptance, SD, DD, F&A, SD) ☐ Attach Seller Property Condition Disclosures ☐ HOA documents - most recent minutes, budget and financial st tement (if applicable) ☐ Fully executed REPC/addenda/additional docs/Lead Based Paint (if applicable)

☐ Copy of PR ☐ Request Buyers inspection date and time - Add to your calendar to follow up ☐ Create calendar reminders for contract deadlines ☐ Create calendar reminders for weekly lender/loan updates ☐ “Create Offer” in Command and enter “Commissions Tab” ☐ Complete Transaction Document Receipt (TDR) and deliver to Buyer’s Agent for signature

ITEMS TO FOLLOW UP ON ☐ Earnest Money receipt and confirm tion before deposit deadline ☐ Inspection date and time ☐ Follow up on loan approval before Finance and Appraisal deadline ☐ Confirm app aisal is ordered through lender ☐ Prepare Comps for appraiser (OPTIONAL) ☐ Follow up on any Due Diligence repair requests of completion ☐ Request receipts and send to Buyers Agent

7 DAYS BEFORE SETTLEMENT ☐ Review Opportunity file in ommand, upload and Submit to MC any missing documents ☐ Schedule and confirm Se tlement date and time with Title Escrow Office ☐ Send Seller(s) and Title calendar invite/reminder ☐ Send follow up text with appointment date and time with address ☐ Confirm inal Walkthrough date and time with Buyer’s agent ☐ Order removal of sign and lockbox for day after Settlement ☐ Deliver moving boxes, tape, markers (OPTIONAL) ☐ Create “Closing Binder” (BEST PRACTICE) ☐ Copy of all documentation signed ☐ Moving checklist ☐ Checklist of who to notify of new address ☐ Utilities list ☐ Vendor list ☐ Order/Prepare closing gift ☐ Include handwritten thank you card with business cards included ☐ Gift card to favorite restaurant, Amazon, Home Depot ☐ Find out date when the Seller(s) will be moving and order pizza for delivery (OPTIONAL)

☐ Send Seller(s) reminders: ☐ Items to leave (all keys, garage door openers, key cards, etc) ☐ Inclusions that are to stay at the property (for example: refrigerators/washer & dryer/water softener/etc)

AFTER SETTLEMENT ☐ Update stage in Command ☐ Confirm emoval of sign and lockbox ☐ Request status change to Sold on the MLS ☐ Update client contact card in Command with Sellers new address ☐ Add to “Monthly Neighborhood Nurture” SmartPlans in Command ☐ Add purchase anniversary date in Command contact card ☐ Add to “Anniversary” SmartPlans in Command ☐ Send “Just Sold” mailers - Use Command designs & postcard campaigns (BEST PRACTICE) ☐ Send “How Did We Do” email (OPTIONAL) ☐ Send email to get reviews, include links to Google Reviews, Facebook, Yelp ☐ Referrals - Ask who they know that you can reach out to ☐ **Is this person a referral? Add referrer to Banner Season referral campaign (OPTIONAL) Banner Season instructions: see leadership team member

☐ Sign Disbursement Authorization (DA) to be paid (will be sent via DocuSign)

MILESTONE EMAIL IDEAS ☐ Staging checklist ☐ Preparing for Photography ☐ Do’s and Don’t for showings ☐ Buyer feedback, weekly showing report ☐ Marketing summary ☐ Facebook campaign stats, mailers, door knocking, etc ☐ Send link to professional photos ☐ Utilities checklist ☐ Buyer loan status updates ☐ Explain title work ☐ Send link to Homekeepr app with vendors (OPTIONAL)