Listing Activity Trail

PROPERTY ADDRESS : VENDOR

VENDOR

Name:

Name:

Mobile:

Mobile:

Home Ph:

Home Ph:

Email:

Email:

Address:

Address:

Appraisal

Price Time/Day/Date

Commission/GST

Photos Time/Day/Date

to

Listing Period Marketing

1st OFI Paid

Commission

$

Age

Y / N

Time/Date

Commission/GST Land

Contract Date

Contract Price

Building & Pest Date

Deposit # 1

Finance Date

Deposit # 2

Settlement Date

Commission/GST

Easement

Other Conditions

LEN WORTHINGTON’S REAL ESTATE

listing activity trails with assistant 2019 SELLING THE AREA’S FINEST HOMES

Y / N

APPRAISAL REQUEST SCRIPT

APPRAISAL REQUEST SCRIPT SCRIPT FORM Q1. Hi, I believe you are interested in getting an appraisal? (OR putting your property on the market?)

Q2. Would you mind if I get some contact information from you please?

Name: Address: Phone:

Home:

Work:

Email: Q3. Would you mind if I ask who referred you, or what prompted you to call me?

Q4. And when are you thinking of putting the property on the market?

Q5. Can you give me a description of the property now over the phone, and then I can bring the relevant data with me? (Receive description - age of home; the builder; how many bedrooms & living areas)

Q6. Would you like me to price the property for you while I’m there? The reason I mention that is many agents will come out to see you for this initial appointment, and then go away to do some research and come back for another appointment to give you their price. I will be able to do it all in one appointment.

Q7. To allow me to do my pricing research and to compile my reports of recent sales and comparable listings on the market prior to seeing you, roughly what price bracket do you think your home would be in?

(Receive figure) If they do not know, use the following formula or comparable questions.

Q8a. How long have you lived there?

SCRIPT FORM Q8b. What improvements have you made to the property since you moved there?

Q8c. And would you have any house floorplans handy when I come to appraise your home?

Q9. Where are you planning to move when you sell? Can I help you with that by printing RP Data recent sales in the price range and suburbs you want to buy in?

(Confirm suburbs, price range, house or unit, land size etc)

Q10. Would you mind if over the next few hours I forward you some information prior to our meeting?

Q11. So when we meet, I will spend around 90 minutes with you discussing pricing, buyers, marketing, sale fees, preparing your home for sale and anything else you might wish to discuss. Is that OK?

Great, I look forward to meeting with you at

(time) on

Appointment Date & Time: Pre-Appraisal WebBook - Text Date & Time: Pre-Appraisal Kit Delivery Date & Time: ** PREPARATION & CMA ** RPDATA print & Attach this SCRIPT FORM CMA prints - recent comparable sales (RPData) Print PDF Appraisal sheet from DROPBOX & attach inside SELLING PLAN Print comparable listings on market (RE.Com) & attach inside SELLING PLAN RPData CMA print for Destination location & price range (take to appraisal)

(day)

APPRAISAL REQUEST SCRIPT

APPRAISAL REQUEST SCRIPT

REQUEST FOR APPRAISAL DAYS FROM START

PERSON

TRAIL - REQUEST FOR APPRAISAL Receive appraisal request – Fill in “Appraisal Request Script” Pages 2 & 3

-1+

LEN

-1+

LEANNE

-1+

LEN

-1+

LEN/IRENA

Prepare with Irena - Pre-Appraisal WEBBOOK

LEN

Prepare “Covering Letter for APPRAISAL KIT”

Ask if OK to send them info via mail, email and SMS? Start & Follow CD Trail - “REQUEST FOR APPRAISAL” Enter vendors contact details (Address, Name & Surname, Contact Phone Number & Emails) into my Iphone (Example Template http://www.lenworthingtonrealestate.com/71-boondooma-circuit

Put all documents into APPRAISAL KIT:

-1+

- “Covering Letter for APPRAISAL KIT” - “Your Complete Selling Plan” - with relevant PDF Appraisal Sale Documents Atch - Relevant Buyer Books - Copy of Booklets - “2016 Combined Preparing Your Home for Sale & Preparing for Photography”.

-1+

NEJ

Hand Deliver APPRAISAL KIT box

-1+

LEN

Send Pre-Appraisal SMS & WEBBOOK Link to them

-1+

NEJ

Facebook & Linkedin search vendors (so they cannot see we’ve searched them) – look at their faces, ages, professions, known friends, bit about them

IRENA

Prepare DRAFT of “Post Appraisal Webbook” that only need few items to be edited in once Len completes Appraisal.

-1+

(Example Template - http://www.lenworthingtonrealestate.com/43-cressbrook-drive-post.html

LEN

-1+

Prepare CMA: - RP Data Print with map & easements (sales prices, owners, sales last 12 months, on the market) - RP Data recent sales & comparative listings on market (under & over the price) last 6 months in 2km or 3km radius - Realestate.com similar property on the market - Attach to RPData print-out pages – the “Request for Appraisal script”

Put all of this info into Carry Case

-1+

NEJ

Print CD buyers in that price range

DESTINATION CMA - Print RP Data Recent Sales in price range and suburbs that Vendors are moving to

0

LEN

Call to confirm Appraisal time for today & confirm they have read the APPRAISAL PACK & WEB-BOOK

0

LEN

Pre-fill FORM 6 with all vendor & property details.

LEN

Set up Iphone with: - Correct realestate.com pages to look competition (price range in price order) - Have DROPBOX pages open for right Appraisal PDF - Clear internet & have it charged

0 0

LEN

0

IRENA

0

LEN

Straight after appraisal-SMS Post-Appraisal SMS & WEBBOOK

+1

NEJ

Convert to new trail VENDOR 2 POST-APPRAISAL CONVERSION

Page 4 - Listing Activity Trails

Conduct appraisal: Tour, agenda & questions, build rapport & trust & credibility Final details & editing of “Post Appraisal Webbook”. Email link to Len to send to owner.

DAYS FROM START

PERSON

+1

NEJ

Transfer appraisal info into CD

LEN

File RPDATA sheet into TOP50 folder

+1

TRAIL – POST APPRAISAL CONVERSION

Details on AØ Chart

+2

NEJ

CD Buyer Match (by price) with names, mobiles, emails, price ranges, notes

+2

LEN

RTCL: Searched my database & I have X suitable buyers (2 HOT) to show thru your home.

LEN

RTCL: IF MOVING OUT OF AREA: You mentioned you were moving to Cairns when you sell here. I have spoken to a good agent I know up there, (Give agent details) and I will now SMS you her contact information.

NEJ

Compile for Len to Email the Prospect a PDF of Destination CMA from RPData

LEN

SMS Booklet “Should I sell or Buy 1st” ( bit/ly/buyorsellfirst ) – then call them to discuss importance of this. Could show some of my qualified & matched buyers thru property to guage market reaction, pricing & comments

LEN

Check I’ve already given them Booklet – “Preparing Home For Sale” (bit.ly/preparinghomeforsale). If not deliver another hardcopy

LEN

RTCL: SMS (with link to webpage - http://www.lenworthingtonrealestate.com.au/ local-trades.html) to check if need any names of recommended trades people or professionals to help.

LEN

RTCL: IF STAYING LOCAL: SMS them link to my website / suburb report for area/s they are looking to buy in. http://www.lenworthingtonrealestate.com.au/latest-suburb-reports.html

LEN

RTCL: IF MOVING OUT OF AREA: SMS them link to www.onthehouse.com.au – to see recently sold homes in suburbs they want to live in.

LEN

RTCL: Invite to similar Open House with good activity (watch buyers activity etc) (test drive how we work).

+3 +3 +4 +5 +7 +8 +8

At OFI give them “Buyer Book”

+10

On the Monday call them and tell them that same buyers who came through this property will be buyers & similar reaction to those who come through your property!

+12

LEN

Deliver Post-it note on sold “Buyer Book” saying the buyer/s who offered on this one would suit your property (a few missed out and looking to buy)

+12

LEN

RTCL: Just sold phone call re similar properties to theirs – still buyers left over OR - Tell them of buyers suited their property & recent weekend activity

LEN

RTCL: IF STAYING LOCAL: “We have just listed another property that could meet your requirements and there is a window of opportunity that I can get you through before the open market. Would you like to see it?”

+15

LEN

RTCL: let them know what competition to their home is on the market currently & what the buyer interest and buyer numbers for home like theirs would be

+15

LEANNE

+13

POST APPRAISAL CONVERSION

POST APPRAISAL CONVERSION

Convert to new trail – CONVERT TOP 50

Page 5 - Listing Activity Trails

CONVERT TOP 50 DAYS FROM START

PERSON

TRAIL– CONVERT TOP 50

LEN

SMS Invite (with webbook property link) to new listing OFI (nearby or similar home to theirs) & phone follow up

CONVERT TOP 50

AS OCCURS

Give Buyer Book, chat at OFI & offer re-appraisal Call them Monday night & tell them of buyers suited their property & recent weekend activity

AS OCCURS

QUARTERLY

LEN

Deliver regular relevant “Just Sold” letters with relevant “Buyer Booklets”

LEN

If moving out of area, print them off RPData all Sales in the Suburb + Price range they wish to buy in for last 3 months

LEN

SMS Booklet “Should I sell or Buy 1st” (bit/ly/buyorsellfirst) – then call them to discuss importance of this. Have photos done so ready to react to any ideal homes for sale they wish to buy. Could show some of my qualified & matched buyers thru property to gauge market reaction, pricing & comments

AS OCCURS

Call them next day to discuss great case study about buyer book I just delivered

Could show some of my qualified & matched buyers thru property to guage market reaction, pricing & comments

LEN

Drive past & check out house. See if any preparation work. Call them to let them know I was driving through your street today and noticed your exterior or landscaping looking great. Ask if they need to engage any other trades people (try to recommend)

ANNUALLY

LEN

SMS on Anniversary of their purchase “Contract Date”

XMAS

LEN

Deliver Xmas Card, Magnetic Calendar & printed A5 Suburb Report.

AS OCCURS

NOTES

Page 6 - Listing Activity Trails

NEW LISTING DAYS FROM START

+(-3)

PERSON

TRAIL - NEW LISTING

LEN

Ensure Vendors contact details in my Iphone (Address, name & surname & contact phone number & emails)

LEN

Book photo session with Vendor & photographer Ensure Vendor has copy of these Booklets: - Preparing Your Home For Sale, - Preparing For Photography

+(-3)

Ask Vendor for copy of floor plan & site plan (if available – otherwise coord time for Irena to draw on site) Check pool safety register, or SMS link for Col Thomsen - Pool Safety Certificate inspection (if required)

+(-2)

LEN/IRENA

0

LEN

(MON or TUES)

+1

(TUES or WED)

Draft “Buyer Booklet” Prepare floorplan & siteplan for Buyer Booklet & internet Listing Appointment - sign FORM 6 & get keys Photography session

LEN/IRENA

Photoshop editing Len select photo order Compare/Amend floor plan & site plan during walk through

+1

LEN

Draft text for ads Email photos, text & floorplans to Vendors to approve

(TUES or WED)

Once Vendor approved send details to Irena

+1

IRENA

Finalise “Buyer Booklet” & order printing

+1

IRENA

Create “Post Open House” WebBook to send to buyers

+1

LEN

+1

IRENA

+1

LEN

Check ad, OFI times & Ref No on www.realestate.com.au & SMS link to Vendor

+1

NEJ

ID matched Buyers from CD – SMS them invite to VIP Preview & link to ad on realestate.com SMS to buyers for new listing.doc

+1

NEJ

SMS from Len’s phone Vendors SMS 1 - Property Now On Internet.doc

+1

NEJ

Send Vendor their ad to post on their FACEBOOK page

+1

NEJ

Prepare any “Fast Facts” sheets for Perspex stands to leave at the home for owner to put out prior to open houses

+2

LEN

Order QSF signage

+2

LEN

Produce Windowcard

+2

NEJ

“New Listing” into Complete Data

(TUES or WED) (TUES or WED) (TUES or WED) (TUES or WED)

(TUES or WED) (TUES or WED) (TUES or WED) (TUES or WED) (THURS) (THURS) (THURS)

Upload internet ad text & photos onto RENET New listing onto my website

Page 7 - Listing Activity Trails

NEW LISTING

(TUES or WED)

NEW LISTING DAYS FROM START

PERSON

+2

NEJ

+2

LEANNE

(THURS) (THURS)

Complete Vendor “Thanks for Listing Letter” - STANDARD.doc, Marketing Invoice, Copy of FORM 6 - Len will hand deliver at 1st OFI Details on laminated sheet Reimbursement of VPA (invoice to Remax, email Sidone to put in folder)

+2

NEJ

Tag & register keys

+2

NEJ

ID matched Potential Listings from CD – SMS them invite to 1st Open House & link to ad on www.realestate.com.au

+2

NEJ

“Just Listed” letter to street with OFI invite & link to ad on www.realestate.com.au

+2

NEJ

Order “Current Title Search”

+2

LEN

Email Belinda (ANZ) the vendors details of new listings

+2

(THURS)

LEANNE/ LEN

+2

LEN

Call Vendor & tell them all that has been done for promoting their property over last 24 hrs (as per reverse engineered email)

+2

NEJ

When “Buyer Books” arrive - Schedule drop “Just Listed / Buyer Book Covering Letters” to other agents listings.

+2

LEN

Reverse engineered email (marketing progress) after phone call & intro Leanne & intro Belinda (ANZ) EMAIL – NEW LISTING – DAY +1 Reverse Engineered Email (Progress Report).doc

+2

NEJ

SMS “Open House Checklist” with OFI time this Saturday to vendor SMS – Open House Time & Checklist .docx

+3

LEN

TB Vendor with a quick call & update (how many internet hits, emails, calls) & check they are OK with everything

+4

NEJ

SMS Saturday AM before Open House SMS 2 – SATURDAY AM BEFORE OPEN HOUSE.doc

+4

LEN

At 1st OFI - leave “Thanks Listing Letter” (with Marketing Invoice & Copy FORM 6) & copy Booklet - From Contract To Settlement.

+4

LEN

TB Vendor with a quick call & update after OFI

+4

NEJ

SMS “Post Open House Web Book” to buyers

+6

IRENA

(THURS) (THURS)

(THURS)

(THURS)

(THURS)

(THURS)

(THURS)

(THURS)

(THURS)

(FRI)

NEW LISTING

TRAIL - NEW LISTING

(SAT) (SAT) (SAT) (SAT) (MON)

Page 8 - Listing Activity Trails

Draft Contract document

Inform Belinda/Margaret if vendor has ANZ Mortgage on Title Searches Check if listing came from referral If YES, Len send “thanks for referral” letter Thank you for your listing referral.doc

Order Photobook

NEW LISTING DAYS FROM START

PERSON

+6

LEN

SMS 4 - MONDAY AM TO CURRENT VENDORS.doc

+4

NEJ

Enter into CD buyer details through OFI (search RPData & ID local property owners)

+4

NEJ

OFI Buyer callbacks – NON Locals 1st ; Local property owners last

NEJ

Ring local OFI attendees last to advise them of market interest & feedback & what buyers are searching for (do research their home 1st & make sound similar)(ask how compared values to their own home, are they considering selling, what looking to buy, would they like updated appraisal-can’t do today but later offer neutral opinion

+6

LEN

Evening-Call Vendor to go through OFI feedback

+6

NEJ

Complete vendor report

+7

LEN

Email & SMS copy of Buyer OFI feedback report to vendor http://bit.ly/vendorreportsample

+8

LEN

OFI time for Saturday on RENET. Check accurate on RE.COM

+8

LEN

Send REA “Shift of Focus Letter” to vendors

+9

LEANNE

Check with Accounts if VPA paid into Trust Account yet & if so give invoice to Accounts

LEANNE

Reminder VPA invoice sent to vendors if VPA not paid into Trust Account

(MON) (SAT) (SAT)

+4

(SAT)

(MON) (MON) (TUES)

(WED) (WED) (THUR)

+9

(THUR)

+9

TRAIL - NEW LISTING

Email to Vendor EMAIL – NEW LISTING – Open House Time & Checklist .docx

Convert to “WEEKLY ON MARKET” TRAIL

NEW LISTING

(THUR)

action

LEANNE/ LEN

Check Re-feature property ad on realestate.com

+43

Page 9 - Listing Activity Trails

WEEKLY ON MARKET

WEEKLY ON MARKET

DAYS FROM START

PERSON

TRAIL - WEEKLY ON MARKET

WED

LEN

OFI time for Saturday on RENET. Check accurate on RE.COM Email to Vendor EMAIL – NEW LISTING – Open House Time & Checklist .docx

FRI

NEJ

SMS Vendor with a quick update (how many internet hits, emails, calls) & check they are OK with everything

SAT

NEJ

SMS Saturday AM before Open House SMS 2 – SATURDAY AM BEFORE OPEN HOUSE.doc

SAT

LEN

TB Vendor with a quick call & update after OFI

SAT

NEJ

SMS “Post Open House Web Book” to buyers

MON

LEN

SMS 4 – MONDAY AM TO CURRENT VENDORS.doc

SAT

NEJ

Enter into CD buyer details through OFI (search RPData & ID local property owners)

SAT

NEJ

OFI Buyer callbacks – NON Locals 1st ; Local property owners last

SAT/ MON

NEJ

Ring local OFI attendees last to advise them of market interest & feedback & what buyers are searching for (do research their home 1st & make sound similar)(ask how compared values to their own home, are they considering selling, what looking to buy, would they like updated appraisal-can’t do today but later offer neutral opinion

MON

LEN

Evening-Call Vendor to go through OFI feedback

MON

LEN/NEJ

Complete vendor report

TUES

LEN

Email & SMS copy of Buyer OFI feedback report to vendor http://bit.ly/vendorreportsample

TUES

LEN

Evening – Call Vendor to discuss Report (aim is education & price reductions where required)

Page 10 - Listing Activity Trails

WK 1

WK 2

WK 3

WK 4

WK 5

WK 6

WEEKLY ON MARKET PERSON

TRAIL - WEEKLY ON MARKET

WED

LEN

OFI time for Saturday on RENET. Check accurate on RE.COM Email to Vendor EMAIL – NEW LISTING – Open House Time & Checklist .docx

FRI

NEJ

SMS Vendor with a quick update (how many internet hits, emails, calls) & check they are OK with everything

SAT

NEJ

SMS Saturday AM before Open House SMS 2 – SATURDAY AM BEFORE OPEN HOUSE.doc

SAT

LEN

TB Vendor with a quick call & update after OFI

SAT

NEJ

SMS “Post Open House Web Book” to buyers

MON

LEN

SMS 4 – MONDAY AM TO CURRENT VENDORS.doc

SAT

NEJ

Enter into CD buyer details through OFI (search RPData & ID local property owners)

SAT

NEJ

OFI Buyer callbacks – NON Locals 1st ; Local property owners last

SAT/ MON

NEJ

Ring local OFI attendees last to advise them of market interest & feedback & what buyers are searching for (do research their home 1st & make sound similar)(ask how compared values to their own home, are they considering selling, what looking to buy, would they like updated appraisal-can’t do today but later offer neutral opinion

MON

LEN

Evening-Call Vendor to go through OFI feedback

MON

LEN/NEJ

WK 7

WK 8

WK 9

WK 10

WK 11

WK 12

WEEKLY ON MARKET

DAYS FROM START

Complete vendor report

TUES

LEN

Email & SMS copy of Buyer OFI feedback report to vendor http://bit.ly/vendorreportsample

TUES

LEN

Evening – Call Vendor to discuss Report (aim is education & price reductions where required)

Page 11 - Listing Activity Trails

WEEKLY ON MARKET

WEEKLY ON MARKET

DAYS FROM START

PERSON

TRAIL - WEEKLY ON MARKET

WED

LEN

OFI time for Saturday on RENET. Check accurate on RE.COM Email to Vendor EMAIL – NEW LISTING – Open House Time & Checklist .docx

FRI

NEJ

SMS Vendor with a quick update (how many internet hits, emails, calls) & check they are OK with everything

SAT

NEJ

SMS Saturday AM before Open House SMS 2 – SATURDAY AM BEFORE OPEN HOUSE.doc

SAT

LEN

TB Vendor with a quick call & update after OFI

SAT

NEJ

SMS “Post Open House Web Book” to buyers

MON

LEN

SMS 4 – MONDAY AM TO CURRENT VENDORS.doc

SAT

NEJ

Enter into CD buyer details through OFI (search RPData & ID local property owners)

SAT

NEJ

OFI Buyer callbacks – NON Locals 1st ; Local property owners last

SAT/ MON

NEJ

Ring local OFI attendees last to advise them of market interest & feedback & what buyers are searching for (do research their home 1st & make sound similar)(ask how compared values to their own home, are they considering selling, what looking to buy, would they like updated appraisal-can’t do today but later offer neutral opinion

MON

LEN

Evening-Call Vendor to go through OFI feedback

MON

LEN/NEJ

Complete vendor report

TUES

LEN

Email & SMS copy of Buyer OFI feedback report to vendor http://bit.ly/vendorreportsample

TUES

LEN

Evening – Call Vendor to discuss Report (aim is education & price reductions where required)

Page 12 - Listing Activity Trails

WK 1

WK 2

WK 3

WK 4

WK 5

WK 6

WEEKLY ON MARKET PERSON

TRAIL - WEEKLY ON MARKET

WED

LEN

OFI time for Saturday on RENET. Check accurate on RE.COM Email to Vendor EMAIL – NEW LISTING – Open House Time & Checklist .docx

FRI

NEJ

SMS Vendor with a quick update (how many internet hits, emails, calls) & check they are OK with everything

SAT

NEJ

SMS Saturday AM before Open House SMS 2 – SATURDAY AM BEFORE OPEN HOUSE.doc

SAT

LEN

TB Vendor with a quick call & update after OFI

SAT

NEJ

SMS “Post Open House Web Book” to buyers

MON

LEN

SMS 4 – MONDAY AM TO CURRENT VENDORS.doc

SAT

NEJ

Enter into CD buyer details through OFI (search RPData & ID local property owners)

SAT

NEJ

OFI Buyer callbacks – NON Locals 1st ; Local property owners last

SAT/ MON

NEJ

Ring local OFI attendees last to advise them of market interest & feedback & what buyers are searching for (do research their home 1st & make sound similar)(ask how compared values to their own home, are they considering selling, what looking to buy, would they like updated appraisal-can’t do today but later offer neutral opinion

MON

LEN

Evening-Call Vendor to go through OFI feedback

MON

LEN/NEJ

WK 7

WK 8

WK 9

WK 10

WK 11

WK 12

WEEKLY ON MARKET

DAYS FROM START

Complete vendor report

TUES

LEN

Email & SMS copy of Buyer OFI feedback report to vendor http://bit.ly/vendorreportsample

TUES

LEN

Evening – Call Vendor to discuss Report (aim is education & price reductions where required)

Page 13 - Listing Activity Trails

OFFER RECEIVED DAYS FROM START

0

PERSON LEN

TRAIL - OFFER RECEIVED Offer received from Buyer Remax Offer Information Form.pdf BUYER’S DETAILS: - Where/What Sold?

- How long cooling?

- Best homes they’ve seen?

- Why they love this home?

- Family Composition?

- Where Work?

- Where Kids go to school?

- Anything they want to modify/add to property?

LEN

SMS all buyers who’ve been thru home (except that one buyer who made offer) letting them know “we are in process of negotiating an offer & if they have any interest in the property, please contact me within the next couple of hours” (graphic of house photo atch to SMS)

LEN

Present Offer to Vendor & Get Vendors Counter Offer

LEN

Draft Contract (& Title Search, Pool Safety Cert) & email admin for contract to Buyer/ Vendor E00300 - Draft Contract & Administration.doc

LEN

“Mid -Negotiation Price Reduction”

0 0 0

0 +1 +1

During Negotiations - get vendors permission to change the advertised price on the internet

LEN

Buyer & Vendor Counter Offers until reach agreement

LEN

If seller won’t reach agreement with buyers final offer price, get vendors permission to sell that buyer another property

OFFER RECEIVED

NOTES

Page 14 - Listing Activity Trails

UNDER CONTRACT DAYS FROM START

PERSON LEN

Signed & Dated CONTRACT (& initialled “Current Title Search” & FORM 23 “Pool Safety Certificate”) scanned & emailed with CONTRACT ADMIN EMAIL (E00302 - Contract attached signed and dated with admin.doc) to Buyer, Seller, both solicitors & BCC: Len & Leanne

LEN

Seller & Buyer – Quick Congratulations Call & tell them email sent with copy contract & outlining admin from here

LEN

Pass original CONTRACT & DOCUMENTS to admin with cover sheet detailing Commission/GST.

0

0 0

TRAIL - UNDER CONTRACT

Tell to put “Under Contract” on internet Remax admin Contract Checklist.doc

0 0 0

LEN

Enter buyers details as buyer of “property address” into my Iphone

LEN

Diarise dates for: (unconditional; special conditions met; deposits; just solds; settlement & pre-settlements)

LEN

Remove any open house details from internet Check “under Contract” annotated on internet ads

LEANNE

On CD – Start “Under Contract” trails & enter contract details (buyer & seller) On CD – change Buyer from “Buyer Yes” to “Buyer Past??”

Confirm with email to Leanne if any commission changes (ie. Reductions) when contract was being negotiated

THURS

Details on laminated sheet (buyers & solicitors details, dates contract terms & settlement) Copy of contract into green folder & copy for “Settled Contracts” folder

LEANNE

THURS

Check if VPA paid (or set 7 day reminder) Check Contract deposit paid, receipt sent to Buyer, letters sent to both solicitors Check deposit & receipt details on Admin file cover sheet

LEANNE

Check VPA paid (or Len call for reminder) Invoice to Admin for 92% Commission / GST

7

LEN/ NEJ

Buyer - Should have booking for (or completed) building, pest, pool inspections by now.

Advise Seller time by phone. Len & Assistant attend inspections.

11

LEN/ NEJ

Buyer - Should have booking for (or completed) finance valuation by now. Advise Seller time by phone. Len & Assistant attend valuations.

11

LEN

If Contract Price $750,000 or higher, must complete ATO CLEARANCE FORM for Vendor - http://www.ato.gov.au/FRWT_Certificate.aspx

LEN

Should have finance approval by now.

13

Advise Seller by phone.

Ensure Buyer paid 2nd deposit

LEN

14

Emailed faxes from Buyer & Sellers Solicitor confirming contract conditions satisfied & “unconditional”.

Advise Seller by phone.

Advise Leanne if OK

14

NEJ

Convert to new trail (Listing–Contract Unconditional) for LISTING & BUYER

Page 15 - Listing Activity Trails

UNDER CONTRACT

THURS

CONTRACT UNCONDITIONAL

CONTRACT UNCONDITIONAL DAYS FROM START

PERSON

TRAIL - CONTRACT UNCONDITIONAL

LEN

Email Seller / Buyer – “Congratulations & Moving Tips” – contract now “Unconditional” email. Checklist of what’s happening next and when from my trails (and timelines) & attach WEB BOOK: moving checklists & tips

0

NEJ

Seller – talk in detail about their next home / searching for house to buy

0

LEN

If Renting - drop them several rental reference letters

0

NEJ

Sold slash placed on sign

+1

NEJ

Photo of sign & sold slash emailed to buyer & seller for their facebook

+1

NEJ

Give photobook to Vendor

THURS

LEANNE

+1

LEN

THURS

LEANNE

0

+1 +1

+1

Ask if I can organise to get photo with them in front of sold sign.

Ask for testimonial (ratemyagent) & facebook testimonial

IRENA

NEJ

Sold on windowcard Update sale on backpage of “Just Sold” letters Ensure Admin have now put “under contract” on internet ad Amend on front page of my website from FOR SALE to UNDER CONTRACT & add property to scrolling list of sold property on website MMS Just Sold (with text to find out the sale price) to: - All buyers who came throught that property;

LEN

MMS Just Sold (with text to find out the sale price) to: - All relevant TOP 50 potential sellers - Deliver JUST SOLD letter & Buyer Book with SOLD sticker to relevant/local TOP 50

LEN

“Just Sold” letters with left over “Buyer Booklets” - send to local vendors on market with another agent - tell them have other buyers who missed out and are waiting

+1

NEJ

Coord “Just Sold” letters (Assistant deliver Friday AM)

+1

IRENA

THURS

LEANNE

+1

+4 +6 +7

“Just Sold” letters printed with left over “Buyer Booklets (with SOLD sticker on) Ensure admin posted receipt for 2nd deposit

LEN

Send text buyer & seller “saying please call me if anything I can help you with in preparation for settlement”

LEANNE

Confirm we have aquitted refunds for balance of deposit after commission/GST deducted

NEJ

Page 16 - Listing Activity Trails

Convert to new trail (Trail - Contract Settlement)

NOTES

CONTRACT UNCONDITIONAL

CONTRACT UNCONDITIONAL

Page 17 - Listing Activity Trails

CONTRACT SETTLEMENT DAYS FROM START

PERSON

-7

LEANNE

-7

LEN

Phone Seller - call to see if everything going OK & do they have any questions (only one week until Settlement).

-7

NEJ

SMS buyer & seller “saying please call me if anything I can help you with in preparation for settlement” (only one week until Settlement).

-7

LEN

Phone Buyer - call to see if everything going OK & do they have any question

-5

NEJ

Vendor - If Testimonial not returned, ask again for it!

NEJ

Seller post to their Facebook

(THUR)

Print personalized 2-sided label for key tag

“we’ve sold & we’re moving to (new address) – photo in front of SOLD sign.

-4

CONTRACT SETTLEMENT

TRAIL - CONTRACT SETTLEMENT

Forward to them to post if they wish their “Testimonial Video” Create laminated fridge magnet sheet with (1) Neighbours names on one side & (2) Tradespeople list on other side”

-4

IRENA

-4

LEN

-4

LEANNE

Ensure Seller’s forwarding address is written on bottom of front cover of Admin’s file

-4

NEJ

Call Buyer/Seller - Confirm when doing Pre-Settlement Inspection & location keys at that time

-2

NEJ

Confirm with solicitor & then SMS Seller & Buyer-exact time of Settlement

-1

NEJ

Email QSF to remove sign

-1

NEJ

Call Seller - Confirm location of all keys/remotes

-1

NEJ

Group & ID tag all keys. REMAX Tag front door keys.

-1

LEN/ NEJ

0

NEJ

Confirm Agency received Settlement Fax from Solicitors

0

NEJ

Call Seller to congratulate settlement has occurred & confirm payment of balance of deposit (tell accounts too)

0

LEN/ NEJ

Confirm we have forwarding address & email details for Seller

Meet Buyer for Pre-Settlement Inspection. Check keys, inclusions etc.

Buyer - Handover all property keys & gift upon Settlement Handover laminated fridge magnet sheet with:

(1) Neighbours names on one side &

(2) Tradespeople list on other side”

+1

LEANNE

Vendor - change address on CD to new forwarding address

+1

LEANNE

Put Vendor onto most suitable CD Trail (ie. Potential or Ex-Vendor Out of Area)

(THUR) (THURS)

Page 18 - Listing Activity Trails

CONTRACT SETTLEMENT DAYS FROM START

PERSON LEANNE

+1

Buyer - change address on CD to Settled Property Address Buyer - put on new CD trail as Potential Vendor” for this Address

(THURS)

In CD – previous vendors of this property have their new current address details in CD. Tick new trail for either “Potential” (if in area) or “Past” (if out of area)

(THURS)

+1

LEANNE/ LEN

TUES

IRENA

+7

LEN

+7

LEANNE

(THURS)

TRAIL - CONTRACT SETTLEMENT

Check if listing referral of $500 to be paid (if so draw cheque & $500 Referral Letter & post) Move property to SOLD Page of my website Call Buyer and Seller ask if everything alright – ask for their correct / new email address (update CD).

Check on SOLD Section of Realestate.com.au – show actual sale price Send Buyer “$250 Woolies Gift Card” Letter

LEANNE

+7

Ensure Len has banked commission cheque Ensure any balance of deposit has been paid to Vendor Update Excel “List of Properties SOLD” and file copy of contract

(THURS)

Check Green Folder has contract copy, Buyer Book, Settlement faxes, OFI register

+14

LEANNE

+30

LEN

Call Buyer & ask how does their new home feel?; Are they all settled?; I’m here if you need any advice; or trades recommendations or renovation advice anytime

LEN

Buyer-Send email hoping everything still going well. If ever need re-appraisal, real estate or renovations advice, tradesperson contacts (email of trades coming next few days) please contact me. I will keep in regular contact with you and keep you updated with quarterly newsletters. (Attach PLK)

+30

+60

LEANNE

Buyer - Send “Thanks for Testimonial Reply” with $50 Dan Murphy’s giftcard & include $500 referral information

Check internet ad has transferred to SOLD section of realestate.com Check RPData names + sales details + update SVC Area

NOTES

Page 19 - Listing Activity Trails

CONTRACT SETTLEMENT

(THURS)

CONTRACT CANCELLED

CONTRACT CANCELLED DAYS FROM START

PERSON

0

LEN

Check if any back-up buyers

0

LEN

Advise Vendor

0

LEN

Await solicitors cancellation faxes

0

LEN

Remove “under contract” from internet/desktop

0

LEN/LEANNE

2

LEANNE

TRAIL - REQUEST FOR APPRAISAL

Return to “Weekly On Market Trail” Refund deposits (once have solicitor faxes)

LISTING WITHDRAWN

LISTING WITHDRAWN DAYS FROM START

PERSON

0

LEANNE

CD – Remove from Current CD Trail & move to “withdrawn listing”

0

LEANNE

CD – Enter onto “Withdrawn Listing Trail”

0

LEN

Email QLD Sign Factory for removal of sign

0

NEJ

Remove Window Card from Front Window

0

LEN

Advise Remax Admin to withdraw listing from RENET

0

LEANNE

0

NEJ

1

LEANNE

1

NEJ

2

LEANNE

2

NOTES

CD TRAIL DETAILS – VENDOR F – LISTING WITHDRAWN

Archive the listing folder Return key to Vendor Update / Remove from Laminated Current Listings Summary Check removed from www.realestate.com.au Remove green listing folder from crate & file away Advise Admin to remove listing file from top drawer

LEN/LEANNE

Select new CD trail to enter property & contact onto