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