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Listing Appointment Checklist For Louisa Sims Coldwell Banker Realty
Property Documents
– Property deed or title report
– Mortgage statements for each loan (including payoff information, if available)
– Most recent property tax bill
– Utility bills (electric, water, gas, etc.)
– Homeowners Association (HOA) documents (rules, fees, contact information, if applicable)
Home & Maintenance Information
– List of home upgrades/renovations (including dates and costs, if possible)
– Age and condition of roof, HVAC system, water heater, electrical panel, plumbing, etc.
– List of appliances included with the home
– Home maintenance and repair records
– Information about the solar panels (lease amount/payoff amount)
Preparation & Planning
– Ideal timeline for selling and moving
– Notes about any unique home features or selling points
– List of questions for your agent (pricing, marketing, contract, etc.)
– Showing access details (keys, gate codes, alarms)
– When would you like the photos to be taken?
– When would you like to schedule the open house?
– Are there any issues with showing the home?
– What is the plan for any pets during showings?
– Are there any days/times when showing the home won’t be possible?
Additional Documentation
– Homeowner’s insurance information
– Existing floor plan or property survey (if available)
Additional Items Needed After the Loss of an Owner
– Death Certificate: A certified copy is typically required for title transfer and legal verification.
– Updated Title or Ownership Records: Ensure ownership has been legally transferred (e.g., via survivorship, trust, probate, etc.)
– Will or Trust Documents (if applicable): Provide documentation showing how the property should be handled.
– Probate Documentation: If the estate is in probate, bring court-issued Letters Testamentary or Letters of Administration.
– Legal Authorization to Sell: If the property is held in the estate, the executor, administrator, or trustee must prove they have the authority to sell.
– Contact Information for Attorney or Estate Representative: In case further legal coordination is needed.
