Agent Tools worksheet

Use this public checklist to organize seller motivation, property details, pricing questions, condition, documents, marketing prep, showing expectations, timeline, and follow-up steps.

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Listing Prep Checklist

Prepare a structured listing appointment or pre-listing conversation before you meet with a seller.

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Listing preparation details

Agent name Brokerage/brand line Seller/client name Property address Property type Desired listing timeline Target move date Occupancy status Mortgage/payoff status HOA/condo association Seller motivation Known repairs/condition issues Updates/improvements Disclosures/documents needed Pricing concerns Competing listings or recent sales to discuss Showing availability/preferences Pets/security/access notes Main seller concern or objection Notes