This package outlines the crucial steps and materials required to ensure a smooth and effective listing process. Providing this information to sellers upfront helps manage expectations, minimize delays, and present the property in the best possible light.

I. Initial Consultation and Assessment

The first step involves a comprehensive review of the property and the seller's goals.

Seller Questionnaire

Gathering key information about the property and the seller's situation is essential. The questionnaire covers:

• Motivation for selling
• Timeframe and ideal closing date
• Property history and known issues
• Recent improvements or repairs
• Financial expectations

Property Condition Checklist

A detailed list for the seller to complete, highlighting areas that need attention before professional photography and showings.

Category	Recommended Action
Curb Appeal	Landscaping, cleaning walkways, minor repairs
Interior Walls	Patching holes, neutral paint touch-ups
Decluttering	Removing personal items, excessive furniture
Deep Cleaning	Kitchen, bathrooms, windows, and carpets
Repairs	Leaky faucets, broken fixtures, squeaky doors

II. Documentation and Disclosure

Before listing, all necessary legal and property-specific documents must be prepared.

Essential Document List

The following documents should be compiled by the seller:

• Mortgage Information: Current balance and lender details.
• Property Survey/Plot Map: Boundary lines and property dimensions.
• HOA Documents (if applicable): Covenants, conditions, and restrictions (CC&Rs) and financial statements.
• Appliance Manuals/Warranties: For included fixtures and appliances.
• Lead-Based Paint Disclosure: Required for properties built before 1978.

We will provide the required state and local disclosure forms for review.

III. Pricing Strategy Preparation

Effective pricing is critical for a successful sale. This section prepares the seller for the comparative market analysis (CMA) discussion.

Understanding the CMA

The CMA uses data from recently sold properties to determine the property's competitive market value. Key factors reviewed include:

• Location and neighborhood specifics
• Size and condition of the home
• Recent comparable sales
• Current active listings (competition)
• Expired listings (what didn't sell)

Suggested Pricing Tiers

We will discuss three potential pricing strategies, with the final decision resting with the seller:

• Aggressive Pricing: Designed to attract multiple offers quickly.
• Market Value Pricing: Reflects a realistic price based on current market data.
• High-End Pricing: Used when testing the market, though often results in longer time on the market and potential price reductions.

IV. Listing Kickoff and Marketing

Once the prep work is complete, the focus shifts to staging and professional marketing.

Staging Checklist

Preparing the home for photography and viewings is key to maximizing buyer appeal.

• Depersonalize all spaces.
• Ensure all lights and fixtures are working.
• Remove all trash cans and pet items.
• Organize closets and storage areas (buyers look everywhere).
• Set the scene (e.g., set the dining room table, make beds).