← Back to Home
JOHN COLIN & CO.

Listing Presentation & Closing Checklist

From listing appointment to keys delivered — SWFL workflow
Progress saves automatically per transaction. Switch addresses to track multiple deals.

🔍 Property Research

0/0
Pull property record from county appraiserVerify legal description, sq ft, year built, lot size
Check FEMA flood zone & elevation certificateCritical in SWFL — affects insurance & pricing
Verify wind mitigation report on file
Check for open permits with city/county
Pull tax history & check for liens/code violations
Identify HOA/condo association & pull docsEstoppel lead time can be 10+ days in SWFL
Confirm homestead exemption status

📊 CMA & Pricing

0/0
Pull 6 active comps
Pull 6 sold comps from past 90 days
Pull pending/under contract comps
Note expired/withdrawn listings — why didn't they sell?
Calculate average DOM & list-to-sale ratio
Build CMA in Cloud CMA / RPR
Prepare 3 price tiers (aggressive / market / conservative)
Run Seller Net Sheet at each price tier

📁 Presentation Materials

0/0
Branded listing presentation deck
CMA report (printed + digital)
Marketing plan one-pager
Seller net sheet
Sample marketing pieces
Testimonials & recent sold list
Listing agreement & FL disclosures (ready to sign)
Business cards / leave-behind

Opening — First 5 Minutes

"Thanks for having me. Before I show you anything, I want to walk through the home with you so you can point out everything you love about it — those are the same things buyers will love."

🚶 Walk-Through

0/0
Take notes on upgrades, age of major systems
Note features sellers are emotionally attached to
Identify items needing attention before listing
Photograph anything notable
Ask: "What's the best memory you have in this home?"

❓ Discovery Questions

0/0
Why are you selling? Where are you going next?
What's your ideal timeline?
Have you sold a home before?
Have you interviewed other agents?
What price did you have in mind?
Mortgage payoff & existing liens?

💼 Present the Plan

0/0
Walk through CMA — actives, solds, expireds
Recommend list price with rationale
Present marketing plan
Explain commission structure
Walk through Seller Net Sheet
Address objections
Ask for the listing
Sign listing agreement on the spot

📋 Required FL Listing Documents

0/0
Exclusive Right of Sale Listing Agreement (ERS-19)
Seller's Property Disclosure (SPDR)
Lead-Based Paint Disclosure (homes built before 1978)
HOA/Condo Disclosure if applicable
HOA Disclosure Summary (FL Statute 720.401)
Coastal Construction Control Line Disclosure (oceanfront)
Property Tax Disclosure
Wire Fraud Advisory
Working with Real Estate Agent Brochure
W-9 from seller (for 1099-S)

📑 Documents to Collect from Seller

0/0
Most recent property tax bill
Survey (if available)
Elevation Certificate (flood zones)
Wind Mitigation Report
4-Point Inspection Report (if recent)
HOA/Condo docs, rules, financials, recent meeting minutes
Permit history / receipts for major work
Warranties (roof, AC, appliances)
Utility bill copies (avg monthly)

📸 Pre-Launch Prep (Days 1–5)

0/0
Schedule pro photographer + drone
Schedule Matterport / 3D tour
Schedule video walkthrough
Send seller pre-photo prep checklist
Order yard sign + rider + lockbox install
Write compelling MLS description
Order property website / single-property landing page

🚀 Going Live

0/0
Input listing in MLS — verify all fields, photos, virtual tour
Confirm syndication to Zillow, Realtor.com, Redfin, Homes.com
Send "Just Listed" email blast to sphere
Post on Facebook, Instagram, LinkedIn
Notify top agents in office
Send "Just Listed" postcards to neighborhood (200+)
Schedule first open house (within 7–10 days)

📞 Ongoing Seller Communication

0/0
Weekly seller update call/email
Forward all showing feedback within 24 hrs
Review price strategy at 14 days if no offer
Adjust marketing if needed

📝 Day of Acceptance

0/0
Confirm all signatures & initials on contract + addenda
Verify Effective Date written on contract
Send fully executed contract to title, lender, both clients
Confirm escrow deposit sent & receipted
Open file with title company / attorney
Update MLS to "Pending"
Add all key dates to calendar
Send timeline summary to clients

🔍 Inspection Period

0/0
Coordinate inspection access with seller
Confirm inspection completed
Review report with client / await report
Negotiate repairs / credits / price reduction
Sign Inspection Resolution Addendum
Confirm 4-point + Wind Mit if required

💰 Financing & Appraisal

0/0
Confirm buyer's loan application submitted (within 5 days)
Coordinate appraisal access
Provide comps to appraiser if needed
Confirm appraisal value received
Address appraisal gap if any
Confirm Loan Approval letter issued
Verify Clear to Close 5+ days before closing

🏡 HOA / Condo / Title

0/0
Order HOA/Condo Estoppel (allow 10–15 days)
Deliver HOA/Condo docs to buyer for 3-day review (if condo)
Title commitment received & reviewed
Address any title issues / cloud / liens
Survey ordered (if required)
Buyer obtains insurance & flood, binds policy

📅 Final Week

0/0
Review preliminary Closing Disclosure (CD) / ALTA
Verify figures match contract terms & net sheet
Confirm wiring instructions (call title to verify)
Schedule final walk-through (24–48 hrs before close)
Confirm closing time, location, who attends
Remind clients to bring valid ID + cashier's check (or wire confirmation)
Coordinate utility transfers
Confirm seller has moved out

🚪 Final Walk-Through

0/0
Confirm property in agreed condition
Verify all agreed-upon repairs completed (with receipts)
All appliances/systems still functional
All items per contract conveyed
Personal property removed
Pool/spa equipment functional (SWFL essential)
Document any issues with photos

🔑 At Closing

0/0
Attend closing (or be available by phone)
Verify all docs signed correctly
Confirm funding & recording
Collect keys, garage remotes, gate fobs, mail keys
Hand keys to buyer / collect commission
Take closing photo with clients
Closing gift delivered

📤 Day After Closing

0/0
Update MLS to "Sold"
Remove yard sign + lockbox
Submit closing file to broker for compliance review
Confirm commission received
Send "Just Sold" postcards to neighborhood
Post sold announcement on social
Add buyer + seller to long-term CRM nurture

⭐ Within First Week

0/0
Send handwritten thank-you note
Request Google / Zillow / Realtor.com review
Ask for referrals / video testimonial
Send buyer homestead exemption reminder (file by March 1 next year)
Send list of trusted contractors / vendors

🔁 Long-Term Follow-Up

0/0
30-day check-in call
Add to monthly market update email
6-month "anniversary" card
Annual home value report
Pop-by gift on closing anniversary
Save your progress per address — switch transactions in the box up top.