From listing appointment to keys delivered — SWFL workflow
Progress saves automatically per transaction. The Presentation Builder also saves per address.
Featured Tool
The Live Presentation Builder
Fill in the property details and a polished, fully-branded listing presentation builds itself in real time. Save it per address, present it full-screen at the appointment, or export to PDF for the seller.
I Cover & Presentation
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II The Property
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III Three Strengths
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IV Comparative Analysis
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V Pricing Recommendation
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VI Open House Schedule
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Live Preview · 15 Slides
🔍 Property Research
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Pull property record from county appraiserVerify legal description, sq ft, year built, lot size
Check FEMA flood zone & elevation certificate
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 docs
Confirm homestead exemption status
📊 CMA & Pricing
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Pull 6 active comps
Pull 6 sold comps from past 90 days
Pull pending/under contract comps
Note expired/withdrawn listings
Build CMA in Cloud CMA / RPR
Prepare 3 price tiers
Run Seller Net Sheet at each price tier
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
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Take notes on upgrades, age of major systems
Note features sellers are emotionally attached to
Identify items needing attention before listing
Photograph anything notable
💼 Present the Plan
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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
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Exclusive Right of Sale Listing Agreement (ERS-19)
Seller's Property Disclosure (SPDR)
Lead-Based Paint Disclosure (pre-1978 homes)
HOA/Condo Disclosure if applicable
Wire Fraud Advisory
Working with Real Estate Agent Brochure
W-9 from seller
📸 Pre-Launch Prep
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Schedule pro photographer + drone
Schedule Matterport / 3D tour
Send seller pre-photo prep checklist
Order yard sign + lockbox install
Write compelling MLS description
🚀 Going Live
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Input listing in MLS
Confirm syndication to Zillow, Realtor.com, Redfin
Send "Just Listed" email blast to sphere
Post on all social platforms
Notify top agents in office
Send "Just Listed" postcards (200+)
Schedule first open house (7–10 days)
📝 Day of Acceptance
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Confirm all signatures & initials
Send fully executed contract to title, lender
Confirm escrow deposit sent
Update MLS to "Pending"
Add all key dates to calendar
🔍 Inspection & Financing
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Coordinate inspection access
Negotiate repairs / credits
Confirm appraisal value received
Address appraisal gap if any
Verify Clear to Close 5+ days before closing
Order HOA/Condo Estoppel
📅 Final Week
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Review preliminary Closing Disclosure / ALTA
Confirm wiring instructions (call to verify)
Schedule final walk-through
Remind clients to bring valid ID + cashier's check