Form Spotlight

Form Spotlight - “Marketing Initiatives”

Agents should begin using this form January 2015 to track all of their marketing vehicles e.g. Flyers, Business Cards, Feature Sheets, Customer Gifts, Billboards, Post Cards, Media and so much more! You’ll be tracking each marketing initiative as well as what you’ve spent monthly on each. At the end of the year you’ll see what you budgeted vs. actual dollars spent for your monthly and yearly total for marketing. You must track your marketing efforts to clearly see what you’ve done all year to promote your business and brand. It’s critical that you stay organized and on top of your marketing budget on a monthly basis. Then at the end of each year you can evaluate what marketing tools worked and didn’t work for you so you can devise an improved comprehensive marketing plan for the following year.

Form Spotlight - “Remote Seller Checklist”

The Listing Agent would use this checklist when the listing is not the sellers primary residence. In luxury, vacation and second home markets, typically the property will not be the sellers primary residence. The checklist will provide the Listing Agent with invaluable knowledge about the property in the absence of the sellers living there year-round or never occupying the property at all. For example — Is there a caretaker? Is the property tenant occupied? Other than the sellers, who has access to the property? etc. All of the questions on the checklist are specifically designed to give the Listing Agent key information they need to know from the remote sellers about their new listing.

Form Spotlight - “Before the Home Inspection Checklist - Seller”

Listing Agents should review this checklist with their sellers at least 7-10 days prior to a scheduled home inspection. The checklist outlines specific areas and items the home inspector is looking at in addition to helpful tips. By being proactive and prepared ahead of time the sellers will have fewer items on the inspection report in need of repair. Additionally, the inspection process will flow smoothly because the sellers will note the tips given in the checklist to assist the home inspector.

Form Spotlight - “Realtor Tour Sign-In”

Listing Agents will use this form when holding an open house for agents. It will provide them with invaluable information from other agents perspective on list price and attributes of the property. This feedback can also gauge if a price reduction should be considered as well as areas that may need improvement. Listing Agents should review the completed form with the sellers to enlighten them on how their peers perceived the property. It’s very insightful information that you’ll want to share with them. Sellers luv feedback on their property!! Whether it’s positive and/or negative comments, make your sellers aware.

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