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Developing a Property Marketing Plan

Listing and Marketing Checklist

Marketing Media To Consider
   Advanced tip

Property Advertising Techniques
   Advanced tip

Advanced: Getting the Most from Your Advertising Dollars

Online Property Marketing
   Advanced tip

Conducting Open Houses
   Advanced tip
  Advanced tip

Alternative Selling Options
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Complying with Fair Housing
   Broker tip

Property Disclosure
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Common Property Hazards
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   Advanced tip

Property Marketing Quiz

Bright Ideas: Property Marketing

More Resources: Property Marketing

Code of Ethics: Property Marketing

  LISTING AND MARKETING CHECKLIST

Trainer and marketing guru Walter Sanford shares this “to do” list for tracking your basic real estate marketing tasks:


Address:_________________________________________

MLS#____________________________________

Sq. Ft. From: _______________________________

Tax:___________________ Owner: ____________________

Measure:________________ Other: ____________________

Sellers:

Name:________________________

Address:__________________________________________

Phone:_______________________

Work:____________________________________________

Fax:_______________ E-Mail:_____________________

Cell:__________________________________________

Listing Changes:

Date:___________________ Change: __________________

Date:___________________ Change: __________________

Date:___________________ Change: __________________


Need From Seller:

________________________________________________

________________________________________________

________________________________________________

How Will I Get It:

________________________________________________

________________________________________________

________________________________________________

Office Systems:

A. Tickle 2 Weeks Before Expiration Date

B. Trade Card

C. New List Letter

D. MLS Information Located

E. Send Detailed 11 to Client

F. Send Business Reply Envelope: Yes ____ No ____

G. Permit Needed: Yes ____ No ____

H. Order CCR's: Yes ____ No ____

I. Order Termite: Now ______ Later _____

J. Brochure Distribution (See Checklist)

K. Garage Inspection: Now _____ Later _____

L. Follow-up Letter: 1____ 2 ____

M. Expired Letter Around My Listing:

Brochure Set Up:

Photo: Color____ B/W____

Taken By: _________________________________

When: ____________________________________



Regular_______ Heavy Paper/Color Photo_______

Custom______

Paper: White________ Ivory_________

Price: Yes ____ No ____

Phone#: Yes ____ No ____

800 Number Set Up: Yes ____ No ____

Recording:________ Flyer: ________

Distribution:

1. Make 100 copies for Caddy Tray

2. Brochure Box: Yes _____ No_____

3. Put 20 in brochure file

Database:

Have: Area:___________________________

Type: _______________________________

Telemarket: Who:_______________________

When: _______________________________

Tours:
[location here]

Order date:________ Tour date:________ Letter sent: _______

Order date:________ Tour date:________ Letter sent: _______

Order date:________ Tour date:________ Letter sent: _______

Order date:________ Tour date:________ Letter sent: _______

Order date:________ Tour date:________ Letter sent: _______

Internet Submittal:

Signs:

Post:_____ Stake:_____ Free:_____ Custom:____

Free Commercial: _____

Number of Above:________ Location(s): _________________

Ordered:________________ By: ______________________

For Condos:

CC&R's Ordered & Received?:__________

HOA Phone: _______________________

Total # of Units:_________

# Occupied?____________

# Rentals?______________

# Currently for Sale?_________________

Approx. $ in Reserves?_______________

Ordered financial statement/budget/bylaws from HOA on:

__________________________

Field Work:

Riders:
1._________________ 2._______________


3._________________ 4._______________

5._________________ 6._______________

Special Order:_______________


Brochure Box: Y____ N____ Caddy-Tray: Y____ N____

Tent Card: Y____ N____ Sign Type Check: Y____ N____

Keys: House_____ Gate_____ Mailbox______ Garage_____

Multacc: Y____ N____ Where:_______________________

Open House:

Promised: Y____ N____

Open Buyer File:

Y____ N____

Source of Bus: ___________________________________

Referral Fees:____________________________________

Referral Thank You and Agreement Letter: ______________

Address & Phone # of Referring Client or Agent:

____________________________________________

____________________________________________

Extra Notes:

________________________________________________

________________________________________________


Espired or Canceled Checklist:

Conditional Release Form:_______________

Mailed with SASE on: __________________

Sent Release Letter: ______________

Received Back On: _______________

Copy to File: ____________________

Registered Clients With Property Owner:

1._________________________________________

2._________________________________________

3._________________________________________

4._________________________________________

5. _________________________________________

Change Card Sent to Board:

Yes_____ No_____ Date__________

By Whom: ______________________________

Sign Ordered Down:

Yes_____ No_____ Date__________

By Whom: ______________________________

Riders (Lockbox/Brochure Caddy Tray) Picked Up:

Yes_____ No_____ Date__________

By Whom: ______________________________

Keys Returned:

Yes_____ No_____ Date__________

By Whom: ______________________________

Thank You to Client:

Yes_____ No_____ Date__________

By Whom: ______________________________

Copy of Letter in File:

Yes_____ No_____ Date__________

By Whom: ______________________________

Filed in LLB:

Yes_____ No_____ Date__________

By Whom: ______________________________

COMMENTS:
________________________________________________
________________________________________________
________________________________________________
________________________________________________
________________________________________________
________________________________________________

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