Free Printable Real Estate Agent Listing Checklist Template (PDF)

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The Perfect Listing Checklist
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Phase 1: The Listing Presentation & Property Preparation

Master the initial client meeting, determine an accurate property value, and prepare the home for the market.
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Phase 2: The Listing Agreement & Paperwork

Formalize your relationship with clear, written contracts.
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Phase 3: Marketing the Active Listing

Turn a prepared property into an active listing that attracts buyers.
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Phase 4: Offers, Negotiation & Contract

Manage communication, negotiation, and contract execution.
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Phase 5: Closing the Transaction

Ensure a smooth transfer of ownership and maintain client relations.
This real estate agent checklist will save you time and enhance your professionalism, setting you up for long term success.

Download Our Free Real Estate Listing Checklist PDF

PDF | Excel | Google Sheets

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Common Listing Mistakes to Avoid

How this checklist protects your business and career.
Mistake #1: Inaccurate Pricing
A key part of any listing appointment is setting the right suggested listing price. A real estate professional knows that getting this wrong is the fastest way to have a listing go stale, scaring away potential buyers.
The Checklist Solution: This listing appointment checklist ensures you complete a thorough CMA, grounding your pricing strategy in solid data.
Mistake #2: Poor Visuals
In today’s digital market, your first showing is online. This is especially true for a new real estate agent. Low-quality real estate photography and a lack of virtual tours can doom a listing. Always advise clients to remove clutter and personal items before photos.
The Checklist Solution: Our comprehensive checklist includes specific action items for scheduling professional photos and tours, ensuring the property makes a stunning first impression.
Mistake #3: A Weak Listing Description
A core part of your marketing strategy is the narrative you create. A weak listing description that just lists facts (“3 bed, 2 bath”) fails to tell a story or create an emotional connection before the open house.
The Checklist Solution: The new listing marketing checklist section prompts you to craft a compelling narrative, highlighting unique benefits that make the property stand out.
Mistake #4: Messy Paperwork
Incomplete or incorrect listing paperwork can jeopardize the entire real estate transaction. It can delay your MLS listing or, worse, kill a deal during escrow.
The Checklist Solution: This listing agent checklist provides a dedicated section to ensure every form is properly filled out and signed.
Mistake #5: No Post-Closing Follow-up
For a long-term real estate career, the deal isn’t done at closing. Failing to follow up hurts your referral-based real estate business, a critical component of success in this real estate industry.
The Checklist Solution: This checklist for real estate agents includes a final step to update your CRM, ensuring you maintain valuable client relationships.
digital signage that shows a property listing

Check Back for Updates to this Real Estate Listing Checklist (PDF, Free Download)

A refreshed new listing checklist will make sure that every aspect of the listing process is addressed, like creating an engaging property description or highlighting the property’s unique features. You’ll also find updating the asking price and including professional photos will help draw in potential clients.

Regularly check for updates on my blog post; it’ll help maintain your credibility with property owners and local agents. My updated checklists can improve strategies like print advertising or coordinating with other agents, while also covering key tasks like performing a detailed title search.

Tools like an agent checklist streamline operations, keeping every element – like property features and marketing efforts – in sync with current trends and client expectations.

About the Author

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Joseph E. Stephenson, REALTOR®

License #00054082 | Kansas & Missouri

Affiliated with Welch & Company (License #CO00000477)

Joseph E. Stephenson is a licensed real estate professional in Kansas and Missouri with a career built on dedication to integrity and client-focused service. To learn more about how Joseph can assist you in your real estate endeavors, visit his REALTOR® profile at realtor.com.

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Joseph E. Stephenson also operates a business named Stephenson Residential, LLC. You can verify the business at the Kansas Secretary of State’s website.

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