Realtor Listing Checklist - FREE Template! - Real Estate Coaching

Use this FREE template of our Realtor Listing Checklist along with our Seller Welcome Email template to help elevate the level of customer service that you provide to your clients.

Today we are going to talk about how to use the Realtor Listing Checklist to create that “wow” factor for your clients. Listing management is crucial, especially when you are handling multiple listings at the same time. At ICC, we provide our coaching clients with great tools, including the Listing and Closing Checklist that we are going to show you first today.

VIDEO: Realtor Listing Checklist – FREE Template!

Listing and Closing Checklist for Realtors

This Realtor Listing and Closing Checklist includes everything that needs to be accomplished from listing the property to signing the contract. It includes a Pre-Listing Checklist, a Listing to Contract Checklist, and a Seller and Buyer Closing Checklist too. Because these lists can all be included within one single Excel spreadsheet, it’s very easy to build and replicate. Simply create a new copy for each of your listings. It’s a simple checklist, but it is detailed. Make sure to include every single task, because no matter how small, each task serves a purpose. The more detailed, the better!

This listing checklist provides the Realtor with all tasks, including marketing tasks. Weekly reports to sellers are also included. All opportunities to call the client is detailed, because these are important touches to provide the best customer service! This is how you create your “wow” factor!

Provide excellent customer service

Often with customer service, Realtors think that a quick response to client questions is as good as it gets. Prompt responses, though good, are not enough. If you are always getting customer service related calls from your clients, you are missing something! You should always be proactively reaching out to your clients to answer their questions before they have them. This Realtor listing checklist will help you be proactive in your contacts to your client, which will improve your customer service greatly.

Assistant’s first call checklist

The first line of our Listing to Closing Checklist says, “Admin intro call to sellers.” Your administrative assistant will reach out and establish the expectation that you will be calling every week to provide them with updates. The assistant will work through this Assistant’s First Call Checklist and fill it out, getting all of the important information confirmed by the client. This is a huge customer service move! It will impress your clients right from the start and set you up for a good relationship, and referrals down the line.

Welcome email to sellers

Here’s another great piece to use that is an item on your Realtor listing checklist. This welcome email is one of the first communications to your client where you are setting expectations for your relationship. It’s another great “wow” factor customer service moment, and we are including our template as an example below.