Having a checklist secures that you are all set to sell in an expertly coordinated fashion. Using a pre-call checklist also helps you keep you mind confidently fixed on closing the deal, rather than feeling unprepared and doubtful. Lacking preparation and a check list will cost you sales that could have ended successfully.
Here are important things your checklist should include:
- A Power Point
- Have a few notes on what your opinions of the customers are. This helps differentiate clients and in keeping track of the ones that are your prime leads because after a while appointments may start to run together in your mind.
- A Presentation Booklet
- A Simple Calculator
- A Camera
- Locations and available hours of local notaries
- A Property File which should include: the property’s sales history, tax data, and five to ten comps (have two that are active, two that have been sold, and two that are currently listed).
- Have a list of the short sale documents that you will be needing from them like tax returns, bank statements, mortgage statements, and such.
- A Property Info draft that you may have filled out on the phone.
- All the paperwork that you will need to close the contract, like an affidavit, bill of state, P&S agreement, and notice of option.
- Tax values
- Directions to the house
- Tools for approximating how much rehab will cost.
- Proof of your credibility
- Prior MLS listings of the property, which should also include pictures.
- Media coverage of the Real Estate trends in that area.
- Supply and Demand data
Laws differ in some states, which may have an affect on what you will need. Generally, the items you will need for any pre-call checklist remain about the same, though.