| 2 |
|
copyright |
07/06/06 |
do not
reproduce w/o permission. |
| Pre-Marketing: -
Collecting Information: |
|
|
|
|
|
|
|
|
| Starting the
process. |
| |
|
|
|
|
|
|
|
| Recall, major
transaction decisions should at a minimum consider the
legal aspects, tax considerations, banking |
| ramifications,
and insurance needs. You will want to discuss each of
these with professionals of your choice. |
| |
|
|
|
|
|
|
|
| In this team effort you
require of us and we need help from you. If we
both feel comfortable in working |
| with the other, then you will
hire us and we will decide to accept the
task. |
|
|
| |
|
|
|
|
|
|
|
| YOU: |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| Typically step 1
includes collecting information. FROM THE PROPERTY
OWNER some items we will need are: |
| - |
Prior closing
documents: |
|
|
|
|
|
| |
Settlement
Statement, Site Plan / Survey, Appraisal, Refinancing document set,
deed, title insurance. |
| - |
Most current tax
bill(s), special assessment amounts: balance,
payments, etc. |
|
| - |
Association
bill. ( if any ) |
|
|
|
|
|
| - |
Mortgage
company: address, loan #, balance. |
|
|
|
| - |
Other
liabilities to pay off related to the property: 2nd mortgage/
equity line, land contracts, etc |
| - |
Floor plan from
either an appraisal, house blueprints, or a sketch |
|
|
| - |
Neighborhood
info.: e.g. association bylaws, events calendar. |
|
|
| |
|
|
|
|
|
|
|
| Items
EVENTUALLY NEEDED to
market: |
|
|
|
|
| - |
History of
repairs/maintenance: Date, type, who performed. |
|
|
|
| - |
Utility bills
for prior 12 month period: gas/ elec/ water sewer/ ( for
home office ( DSL/Cable,etc)). |
| - |
Photos of
outside of home in all 4 seasons, and/or special events -
anything to highlight |
|
| |
the property and
area |
|
|
|
|
|
| - |
List of
permanent upgrades/ updates: receipts, name of contractor,
dates. |
|
|
| - |
Property
operating information: location of underground utilities/
septic, maintenance contracts: yard |
| |
service, water
softener, maid service, plowing.. |
|
|
|
| - |
Details/ wishes regarding marketing/
showings/ web tour of property. e.g: Special wished regarding sign (
typical is yard sign), access to property ( typical is lockbox access
for agents ), web marketing ( typical is in/out photos of property
w/out people and minimal personal effects along w/ some other documents
excluding personal info. )
|
| - |
Specific
detailed list of items you wish to EXCLUDE from the sale and
those that you would INCLUDE. |
| |
it is highly suggested
that you remove items you wish to exclude that the buyers may see and |
|
|
| |
become attached
to...example: a treasured mirror, special lighting fixtures. |
|
|
|
| |
Note: Though not a
requirement, a property inspection at this point can
help you prepare |
| |
the property and minimize the
effect of inspection contingencies at a
later point. This |
| |
also serves to assist in
disclosing to buyers and eliminating
unexpected surprises. |