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CURB APPEAL Power wash driveway & siding Remove driveway stains Fill driveway cracks Repaint or stain patio Wash windows Clean window wells Repaint siding Clean and repair gutters Replace missing shingle Ensure lights are working and bright Make sure the doorbell is working Introduce vibrant, colorful plants Mow the lawn for neatness Trim edges around trees and bushes Remove weeds from flowerbeds Clean the area around the front door Add a new doormat for a welcoming touch PRE-LISTING CHECKLIST EXTERIOR SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com OVERALL INTERIOR Mop hardwood and tile Clean windows and walls Repair wall holes or cracks Repaint with neutral colors Clean baseboards and trim Organize the basement Check and replace light bulbs Dust lights and ceiling fans Dust shelves and art Remove family photos Dispose of all trash Professionally clean carpets Fix leaky faucets Organize closets with free space Clean blinds and curtains Ensure windows open, close, and lock Clean filters and vents Replace worn pillows and rugs Declutter and arrange invitingly Place fresh flowers on the table Eliminate odors
Review your credit score and credit history Research options to secure a mortgage loan Collect your tax, financial, and employment documents Obtain loan pre-approval Review your debts, assess your situation, and set a comfortable monthly mortgage payment SET YOUR BUDGET First look at your favorite neighborhoods, decide where you will be happy See homes from various websites Do your initial research personally; make home visits Talk to an expert real estate agent Complete all required inspections before purchasing Arrange and submit your deposit promptly after deciding Inform your lender about the contract and complete any documents Once inspections are done, the lender will arrange an assessment Begin researching and securing homeowners insurance BUYER CHECKLIST FIND A SUITABLE HOME FOR YOU PREPARE YOUR FINANCES SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com
Email@Email.comYOUR LOGO BUYER CHECKLIST 123-456-7890Surbhi Rewal PREPARE YOUR FINANCES Understand your credit history Calculate your debt and affordable monthly mortgage payment Find a mortgage lender Gather tax, financial, and employment documents Complete loan pre-approval FIND HOME On the internet, look for houses Look into your favorite neighborhoods and what you require in a home Make a proposal PREPARE YOUR FINANCES Deposit your earnest money quickly Conduct inspections and address repairs before the deadline Inform your lender you’re under contract and provide necessary documents After inspections, the lender begins the approval process Carefully evaluate the situation Consider homeowners insurance Set a closing timetable Do a final walk-through before closing
BUYER'S AGENT TRANSACTION CHECKLIST Get buyers pre-approved I have the buyer sign broker representation forms Upload pre-approval to the client's file Go house hunting Request seller's disclosure on homes of interest Run CMAs on homes of interest Notify the listing agent of the incoming offer Send to the listing agent with the 1-4 contract Pre-qual letter and financing addendum Signed sellers disclosure & water district All other applicable addendums SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com Download all listing docs from MLS Send executed contract to buyers and lender Send option money to listing agent Send earnest money to title company Have buyer schedule inspections Order home warranty Download MLS pending sheet Ask lender about appraisal Remind buyers to get home insurance Order closing gift Follow-up with lender Obtain loan conditions Obtain loan approval Schedule final walk-through Remind buyer to transfer utilities Confirm lender docs are at escrow Get a receipt of lender docs at escrow Broker review of documents Schedule closing day Final walk-through Order preliminary closing statement Follow-up with lender Submit the closing file to broker Close file & celebrate BUYER: CLOSING DATE:
SELLER'S AGENT TRANSACTION CHECKLISTPRE-LISTING Research all comparable currently listed properties Prepare home valuation Preview other listings Compare valuation with other agents Prepare all the agreements and disclosures Order preliminary title report Notify listing agent of incoming offerLISTING APPOINTMENTS Discuss client's goals Identify improvements at the property Familiarize yourself with the neighborhood Prepare a comparable market analysis Discuss pricing & timing strategy Execute paperwork, disclosures & client to-do list Enroll in a home warrantySURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.comPOST- LISTING Review valuation and market activity Hire a staging company and photographer Complete paperwork and client tasks Enroll in a home warranty Create a video tour and measure the interior Update the MIS database and third-party sites Upload photos or videos to YouTube for SEOSchedule open house & install yard sign Prepare property marketing (flyers, brochures, etc.) Promote listing to brokers Email market listing to database Monitor market changes Contact client regarding market changes Receive offers from other agents Review & compare offers Contact buyer's lender & verify buyer's qualifications Negotiate and counsel client on offers Prepare & calculate estimated net sheets for clients Prepare counter offer if applicable Execute acceptable contractUNDER CONTRACTSend contract to title company Update status in MLS and databases Upload contracts and disclosures Update calendar with dates and deadlines Handle inspection and appraisal requests Negotiate inspection and appraisal issues Prepare, schedule, and attend closing Verify accuracy of closing documentsPOST- CLOSING Upload all docs for brokerage storage requirement Follow up with clients regarding move out Prepare & schedule closing, attend closing Verify accuracy of all closing documents SELLER: CLOSING DATE:
2 MONTHS OUT Sort cabinets, closets, and drawers. Discard expired bathroom items. Donate unwanted items. Reserve a moving company or truck. Photograph your home for organization. MOVING CHECKLIST MOVING DAY Check all closets, cabinets, and dishwashers to ensure nothing is left behind. Inform the movers of any special instructions Pay the movers 1 MONTH OUT Purchase boxes, tape, and moving supplies Contact current services to move or cancel Reach out to new area services for setup Pack infrequently used items and label them Do a final walk-throf each room to ensure nothing is forgotten 2 WEEKS OUT Complete any necessary repairs Create an inventory of boxes and items Contact your postoffice for change of address 1 WEEK OUT Pack non-essential items Thoroughly clean all appliances Set aside clothes and toiletries for a few days Organize childcare or pet care arrangements Schedule an appointment with a locksmith SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com
CHANGE OF ADDRESS CHECKLIST SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com Gas Electricity Water Garbage Sewage Internet and cable Phone Home security service INSURANCE COMPANIES Health insurance Dental insurance Car insurance Life insurance Homeowner’s insurance GOVERNMENT ORGANIZATION UTILITY COMPANIES DMV IRS Voter registration Other government benefits(i.e. retirement, disability,Medicare) Bank and credit union Loan and credit card company Financial advisors Accountants Retail credit accounts FINANCIAL INSTITUTIONS SUBSCRIPTION SERVICES HEALTH SERVICES Doctor Dentist Veterinarian Pediatrician OTHERS Your current employer Close friends and family Smart home apps Amazon Prime Streaming services Subscription boxes Gym memberships
Company Name 123-456-7890 www.website.com Company Name 123-456-7890 www.website.com Company Name 123-456-7890 www.website.com Company Name 123-456-7890 www.website.com Company Name 123-456-7890 www.website.com Company Name 123-456-7890 www.website.com UTILITY PROVIDERS SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com
BATHROOMSLeave toilet seat down Remove all rugs/bathmats Remove soap and shampoo containers Remove dirty towels and add new one Place a small fresh plant for decorationPosition garbage bins in the garage Neatly coil hoses Uncover and clean barbecues Close the garage door Make sure landscaping is freshly manicured Add a fresh wreath and doormat at the home's entranceEXTERIORPREP YOUR HOME FOR PHOTOGRAPHY SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.comClear away family photos, political or religious items Eliminate unnecessary item Conduct a thorough cleaning and decluttering Remove children’s and pets' toys Open curtains and switch on lights Replace any burnt-out lightbulbsGENERAL Utilize semi-sheer curtains to obscure unattractive viewsDeclutter all areas Place a simple centerpiece on the table Ensure that chairs are neatly arrangedDINING ROOMBEDROOMSMake all beds Clean clutter Remove personal items Tidy up toys, clothes, and valuables Create closet space by removing extra clothingLIVING ROOMTurn off the TV and hide remotes Place pillows and throw blankets neatly in place Declutter coffee tables and shelves
Email@Email.comYOUR LOGOEarnest Money Due Send Contract to Financier Escrow Deposit Due Schedule Home Inspection Submit Loan Application Complete Home Appraisal Repair Request Due to Seller Order Home Insurance Final Walk-through Closing Day UNDER CONTRACT CHECKLIST 123-456-7890Surbhi RewalPURCHASE PRICE $ 123,456 COMPANY ADDRESSESCOW DEPOSIT $ 123,456 COMPANY ADDRESS
MAINTAINANCEFINANCIAL HEALTH What are the current monthly/annual HOA fees, and what do they cover? Have fees increased in the past 5 years, and by how much? Are there any pending or planned special assessments? What percentage of homeowners are current on their dues? How much is in the reserve fund, and is it adequately funded? Can I review the last 2-3 years of financial statements and budgets? RULES & RESTRICTIONS What are the rules regarding parking, including RVs, boats, or commercial vehicles? Are there restrictions on paint colors, fencing, or roof materials? Are short-term rentals (Airbnb, VRBO) allowed? Are there pet restrictions (size, breed, number)? What are the noise ordinances or quiet hours? RULES & RESTRICTIONS What does the HOA maintain versus what is the homeowner's responsibility? How often are common areas maintained? What's the process for requesting repairs or reporting issues? Are there any known deferred maintenance issues? QUESTIONS TO ASK ABOUT AN HOA SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com What are the architectural guidelines for home modifications, landscaping, or exterior changes?
MAINTAINANCE Are there any pending lawsuits against the HOA? Has the HOA been involved in legal disputes with homeowners? Can I review the CC&Rs (Covenants, Conditions, and Restrictions) and bylaws? Is the HOA in compliance with state laws? LEGAL AND COMPLIANCE MANAGEMENT AND GOVERNANCE QUESTIONS TO ASK ABOUT AN HOA Is the HOA self-managed or professionally managed? How often does the board meet, and can homeowners attend? What's the process for electing board members? How responsive is the board to homeowner concerns? What's the enforcement process for rule violations? What insurance does the HOA carry? What am I responsible for insuring as a homeowner? Have there been any recent insurance claims? INSURANCE AND LIABILITY Are there any planned major projects or improvements? Are there plans for fee increases? LEGAL AND COMPLIANCE SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com Please request copies of the meeting minutes, financial statements, and governing documents prior to making your final decision.
Yard/Landscaping Trees Lawn (Back) Lawn (Front) Fences House Type Exterior Siding Deck/Patio Garage Windows Doors Roof/Gutters FencingCOMMUNITY 1 2 3 4 5 HOMESYSTEMS 1 2 3 4 5 Electrical AC/Fans Heating Security Plumbing Gas WaterWalls/Trim/Ceiling Windows Flooring Storage Stairs Fireplace Family Room Living Room Dining Room Master Bedroom Bedroom #1 Bedroom #2 Bedroom #3 Laundry Room Kitchen Basement Garage ADDRESS: PRICE:$ TAXES:$ ADDRESS: SQ FT: PRICE:$ LOT SIZE: EXTERIOR 1 2 3 4 5INTERIOR 1 2 3 4 5 Transportation Schooling/Daycare Shopping Recreational Facilities Airport Police/Fire Department Employment Greenpeace Hike/Bike Trail Traffic HOUSE HUNTING TRACKER BUILDING MATERIAL 1 2 3 4 5 Ground Main Door Brick/Wood Window Tiles Interior Doors BenchesSURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com
MAINTAINANCE SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com PREP YOUR HOME FOR OPEN HOUSE Secure valuables (tech devices such as laptops, tablets, phones), bills, spare keys to the house, and prescription drugs Remove countertop appliances such as toasters or coffee makers Keys and personal items should be stored away Declutter/put away everyday items: dishes, mat shoes, coats, kids' toys, sporting equipment, etc Take 15 minutes and organize your fridge-because a buyer WILL look! Make sure the thermostat is set appropriately for the weather and make the home comfortable for showings Play soft music Turn on all of the lights Organize toys or store them while your home is on the Market Less is more. Remove excess furniture if possible Make all of the beds Walkways to and from the home should be clean and clear Take the trash out and consider hiding garbage cans Minimize family photos Do a thorough cleaning—even if you have to hire a cleaning service Improve curb appeal: Mow the lawn and trim back overgrown shrubbery Make the bathrooms shine: Toilet seats down, clean mirrors and other glass surfaces Put fresh flowers or flowering plants on the dining room table Offer snacks and water Take all the magnets and pictures off the refrigerator Open the windows—buyers love lots of natural light Replace light bulbs that are burnt out. The better the lighting, the better the results Hide feeding bowls, litter boxes, dog beds, etc Do a final dusting, sweeping, and vacuuming just before the open house or showing
GENERAL REPAIRSWindows Ensure they open and close smoothly. Check for any broken panes; replace or repair non-functioning windows as needed. Doors Confirm that they open and close fully. Look for sticking issues, locking functionality, or scraping against the floor. Repair as required. Floors Listen for creaking or notice any unevenness. Conduct a marble test by placing a marble on the floor in various areas to check for slopes. Address any trip hazards before listing the property. Walls Inspect for any holes; patch and repaint as necessary. Trim Assess for damage or missing pieces. Be aware that animals can be rough on wood trim, and matching old trim can be challenging. A fresh coat of paint can enhance appearance. Lights Test each light switch to ensure they are functional. Make sure all light bulbs emit similar warmth or cool tones. Stairs Walk up and down the stairs, checking each spindle on the railing for sturdiness. Listen for creaks and check for any missing parts. Ensure your handrail is stable; if it’s not or if there’s no handrail, this is critical to fix before listing. Outlets Purchase a voltage tester from your local home improvement store for under $20 and test every outlet. SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com HOME REPAIR CHECKLIST
GENERAL REPAIRS Water Heater Ensure that your water heater is functioning properly and free from leaks. All pipes should be insulated. Check for any water around the base of the water heater. Look for stickers indicating the installation date. Smoke and Carbon Monoxide Detectors Confirm that your detectors are in good working condition and are less than ten years old. Test the detectors and replace the batteries if necessary. HVAC System Your heating, ventilation, and air conditioning (HVAC) system should be clean, functioning well, and free of leaks. Ensure that your thermostat is operating correctly. If you have concerns, consider hiring an HVAC technician for a tune-up and assessment of your system's condition. Keep the paid invoice for the new buyer. Electrical Panel and Circuit Breakers Verify that everything meets current codes. Specifically, replace your panels if they bear Zinsco/Sylvania GTE or Federal Pacific labels. Contact an electrician if your home has one of these brands. If your system is older and uses a fuse box, it may be beneficial to have it checked or upgraded, as it can be challenging for a new owner to find parts or it may be modified for modern use, which could lead to issues. Insulation Inspect your attic and crawlspace for any apparent insulation problems. Look for signs of mold, pest nests, or uneven insulation distribution. Take appropriate measures to repair any damage found. SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com HOME REPAIR CHECKLIST
BATHROOM REPAIRS Plumbing/Drainage: Flush the toilet. Fill up tha sink and tub and then let the water run out to test for backups or poorly performing drains. Check for leaks from all faucets. Flooring: Any broken ties? Toilet: Does it rock or us it solidify on the floor? Tub: Any acracks or chips? Vanity: Check the condition. Make sure to open it up and che k the inside too. Ventilation: Does the fan work? Is there a window? Does it open and close easily? SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com HOME REPAIR CHECKLIST BEDROOM REPAIRS Closets: Do closets have doors? Do they open and close easily? Windows: Open and close all windows. Flooring: Check the state of the flooring—does the carpet have stairs, wear spots, etc.? Is the hardwood scratched and damaged? BEDROOM REPAIRS Doors: Any doors? Do they open and close easily? Flooring: What is the state of the flooring? Walls: Are there any hole or any other damage in the walls? Window: Do the windows work? Are they vinyl, wood. or aluminum?
KITCHEN REPAIRS Cabinets/Drawers: Open and close each cabinet and drawer. Do they glide smoothly? Oven: Open the oven and examine the door's operation. Turn on the oven to ensure it operates correctly. Stove: Ignite each burner on the stove. For gas stoves, check that burners light independently. Fridge: Open the refrigerator and freezer doors. Do they open easily without any effort? Dishwasher: Open and inspect the dishwasher. Are the springs on the door functioning properly? Faucet: Run the water in the sink and check how is the water pressure. Garbage Disposal: Check if the garbage disposal is operational. Ensure water is running before testing it. Microwave: Open the microwave and observe inside. Turn it on briefly to verify it works. Countertops: Inspect the countertops for chips. Look for any cracks. SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com HOME REPAIR CHECKLIST
BATHROOMS Wash windows and window sills Clean cabinet doors Wipe down the insides of cabinets Dust the ceiling and corners Dust vents and fans Scrub the shower and tub Clean or wash the shower curtain Scrub the toilet Vacuum the closet Wash the sink and fixtures Clear out beneath the sink Wipe down light switches and fixtures Clean windows and mirrors Mop the floors BATHROOMS Wipe down cabinet doors Clean the interiors of cabinets Scrub the laundry sink and polish the faucet Clean the switch plates Wash the walls and trim CLEAN BEFORE CLOSING HOMEOWNER CHECKLIST Clean doors and doorknobs Wash floor registers and other vent covers Sweep and mop the floors STAIRWELLS Sweep/vacuum stairs Spot clean walls Wipe down the handrail Dust light fixtures & ledges OUTSIDE Sweep the porches and walkways Clean the thresholds Wash the exterior doors Replace any burnt-out light bulbs SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com
KITCHEN For each cabinet or drawer: Remove items and wipe out the drawer Wash cabinet doors and knobs Clean oven and clean stovetop. Remove elements and drip bowls, if applicable, wash and put them back Clean fridge and freezer Clean under fridge and stove Clean microwave Clean Dishwasher with vinegar Wash and shine sink, shine the faucet, clean the drain Dust light fixtures Wash switch plates Wash walls and trim as needed Wash doors and doorknobs Wash counters and backsplash Wash floor registers and other vent covers Sweep and wash the floor LIVING ROOM Wash windows and window sills Take out and wash window screens Wash switch plates Wash walls and trim Wash doors and doorknobs Wash floor registers and other vent covers Clean floors SURBHI REWAL 123-456-7890 | Email@Email.com www.yourwebsite.com CLEAN BEFORE CLOSING HOMEOWNER CHECKLIST Wash walls and trim Wash doors and doorknobs Wash floor registers and other vent covers DINING ROOM Wash windows and window sills Take out and wash window screens Wash switch plates BEDROOM Vacuum Out the Closet Dust all surfaces Wipe down light switches and ceiling fan Clean windows and mirrors Clean the floors/vacuum the carpet
Email@Email.comYOUR LOGO 123-456-7890Surbhi Rewal CLOSING DAY CHECKLIST BEFORE Gather and organize closing documents Notify everyone about your move Place all keys and remotes together Deep clean the space Close curtains and lock windows Turn off lights and unplug devices Collect device manuals, warranties, and documents Cancel or transfer home support packages Close all switches and valves Cancel homeowner's insurance policy Pack all personal/private belongings ON THE CLOSING DAY Make all your payments on closing day Gather and organize all your closing documents Bring photo ID for all sellers Bring main keys and codes to access your home Do home inspection, collect your receipts/ documents for any repairs AFTER Make sure new landlords have everything they need (documents, supplies, etc.) Make sure you keep a copy of any closing documents you won't keep
Sign a listing agreement& email a copy to seller Confirm property information Give seller disclosures to fill out Add necessary docs to MLS Photo/Video date Share all listing docs & MLS with title company Install lockbox Print home brochure & deliver Create video Give the seller your listing checklist Input listing in MLS Add video to MLS Install sign Add showing instructions for agents Sydicate your listing to real estate sitesPRE-LISTING / LISTING LISTING MANAGEMENT CHECKLISTStage the property Capture high-quality photos Film a virtual tour &upload video on Zillow Send the listing to your leads & all area agents Share listing on socials Schedule initial open houseMARKETING Circulate postcards & door hangers Design eye-catching brochures/flyers Put out open house signs Pick up signs the day after open house Follow up (market conditions, feedbacks etc.)Ensure all areas are initiated Ensure addendums & seller disclosure are executed Ensure you have pre-approval/proof of funds in MLS Send email to the seller including the timeline sheet Send email to the other agent, title & lender Ensure other agents have all necessary HOA docs Follow the timeline for important datesPRE-LISTING/ LISTING Obtain escrow receipt Obtain condo doc receipt(3 days) Email seller draft email with inspection information Send Commission paid at close form to broker to sign Send commission paid at close form to title co/attorney Ensure the seller is in process or already moved outRemove sign/lockbox/any other marketing Order closing gift Mark sold in MLSSend just the mailer to the community Add the seller to the COI and remain in contacts for referrals DAY OF / POST LISTING SURBHI REWAL123-456-7890 | Email@Email.comwww.yourwebsite.com