No matter where you are located, no matter how big your team is, you can use these simple checklists to free up your time and close more deals. Print out these checklists and use them everyday — they are a lifesaver!

Fill out these checklists every time you have a new buyer under agreement, get a new listing, have to set up an open house, or to simply keep yourself accountable to your goals.

What do you think your business would look like if you had someone to help implement many of the tasks that are on these checklists? Do you want to find out?

Visit www.MyOutDesk.com and learn more about our Real Estate Virtual Assistants.

Send seller a “Welcome to our Team” LetterMark expiration date on Team Leader CalendarSet up automatic email to remind me to check on expiration 1 week in advancePost the property in MLSMake sure that a sign is in front of the homeOrder Trackwell post if applicablePrepare Design Center brochureSend seller a letter “How to Prepare a Home to Show in 10 Minutes”Email MLS listing sheet to seller for OKEmail current client database with the New Listing InformationDo Reverse Prospect Email with New ListingDrop of listing sheet folder with sign in sheet at seller’s homeDrop of school reports & community profiles at seller’s homeFill brochure holder in front of homePost the property on CraigslistSet up automatic email to remind me to repost on Craigslistafter 1 weekGo over advertising plan with Team LeaderGet advertising proof approval from Team LeaderInsert advertising deadlines in my personal plannerOrder a Visual TourMake sure property is correctly listed on Boston.comMake sure property is correctly listed on Realtor.comVerify office has correct showing instructions in MLSPost the listing on Team WebsiteSend Just Listed postcards to entire neighborhoodSend listing sheet to Realtors with listings within the same townand price rangeSend referral source a note letting them know property is listedand thanking them for their trustSend “Choose Your New Neighbor” (MOS) to closest neighborsAdd the property to Listing BoardLeave new Listing Sheets in all agent mailboxesSchedule an open house if applicableSend “Clean Room” award to seller’s kidsOrder Home WarrantyMake sure Home Warranty Ryder is on homeSchedule property for a Team TourMake sure that the property photos don’t look seasonal

DATE INITIALS COMPLETION LIST

Confirm Open House Date & Time with Agent by phoneCall Seller to confirm Date & Time of Open HouseMark Open House in MLSPlace Open House in RE/MAX.comPlace Open House in CraigslistSend Reverse Prospect Email in MLS about upcoming Open HousePlace Open House AdvertisementsPut Open House Ryder on the homeSend “Come By My Open House” letter to neighborhood (MOS)Send “Come By My Open House” letter to potential buyers (MOS)Prepare Open House Packages with Client SurveysMake sure to have plenty of school reports & community information at Open HousePrepare “Other Listings You Might Like” reports for Open HousePrepare “Open House Pass” for potential buyers (MOS)Prepare Team Giveaways for Open HouseGive Open House Checklist to Team Members conducting the Open HouseSend Thank You cards to all who attended the Open HouseCall the Seller with Open House feedback on the following morning

DATE INITIALS COMPLETION LIST

Send Listing Agent a personal notecard from Team LeaderSend Buyer Letter “Congratulations on Accepted Offer” (MOS)Call Buyer to have them book the Home InspectionVerify that the date & time of Home Inspection is acceptable to Listing AgentSend Home Inspector a personal notecard from Team LeaderMark Team Leader calendar with date & time of Home InspectionCall Lender for updated mortgage approvalAsk Lender for Closing Attorney contact informationAsk Lender for Appraiser contact informationSend personal note to Lender with Team Leader’s business cardSend personal note to Closing Attorney with Team Leader’sbusiness cardSend personal note to Appraiser with Team Leader’sbusiness cardReceive copy of updated approvalMark board with under agreement informationChange status in MLS to UAGSet up automatic email to remind me to check on commitment1 week in advanceSend “Congratulations, You’re Under Agreement” letter tothe buyerMail Just Sold postcardsSend Thank You card to buyer with information about the townSend Thank You card to seller with (contact info is on HUD)Send Thank You card to Listing AgentSend Thank You card to LenderSend Thank You card to Closing AttorneySend Thank You card to AppraiserSend Thank You card to office staff members for anothersmooth dealSend Thank You card to home owners insurance companyCall referral source and notify them about another smooth moveSend thank you and tickets to referral sourceSend Buyer movie tickets so they can sit back and relax one week laterCall Buyer on week anniversary date to make sure no loose ends

DATE INITIALS COMPLETION LIST

Send Buyer’s Agent a personal notecard from Team LeaderVerify with Buyer’s Agent the date & time of Home InspectionSend Home Inspector a personal notecard from Team LeaderNotify Seller of Home Inspection date & timeMark Team Leader calendar with date & time ofHome InspectionCall Lender for updated mortgage approvalAsk Lender for Closing Attorney contact informationAsk Lender for Appraiser contact informationSend personal note to Lender with Team Leader’s business cardSend personal note to Closing Attorney with Team Leader’s business cardSend personal note to Appraiser with Team Leader’s business cardReceive copy of updated approvalMark board with under agreement informationChange status in MLS to UAGSet up automatic email to remind me to check on commitment 1 week in advanceSend “Congratulations, You’re Under Agreement” letter to the seller (MOS)Receive copy of fully executed accepted offer from all parties & place in filePrepare preliminary purchase agreement and email it to buyer agent for reviewReceive fully executed copy of Purchase and Sale AgreementSend Thank You to seller’s kids with friendly gift certificatesfor ice cream, etc.Leave all Escrow checks with BrokerFax P&S to LenderCall all previous open house attendees notifying them of status changeNotify Seller to contact Closing Attorney to talk about deed preparationCall Seller to find out if they need moving company referralContact Appraiser and fax comparable propertiesOne week prior to commitment date, verify with lender everything is on schedule

DATE INITIALS COMPLETION LIST

Receive mortgage commitmentNotify Seller to have utilities switched and delivery changedSchedule Smoke Detector Certification with fire departmentNotify Seller of Smoke Certification appointment and remind them to leave $$$Notify Team Leader of date & time of Smoke CertificationAfter Smoke Certification, send personal note to fire departmentCall Town/City Hall for final water readingSend Town/City Hall official a personal noteNotify Sign Removal company when to remove signsMake sure all directional signs are removedOrder closing giftPrepare Just Sold postcards for neighborhoodSchedule a walkthrough with buyer’s agentNotify Seller of scheduled walkthroughVerify time & place of closing with Closing AttorneyPut closing time & place on Team Leader’s CalendarAdd client to past client databaseChange status in MLS to CLOSEDPlace property on Closed BoardMail Just Sold postcardsSend Thank You card to seller Send Thank You card to buyer with information about the townSend Thank You card to Buyer’s AgentSend Thank You card to LenderSend Thank You card to Sign Removal companySend Thank You card to AppraiserSend Thank You card to all office staff membersCall referral source and let them know this was another smooth moveSend referral source movie ticketsSend Seller movie tickets one week later so they can sit back and relaxCall Seller on week anniversary date to make sure no loose endsMake sure all escrow checks are delivered to Listing AgentFax P&S to lenderNotify buyer to shop for homeowner’s insurance

DATE INITIALS COMPLETION LIST

Notify Buyer to contact Closing Attorney to start preliminary scheduling of closingCall buyer to find out if they need moving company referralOne week prior to commitment date, verify with Lender everything is on scheduleReceive mortgage commitmentCall Buyer to make sure they are comfortable with the commitment termsCall Buyer to remind him to notify current landlord about the moveSend Buyer’s landlord a note card offering assistance with rental of unitNotify Buyer to have utilities switched and mail delivery changedOrder closing giftSchedule walkthrough with Listing AgentPut walkthrough on Team Leader’s calendarVerify time & place of closing with Closing Attorney Put closing time & place on Team Leader’s calendarNotify Buyer to contact Closing Attorney for closing figuresAdd client to past client databaseVerify that list office has changed status in MLSPlace property on Closed Board

DATE INITIALS COMPLETION LIST