Formular

Listing Appointment Notes

*Submission Required Prior to New Listing Prep Request*
Address of Listing:*
Please Include City & Zip Code
Listing Appt. Date Held:

MonthDayYear
Date
Agent Name*
First & Last Name
Agent Email*
example@thriverealtyco.com
Co-List Agent Name
First & Last Name
Co-List Agent Email
example@thriverealtyco.com

Sellers Information
Client #1 Full Legal Name:*
Important for title orders/commitments.
Client #1 Preferred Name:
Nickname | Allows your team to provide personalized service.
Client #1 Phone Number:*
Client #1 Email:*
example@example.com
Client #1 Preferred Method of Communication:*

CallTextEmail
Client #1 Occupation
Client #1 Birthdate:

MonthDayYear
Date
Client #1 Social Media Platform(s) Used:

FacebookN/AInstagram
Client #2 Full Legal Name:
Important for title orders/commitments.
Client #2 Preferred Name:
Nickname | Allows your team to provide personalized service.
Client #2 Phone Number:
Client #2 Email:
example@example.com
Client #2 Preferred Method of Communication:

CallTextEmail
Client #2 Birthdate:

MonthDayYear
Date
Client #2 Occupation:
Client #2 Social Media Platform(s) Used:

FacebookN/AInstagram
Children/Furbaby Name(s) & Details (if applicable):
Additional Seller Information - LLC, Trust, Estate, POA, Legal Names of Other Signing Parties, etc.:
Make sure to request copies of legal documents like Operating Agreement, Death Certificate, Certificate of Trust, etc.
Are they are Superhero?*

YesNoUnsure at this time
How did they hear about us?*
Seller's Current Address:*
**For Title Reasons | PLEASE UPDATE if different than listing address.
Legal Marital Status:*

SingleMarriedDivorcedWidowMultiple Sellers - See Notes
Get to Know Your Client(s)!
Add Marital Status Here for Multiple Seller Situations
Timeframe to Sell:*

Within 2 Weeks30 Days or Less1-3 Months3-6 Months6-12 Months12+ Months
On market by (goal date)?*

MonthDayYear
We go live for showings on Fridays.
Reason For Selling:*
Downsizing, relocation, growing family, death, divorce, marriage, etc.
Current Mortgage Status:*

Paid Off/No Mortgage1 Mortgage2 Mortgages (ex. HELOC, MSHDA, HUD)
Approximate Mortgage Payoff ($):
Estimated Dollar Amount
Estimated List Price $:*
Range is acceptable if final price not determined. (Will be updated when going live)
Finance Options Offered (select all that apply):

CashConventionalFHAVARural/USDA
Total Commission:%* % = Listing Agent:%*% + Buyer Agents: %* %

Commission Breakdown*

	Commission Breakdown
Total Commission %
Listing Agent Commission %
Buyer Agent Commission %

Occupancy Required*

At CloseClose Plus 6-15 DaysClose Plus 30 DaysClosed Plus 31-60 DaysNegotiableSee Remarks

Property Details
Beds*
Baths*
Above Ground Sqft.*
Square Footage
Basement Sqft.
Square Footage
Foundation Type*

CrawlSlabBasement
Finished Basement Sqft.
Square Footage
Foundation Material*

BlockPouredWood
Water*

PublicWellCommunityWater at Street (Land)None
Sewer*

Public SewerSepticSewer at StreetShared SepticUnknown
Does it have a garage?*

YesNo
Style

AttachedDetached
If yes, how many cars?
Do they need a lockbox?*

YesNo, dropped off at appt.Not yet, but will need oneNo, Seller to allow entryNo, keypad on doorNo, Seller will provide theirs

Please answer the following*

	Yes	No	Other, See Notes
House Vacant
Sprinklers
Invisible Fence
Old Listing Available
We need room measurements?

(If no, previous listing) Please Provide Room Dimensions | Please include Room, Level and Dimensions

	Floor Level	Dimensions
Bath - Full
Bath - Master
Bath - Lav
Bedroom 1
Bedroom 2
Bedroom 3
Bedroom - Master
Breakfast Nook/Room
Dining Room
Family Room
Living Room
Three Seasons Room
Great Room
Kitchen
Laundry Room/Area
Library/Study
Loft
Mud Room
Recreation Room

(If no, previous listing) Please Provide Room Dimensions for any additional rooms not included above.
Provide Room, Floor Level and Dimensions

HOA (Homeowners Association) Details
Is there an HOA?*

YesNo
If yes, how much are the dues $?
Dues are Paid:

MonthlyQuarterlyAnnually
Name of the HOA:
HOA Contact Person and Phone/Email:
HOA Website (if applicable):
Upload HOA Docs (Master Deed, Bylaws, CC&Rs, Financials w/ Reserves)

Browse Files
Please make all efforts to have these documents prior to going live on market. Cancelof

Association Fee Includes:

	Yes	No	Other, See Notes
Water
Utilities
Gas
Trash
Electricity
Sewer
Snow Removal
Maintenance Grounds
Maintenance Structure
Internet
Cable TV
Insurance
Pest Control
Other

HOA Notes:
Any Pet Restrictions, Special Parking, Amenities/Facilities, etc.

Rental Section; If applicable
Current Lease?

YesNo
What date does the lease end?

MonthDayYear
Date
What's the current monthly rent?
Dollar Amount

Additional Notes
Important Upgrades/Selling Features OR Planned Projects:*
Important notes for future reference.
Anything the Transaction Manager Needs to Know to Pass the Baton
Attach Supporting Docs/Superhero Paperwork

Attach File
Include anything you want on file for yours and our future reference. Cancelof
Should be Empty:

Listing Appointment Notes