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Listing Appointment Notes
*Submission Required Prior to New Listing Prep Request*
Address of Listing:
*
Please Include City & Zip Code
Listing Appt. Date Held:
-
Month
-
Day
Year
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:
*
Call
Text
Email
Client #1 Occupation
Client #1 Birthdate:
-
Month
-
Day
Year
Date
Client #1 Social Media Platform(s) Used:
Facebook
N/A
Instagram
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:
Call
Text
Email
Client #2 Birthdate:
-
Month
-
Day
Year
Date
Client #2 Occupation:
Client #2 Social Media Platform(s) Used:
Facebook
N/A
Instagram
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?
*
Yes
No
Unsure at this time
How did they hear about us?
*
Sphere
Sphere Referral
Past Client
Open House
For Sale Sign
Thrive Agent Referral
Outside Agent Referral
Google
GLS
Internet Search (Not Google)
Instagram
Facebook
Internet Ad
YouTube
Expired
TikTok
Cold Call
Seller's Current Address:
*
**For Title Reasons | PLEASE UPDATE if different than listing address.
Legal Marital Status:
*
Single
Married
Divorced
Widow
Multiple Sellers - See Notes
Get to Know Your Client(s)!
Add Marital Status Here for Multiple Seller Situations
Timeframe to Sell:
*
Within 2 Weeks
30 Days or Less
1-3 Months
3-6 Months
6-12 Months
12+ Months
On market by (goal date)?
*
-
Month
-
Day
Year
We go live for showings on Fridays.
Reason For Selling:
*
Downsizing, relocation, growing family, death, divorce, marriage, etc.
Current Mortgage Status:
*
Paid Off/No Mortgage
1 Mortgage
2 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):
Cash
Conventional
FHA
VA
Rural/USDA
Total Commission:
%
*
% = Listing Agent:
%
*
% + Buyer Agents:
%
*
%
Commission Breakdown
*
Commission Breakdown
Total Commission %
Listing Agent Commission %
Buyer Agent Commission %
Occupancy Required
*
At Close
Close Plus 6-15 Days
Close Plus 30 Days
Closed Plus 31-60 Days
Negotiable
See Remarks
Property Details
Beds
*
Baths
*
Above Ground Sqft.
*
Square Footage
Basement Sqft.
Square Footage
Foundation Type
*
Crawl
Slab
Basement
Finished Basement Sqft.
Square Footage
Foundation Material
*
Block
Poured
Wood
Water
*
Public
Well
Community
Water at Street (Land)
None
Sewer
*
Public Sewer
Septic
Sewer at Street
Shared Septic
Unknown
Does it have a garage?
*
Yes
No
Style
Attached
Detached
If yes, how many cars?
Do they need a lockbox?
*
Yes
No, dropped off at appt.
Not yet, but will need one
No, Seller to allow entry
No, keypad on door
No, 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?
*
Yes
No
If yes, how much are the dues $?
Dues are Paid:
Monthly
Quarterly
Annually
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.
Cancel
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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?
Yes
No
What date does the lease end?
-
Month
-
Day
Year
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.
Cancel
of
Submit
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