Listing Appointment Checklist

Listing Questionnaire
Property Address*

Street Address

Street Address Line 2

CityState

Zip Code
Client 1: Legal Name*

First NameMiddle NameLast NameSuffix
Client 1: Email*
example@example.com
Client 1: Phone Number*
Please enter a valid phone number.
Client 2: Legal Name

First NameMiddle NameLast NameSuffix
Client 2: Email
example@example.com
Client 2: Phone Number
Please enter a valid phone number.
Is the subject property your primary residence?*

YesNo
How was the property acquired?*

A PurchaseAn Inheritance
Is there an heirship affidavit of record?

YesNo
How long have you owned the property?
Have you recently vacated the property?

YesNo
When was the property vacated?

MonthDayYear
Date
Will you continue to live on the property until closing?

YesNo
Date you intend to vacate the property

MonthDayYear
Since you owned the property, have you ever filed bankruptcy?

YesNo
Since acquiring title to the subject property, has your marital status changed?

YesNo
Please select change in martial status.

I was married, I am now unmarriedI was unmarried, I am now married
Please provide full name of the former spouse.
Was your divorce decree filed in the county the property is located?

YesNo
Please provide the name of the county the divorce was filed in.
Please provide the case number of the divorce.
Are you currently in a divorce situation?

YesNo
Mortgage Information
How many outstanding liens/mortgages are there on the property?*
Are you current on the mortgage payments

YesNo
How many months delinquent?
Have you contacted the mortgage company regarding your delinquent account?

YesNo
Are you selling your home to avoid foreclosure?

YesNo
Do you intend to continue to make payments through closing?

NoYes
Are the taxes on this property current?*

NoYes
Home Owners Association
Is your property subject to Homeowners Association?*

YesNo
Is your property in a Municipal Utilities District (MUD)?*

YesNo
Name of MUD
Do you currently have a Federal Tax Lien or any other judgments?*

YesNo
Are you working with a representative from the IRS?

YesNo
Please provide IRS Representatives Name and Phone Number.
Property Survey
Do you have an existing Survey?*

NoYes
Is the survey legible?

NoYes
What is the date of the survey?
Please enter the year
Please upload a copy of the survey here.

Cancelof
Have you made any changes to the Survey/Structural additions to the property? (pool, storage, patio, concrete, etc...)

NoYes
Please describe changes.
Title Information
Is there a deceased person on the title?

YesNo
Name of deceased person

First NameLast Name
When and where did the death occur?
How was the estate handled?
Was the will probated?

YesNo
What county was the will probated in?
Please provide the probate number.
To the best of my knowledge, the information I have provided above is true and correct. Additionally, I hereby agree that a copy of this questionnaire may be forwarded to the title company.
Client 1: Signature*

Clear
Date Signed

MonthDayYear
Date
Client 1: Please type name*

First NameLast Name
Client 2: Signature

Clear
Date Signed

MonthDayYear
Date
Client 2: Please Type Name

First NameLast Name
Email
example@example.com
Should be Empty:

Listing Questionnaire

Mortgage Information

Home Owners Association

Property Survey

Title Information