Residential Listing Profile Intake Form
This is a detailed assessment that is required before our strategy session. Please take your time and complete, as this will help me and my team conduct an intentional session, as well as provide the best service to you if we decide to move forward.
Seller #1
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Birthday - If you like presents, leave your birthday here.
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Occupation and Company - One of the biggest benefits to working with me is my network - I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!
*
Do you have another seller (must be on the deed)?
*
Yes
No
Seller #2
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Birthday - If you like presents, leave your birthday here.
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Occupation and Company - One of the biggest benefits to working with me is my network - I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!
*
Are there any others listed on the deed? If so, please provide their name and contact information. (Put No or N/A if there are none).
*
Are there any other indirect decision makers involved in your purchase? If there is anyone whose opinion value during this process, include them here. (Put No or N/A if there are none).
*
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Property Details
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupancy of Property
*
I/We are currently live here.
It is vacant.
It is occupied by a tenant.
When is the tenant's lease up? If the tenant is month-to-month, select today's date.
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Type of Property
*
Single Family
Townhouse
Condo
Multi-family
Number of Stories of Property
*
1
2
3 or more (incl basement or additional upper floor)
Bedrooms
*
1
2
3
4
5 or more
Full Baths
*
1
2
3
4 or more
Half Baths
*
1
2 or more
None
Garage Size
*
1
2
3 or more
None
Garage type
*
Parking pad
Enclosed attached
Enclosed detached
N/A
Age of Oldest A/C
*
Age of Water Heater
*
Age of Roof
*
Pool
*
Yes - inground
Yes - above ground
No
Heated Pool
*
Yes
No
Age of Pool Pump
Waterfront?
*
Yes
No
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Property Repair Details
Have you updated any of the plumbing or electrical in the house? If so, please provide some details. (Put No or N/A if none).
*
Do you have any warranties on your home? Please include if they are transferrable to the buyer. This may include pest control, the roof, appliances, etc. (Put No or N/A if none).
*
Have you ever had an insurance claim? Don't worry, this won't affect your ability to resell the property. This is good information to have available during the buyer's inspection period. (Put No or N/A if no claims to report).
*
Please upload any invoices or documents you have from the claim(s). You don't need to upload them now but you should get started gathering them together as it may come up during the inspection or on the seller's disclosure. Having invoices or documentation will ensure the buyer doesn't try to use it against us.
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Have you done any updating on the property since you purchased it? Try to be as specific as possible and feel free to include any details like brand of appliances, style of floors, etc. This will help us find more relevant properties that have also sold in your area. (Put No or N/A if no updating has been done)
*
Did you pull permits for the work that you did? This will help solidify our transaction so there are no surprises.
*
Yes, we pulled permits for everything.
Yes, we pulled permits for necessary renovations.
Yes, we pulled permits for some of the renovations.
No, we did not pull permits.
N/A
Are there any outstanding open/expired permits that you are aware of? Those will need to be closed prior to closing. We will find permit expert to expedite this process, and it will be more seamless if we are proactive in getting this completed.
*
Yes
No
N/A
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Property Features
If you have any photos of the property, please upload them here. This will help us better visualize the property and give a more accurate valuation once we meet. Please make sure to include pictures of full rooms (rather than detail shots that focus on specific areas of a room). Don't worry about the photos being perfect...this is for our eyes only and will not be used for any purpose other than getting an idea of what the property is like.
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Exterior Features
Fenced in Yard
Hot Tub
Pool
Covered Front Porch
Covered Patio
Professional landscaping
Shed
Interior Features
At least one bedroom on the main level
Primary suite on main level
Designer appliances and/or finishes
Double vanity in primary bath
Connecting bathroom to two secondary bathrooms
Island in kitchen
Renovated kitchen
Renovated bedrooms
Renovated bathrooms
Is there anything you do NOT want to stay with the property? This would be any fixtures that can be easily removed such as appliances, light fixtures, and window treatments. If there is anything you would like to take with you, let us know here.
*
Are there any liens that you are aware of? This will help us address any issues up front so that we're not surprised when the closing attorney starts the title search process.
*
Is there any work you are planning on doing to the property before we list that hasn't been done yet?
*
Is there anything you want to make sure is included in the listing description?
*
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Homeowner's Association
Is your home part of an Association?
*
Yes
No
Association Type
*
Homeowner's Association
Condo Association
Co-op
Other
None
HOA fee
*
Frequency of the HOA fee
*
Monthly
Bi-annual
Quarterly
Annual
N/A
What is included in the association fee? Please mention any amenities or features of the community. We will use that information to input into the MLS listing description.
Name of Association/Management Company. If there is more than one association, include the names of all of them.
Contact Name and Number at Association.
Rental restrictions. Check all that apply.
No rental restrictions.
No rentals are allowed.
No corporate rentals.
Limit on # of times leased per year (explain below)
Must own for a year before leasing.
Short term rentals allowed.
No short term rentals allowed.
Parking restrictions. Check all that apply.
Private parking (driveway, garage, etc)
Designated spots for owners in lot (please explain below).
Open parking (for example, no numbered spots in lot).
No commercial vehicles.
Designated guest parking.
No overnight parking.
Pet restrictions. Check all that apply.
No pet restrictions.
No pets allowed except service animals.
Dogs ok.
Cats ok.
Dog restrictions (Breed/size)
Other (please explain below).
Are there any security measures in place?
Keycard/Code access
Manned gated community
Security drivers around
Security at front desk (for condos)
Explain Restrictions here. This is a common question that buyers have so we want to be able to give them this quickly.
Is this a 55+ community?
*
Yes
No
Are there any assessments you are aware of? We will need to disclose this to the buyer at the time of the contract. If we do not disclose it, the contract states that we are responsible for paying the assessment in full at closing.
*
Yes
No
If there is an assessment, please explain the terms and what it's for:
Please upload any docs from the association. you have.
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Finances
Do you need the cash out of this property to purchase another?
*
Yes
No
How much are you hoping to get for your property?
*
Do you have a mortgage on your home?
*
Yes
No
If you have a mortgage, how much do you owe? We will prepare a document called a net sheet that shows you an estimate of how much you should be able to walk away with after taxes, commission, mortgage payoff, etc. So knowing. your balance will give a better picture.
*
Are you current on your mortgage?
*
Yes
No
N/A
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Lifestyle
How did you find me? Let us know who I have to thank for sending you our way!
*
After you sell, where will you go?
*
Ideally, when would you like to sell and have your check in hand?
*
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
What is your showing availability like? We like to know this upfront so that as we are prepping your property for sale, we can plan showings around your schedule.
*
Having a sign in front of your property can help get more inquiries and showings for your property. Are you open to having a "For Sale" sign in front?
*
Yes, let's get tons of calls
No, I don't want a sign
My association doesn't allow it
Are you comfortable with having an open house launch event? We normally hold all showings until the launch event to build buzz. It takes a bit longer to launch a listing because we do mailings to the neighborhood, but this will often drive more offers faster due to the perceived competition between buyers.
*
Yes, I'm open to it and would like to have it marketed publicly
Yes, I'm open to it if we can limit who is invited (ie agents with clients, neighbors, and our targeted database)
No, I'm not comfortable with that
How would you like showings to go? (Check all that apply).
*
Limit to a few hours each week based on a set schedule
Put it on a timed Supra lockbox so only licensed agents can show during designated times.
We will need to coordinate with the tenant.
I'm flexible
Would you like to be present at the closing?
*
Yes, I will be there.
No, I'd like to do a mail away closing.
Not sure yet.
When do you want the property to hit the market?
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Have you considered selling your home on your own?
*
Do you have any concerns about the process that you'd like us to address?
*
Is there anything else that you would like us to know before our meeting?
*
Are you interviewing other agents? If so, who? Our business is very collaborative so we always like to know. (Put No or N/A if no other interviews).
*
If you feel confident at the end of our marketing strategy session that I am the best fit to help you sell your home, are you willing to sign an exclusive listing agreement?
*
Yes
No, not yet
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