Seller Listing Consultation

Seller Listing Consultation

Please provide your property and contact information to schedule a consultation about listing your home.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Property Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Property Type
Number of Bedrooms
Number of Bathrooms
What is your primary goal for this consultation?

Other
Seller’s Goals and Motivation
When do you want to be in the new home? Any hard deadlines?
Have you spoken with a lender yet for the new purchase?
Do you need the proceeds from this sale to buy the next home?
Are you comfortable with a purchase contingency, or do you prefer to sell first?
Estimated price point and monthly payment comfort range for the new home?
Current mortgage balance & interest rate?
Any additional second liens you are aware of (refis, second mortgage, DPA)?
Any prepayment penalties or forbearance/loan modifications?
Any liens, judgments, or unpaid taxes that could affect title?
Property Condition and Disclosures (Texas-specific items)
What updates or repairs have been done and when?
Any known issues (roof, foundation, HVAC, plumbing, electrical, flood history, termites)?
Prior insurance claims (hail, water, fire, freeze damage)?
Is the home in an HOA? Dues, transfer fees, resale certificate needed?
Do you have the survey and T-47 affidavit? If not, willing to provide a new survey?
Any lease items to transfer (solar panels, water softener, propane tank)?
Market-Readiness and Logistics
Are you willing to do pre-list repairs or a pre-inspection?
Staging preferences: professional staging vs. light declutter?
Pets, children, or schedule constraints for showings?
Preferred showing windows and notice required?
Items excluded from the sale (fixtures, curtains, mirrors, smart devices)?
Pricing Expectations
What price are you hoping for and how did you arrive at it?
Are you open to price adjustments based on market feedback? Typically assess every 2 weeks or every 30 days depending on your motivation.
Timeline & Coordination Between Sell and Buy
Do you prefer: sell then buy, buy then sell, or simultaneous closing?
Would you want a lease-back after closing if needed?
If you receive multiple offers, what’s most important: price, lease-back, short option, appraisal waivers, cash vs. financing?
New Home Criteria
Desired areas/neighborhoods, commute, schools?
Home type and must-haves (beds, baths, lot size, single-story/two-story, accessibility)?
HOA tolerance and amenities?
New construction vs. resale?
Are you aware of MUD/PUD/SUD or PID assessments in desired areas?
Insurance, Taxes, and Utilities
Current homeowner’s insurance—any claim issues or rate spikes?
Homestead exemption in place? Will you need to re-file on the new home?
Approx. current tax rate and assessed value? Any pending protests?
Average monthly utilities? Any energy-efficient features helpful for buyers?
Legal/Decision Makers
Who are the decision makers? Anyone on title that won’t be present?
Any divorce, estate, trust, probate, or power-of-attorney considerations?
Are there out-of-state signers or need for remote online notarization?
Documents to Request Before/For the Appointment

(If Available)
1. Mortgage payoff info and most recent statement
2. Existing survey and T-47 (if available)
3. HOA documents/contacts and dues info
4. List of upgrades/repairs with dates and warranties
5. Utility averages and recent property tax statement
6. Any insurance claim documentation
7. Keys, codes, smart-home device info (what conveys vs. not)
Schedule Listing Appointment
Should be Empty:

Seller Listing Consultation

Seller’s Goals and Motivation

Property Condition and Disclosures (Texas-specific items)

Market-Readiness and Logistics

Pricing Expectations

Timeline & Coordination Between Sell and Buy

New Home Criteria

Insurance, Taxes, and Utilities

Legal/Decision Makers

Documents to Request Before/For the Appointment