Seller Packet
7
Pre-Listing Interview 1. __ Name: __ ____ ____ # ____________ (B) ____________ (C) __________ (F) ____________E‐Mail ____________________ __________ _ ______ _________ 2. Phone __ ____________ _ ______ _________ 3. Name: __ ____ ____ ___ (B) ____________ C) ____________ (F) ____________ ____________________ 4. Phone # _________ ( E‐Mail s: ___________________ _________________ _ ________ _ 5. Property Addres _ _ __________ ___________________ __________ 6. Mailing Address_________ 7. Owners/Decision Makers ___________________ 8. ______ Why are you selling ________ ___________________ _____ 9. When do you need to move? 10. ibe your for me: Descr house _____ Style _______ Lot size _______ Area ____________________ Beds _______ Baths _______ Sq. Ft. __ home? ___________________ 9. How long have you owned your 10. Wha _________________ ___________________ ___________________ t sold you on your home? __ _____________ ___________________ What features did you like? ___________________ ______ home since you bought it? ___________________ 11. Have you done any updating to the ___ 12. What do you owe on the property? ________________ 13. What are 3 things y u are looking for in a REALTOR? o ___ _________ ___________________ ___________________ _______ job? _______ When? ___________________ 14. Are you interviewing any other brokers for this for sale by owner? _______ 15. Have you considered going 16. How did you get my name? ___________________ Notes: Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: [email protected] Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277 www.TammyRoten.com 6/5/2011
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Seller Packet
Transcript of Seller Packet
Pre-Listing Interview
1. __Name: __ ____ ____
# ____________ (B) ____________ (C) __________ (F) ____________E‐Mail ____________________
__________ _ ______ _________
2. Phone __
____________ _ ______ _________ 3. Name: __ ____ ____
___ (B) ____________ C) ____________ (F) ____________ ____________________ 4. Phone # _________ ( E‐Mail
s: ___________________ _________________ _ ________ _ 5. Property Addres _ _
__________ ___________________ __________ 6. Mailing Address_________
7. Owners/Decision Makers ___________________
8. ______Why are you selling ________
___________________
_____
9. When do you need to move?
10. ibe your for me:Descr house
_____ Style _______ Lot size _______ Area ____________________ Beds _______ Baths _______ Sq. Ft. __
home? ___________________ 9. How long have you owned your
10. Wha _________________ ___________________ ___________________ t sold you on your home? __
_____________ ___________________ What features did you like? ___________________ ______
home since you bought it? ___________________ 11. Have you done any updating to the
___ 12. What do you owe on the property? ________________
13. What are 3 things y u are looking for in a REALTOR? o
___ _________ ___________________ ___________________ _______
job? _______ When? ___________________ 14. Are you interviewing any other brokers for this
for sale by owner? _______ 15. Have you considered going
16. How did you get my name? ___________________
Notes:
Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: [email protected] Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277
www.TammyRoten.com 6/5/2011
Seller Homework
Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: [email protected] Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277
www.TammyRoten.com
CLIENT CONTACT INFORMATION Name:
Phone Number
Home
Cell
Work
Address Home
Work
Mailing Address
Preferred Method of Contact
Name:
Phone Number Home
Cell
Work
Address Home
Work
Mailing Address
Preferred Method of Contact
Seller Homework
Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: [email protected] Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277
www.TammyRoten.com
Lending Information 3 Months of Mortgage Statement: First and Second
1st Mortgage Company:
Loan Officer:
Phone Number:
Email Address:
2nd Mortgage Company:
Loan Officer:
Phone Number:
Email Address:
Confirm no Current Liens- Seller can convey General Warranty Deed at Recording HOA Information.
Management Co.:
President of HOA:
Phone Number:
Email Address:
Copy of current HOA Addenda HOA Fee HOA Transferable Fee Confirm no current or future known assessments No HOA lien, payment current CC&R-Copy
Mortgage Insurance: Mortgage Insurance Co.:
Insurance Agent:
Phone Number:
Email Address:
Confirm Mortgage Insurance is transferable
Seller Homework
Phone: 704‐236‐2239 | Fax: 704‐749‐2391 | Email: [email protected] Helen Adams Realty‐Ballantyne | 15235 John J. Delaney Drive | Charlotte, N.C. 28277
www.TammyRoten.com
Additional Information Required: Utilities: Name of utility company and an average annual cost per company Tax Information: Provide additional information if applicable Survey: Copy of survey if available Termite Treatment Contract: Copy of Review Sample Contracts 2 Keys: 1 for the Lock Box and 1 for the Agent
START THINKING ABOUT HOME REPAIRS AND IMPROVEMENTS All Inspections (Identified on Professional Services Disclosure)
Home
Roof
HVAC
Plumbing/Sewer
Pool
Irrigation
Security/Sound
Environmental
Lead Base Paint
Radon
Survey
Title Search
Zoning
Have each Family member write their favorite memory or what they have enjoyed about living in the home. Make a list of friends and family members that should be included in the marketing of your home and provide their email and home address.
Thank you for taking your time to prepare for our Listing appointment. I look forward to meeting you and discussing the opportunities you have in the sale of your home. Tammy
Home Improvement ‐ Seller Checklist
Prepared by Tammy Roten NC/SC Broker Helen Adams Realty‐Ballantyne/15235‐J John J. Delaney Dr / Charlotte NC 28277/Phone:704‐236‐2239 Page 1
Prepared by Tammy Roten NC/SC Broker Helen Adams Realty‐Ballantyne/15235‐J John J. Delaney Dr / Charlotte NC 28277/Phone:704‐236‐2239 Page 1
Rooms Improvement Rate the ImprovementNecessary Desired Extra
Home Improvement ‐ Seller Checklist
Prepared by Tammy Roten NC/SC Broker Helen Adams Realty‐Ballantyne/15235‐J John J. Delaney Dr / Charlotte NC 28277/Phone:704‐236‐2239 Page 2
Prepared by Tammy Roten NC/SC Broker Helen Adams Realty‐Ballantyne/15235‐J John J. Delaney Dr / Charlotte NC 28277/Phone:704‐236‐2239 Page 2
Rooms Improvement Rate the ImprovementNecessary Desired Extra
Home Improvement ‐ Seller Checklist
Prepared by Tammy Roten NC/SC Broker Helen Adams Realty‐Ballantyne/15235‐J John J. Delaney Dr / Charlotte NC 28277/Phone:704‐236‐2239 Page 3
Prepared by Tammy Roten NC/SC Broker Helen Adams Realty‐Ballantyne/15235‐J John J. Delaney Dr / Charlotte NC 28277/Phone:704‐236‐2239 Page 3
