SELLER:                                               
ADDRESS:

SELLER'S AGENT:                                            
LEGAL COUNSEL:                                                                             
MANAGEMENT CO: 

TRUSTEE:

CONCIERGE: 

DISCLOSURES:                                                                         

http://www.richhaen.com/SellerOn-lineTransaction.php                                    

BUYER:                                                 
ADDRESS:                                             
BUYER'S AGENT:

LEGAL COUNSEL:                                    
MORTGAGE BROKER: 

APPRAISER:                           

IMPORTANT DATA:

SALES PRICE:                         
DEPO W/ OFFER:                    
DEPO W/ P&S:                                
COMMISSION:

IMPORTANT DATES:

HOME INSPECTION:                                                                        
EXECUTE P&S:                                       
MORTGAGE COMMITMENT:                    
CLOSING DATE:

                                                                                                  

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As we move forward link to appropriate web page:  http://www.richhaen.com/rhcontrolpanelrh.php

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1. Execute Listing Agreement, Lead Paint and Agency Disclosure: http://www.richhaen.com/sample_docs.php ...PDF/Email

2. Add client contact info with full details

3. Set up Client with MLS Access+Automatic Emails: http://www.richhaen.com/rhcontrolpanelrh.php ...Send Control Panel Email!

4. Move Coming Soon to Top...http://www.richhaen.com/sample_index.php

5. Collect keys, alarm and if applicable and concierge/security contact info

6. If applicable...Introduce myself to tenants and arrange showing schedule...Add contact info?

7. Email Seller Questionnaire in body of text:  http://www.richhaen.com/SellerQuestionaire.php

8. 6 PICS+Virtual Tour...Schedule with seller/tenants

8. Reserve Boston Homes...See Sample Publisher File

9. View City of Boston Tax Records:  http://www.cityofboston.gov/assessing/search/

10. Submit property listing to MLS+Realtor.com http://www.richhaen.com/rhcontrolpanelrh.php - "1st Show Open House Sun 1-2pm!", still images and virtual tour, floor plan? etc…Submit Craigslist.org-Purchase Direct & Receive ????.?? Credit Towards Your closing Costs!

11. Schedule Open House & Broker Preview with Sellers/Tenants...Submit to MLS and Realtor.com: http://www.richhaen.com/rhcontrolpanelrh.php

12. Submit Boston Homes Ad:  1st Offering Open House Sunday...See Sample Publisher File

13. Prepare listing for www.richhaen.com with full text, virtual tour and still images etc...See http://www.richhaen.com/SampleFeaturedPage.php ...Link Index PIC to Featured Listing Page!!!

14. Prepare listing sheet with full text and still images...Floor Plan On Rear...See Sample Publisher File

15. Check MLS and Realtor.com   http://www.richhaen.com/rhcontrolpanelrh.php

16. Set up Google Adwords Campaign for This Property: http://www.richhaen.com/rhcontrolpanelrh.php

17. Hang For Sale Rider if acceptable to client and/or condo association/management

18. Email client Initial Marketing Campaign just prior to launching listing:  http://www.richhaen.com/SampleMarketingCampaign.php

19. Mail hand written thank you note and include 2 business cards ASAP

20. If applicable...Mail referral hand written thank you note and include 2 business cards and StarBucksGiftCard

21. Add New Client to Where To Eat Magazine mailing list

____________________________

Launch Property Listing ASAP!!!

____________________________

 

Remember The 5 Cardinal Rules To Be Successful:

 

1. Always do what is in your clients best interest in order to secure future business!
2. Total honesty and sincerity with an exacting attention to detail!
3. Constantly modify the marketing strategy i.e.: PICS, Tag Lines, Text Etc!!!!!
4. Constant communication…make sure client is made aware of every detail!
5. Pay attention until it closes...IF Successful ask for the referral!

 

***Email Initial 1st Friday Status Updates and THEN Bi-Weekly Status Updates Until Under Agreement:  http://www.richhaen.com/StatusUpdate1.php

***If not Sold in 30-60 days depending upon seller's time frame …Discuss price?…Schedule another Open House? Or suggest a Small Price Reduction just to Cycle to LINK+MLS…Big Impact as it will be sent to ALL Prospect Again as a Reminder!!!

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Upon Accepted Offer…link to appropriate web page as we move along:  :  http://www.richhaen.com/rhcontrolpaneelrh.php

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1. Execute Appropriate Offer Documents: http://www.richhaen.com/sample_docs.php Collect Escrow Funds and Buyer's W-9...Email/PDF

2. Collect Contact Info: Selling Agent, Seller & Buyer Legal Counsel and Mortgage Broker

3. Schedule Home Inspection with Sellers/Tenants...Arrange access to all systems and roof etc:   http://www.richhaen.com/home_inspection.php

 

4. Secure Condo Docs on-line:  www.SuffolkcountyofDeeds.com - Collect Budget from Seller?... Or Collect from Seller's Management Co - Master/Unit/Budget/Minutes ...Management/Trustee/Concierge?...Email/PDF

5. Setup & Load: http://richhaen.com/RichHaenToDoList.php and http://www.richhaen.com/sellerstransaction.php ...THEN Setup Escrow Account with W-9...THEN Email to Seller and Both Attorney's, Buyer's Agent and Mortgage Broker

6. Negotiate Home Inspection Issues?...Sign OFF!

7. Execute Purchase and Sales Agreement when ready and collect escrow funds...Email/PDF--THEN Update http://richhaen.com/RichHaenToDoList.php and http://www.richhaen.com/sellerstransaction.php ...THEN Setup Escrow Account with W-9...Load....THEN Email to Seller and Both Attorney's, Buyer's Agent and Mortgage Broker

8. Contact Buyer’s Lender and initiate mortgage commitment…Verify that buyer submitted all required documents...Forward Ins Co contact info...Schedule appraisal and Request Condo Affidavit/Questionnaire...Schedule with seller/tenant

9. Retrieve other agent’s ID#-THEN Update MLS Under Agreement: http://www.richhaen.com/rhcontrolpanelrh.php

10. Email Closing Info: http://www.richhaen.com/closing_info_sellers.php & Moving Info: http://www.richhaen.com/moving.php

11. Stop MLS Automatic Emails?  http://www.richhaen.com/rhcontrolpanelrh.php

12. Request mortgage commitment from lender…THEN Update http://www.richhaen.com/sellerstransaction.php ...THEN Email to Seller and Both Attorney's, Buyer's Agent

13. Order Gill Murray closing gift

14. Order Closing Docs: 6D, Smoke & Carbon, Ins Cert...Single or Multi Family: Final Water Reading from 1010 Mass Ave @ (617) 989-7000 @ 980 Harrison Ave 0211...THEN Load: 6D, Smoke, Ins Cert, Water: http://www.richhaen.com/sellerstransaction.php ...THEN Email to Seller and Both Attorney's, Buyer's Agent and Mortgage Broker

15. Request Mortgage Broker efax required closing docs: Ins Cert?

16. Schedule closing with legal counsel: http://www.richhaen.com/closing_info_sellers.php

17. Schedule walk-thru with all parties...Request Seller/Tenant leave all keys on kitchen counter and turn off alarm...Remove For Sale Rider & Brochure Holder

18. Remind client to request HUD from legal counsel 3 days in advance

19. Prepare Invoice...Load: http://www.richhaen.com/sellerstransaction.php ...THEN Email to Seller and Both Attorney's, Buyer's Agent and Mortgage Broker

20. Retrieve Escrow--THEN Prepare & Deliver Closing Pkg To Seller's Attorney with Funds... Deduct Reimbursements?

21. Closed?----Release Commission from Escrow & DEPO......Send any Referral Fee?

22. Submit closing information to MLS: http://www.richhaen.com/rhcontrolpanelrh.php

23. Mail hand written thank you note to client

24. Deliver Closing Gift...Favorite Restaurant Gift Cert to Referral?

25. Request written testimonial from client and add to website

26. Close and Send Electronic File to Sold!!!