Four Bridges Group

Preparing a Listing for Market

43 proceduresOpen doc ↗

From first seller contact through photos and MLS draft.

  1. Enter Seller Into Referral Maker CRM When seller contact info is receivedOpsReady
  2. Enter Seller Into WSBS CRM When seller contact info is receivedOpsReady
  3. Send Referral Gift To Referrer Right after a referral comes inOpsReady
  4. Create The Net Sheet Before the listing appointmentOpsReady
  5. Create Pre-Market Worksheet After the net sheet is createdOpsReady
  6. Update the Pre-Market Worksheet Weekly, as quotes come inOpsReady
  7. Sync Pre-Market Totals to Seller Net Sheet As quotes are collected or approvedOpsReady
  8. Open Pre-Escrow When the agent instructsOps/TCReady
  9. Add Property Before Photos After the agent's site visitOpsReady
  10. Create Property In Business Tracker Listing agreement signedOpsReady
  11. Send Welcome To The Family Letter Listing agreement signedOpsReady
  12. Create Dropbox Folder For Listing Listing agreement signedOpsReady
  13. Add New Listing to Current Listings Tab Listing agreement signedOps/TCReady
  14. Apply For Compass Concierge Listing agreement signedOpsReady
  15. Add To Private Exclusive? Listing signed, if agent confirmsOpsReady
  16. JCP / Sewer Lateral Listing agreement signedOps/TCReady
  17. Other City Specific POS Requirements Before the home goes on marketTCReady
  18. Copy House Keys & Set Up Lockbox Seller authorizes accessOpsReady
  19. Schedule Vendor Walkthroughs Agent confirms vendorsOpsReady
  20. Schedule Home and Pest Inspections After prep work is completeOpsReady
  21. Order Chimney Inspection Before disclosures, if neededOpsReady
  22. Order Roof Inspection After listing signed, if neededOpsReady
  23. Schedule Staging 1–2 days before photosOpsReady
  24. Schedule Cleaning 1–3 days before stagingOpsReady
  25. Order Energy & Water Inspection SF only, before going liveOpsReady
  26. Add Listing to SFAR MLS 7 days after listing signedOpsReady
  27. Add Listing to MLS Listings 7 days after listing signedOpsReady
  28. Create Marketing Copy 7–10 days before liveOpsReady
  29. Create QR Code Flyer 7 days before liveOpsReady
  30. Create A-Frame Sign Rider 7 days before liveOpsReady
  31. Send Disclosures When agent approves for reviewOps/TCReady
  32. Order Yard For Sale Sign 7 days before liveOpsReady
  33. Input Features Into The MLS 7 days before liveOpsReady
  34. Create Offers-Disclosures Sheet 7 days before liveOpsReady
  35. Create Open House Schedule 7–10 days before open houseOpsReady
  36. Add Open House Schedule to Property Website To be writtenOpsComing soon
  37. Prepare Home For Photos About 3 days before liveOpsReady
  38. Prepare Home For Open House 1–3 days before open houseOpsReady
  39. Review Staging 2–4 days before staging installOpsReady
  40. Review and Arrange Listing Photos 2–3 days before liveOpsReady
  41. Upload Photos and Copy to MLS Photos and copy approvedOpsReady
  42. Assign Supra To Property After keys are copiedOpsReady
  43. Create Slack Channel Listing agreement signedOpsReady