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Appendix A

CLOSING CHECK LIST

An easy to use one-sheet to make sure you have completed all tasks when closing on a property. Includes a section to date when each task has been completed and space to take any notes that might be useful throughout the process.

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Appendix B

PROPERTY INFORMATION GUIDE

Use the Property Information Guide as you drive around and look at properties that could become potential listings. The information contained in this guide will help you research the ownership as well as remember the properties once you get back to the office. It will also help you match photos that you may take of the properties with the Property Information Guide.

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Appendix C

INFORMATION TO INCLUDE IN A GREAT MARKETING PACKAGE

This Appendix includes a list of items to potentially include in a property’s marketing package. Please note that not all items are relevant to each property or property type. Furthermore, some of this information may not be available to you or it may not be practical to include the information in the marketing package.

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Appendix D

DUE DILIGENCE CHECKLIST

This Appendix is a sample of items that a buyer may want as a part of their due diligence. The seller’s broker should prepare the seller for the fact that many of these items may be needed in order to have the buyer complete and waive their transaction contingencies. Putting the seller on notice relative to what they may need to provide will give them time to prepare the items that they know they will need to provide and also allow them to think about items that they may not have readily available, but could access given some notice.

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Appendix E

CONTRACT TIMELINE/ABSTRACT

This Appendix is a sample of Contract Timeline/Abstract that you can use for reference with your own process.

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Appendix F

CONTACT INFORMATION SHEET

This Appendix includes multiple fields of information for you to gather to keep all your contact information regarding a property in one place.

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Appendix G

ACTION PLAN

This Appendix is a sample action plan. Depending upon factors such as your company, the product type, your geography, the size of the deal, each action plan will be different. The concept behind the action plan is that owners want to see a customized “game plan” that you are going to follow. It gives them confidence that you are organized, that you know how to market a property, and that you have systems in place to execute the plan.
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