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🏡 Real estate template

Listing preparation template

A listing preparation checklist for real estate agents: the listing agreement, seller disclosures, HOA documents and showing access to collect from sellers before a property goes live.

Use this template

Free. Once it's in your account you can rename it, add or remove items, and change anything.

Each job is named
"Listing preparation"
Usually repeats
As needed

Ask the client for

  • Signed listing agreement

  • Completed seller disclosure

  • HOA documents and contact

    Only if the home is in an HOA.

  • Recent utility costs

  • List of upgrades and when they were done

  • Keys or lockbox access

Your steps

  • Schedule photos and write the listing

How it works with Follow Up With

  1. 1

    Make it yours

    Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.

  2. 2

    Start it for a client

    Start a job for any client in one click. The list is ready; you just pick who it's for.

  3. 3

    The assistant does the asking

    Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.

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Let the assistant do the asking

Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.

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