Broker | Task Worksheet

1

LAG #* This field is required.Enter your LAG number.

2

Your Name:* This field is required.

First Name

Last Name

3

Deal ID* This field is required.The transaction ID can be found in the Slack Channel name.

4

Which stage of the marketing job are you wanting to complete?* This field is required.Stage 1 - To be completed while at the listing. Use your mobile phone and complete the questionnaire. Take photos as you walk through the listing. Stage 2 - The marketing write-up should be completed at home from a desktop computer. Please have the write-up completed no later than 24 hours after attending the marketing appointment.

Stage 1 (checklist)Stage 2 (marketing)

5

Job Date* This field is required.This is the date you visited the home.

6

Amount Due

7

Stage 1 - In-Home Visit

Please answer the questions below. Best to be completed on a mobile phone while at the property.

8

Does the home have a CO detector on each floor?* This field is required.

Yes

No

9

Message* This field is required.Please add a message about the CO Detectors to help the agent understand the problem.

10

Does the water heater tank have earthquake straps?* This field is required.

Yes

No

Tankless W/H

11

Earthquake Straps (Location)* This field is required.Please take a photo of the water heater to clearly show that it has top & bottom straps.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

12

Has the sign location area(s) been marked?* This field is required.If the property is a condo/townhome signs may not be required. Please check with the listing manager if in doubt.

Yes

No Sign Install Required

13

Sign Location (Describe)* This field is required.In a few words, describe the location of the where the sign was marked. Describe the location as if you were talking to someone over the phone.

14

Sign Location (Upload Photo)* This field is required.Please take a photo of the sign location and upload here.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

15

Will you be installing any keyboxes at the property today?Choose all that apply. If no keybox is installed, click Submit.

MLS Supra Keybox

Contractor Lockbox w/ Extra Key

16

Supra Keybox (Location)* This field is required.If none apply, select other and type in the location of the Supra Keybox.

Front Door

Hose Bib

Side of Home

Back of Home

Fence/Railing

Front Porch

Front Desk/Concierge

Other

17

MLS Keybox Location (Upload Photo)* This field is required.Please take a photo of all the keybox locations & the SUPRA serial number.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

18

Supra Keybox serial number* This field is required.The Supra Keybox serial number is located on the side of the keybox. It is an 8 digit number.

19

MLS Keybox Serial (Upload Photo)* This field is required.Please take a photo of all the keybox locations & the SUPRA serial number.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

20

Contractor Box (Location)* This field is required.Chaining the Supra Keybox with the contractor box makes the pickup easier and it is less likely the boxes are lost, however, it is not always practical. If placing in another location, please place in an area that is visible to find and leave notes so the keybox can be found easily.

Chained with Supra keybox

Hose Bib

Side of Home

Back of Home

Railing/Fence

Other

21

Contractor Box (Upload Photo)* This field is required.Please take a photo of all the keybox locations & the SUPRA serial number.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

22

Stage 2 - Marketing Write-Up

Please enter the marketing information for the team to start creating the marketing pieces. Best to be completed on a desktop computer.

23

Top 5 List

The "Top 5" is a list of what you feel are the top 5 reasons a buyer would want to purchase the home. These bullet points are added to social media, the perma-flyer, & the brochures.

24

Top 5 Reasons why I love this Home are...* This field is required.**Please spell check before submitting.

Bullet Point 1

Bullet Point 2

Bullet Point 3

Bullet Point 4

Bullet Point 5

25

Feature Cards

Feature cards are essentially queue cards that are put on the wall to help a buyer self-educate themself as they tour the home. Un-noticeable features, recent upgrades & fixes, callouts to important items. Watch the video to learn more about feature cards.

26

Feature Cards (as necessary)e.g. New Roof in 20XX, Smart Lighting, Automatic Sprinklers, Broken Window Fixed Prior to Closing, Tankless Hot Water Heater. **Please spell check before submitting.

Feature Card 1

Feature Card 2

Feature Card 3

Feature Card 4

Feature Card 5

Feature Card 6

Feature Card 7

Feature Card 8

27

Feature Cards (continued)

Feature Card 9

Feature Card 10

Feature Card 11

Feature Card 12

Feature Card 13

Feature Card 14

Feature Card 15

Feature Card 16

28

Headline & Description

Keep your MLS Description short and to the point. Do not use unnecessary words. If the word is not vital to the description of the listing, do not use it. Watch the video to learn how to write a good description.

29

Headline* This field is required.In a few brief words, please create an attractive title for the listing. e.g. Breathtaking City Views / Classic, Modern, & a Splash of Glam! / Private 5 Acre Retreat.

30

MLS Listing Description* This field is required.Keep your MLS Description short and to the point. Do not use unnecessary words. If the word is not vital to the description of the listing do not use it. Look at previous MLS descriptions for the property to get inspiration and ideas. **Please spell check before submitting. Abbreviations are acceptable. 750 character maximum.

0/750