Listing Process Packet
The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Before moving forward, we want to thank you for providing us with an opportunity to help you prepare and list your home for sale. Your trust is something we don’t take lightly. We understand the importance of choosing the right advisor with the utmost integrity and skill and we are personally committed to providing every resource at our disposal to achieve your goals throughout this process. We know that buying and selling a home are often some of the most important financial decisions a person will make in their lifetime. Beyond the financial, we also know the importance of finding the right property, neighborhood, and community that truly speaks to each family and creates that sense of home we are all looking for — which is why we know that the key to selling your home is also to help its next owner fall in love with it, the same way you did. Our company has a broader mission to help everyone find their place in the world and we’re honored to help you embark on your next chapter, wherever it may lead!
Sincerely,
Jason Davis & Nell Yarnall ACD Group
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Listing Process
STEP 1
COMPLETE SELLER QUESTIONNAIRE
STEP 2
COMPLETE IN-PERSON WALK THROUGH
STEP 3
REVIEW COMPARABLE SALES & SET PRICING
STEP 4
SIGN ALL LISTING DOCUMENTS
STEP 5
PREPARE HOME FOR SALE
STEP 6
LIST HOME FOR SALE
STEP 7
MARKET AND SELL HOME
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Complete Seller Questionnaire (Step 1)
Please Complete the Seller Questionnaire at the link provided for our records.
Summary of questions found at above link:
Full legal name of homeowners
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Email address(s) of homeowners
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Phone number(s) of homeowners
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Full property address:
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Are you currently living in the home?
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Where are you moving (if you know)?
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Have you sold a home before?
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What are the reasons for selling your home?
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What have you loved most about living here?
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❏ What updates have you made since you purchased, if any?
❏ What will be most important to you during the sell process (price, timing, convenience etc)?
❏ Are there any timing constraints to consider for the listing?
❏ Do you need the proceeds from the sale of this home to purchase your next home?
❏ Are there any major timing considerations around when you'd like to, or must list your home by?
❏ Have you thought about how much you'd like to sell your home for and how that's supported in the market?
❏ Is there anything else we should know about your home?
❏ What are your top questions/concerns you'd like to address about the process or working together?
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Complete In-Person Walk Through (Step 2)
During the walkthrough we’ll:
❏ Ask you to take us on a tour of your home, as if you were the Realtor and we the potential buyers!!
Take pictures of each room (for our reference only)
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❏ Begin filling out a detailed Property Fact Sheet which covers nearly 90% of the questions you can expect to receive from all buyers
( Note: We’ll aim to complete the walk through in 15 - 45 minutes, and will use the information we gather and pictures taken to provide detailed feedback on how to best prepare your home for sale.)
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Review Comparable Sales & Set Pricing (Step 3)
Please see a SAMPLE Comparable Market Analysis report for your reference
Items to cover / discuss:
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Active Listings
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Listings Currently Under Contract
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Recently Sold Listings
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Current Macroeconomic Environment
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Microeconomic Factors Specific to Your Community
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Estimated Fair Market Value
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Recommended Listing Value
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Additional Reference Material
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Closing Cost Estimates (PDF)
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Net to Seller Worksheet (xLS)
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Sign All Listing Documents (Step 4)
The below documents are linked for reference only . These will be sent for electronic signature via Dotloop:
Listing Agreement
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❏ Key terms to discuss: Commission, Term in Days, Brokerage Fees
Private Listing Network Authorization
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❏ This allows for us to premarket the listing "off-market" prior to listing publically on the MLS
Real Property Disclosure
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❏ Not required for new construction, REO / Bank owned, commercial or trust
Radon Disclosure
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Not required for units on the 3rd floor and above
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Lead Based Paint Disclosure
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Not required if property was built after 1978
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Energy Disclosure
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❏ Please share your electric account and gas account numbers (if applicable)
Affiliated Business Disclosure This is a notice that Compass, our brokerage, has a business relationship with the lender "Origin Point".
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Prepare Home for Sale (Step 5)
Properly preparing a home for sale requires the right process. We’ve developed the below process to be thorough but also flexible enough to meet whatever pace works best for your specific goals and timeline.
❏ Finalize timeline to list and schedule periodic update call
❏ Complete Property Fact Sheet with input from you and management. ❏ ❏
Some clients choose to create a more detailed features and improvements list seen here (Detailed Sample F&I list here )
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❏ If selling a condo, we’ll also reach out to building management for a sellers packet and will request any answers relating to the HOA and rules & regs
❏ Discuss pre-inspection and/or fix and repair items (if necessary)
❏ Clean & declutter your home (See our Checklist for your reference)
❏ Photo prep and take photos, 3D tours, and floorplans ( Photo Prep Guide )
❏ Discuss listing logistics ( e.g. Checklist for communication, keys, showings, etc .)
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
List Home for Sale (Step 6)
We’ll leverage both pre-market and on-market networks to best position your home for sale including:
MLS Off Market / Private Listing
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Top Agent Network
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Compass Coming Soon
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MLS MRED Syndication
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Compass.com Zillow.com Realtor.com
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Redfin
+ hundreds of other online destinations
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Market & Sell Your Home (Step 7)
Your home will be actively marketed by leveraging all of of the following:
MLS MRED Syndication
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Open houses
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Showings
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Print collateral and direct email
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Digital Marketing (email, social media)
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Thank You
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