Listing Process Packet
The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Before moving forward, I want to thank you for providing me with an opportunity to help you prepare and list your home for sale. Your trust is something I don’t take lightly. I understand the importance of choosing the right advisor with the utmost integrity and skill and I am personally committed to providing every resource at my disposal to achieve your goals throughout this process. I 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, I 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 I 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 I’m honored to help you embark on your next chapter, wherever it may lead!
Sincerely,
Jason Davis 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
INTRODUCTORY MEETING / CALL
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
MARKET, MANAGE, MONITOR LISTING
STEP 7
ACCEPT OFFER AND CLOSE ON SALE
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Introductory Meeting / Call (Step 1)
My primary goal during our introductory meeting / call is to understand your unique needs and objectives as a home seller. I will provide an overview of the current market trends and discuss our comprehensive listing strategy to ensure your property is best positioned to sell within your ideal timeline and at it’s highest value. Additionally, I aim to answer any questions you may have, outline the steps of the selling process, and establish clear communication to ensure a smooth and successful sale. This initial meeting is an opportunity for us to build a solid foundation for a productive partnership. Please complete our Seller Questionnaire at the link provided whenever you have a chance, as I like to have this information for our records.
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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 I’ll:
❏ Ask you to take me on a tour of your home, as if you were the Realtor and I the potential buyer! I’d love to know anything in particular you love about your home and/or neighborhood.
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 ( as this may also be our introductory meeting) 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 Key terms to discuss: Commission, Term in Days, Brokerage Fees
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Addendum to Listing Agreement (Compensation)
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❏ Sample Form ONLY. Actual form provided by buyer upon submission of offer. This newly required compensation disclosure form is mandated by law to promote transparency in real estate transactions.
MLS Listing Exemption Authorization This form allows us to pre-market / “pocket-list” your property without immediately posting it to the MLS
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Private Listing Network Authorization
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❏ This allows for us to pre-market the listing "off-market", but through the MLS prior to listing publically
Residential 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 (Also see required radon testing guidelines packet here)
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Lead Based Paint Disclosure
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Not required if property was built after 1978 (Also see required disclosure info packet here)
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Energy Disclosure (Sample)
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❏ Your electric account and gas account numbers are collected on the Listing Agreement, which I’ll use to populate an Energy Disclosure form (if applicable)
Affiliated Business Disclosure This is a notice that Compass, our brokerage, has a business relationship with certain affiliated companies..
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Prepare Property for Sale (Step 5)
Properly preparing a home for sale requires the right process. I’ve developed the below process to be thorough but also flexible enough to meet whatever pace works best for your specific goals and timeline. Customize Listing Process / Timeline Set target listing date, schedule key pre-listing task outlined below, and establish a post-listing near term plan identifying key actions for the first 2 to 3 weeks of the listing. Pre-Listing Task:
Clean & Declutter Share specific guidance on how to clean & declutter your home (See our General Checklist for your reference), and schedule a time to complete in person (if applicable) Fix / Repair / Paint Discuss pre-inspection and/or items that may need fixed / repaired / painted
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Decorate / Stage Home Stage home with existing furniture and/or hire a staging company
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❏ Take Professional Photography, 3D Tours and Floorplans Photo prep and take photos, 3D tours, and floorplans (Photo Prep Guide)
Create Marketing Material FInalize all printed and digital marketing collateral. From brochures and postcards to online channels, our marketing collateral effectively communicates your property’s story and attracts more potential buyers
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❏ Finalize Property Fact Sheet Create a “ Property Fact Sheet” (see sample here) with input from you and management. This document covers 80-90% of all questions most buyer’s have about your home ❏ ❏ Contact HOA Management (if applicable) 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
Draft an Optional Letter to Buyers: Draft an OPTIONAL letter to Buyer’s.. These letters come in many different forms and usually include personal details about the property and/or neighborhood Agree on Listing Logistics Align on listing logistics (See 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
Market (List), Manage (Show), Monitor (Analyze) (Step 6)
Market - List Your Home: Pre-market / “Pocket” Listings via the following platforms / networks: (See a summary list of benefits to Pocket Listing here)
Compass Private Exclusive MLS Off Market / Private Listing Top Agent Network (TAN)
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Compass Coming Soon Public-market Listings via MLS MRED syndication to:
Compass.com Zillow.com Realtor.com
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Redfin
+ hundreds of other online destinations
Manage - Show Your Property: Efficiently Manage Showings, Open Houses, Broker Events etc. via the ShowingTime App which allows sellers to:
Confirm/decline showing requests See all upcoming appointments
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Review their home’s showing and feedback activity
Easily contact their agent
Adjust their notification preferences
Monitor - Analyze Activity:
❏ Compass Search & Collections: Provides real time market activity for comparable properties actively listed on the market ❏ ShowingTime App: For summary activity reports and consolidated feedback analysis.
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The ACD Group | Jason M. Davis, Founder and Principal | 607.342.4905 | jason.davis@compass.com
Accept Offer and Close on Sale (Step 7)
As your agent, I will guide you through every step of managing offers on your home to ensure a smooth and successful transaction. Once offers are received, I will help you evaluate and compare them, negotiate the best possible terms and price on your behalf, and provide expert advice to make a more informed decision. After accepting an offer, I will coordinate the contract-to-close process, including attorney review, inspections, and appraisals, ensuring all parties stay on track and meet critical deadlines. Additionally, I will facilitate the final walkthrough and closing, addressing any last-minute issues and ensuring a seamless transition to complete the sale. My goal is to provide you with peace of mind and a stress-free experience throughout the entire process. Summary Contract-to-Close Process 1. Review offers and negotiate optimal contract
2. Complete the attorney / inspection review process (usually 5 - 10 days)
3. Buyer appraisal process and “clear to close” from lender
4.
Final Walk Through
5.
Close on Property and Receive Funds
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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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