Listing Checklist for FL Listing Team - How to List a home in FL

After first chatting with possible client for new listing and/or listing appointment made
- Send out the canned email “great chatting with you regarding your real estate need…”
- end out note card with caramels from send out cards
  - Email Automations as needed based on timeline
  - FOLLOW UP
  - FOLLOW UP
  - FOLLOW UP
  - REFER TO ALEX FOR FOLLOW UP HELP
If Listing appointment is scheduled
- PREPARE PRIOR DO NOT RUSH A LISTING PRESENTATION
- Make sure you have your Listing Presentations prepared
- Prepare CMA (Best one to use in Cloud CMA in MLS)

- Research the area & the home sometimes you can find the home’s previous listing in MLS or on the web.
- Generate Seller Heat Map Report - go to your personal website/heatmap Example: kirkandstacy.com/heatmap or email support@rovihomes.com and Alvin can provide one for you.
- Make sure the day of listing when you meet with clients you dress professionally and BE ON TIME! Have your Listing Presentation, Cloud CMA, Heatmap at minimum ready to go prior to the appt so you are not rushing last minute before your appointment.
If you WIN the listing and have not had them sign at the table
- 1st send out the canned email The Ultimate Seller's Checklist - Preparing Your Home for Sale! In this email, please note anything you feel is necessary for sellers to do to prepare their home for sale prior to pictures if there is anything specific
- Documents to send for a listing in Florida (SFR NO HOA)(Please confirm your using correct forms on FLoridaRealtors.com for any questions or Florida Legal Hotline for confirmation) All forms will be updated in Dot Loop
  - FL-Exclusive Right to Sell Listing Agreement (FAR ERS-18TB)
  - Seller’s Property Disclosure – Residential
  - Signed MLS Listing Intake Form by Sellers (Please find forms in Dot loop
  - Stellarmls OWNER(S) AUTHORIZATION TO TEMPORARILY EXCLUDE LISTING FROM THE MLS (use this form if the Listing will not be listed in MLS within 5 days of signing the listing agreement) This form if sign needs to be uploaded into MLS at signing
  - FE Community Development District Addendum - CDDA-1 (only need if CDD is paid yearly – please pull tax records to confirm amount)
  - Please add any additional riders or addendums pertinent to the property such a PACE addendum etc as necessary
    - 3 MANDATORY FORMS (To ensure you get PAID, All must be filled out correctly and signed by the sellers, These forms will auto populate when you set up your Dot loop file under Company Required Docs
      - SS Standard Seller's Disclosure - ROVI Florida
      - SS - SELLER FL Company Level ROVI Arrangement Disclosure Agreement
      - SS 06.02.2021 Any state Consent to Electronic Signatures and Wire Fraud Advisory for Sellers
Documents to send for a Listing agreement (SFR with HOA) (Please confirm your using correct forms on FLoridaRealtors.com for any questions or Florida Legal Hotline for confirmation) All forms will be updated in Dot Loop
- FL-Exclusive Right to Sell Listing Agreement (FAR ERS-18TB)
- Seller’s Property Disclosure – Residential
- Signed MLS Listing Intake Form by Sellers (Please find forms in Dot loop
- FE Homeowners' Association - Community Disclosure (FAR/BAR CR-5x B)
- Homeowners' Association Addendum (FAR CRSP-16 J) (version 4) (1)
- Stellarmls OWNER(S) AUTHORIZATION TO TEMPORARILY EXCLUDE LISTING FROM THE MLS (use this form if the Listing will not be listed in MLS within 5 days of signing the listing agreement) This form if sign needs to be uploaded into MLS at signing
- FE Community Development District Addendum - CDDA-1 (only need if CDD is paid yearly – please pull tax records to confirm amount)
- Please add any additional riders or addendums pertinent to the property or financing (such as FHA or VA)
  - 3 MANDATORY FORMS (To ensure you get PAID, All must be filled out correctly and signed by the sellers, These forms will auto populate when you set up your Dot loop file under Company Required Docs)
    - SS Standard Seller's Disclosure - ROVI Florida
    - SS - SELLER FL Company Level ROVI Arrangement Disclosure Agreement
    - SS 06.02.2021 Any state Consent to Electronic Signatures and Wire Fraud Advisory for Sellers
Documents to send for a Listing agreement (Condo) (Please confirm your using correct forms on FLoridaRealtors.com for any questions or Florida Legal Hotline for confirmation) All forms will be updated in Dot Loop
- FL-Exclusive Right to Sell Listing Agreement (FAR ERS-18TB)
- Seller’s Property Disclosure – Condo
- Stellarmls OWNER(S) AUTHORIZATION TO TEMPORARILY EXCLUDE LISTING FROM THE MLS (use this form if the Listing will not be listed in MLS within 5 days of signing the listing agreement) This form if sign needs to be uploaded into MLS at signing
- Signed MLS Listing Intake Form by Sellers (Please find forms in Dot loop
- Condominium Association Disclosure Rider (FAR/BAR CR-5x A)
- FE Homeowners' Association - Community Disclosure (FAR/BAR CR-5x B) (only will need this if the HOA runs Villa as SFR please confirm with HOA)
- Homeowners' Association Addendum (FAR CRSP-16 J) (version 4) (1) (only will need if there is both HOA and Condo Associations)
- FE Community Development District Addendum - CDDA-1 (only need if CDD is paid yearly – please pull tax records to confirm amount)
- § Please add any additional riders or addendums pertinent to the property or financing (such as FHA or VA)
  - 3 MANDATORY FORMS (To ensure you get PAID, All must be filled out correctly and signed by the sellers, These forms will auto populate when you set up your Dot loop file under Company Required Docs)
    - SS Standard Seller's Disclosure (New Form 12/28/23) - ROVI Florida
    - SS - SELLER FL Company Level ROVI Arrangement Disclosure Agreement
    - SS 06.02.2021 Any state Consent to Electronic Signatures and Wire Fraud Advisory for Sellers
Documents to send for a Listing agreement (Villa) (Please confirm your using correct forms on FLoridaRealtors.com for any questions or Florida Legal Hotline for confirmation) All forms will be updated in Dot Loop
- FL-Exclusive Right to Sell Listing Agreement (FAR ERS-18TB)
- Seller’s Property Disclosure – Condo or Residential – Check with HOA if the Villa is run as a condo or SFR
- Signed MLS Listing Intake Form by Sellers (Please find forms in Dot loop
- Stellarmls OWNER(S) AUTHORIZATION TO TEMPORARILY EXCLUDE LISTING FROM THE MLS (use this form if the Listing will not be listed in MLS within 5 days of signing the listing agreement) This form if sign needs to be uploaded into MLS at signing
- Condominium Association Disclosure Rider (FAR/BAR CR-5x A)(may need if ran as a Condo will not need if HOA runs as SFR please confirm with HOA)
- FE Homeowners' Association - Community Disclosure (FAR/BAR CR-5x B) (only will need this if the HOA runs Villa as SFR please confirm with HOA
- Homeowners' Association Addendum (FAR CRSP-16 J) (version 4) (1) (only will need this if the HOA runs Villa as SFR please confirm with HOA
- FE Community Development District Addendum - CDDA-1 (only need if CDD is paid yearly – please pull tax records to confirm amount)
- Please add any additional riders or addendums pertinent to the property or financing (such as FHA or VA)
- 3 MANDATORY FORMS (To ensure you get PAID, All must be filled out correctly and signed by the sellers, These forms will auto populate when you set up your Dot loop file under Company Required Docs)
  - SS Standard Seller's Disclosure - ROVI Florida
  - SS - SELLER FL Company Level ROVI Arrangement Disclosure Agreement
  - SS 06.02.2021 Any state Consent to Electronic Signatures and Wire Fraud Advisory for Sellers
  - If seller is undecided about signing the listing agreement please send them the updated pricing and a nice email thanking them for allowing you to see their home (Canned email)
Once Listing is signed
- Set up dates for Photographer (we have choices) – Team agents do not pay for Photos at all unless a personal deal (please note that all documents for the listing must be fully executed by the seller(s) prior to the photo appt or you MUST cancel the photoshoot. We do not pay for photos without signed contracts in place.
  - Showcase Media (1st Choice) https://www.showcasemedia.us
    - If on the team please check box send and invoice (ROVI will be billed directly)
    - If not on the team please pay with your credit card info
  - VRX Media (back up or out of the area that Showcase doesn’t cover)https://media.showingtimeplus.com/order-forms/f9c2225e-f2b3-40d3-ade4-588de5baf1a6
    - enter GREATCLIENTX in the Promo Code $20 off
- If home is vacant, please make sure to have staging done (Showcase Media can light stage kitchen, bathrooms) to enhance the listing virtually would be ok.
- Send out the 3 canned emails (Delayed Send)
  - At Signing – Ultimate Sellers Checklist
  - 3 days prior to Open House: Open House Checklist
  - Day before Open House: Seller’s Guide
- Please inform your regional leader of New Listing going Live
  - Alex – Soon as listing is sign – please provide email to Agirich@rovihomes.com with listing date, Clients Name, Amount, Source, Description, - We will add it to the Coming soon/Active/Off Market Listings for the team
  - Alex will need to review all listings prior to going live in MLS at least the first 5 for new agents) MAKE SURE TO NOTE THAT THE $295 Transaction Broker fee IS PAID BY THE SELLER AND THE BUYER SUPER IMPORTANT NOT TO MISS WHEN CHECKING THE ALTA PRIOR TO CLOSING!
  - Please add your listing to Deals in FUB and update your file to show Listing Agreement in Place then change to ACTIVE listing once Listing is LIVE on MLS

ONCE YOU HAVE A LISTING ALL THE BELOW CAN BE DONE FOR YOU FROM A LISTING COORDINATOR IF ON THE TEAM I SUGGEST YOU USE THE SERVICE AS IT IS FREE BUT IF INDEPENDANT YOU HAVE THIS SERVICE AVAILABLE FOR A SMALL FEE

TO GET THE LISTING COORDINATOR INVOLVED HE MUST HAVE THE LISTING INFO WITHIN 48 HOURS PRIOR TO THE LISTING GOING LIVE. SEND AN EMAIL TO LISTING COORDINATOR ALVIN AT SUPPORT@ROVIHOMES.COM. (Please note when giving a listing to listing coordinator you must have all listing documents signed (fully executed) by all parties prior)
REQUIRED PLEASE COMPLETE THIS FORM https://rovihomes.typeform.com/to/Fa2sPb28 (This must be completed prior to listing or introducing the listing to Alvin) (this will also ask you if your listing will be wanting the Zillow Enhancement so Alvin knows to send you and invoice or not)
EMAIL TO ALVIN EXAMPLE:

Hi Alvin,
New listing going live on Date
Please upload the owners exclusive to temporarily withhold listing from MLS (if Applicable) This means listing will not go live within the MLS 5 day period
Showcase Media is doing photos on date and time or if pics are done add link for photos here
Showingtime Instructions
either to confirm
Seller info with Name phone and email
Open House dates
Home Highlights for listing description for Alvin to prepare:
2 bed 2 bath with a den Coach Home in Stoneybrook Heritage Harbour
Plantation shutters throughout
Eat in Kitchen with Breakfast bar and granite counters
Master Bedroom with Ensuite with tiled shower and custom bench with linen closet His/Her closets
Screened in porch with 17th hole golf course views
End unit
2 car garage
Amenities include tennis courts, 18-hole Heritage Harbour Golf Club, Clubhouse,
It is conveniently located near Costco, upcoming shops, and restaurants off SR 64, and offers close proximity to Hwy 75 for easy access to travel and head to the local beaches. Whether you plan to make it your permanent residence or a vacation retreat, this home provides the best of Florida living.
Updated custom bathrooms
feature wall in Master bedroom
Sold turnkey furnished

ATTACH TO EMAIL :
STELLAR OWNERS EXCLUSION FORM TO TEMP WITHHOLD THE LISTING FROM MLS OR THE OFFICE EXCLUSIVE NON MLS (THIS FORM MUST BE UPLOADED TO THE OFFICE EXCLUSIVE FORMS IN MLS WHEN LISTING IS SIGNED)

Order sign post (if in HOA) please confirm what type of sign is allowed. Please note some HOA or Condo Associations will not allow signs so please read Rules and Regs prior to ordering) ALVIN CAN ALSO ORDER THIS FOR YOU IF YOU USE LISTING COORDINATOR
1. https://swf.signtraker.com/ - make sure you order 3 days prior to list date so sign is on property day of listing – do not put up sign prior to list date in MLS
Place lockbox where appropriate (preferably place lockbox at Photo appt) - Combo or Supra lockbox - LINKS BELOW TO ORDER COMBO LOCKBOX OR CALL RASM FOR SUPRA
1. https://www.amazon.com/Master-Lock-5400D-Combination-Portable/dp/B0002YP1VC/ref=sr_1_7?keywords=LOCKBOX&qid=1705081090&sr=8-7
2. https://www.myrasm.com/supra-ekey/
3. Add listing to MLS - see video or classroom training at Stellar MLS University or Click link below will provide instructions on how to add or edit a listing in MLS https://www.stellarmls.com/api/document/preview/4682
Always List your property on a Tuesday preferably (no Later than Wed) to allow enough marketing time if planning on an open house Sat or Sunday that same week.
Watch this video on how to Edit your New listing https://rovihomes.zendesk.com/hc/en-us/articles/11052003843219-How-to-Edit-your-New-Listing and then reach out to Kirk about what photos should be used in MLS - MLS does require the first photo to have the front door visible
Make sure you get all Condo documents or HOA documents from Condo or HOA Association to add to the listing in MLS (Attachments) - Please review them and check to make sure there are no special assessments in the future etc
Add all signed addendums and Disclosures to the MLS Listing (Attachments)
Commissions : Please do not go lower than 5% on any listing without reaching out to coaches for permission. If going lower than 5% Agents are responsible for paying all Marketing and Photos (yes even if you are on the team). We suggest best practices charging 6%( List agent 3.5% Buyer agent 2.5% or 3% List agent 3% Buyer agent), 5.5%(List agent 3% and Buyer agent 2.5%) or 5% (List Agent 2.5% and Buyer agent 2.5%. - You can do whatever as far as splits but these are just suggested. o Make Listing Live in MLS- DO NOT GO LIVE UNTIL YOUR CLIENTS HAVE APPROVED THE LISTING FIRST
Make Listing Live in MLS- DO NOT GO LIVE UNTIL YOUR CLIENTS HAVE APPROVED THE LISTING FIRST
Send out Dyva ads, Post listing on all social media outlets such as Facebook, Linkedin, Instagram etc.
1. Email Alvin MLS Info and Address Info
Set up showing time Instructions in showingti.me can be done in MLS once listed (if Alvin is Listing Coordinator you should have already given him instructions to set up on your behalf)
Grab marketing Kit from Photographers website for Flyers & Social Media Post & Florida Chat - LISTREPORTS HAS GOOD INFO AS WELL. If you are using Listing Coordinator and have checked the box on listing coordinator checklist to have the marketing presentation emailed to you then you should get the email within 48 hours.
REQUIRED!!!!! Make sure the Friday after property posts send out Seller Marketing Activity & Feedback Report (Send updates weekly thereafter) (Please refer to Kirk or Stacy for anything you are unsure about) COMMUNICATION IS KEY WITH SELLERS!!!!
1. Listing activity and Feedback Report Homeowner Version Only - Must forward to the client manually REQUIRED!!!
2. Pricing Benchmark Showingtime REQUIRED!!! Must forward to the client manually
3. List Trac from MLS REQUIRED!!! (this can be set up on autopilot to go out weekly)

Attach the following to the email to the sellers:

Listing activity and Feedback Report - from StellarMLS - Can be found in Showingtime

Also add thePricing Benchmark Report from Showing Time

Also add your client to ListTrac a product located in MLS - This system allows you to set your clients up for weekly reports on how their listing is doing automatically

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