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Getting to know you and your home.
Date of Meeting
Customer Name(s)
Property Address
Sales Associate
®
Seller Assessment
Please share with me why you’re moving.
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What is your ideal timeframe in making this move?
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What’s most important to you in this move you’re making? Do you have any concerns about your move?
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What were the most compelling reasons you purchased this home? What is the single, best feature of your home?
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Where are you moving? Are you working with an agent to look for a new home yet?
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What do you expect from the agent and real estate company you choose to represent you?
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In the move you’re making, will you be needing any help with a mortgage, insurance, etc.?
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Do you have a price in mind in order to sell your home?
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We CARE About Our Customers
Please Note: The information on this page is necessary for the Listing Presentation. Complete the questions with the bold headings on the following pages and verify the information through local construction, Health Department records or applicable Tax Records which may be available on the Multiple Listing Services. Then at your first appointment with the seller, ask only those unanswered questions.
Street: __________________________________________________________________________________
Town:________________________________________ State: _______________ Zip: ______________
Customer Name: _________________________________________________________________________ (for use in Listing Presentation)
Owner Name 1: ___________________________________________________________________________ First Last (for use on Contracts/Forms)
Phone: ____________________________ email: ___________________________________________
Owner Name 2: ___________________________________________________________________________ First Last (for use on Contracts/Forms)
Phone: ____________________________ email: ___________________________________________
Property Type:q Single-Family q Town house q Multi-Family q Co-op q Apartment q Land q Condo Other: ___________________________________________________________________________________
Zoning Use (If other than residential):
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Property Style:q Cape q Split q Bi-level q Colonial q Ranch Other: ____________________________
Rooms / Information:Total # of Rooms: ______ Total # of Bedrooms: ________ Full Baths: ________ Half Baths: _____(Note: If septic system, verify approved # of bedrooms against municipal construction records from town official or Health Department)
What are the top 4 features of this home? (For use on Property Business Cards):
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Associate Name: ______________________________________________ Phone: ____________________
Office: _______________________________________________________ Needed by: ________________
We CARE About Our Customers
KitchenRoom Size: ____ft. x ____ft. Remodeled (Check for permits): Year: _____________
Level (check one): B q 1st q 2nd q 3rd q 4th q
Floor covering: Tile q HW q Other: _____________________________________________
Sink: Single q Double q Features: _______________________________________________
Center Island: Y q N q Pantry: Y q N q
Countertop Type: __________________________________________________________________
Cabinet Description: _______________________________________________________________
Lighting: _________________________________________________________________________
Appliances:
Stove - Type _______________________________Y q N q Negotiable q Incl. in Sale q
Oven - Type _______________________________Y q N q Negotiable q Incl. in Sale q
Dishwasher - Type __________________________Y q N q Negotiable q Incl. in Sale q
Garbage Disposal - Type ____________________Y q N q Negotiable q Incl. in Sale q
Refrigerator - Type __________________________Y q N q Negotiable q Incl. in Sale q
Microwave - Type __________________________Y q N q Negotiable q Incl. in Sale q
Trash Compactor - Type _____________________Y q N q Negotiable q Incl. in Sale q
Instant Hot Water - Type _____________________Y q N q Negotiable q Incl. in Sale q
Kitchen Exhaust Fan - Type __________________Y q N q Negotiable q Incl. in Sale q
Tabletop Range - Type _______________________Y q N q Negotiable q Incl. in Sale q
Other / Special Features:
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We CARE About Our Customers
Room #1: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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Room #2: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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Room #3: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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We CARE About Our Customers
Room #4: _______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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Room #5: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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Room #6: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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We CARE About Our Customers
Room #7: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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Room #8: _____________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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Room #9: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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We CARE About Our Customers
Room #10: _____________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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Room #11: _____________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________
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Room #12: _____________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled: Permits: Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type: ____________________
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We CARE About Our Customers
Other Points of InterestExterior (Main Building)
Siding: Vinyl q Aluminum q Wood q Stucco q Brick q Insulated q
Asbestos q Synthetic Stucco / EIFS q Stone q Other q
Describe: _______________________________________________________
Age (Request documents for proof of age): _____
Roof: Shingles q Tile q Other q Age (Request documents for proof of age): ______
# of Windows: 1st Fl. _______ 2nd Fl. _______ Basement ________ Attic ________
# of Doors: ___ Type: _________________________________
Gutters / Leaders Y q N q Retaining Walls Y q N q
Porch Y q N q Front q Back q Side q
Deck Y q N q Front q Back q Side q Material: ________________________
Patio Y q N q Material: _________________________________________________
Driveway Y q N q Common Y q N q Easement Y q N q
Material: ___________________________
Other Special Exterior Features: _______________________________________________
Garage Attached q Detached q # of Cars Accommodated: ________
Automatic Garage Door Openers Y q N q Qty.: _________
Storage Area Y q N q Insulated Y q N q Heated Y q N q
Special Features: ___________________________________________________________
Amenities - Interior Security System Y q N q Service Provider: ____________________
Intercom Y q N q
Smoke / Fire Detectors Y q N q # in Home: _________
Carbon Monoxide Detectors Y q N q # of Detectors: _________
Central Vacuum Y q N q Cable Ready Y q N q
Central Air Y q N q Zones: _________ Whole House Fan: _________
# of Air Conditioners: _____ Total Wall: _____ Window: _____ Incl. in Sale Y q N q
Hot Tub q Jacuzzi / Whirlpool q Steam Shower q Sauna q
Other Special Interior Amenities: ______________________________________________
We CARE About Our Customers
Other Points of Interest
Attic Finished Y q N q
Access: __________________________________________________________________________
Attic Fan Y q N q Whole House Fan Y q N q Suitable for Storage Y q N q
Flooring: _________________________________________________________________________
Type of Insulation:
Blown Insulation Y q N q
Rolled Insulation Y q N q
Other: ___________________________________________________________________________
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Basement Finished Y q N q Full q Partial q Walk Out q
Crawl Space Y q N q
Sump Pump q French Drains q
Sump Hole French Drains gap between floor and wall(Verify Presence of Pump) NOTE: A gap between the floor and the wall may also
indicate the presence of a floating slab.
We CARE About Our Customers
Other Points of InterestPlease Note: This section should be completed once you have obtained the listing to help you complete the MLS information.
Amenities - Exterior Lawn Sprinkler System Y q N q
Pool Y q N q In-ground q Above-ground q Documentation of Age: ____ If in-ground: qTile qCement qFiberglass qOther: ____________________
Size: ____ft. x ____ft. Heater q Filter q
Hot Tub q Jacuzzi / Whirlpool q
Other Special Exterior Amenities: ____________________________________________________
Sewage and Water Sewage: Public q Septic q Age of Septic: ___ Last date pumped: _________________
Water: Public q Well q (Ask for last water quality reports)
Well Flow Amount Rating: __________
Repairs: _______________________________ Service: ____________________________
Water Conditioner Y q N q Owned q Rented q Neutralizer Y q N q
Underground Well Head
Above-ground Well Head
Water Meter
We CARE About Our Customers
Other Points of Interest Radon Mitigation Y q N q Year: __________ Service Provider: ______________________
Last Radon Test Results (Ask for documentation): ______________________________________
Water Proofed Y q N q Type: _______________ Year: ______
Dampness / Water History Y q N q Details: _______________________________________
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UtilitiesFurnace: Gas q (If Gas, Propane q Natural q) Oil q Electric q
Age: _________ Mfg.: __________________ Delivery HW q Steam q FA q
Presence of Gas Tank: Underground q Active q Certificate of Closure Y q N q
Above-ground q Active q Certificate of Closure Y q N q
Fill Line For Underground Oil Tank Above-ground Oil Tank Above-ground Propane Tank
Presence of Oil Tank: Outside q Inside q (Location): ______________________________________
Underground q Active q Certificate of Closure Y q N q
Above-ground q Active q Certificate of Closure Y q N q
Other / Details: ___________________________________________________________________________
Hot Water Heater: ________ Electric q Gas q Age: _______ Size: _______________________
Radon Mitigation System(Look for inside meter on basement wall and typical fan placement and exhaust on an exterior wall.)
We CARE About Our Customers
Other Points of Interest
Electric Circuit Breakers: ___________________________________________________________
Fuses: ___________________________________________________________________________
100 amp q 200+ amp q Other: _________________________________________________
220 Service q Location: __________________________________________________________
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Other Termite Y q N q Carpenter Ants Y q N q Mold Y q N q
If yes: Treated Y q N q Date: __________ Certification: ___________________________
Asbestos Present Y q N q If removed, date: __________ Service Provider: ____________
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Utilities Continued
Circuit Breakers(200 amp electric panel)
To view the amp amount, check on the inside panel of the circuit breaker.
We CARE About Our Customers
Assessments (Ask for most recent tax bill; review to see if any tax assessments are pending):
Land: $ _________________________________ Total: $ __________________________________
Building: $ _____________________________ Improvement: $ ___________________________
Lot Size (Ask for survey): __________________
Taxes: __________________________________
Block # (From Tax Records): ________________ Lot # (From Tax Records): _________________
Year Built: _______________________________
Year Renovated (Verify construction permits): ____________________________
Length of Ownership: _____________________
Notes:
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We CARE About Our Customers
Please Note: You and Weichert are legally responsible for all representations. Please verify the accuracy of all information below. These descriptions should not be written while you are with the homeowners. These descriptions will be used in the listing presentation and in marketing materials for the property. Please write them soon after your appointment so that you capture all the details. Remember, good photos are essential for the listing presentation as well as for showcasing the home on the internet and in the marketing materials that will be created after listing the property.
Short Property Description (For use in advertising, on property business cards and on the templates for the internet, direct mail and the Listing Presentation):
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Long Property Description:
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The following documentation will facilitate the sale of your home.
q Current tax bill and any recent or pending assessments
q Property survey
q Construction record: permits, contracts, receipts, etc.
q Proof of age of roof and/or siding
q Deed
q Monthly/quarterly utility bills
If Applicable:
q Well flow amount rating; water quality report
q Septic rating record/septic plan; service records
q Radon mitigation test results
q Asbestos remediation
q Wood-destroying insects reports/treatment contracts
q Mold reports/treatment records
q Tanks under/above ground inspections; decommission
©2018 Weichert, Realtors® Each Weichert® franchised office is independently owned and operated. REALTOR® is a federally registered collective membership mark which identifies a real estate professional who is a Member of the NATIONAL ASSOCIATION OF REALTORS® and subscribes to its strict Code of Ethics. Weichert® is a federally registered trademark owned by Weichert Co. All other trademarks are the property of their respective owners.
Please Note: Detach and give this page to your customer. Advise him/her that it would be helpful to have this information at your next meeting.
M703 / 179282211 / January 2018