LISTING INFORMATION SHEET

LISTING INFORMATION SHEET
ADDRESS*
Street Address
Street Address Line 2
CityState / Province
Postal / Zip Code
CLIENT INFORMATION
CLIENT 1 NAME
First NameLast Name
CLIENT 1 EMAIL
example@example.com
CLIENT 1 PHONE
Please enter a valid phone number.
CLIENT 2 NAME
First NameLast Name
CLIENT 2 EMAIL
example@example.com
CLIENT 2 PHONE
Please enter a valid phone number.
OWNERSHIP AND SALE
PROPERTY TYPE
SINGLE FAMILY RESIDENCECONDO / TOWN HOMEMULTI-FAMILY RESIDENCEMOBILE OR MODULARLAND SALE
SALE TYPE
INDIVIDUAL SELLER(S)TRUST SALEPROBATE SALEPUBLIC ADMINISTRATORREO
PRIMARY OR OTHER
PRIMARY RESIDENCESECONDARY RESIDENCEINVESTMENT PROPERTYOTHER
PROPERTY FEATURES
IS THERE A REFERRAL FEE?
YESNO
HOA
YESNO
WELL
YESNO
AG-WELL
YESNO
SEPTIC
YESNO
PROPANE
YESNO
BACK UP BATTERY
YESNO
GENERATOR
YESNO
POOL
YESNO
SOLAR?
OWNED: NO BALANCEOWNED: WITH BALANCELEASEDNO
OCCUPANCY
SELLER OCCUPIEDTENANT OCCUPIEDVACANT
PROPERTY DEBTS
ESTIMATED REMAINING MORTGAGE
MORTGAGE INTEREST RATE
ADDITIONAL DEBT AMOUNT
ADDITIONAL DEBT AMOUNT RATE
EXPLAIN ADDITIONAL DEBT
SUGGESTED MARKET VALUE RANGE
PRICE FOR NET SHEET (IF MORE THAN ONE NUMBER, EXPLAIN)
SUGGESTED PREP
AM I RECOMMENDING ANY PREP-WORK?
CARPETHANDY-MANPAINTINGPRESSURE WASHINGSTAGINGESTATE SALEHAULINGCLEANINGLANDSCAPINGNONE NEEDEDOther
SUGGESTED PREP INFO
WHAT VENDORS SUGGESTED
ON MARKET PLAN
IDEAL CLOSE OF ESCROW
IDEAL OFFER DATE
IDEAL ON MARKET DATE
IDEAL RENT BACK END DATE
TRUST INFO
NAME OF TRUST
TITLE
ARE YOU WORKING WITH AN ATTORNEY
YESNO
LAW FIRM NAME
ATTORNEY NAME
ATTORNEY PHONE
Please enter a valid phone number.
ATTORNEY EMAIL
example@example.com
CAN WE REACH OUT TO THEM?
YESNO
DO YOU HAVE A COPY OF THE TRUST DOCS?
YESNOUNSURE
DO YOU HAVE A COPY OF THE ORIGINAL DEATH CERT(S)?
YESNOUNSURE
REFERRAL FEES
REFERRAL FEE PAYMENT TO?
WHAT IS THE REFERRAL FEE AMOUNT
REALTOR NAME
REALTOR EMAIL
CONDO / TOWNHOME DETAILS
IN UNIT LAUNDRY
YESNO
IN UNIT WATER HEATER
YESNO
PRIVATE PARKING
YESNO
RESERVED GUEST PARKING
YESNO
# OF RESERVED PARKING SPOTS
# OF RESERVED GUEST PARKING SPOTS
PRIVATE PARKING TYPE
COVERED PARKINGDEDICATED CAR PORTIN CLOSED GARAGE PRIVATEIN CLOSED GARAGE SHARED
RESERVED PARKING SPOT STALL NUMBERS
RESERVED PARKING SPOT GUEST STALL NUMBERS
OWNED SOLAR DETAILS
OWNED SOLAR BALANCE
PAYING OFFBUYER TO ASSUME
TRANSFERABLE WARRANTY?
YESNOUNSURE
NUMBER OF PANELS
YEAR INSTALLED
OWNED SOLAR COMPANY
REMAINING LOAN TERM (YEARS)
SOLAR LOAN INTEREST RATE
SOLAR LOAN PAYMENT AMOUNT
AVERAGE PG&E BILL (SUMMER)
AVERAGE PG&E BILL (WINTER)
CAN YOU PROVIDE 12 MONTH STATEMENTS?
YESNO
LEASED SOLAR DETAILS
LEASED SOLAR
PAYING OFFBUYER TO ASSUME
CAN YOU PROVIDE 12 MONTH STATEMENTS?
YESNO
NUMBER OF PANELS
YEAR INSTALLED
SOLAR LEASE COMPANY
REMAINING LEASE TERM
SOLAR LEASE PAYMENT AMOUNT
AVERAGE PG&E BILL (SUMMER)
AVERAGE PG&E BILL (WINTER)
GENERATOR DETAILS
BRAND / MODEL
INSTALL COMPANY
INSTALL DATE (EST)
MonthDayYear
Date
FUEL TYPE
SERVICE COMPANY
SERVICE FREQUENCY
CAPACITY IN KILOWATTS
AUTOMATIC TRANSFER SWITCH
YESNO
WHAT APPLIANCES OR SYSTEMS CAN IT SUPPORT DURING AN OUTAGE?
BACK UP BATTERY DETAILS
BRAND / MODEL
INSTALL COMPANY
INSTALL DATE (EST)
MonthDayYear
Date
BATTERY TYPE
SERVICE COMPANY
SERVICE FREQUENCY
CAPACITY IN KILOWATTS
AUTOMATIC TRANSFER SWITCH
YESNO
WHAT APPLIANCES OR SYSTEMS CAN IT SUPPORT DURING AN OUTAGE?
PROPANE DETAILS
TANK SIZE (GAL)
PROPANE COMPANY
DATE INSTALLED (EST)
MonthDayYear
Date
MONTHLY COST
CONTRACT TERM
REFILLS PER YEAR
WELL DETAILS
WELL LOCATION*
LAST WELL INSPECTION (EST)
INSPECTION COMPANY
FLOW RATE (GAL / MINUTE)
FLOW RATE (GAL / MINUTE)
DEPTH OF WELL
LAST WATER QUALITY TEST (EST)
WATER QUALITY TEST COMPANY
AG WELL DETAILS
WELL LOCATION*
LAST WELL INSPECTION (EST)
INSPECTION COMPANY
FLOW RATE (GAL / MINUTE)
FLOW RATE (GAL / MINUTE)
DEPTH OF WELL
LAST WATER QUALITY TEST (EST)
WATER QUALITY TEST COMPANY
SEPTIC DETAILS
LOCATION OF: TANK | LIDS | LEECH LINES*
AGE OF SYSTEM
INSTALL COMPANY
LAST INSPECTION (EST)
INSPECTION COMPANY
LAST TIME IT WAS PUMPED (EST)
PUMP COMPANY
POOL DETAILS
OWNERSHIP
PRIVATEPUBLIC
TYPE
ABOVE GROUNDIN GROUND
TREATMENT
CHLORINESALT WATER
HEATED POOL
YESNO
HEAT SOURCE
GASELECTRICITYSOLAR
SPA
NOYES - ATTACHEDYES - STAND ALONE
AGE OF POOL
AGE OF SPA
HOA DETAILS
HOA NAME
HOA NUMBER
Please enter a valid phone number.
HOA PAYMENT
PAYMENT FREQUENCY
FEE INCLUDES
ELECTRICITYGASSEWERWATERTRASHSPAMAINTENANCE EXTPOOLMAINTENANCE ROOFREC FACILITYMAINTENANCE COMMON AREA GROUNDSOTHER
ASSOCIATION INCLUDES
DOG PARKWALKING TRAILSGYMGOLF COURSELAUNDRYTENNIS COURTPLAY GROUNDPOOLSPAREC FACILITYMAINTENANCE COMMON AREA GROUNDSOTHER
MOBILE HOME DETAILS
HUD TAG
SPACE RENT
MANUFACTURER
MODEL
PARK NAME
PARK MANAGER NAME
PARK MANAGER NUMBER
PARK MANAGER EMAIL
TRUST SALE DETAILS
ROLE IN THE TRUST
Trustee(s)Co-Trustee(s)Successor TrusteeExecutor
PROBATE SALE DETAILS
ARE YOU WORKING WITH AN ATTORNEY
YESNO
ATTORNEY NAME
LAW FIRM NAME
ATTORNEY PHONE
Please enter a valid phone number.
ATTORNEY EMAIL
example@example.com
CAN WE REACH OUT TO THEM?
YESNO
HAVE YOU PETITIONED THE COURT FOR PROBATE?
YESNO
DO YOU KNOW WHEN?
YESNO
WHEN WAS THE PETITION SUBMITTED?
MonthDayYear
Date
HAVE YOU RECEIVED LETTERS & ORDERS?
YESNOUNSURE
TENANT DETAILS
HOW MANY TENANTS DO YOU HAVE?
1234
TENANT 1 DETAILS
TENANT 1 NAME
First NameLast Name
TENANT 1 NUMBER
Please enter a valid phone number.
TENANT 1 EMAIL
example@example.com
RENT AMOUNT (T1)
LEASE TYPE (T1)
MONTH TO MONTHTERM LEASEOTHER
LEASE END DATE (T1)
MonthDayYear
Date
COPY OF LEASE AGREEMENT? (T1)
YESNO
NOTICE DELIVERED (T1)
MonthDayYear
Date
NOTICE TYPE (T1)
TENANT 2 DETAILS
TENANT 2 NAME
First NameLast Name
TENANT 2 NUMBER
Please enter a valid phone number.
TENANT 2 EMAIL
example@example.com
RENT AMOUNT (T2)
LEASE TYPE (T2)
MONTH TO MONTHTERM LEASEOTHER
LEASE END DATE (T2)
MonthDayYear
Date
COPY OF LEASE AGREEMENT? (T2)
YESNO
NOTICE DELIVERED (T2)
MonthDayYear
Date
NOTICE TYPE
TENANT 3 DETAILS
TENANT 3 NAME
First NameLast Name
TENANT 3 NUMBER
Please enter a valid phone number.
TENANT 3 EMAIL
example@example.com
RENT AMOUNT (T3)
LEASE TYPE (T3)
MONTH TO MONTHTERM LEASEOTHER
LEASE END DATE (T3)
MonthDayYear
Date
COPY OF LEASE AGREEMENT? (T3)
YESNO
NOTICE DELIVERED (T3)
MonthDayYear
Date
NOTICE TYPE
TENANT 4 DETAILS
TENANT 4 NAME
First NameLast Name
TENANT 4 NUMBER
Please enter a valid phone number.
TENANT 4 EMAIL
example@example.com
RENT AMOUNT (T4)
LEASE TYPE (T4)
MONTH TO MONTHTERM LEASEOTHER
LEASE END DATE (T4)
MonthDayYear
Date
COPY OF LEASE AGREEMENT? (T4)
YESNO
NOTICE DELIVERED (T4)
MonthDayYear
Date
NOTICE TYPE

COMING SOON DETAILS
THIS IS WHERE WE ENSURE THE CLIENTS ARE CLEAR ON THE COMING SOON PHASE, WHAT WE NEED & WHAT THEY NEED.
ARE WE ORDERING PRE-MARKET INSPECTIONS?
NONEHOME INSPECTIONPEST INSPECTIONROOF INSPECTIONPOOL INSPECTIONSEPTIC INSPECTIONWELL INSPECTIONSEWER LATERAL INSPECTION
WHEN ARE NOT GOOD TIMES TO SCHEDULE INSPECTIONS
HOW WILL KEYS BE PROVIDED?
WHO & WHEN TO SEND DISCLOSURES
VENDOR NEEDS
DESIGN / STAGING / CLEANING / PAINTING / FLOORING (TIMING, ESTIMATES, INSTALL DATES & COMPLETION)
FINAL DETAILS
Should be Empty:

LISTING INFORMATION SHEET

TENANT 1 DETAILS

TENANT 2 DETAILS

TENANT 3 DETAILS

TENANT 4 DETAILS