Getting to Know You and Your Home.
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- Justin Harvey
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1 Getting to Know You and Your Home. Date of Meeting Customer Name Property Address Sales Associate
2 Seller Assessment Please share with me why you re moving. What is your ideal timeframe in making this move? What s most important to you in this move you re making? Do you have any concerns about your move? What were the most compelling reasons you purchased this home? What is the single best feature of your home? What do you expect from the agent and real estate company you choose to represent you? Where are you moving? Are you working with an agent to look for a new home yet? In the move you re making, will you be needing any help with a mortgage, moving services, etc.? Do you have a price in mind in order to sell your home?
3 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: Zip: Customer Name: Owner Name 1: Phone: Owner Name 2: Phone: (for use in Listing Presentation) First Last (for use on Contracts/Forms) First Last (for use on Contracts/Forms) Property Type: q Single Family q Townhouse q Multi-Family q Co-op q Apartment q Land q Condo Other: Zoning Use (If other than residential): Property Style: q Cape q Split 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 Business Cards, Internet pages and imail sample): Associate Name: Office: Phone: Needed by:
4 Kitchen Room Size: ft. x ft. Remodeled (Check for permits): Y / N Year: Level (check one): B q 1 q 2 q 3 q 4 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:
5 Room #1: Room Size: ft. x ft. Closet q Room #2: Room Size: ft. x ft. Closet q Room #3: Room Size: ft. x ft. Closet q
6 Room #4: Room Size: ft. x ft. Closet q Room #5: Room Size: ft. x ft. Closet q Room #6: Room Size: ft. x ft. Closet q
7 Room #7: Room Size: ft. x ft. Closet q Room #8: Room Size: ft. x ft. Closet q Room #9: Room Size: ft. x ft. Closet q
8 Room #10: Room Size: ft. x ft. Closet q Room #11: Room Size: ft. x ft. Closet q Room #12: Room Size: ft. x ft. Closet q
9 Other Points of Interest Exterior (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.): Windows # : 1st Fl. 2nd Fl. Basement Attic Doors # Type: Gutters / Leaders Y q N q Retainer 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 # 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: 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:
10 Basement and Attic Information 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 Floored: Type of Insulation: Blown Insulation Y q N q Rolled Insulation Y q N q Other: 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 (Verify Presence of Pump) French Drains gap between floor and wall NOTE: A gap between the floor and the wall may also indicate the presence of a floating slab.
11 Other Points of Interest Please 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: Underground Well Head Water Meter Above-ground Well Head Repairs: Service: Water Conditioner Y q N q Owned q Rented q Neutralizer Y q N q
12 Utilities Basement and Attic Information 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: Radon Mitigation System Furnace: Gas q (If Gas, Propane q Natural q) Oil q Electric q Age: Mfg.: Delivery (Look for inside meter on basement wall and typical fan placement and exhaust on an exterior wall.) 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: qoutside qinside (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:
13 Utilities Continued Basement and Attic Information Electric Circuit Breakers: Fuses: 100 amp q 200+ amp q Other: 220 Service q Location: To view the amp amount, check on the inside panel of the circuit breaker. Circuit Breakers (200 amp electric panel) 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:
14 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:
15 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 and direct mail in both the printed and laptop/ipad versions of the Listing Presentation): Long Property Description (For use on Property Brochure):
16 Please Note: Please detach and give this page to your customer. Advise him/her that it would be helpful to have this information at your next meeting. 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 2012 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.
17 M703 / / 10M / May 2012
Getting to know you and your home.
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. What is your ideal timeframe in making this
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