Single Family Listing Checklist

This checklist is designed to guide you through every stage of preparing, launching, and managing a single-family listing with The Dot Collection. From gathering property information and completing required forms to scheduling pre-listing services, marketing, and open house procedures, this workflow ensures nothing gets missed.

Use it to:

• Collect and organize all property details.
• Complete mandatory forms and compliance items.
• Coordinate staging, photography, videography, and signage.
• Ensure marketing, social media, and MLS postings are completed on schedule.
• Manage open houses, client communication, and weekly updates.

Follow each section step-by-step—Pre-Listing, On Market, and Post-Launch—to deliver a seamless, professional listing experience for your clients.

🏹 Information to Collect

Information to Collect

• Fill out Coming Soon Form on Monday.com
  • This form is intuitive base on the property type. This will add all details to Monday.com and create a one pager with all the information.
• Compile a list of all applicable information prior to listing.
  • School Systems, Public transportation, etc Become an area expert. Know what you are selling.

🏹 Listing Forms

Forms to Complete Pre-Listing

• Property Built before 1978? Ask the owner about lead, do they have any knowledge of lead
  • Complete Form: Property_Transfer_Lead_Paint_Notification_-_1009_ts38963 Via Dotloop
    • Send to Owner to sign
• Listing Contract -Connect with Elizabeth to get this sent out prior to listing on the MLS
  • Create loop on Dotloop and select listing template
    • The following forms will be added and should be completed prior to Listing
      • MA_Mandatory_Licensee_Consumer_Relationship_Disclosure_ts38963
      • Access Exclusive Right to Sell
      • Home Inspection Disclosure

🏹 Pre-Listing

• Coordinate and schedule staging if applicable.
• Schedule Photographer
  • Send listing Photos to Elizabeth for Marketing Materials
    • Social Media Posts & Beauty Sheets