MARKETING PRESENTATION ...extraordinary homes with extraordinary lives 2013 - Featured Website
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...extraordinary homes with extraordinary lives.
MARKETING PRESENTATION
2013
LOCAL EXPERTS. GLOBAL REACH.
6 5 0 O FF IC E S I N 4 7 C O U NT R I ES
BRAND | OVERVIEW
THE BRAND
S OT HE B Y’S E ST. 1 7 4 4
The year is 1976. Sotheby’s recognizes that the firm can serve its auction clients in a valuable new way with
a complete package of estate disposition services. Founded on the same commitment to exceptional service
that characterized the firm’s dealings for more than two centuries, the Sotheby’s International Realty brand
is born and soon becomes known around the world for the distinctive properties it represents. Today we
continue that focus by employing our brand’s vision of artfully uniting extraordinary properties with
extraordinary lives.
Each office is independently owned and operated.
BRAND | SUCCESS
REFERRALS
D I S T I N GU ISH E D C O N NE C T IO N S
Helping our clients navigate the world of real estate is what truly helps set us apart. Another differentiator
is our ability to connect buyers and sellers globally. Our referral system boasts hundreds of
“connections” per month coming from two channels – realty and auction. With a dedicated liaison
stationed at the Sotheby’s Auction House and the realty corporate headquarters, we are able to help unite
thousands of buyers with the properties our network represents.
COMPANY OVERVIEW
CHICAGO
Top producing office in Northern Illinois
O ur rapi d ly grow in g c omp any p rov i de s co mp l e te cove ra g e fo r a l l o f yo u r re a l e s ta t e n e e d s :
Re sid ent ial S ale s & L e a s i n g | C o m me rci a l S a l e s & L ea si n g
Wi t h O ve r $1 Bi lli o n i n Cl ose d Vol ume for 2012 *
64.1% INCREASE
OVER 2011
39.3% INCREASE
OVER 2010
29.2% INCREASE
OVER 2009
2010 2011 2012
YEAR-OVER-YEAR COMPARISON, SALES VOLUME
Each office is independently owned and operated. *As tabulated internally as of December 31, 2012, utilizing a standardized accounting system. The stated
volume represents all transactions at all Jameson Real Estate LLC offices, and includes residential sales and leasing transactions as well as commercial sales
and leasing transactions.
COMPANY OVERVIEW
NORTH SHORE
Acquired # 1 Office in Evanston / Now serving the entire North Shore
local experts. global reach.
A t alen te d s t a f f a n d p ro fes s i o n a l a g e n t s
eq uippe d with all th e re s o u rce s to m a rket a n d s el l yo u r p ro p e r t y.
By having the most talented team of executives, staff and agents, Jameson Sotheby’s International Realty
maintains its manageable size in order to stay progressive and dynamic in today’s changing real estate
market. Our ownership is comprised of several professionals who all started at the grass roots level of
real estate and rose to the very top. This produced a true understanding of the many real estate categories
ranging from residential and rental to industrial sales. Utilizing the same business principles and a thorough
understanding of our industry, they manage with insight and integrity. The Jameson Sotheby’s International
Realty platform emphasizes working with the highest level of talent — the top 5% of Chicagoland
Real Estate Professionals. This formula has resulted in over 18 billion dollars of closed sales, the most
transactions per agent, and the most talented staff in the industry. Jameson believes that its clients deserve
more than just service; they deserve ultimate satisfaction.
Through our in-house graphic designers, high-level marketing staff and HANDS-ON
experienced executives, we offer:
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As a result, we are: Living · Luxury · Development · Rental
Recent Significant Sales (as of May 23, 2013)
ADDRESS PRICE NEIGHBORHOOD
461 West Superior $8,545,000 River North
209 East Lake Shore Drive $ 6,550,000 Gold Coast
11 East Walton $6,200,000 Gold Coast
1141 West Sheridan $5,100,000 Highland Park
1432 North State $4,985,000 Gold Coast
1701 North Dayton $4,500,000 Lincoln Park
2856 North Hermitage $4,495,000 Lincoln Park
50 East Chestnut, #6001-7001 $4,380,000 Gold Coast
1703 North Dayton $4,275,000 Lincoln Park
5427-35 North Broadway $4,100,000 Edgewater
452 Huron $4,025,000 River North
11 East Walton $3,950,000 Gold Coast
458 Lakeside Trail $3,731,250 Glencoe
3618 North Greenview $3,250,000 Lakeview
1430 North Lake Shore Dr $3,200,000 Gold Coast
50 East Chestnut $3,090,000 Gold Coast
50 East Chestnut $3,080,000 Gold Coast
2726 North Mildred $3,250,000 Lincoln Park
632 West Belden $3,050,000 Lincoln Park
50 East Chestnut, #2001 $2,923,456 Gold Coast
401 North Wabash St. $2,900,000 River North
641 Chicago Ave $2,800,000 Evanston
941 Chicago Ave $2,800,000 River West
295 West Old Mill $2,795,000 Lake Forest
50 East Chestnut, #1401 $2,775,000 Gold Coast
1746 West Surf $2,700,000 Lakeview
4809 North California $2,680,000 Ravenswood
1035 North Dearborn PH $2,650,000 Gold Coast
1857 North Orchard $2,550,000 Lincoln Park
35 East Elm Street $2,425,000 Gold Coast
Other Significant Sales (as of May 23, 2013)
AFFILIATE PRICE LOCATION
Burger Sotheby’s International Realty $60,300,000 France
Rome Sotheby’s International Realty $45,850,000 Italy
Premier Sotheby’s International Realty $42,000,000 Florida, USA
One Sotheby’s International Realty $39,400,000 Florida, USA
Sotheby’s International Realty - East Side Manhattan Brokerage $26,750,000 New York, USA
Bluegrass Sotheby’s International Realty Undisclosed Kentucky, USA
Sotheby’s International Realty - Bridgehampton Brokerage $25,750,000 New York, USA
Sotheby’s International Realty - Bridgehampton Brokerage $25,000,000 New York, USA
Sotheby’s International Realty - Bridgehampton Brokerage $23,500,000 New York, USA
Hom Sotheby’s International Realty $22,000,000 California, USA
Sotheby’s International Realty - Montecito - Coast Village Road $21,500,000 California, USA
Aspen Snowmass Sotheby’s International Realty $20,750,000 Colorado, USA
Hom Sotheby’s International Realty $20,000,000 California, USA
Prominent Properties Sotheby’s International Realty $20,000,000 New Jersey, USA
Maury People Sotheby’s International Realty $20,000,000 Massachusetts, USA
our marketing DELIVERING OVER 700 MILLION IMPRESSIONS ANNUALLY
MARKETING | OVERVIEW
2013 MARKETING PLAN
NOV
OCT
AUG
MAR
DEC
MAY
APR
JUN
JAN
FEB
SEP
JUL
ONLINE PROPERTY DISTRIBUTION
WALL STREET JOURNAL DIGITAL NETWORK
CN.WSJ.COM
NYTIMES.COM
INTERNATIONAL HERALD TRIBUNE
ZILLOW.COM
TRULIA.COM
YAHOO! REAL ESTATE
FRONTDOOR.COM / OPENHOUSE.COM
REALESTATE.AOL.COM
HOMEFINDER.COM
PROPGOLUXURY.COM
LP-LUXURYPROPERTIES.COM
JAMESLIST.COM
HOMES.COM
TELEGRAPH.CO.UK
COUNTRYLIFE.CO.UK
IPDIBIAO.COM (LUXURY PROPERTIES CHINESE)
REAL-BUZZ.COM
TE ATRIUM
LOCAL PRINT ADVERTISING
CHICAGO TRIBUNE
ULTIMATE ADDRESS
PIONEER PRESS
ROUND TABLE
BEACON / CURRENT
CHICAGO SOCIAL
SOCIAL MEDIA
FACEBOOK
TWITTER
GOOGLE+
PINTEREST
YOUTUBE.COM/SOTHEBYSREALTY
MOBILE ADVERTISING
BBC SMARTPHONE TARGETING
BBC IPAD SAFARI BROWSER
ARCHITECTURAL DIGEST IPAD SAFARI BROWSER
NEW YORK TIMES IPHONE APP
NYTIMES.COM IPAD SAFARI BROWSER
WALL STREET JOURNAL CHINA IPAD APP
SEARCH ENGINE MARKETING
YAHOO!
GOOGLE
BING.COM
YOUTUBE
YANDEX
SIR MOBILE
EGALLERY
Each office is independently owned and operated.
MARKETING | OVERVIEW
2013 MARKETING PLAN
NOV
OCT
AUG
MAR
DEC
MAY
APR
JUN
JAN
FEB
SEP
JUL
BRAND ADVERTISING
WALL STREET JOURNAL DIGITAL NETWORK
BBC.COM “LIVING IN” & “VOICES”
TELEGRAPH.CO.UK “WORLD’S MOST EXTRAORDINARY PLACES TO LIVE”
NYTIMES.COM / IHT.COM
YOUTUBE.COM/SOTHEBYSREALTY
ARCHITECTURALDIGEST.COM/ESTATES FOR SALE
REAL ESTATE LAUNCH SPONSORSHIP HONGKONGTATLER.COM
TATLER (PRINT MAGAZINES)
ONLINE BANNER ADVERTISING
SOTHEBYS.COM
NYTIMES.COM
INTERNATIONALHERALDTRIBUNE (GLOBALNYTIMES.COM)
WALLSTREETJOURNAL.COM
ASIA.WSJ.COM
EUROPE.WSJ.COM
CN.WSJ.COM
JP.WSJ.COM
FINANCIALTIMES.COM
FTCHINESE.COM
SCMP.COM (SOUTH CHINA MORNING POST)
TELEGRAPH.CO.UK
BBC.COM
PROPGOLUXURY.COM
PROPGO.COM
COUNTRYLIFE.CO.UK
ARCHITECTURALDIGEST.COM
JAMESLIST.COM
HONGKONGTATLER.COM
GOOGLE’S DISPLAY NETWORK
CO-OP PROPERTY ADVERTISING
BLOOMBERG MARKETS
THE WALL STREET JOURNAL
SOTHEBY’S AT AUCTION
COUNTRY LIFE
NEW YORK TIMES HOME SECTION
ROBB REPORT EXCEPTIONAL PROPERTIES
ROBB REPORT COLLECTIONS
INTERNATIONAL HERALD TRIBUNE
INTERNATIONAL HERALD TRIBUNE EVENT WRAPS
LUXURY PROPERTY MAGAZINE
FINANCIAL TIMES
RESIDE® MAGAZINE
E-RESIDE
GLOBE & MAIL
MOUNTAIN LIVING
LAND REPORT
INTERNATIONAL SIGNIFICANT SALES
BRAND PUBLIC RELATIONS EFFORTSprint marketing LOCAL, NATIONAL, & INTERNATIONAL EXPOSURE
PRINT MARKETING | LOCAL
GLOBAL SIGNAGE
F I R S T I M P RE SSION S A R E E V E RY T HIN G
B ra n d Rec o g n i ti o n
Much of the success of our global system lies in the efforts of Sotheby’s International Realty® affiliates to be
brand stewards and to present the Sotheby’s International Realty brand consistently around the globe. First
impressions are critical and less is always more with our brand’s signage. Signage represents the first point
of contact for many and therefore the design of our signage is consistent and globally recognizable.
Each office is independently owned and operated.PRINT MARKETING | LOCAL
PROFESSIONAL PHOTOGRAPHY
VI RT UA L TO U RS
T he use of h i g h re s o l u ti o n p h o to g rap hy
Presenting the best attributes of your home is the most important step in selling your property. That’s
why every Jameson Sotheby’s International Realty listing features professional photography to capture
and present the finest details of your home. By combining professional photography and attention getting
narrative details, your home’s brochure will act as an essential tool in attracting qualified buyers
locally, nationally and globally. Our distinctive marketing process provides advantages for our clients
that cannot be duplicated.PRINT MARKETING | LOCAL
DIRECT MAIL CAMPAIGNS
D I R EC T TO T H E C O N S U ME R
Why use Direct Mail Marketing? Because it has the ability to reach a broad base of new potential
customers and because it has the ability to target. Direct mail is a marketing process to generate leads
and gain customers. We create, print and mail beautiful, high quality mailers and post cards that get results.
Xpressdocs is our partner of choice for premium print and direct-mail marketing pieces that make an
impact. Did you know that direct mail represents 52%* of total mail volume in the United States?
*Source: United States Postal Service
Each office is independently owned and operated.PRINT MARKETING | LOCAL
JSIR COLLECTIONS MAGAZINE
D I S T RI B U T E D W I T H C H IC AG O S O C I A L M AG A Z IN E
Jameson Sotheby’s International Realty and CS MAGAZINE are pleased to introduce Collections.
Collections is the ultimate guide to the top realtors and premier real estate on the market right now.
25,000 copies of Collections, a forty-eight page glossy magazine are be printed, poly-bagged and delivered
with CS Magazine. Collections is a comprehensive resource and seasonal companion for CS’s more than
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readers with the information they need to connect with the right realtors.PRINT MARKETING | LOCAL
CHICAGO TRIBUNE
F E ATU R E D PROPE RT Y E XC L USIV IT Y
Advertising in the Chicago Tribune is a proven strategy for reaching consumers in Chicago and the Midwest.
In fact, as the leading newspaper in the Chicagoland market, more Chicagoans turn to the Chicago Tribune
UIBOUIF8BMM4USFFU+PVSOBM 64"5PEBZBOE5IF/FX:PSL5JNFTDPNCJOFE4JODF 5IF$IJDBHP5SJCVOF
has been Chicago’s most trusted newspaper, and its preferred source for news, sports, and entertainment
information. The Chicago Tribune is read by nearly 2 million people every day and close to 4 million people
each week.
Each office is independently owned and operated.PRINT MARKETING | LOCAL
CHICAGO SOCIAL
C ON N E C T IN G C HIC AGO ’ S E L IT E
Modern Luxury Media is the premier luxury lifestyle publisher in the United States. With titles in
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upscale city titles reach the most sophisticated residents in 13 cities across the country. Covering everything
from world-class dining and unparalleled local service to in-depth celebrity features, our city magazines are
your must-have publications.PRINT MARKETING | LOCAL
ULTIMATE ADDRESS
L U X U RY C HIC AGO LI ST IN G S
The luxury magazine for distinctive addresses, Ultimate Address targets upscale home buyers who are in the
market for high-end, exceptional residential real estate.
Each office is independently owned and operated.PRINT MARKETING | LOCAL
CHICAGO AGENT
C HI C AG O’ S S OUR C E FOR RE A L E STAT E N E WS
Chicago Agent publishing offers the broadest and deepest reach available into the Chicagoland residential
real estate community. Our magazine, websites, newsletters, events, social networks and job board reach
tens of thousands of real estate professionals by providing rich, game-changing content. We deliver
consistent communication and a dynamic point of view to over 500 residential real estate offices and 32,000
e-mail recipients, in addition to the countless readers that view our magazine online and in print. Chicago
"HFOUPGGFSTMPDBMDPWFSBHFPGSFBMFTUBUFOFXTBOEFWFOUTXJUIBOJOEVTUSZXJEFáBWPSFODPVSBHJOHB
dialogue between agents, mortgage professionals and real estate developers who serve the local housing
market. The ultimate agent’s resource.PRINT MARKETING | LOCAL
EVANSTON ROUNDTABLE
WE C OV E R WH AT M AT T E R S...E VA N STO N
to more than 50 c onve ni e n t l o ca ti o n s t h ro u g h o u t th e co m mu n i ty
Target your Evanston customers by advertising in the RoundTable’s award-winning newspaper edition. The
RoundTable is published every other Wednesday and is distributed to approximately 15,000 homes with
another 3,000 available for pick up at more than 50 convenient locations. The RoundTable’s distribution is
twice that of its nearest competitor.
Each office is independently owned and operated.PRINT MARKETING | LOCAL
PIONEER PRESS
NORTH SHORE ZONE
N O RT H SH O R E
Ci rc u l a t i o n : 1 9 , 0 0 0 +
Community newspapers throughout the Chicago area. On-line articles, columns, classifieds, and special
features. These locally targeting publications published every Thursday and delivered directly to residents
and community businesses.PRINT MARKETING | NATIONAL
THE WALL STREET JOURNAL
M O S T RE A D P UB L IC AT IO N IN T HE WOR LD
The Wall Street Journal successfully reaches global wealthy individuals seeking to buy or sell exceptional
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PGGFSJOHHMPCBMSFBDI HFPHSBQIJDáFYJCJMJUZBOEVOJRVFTIPXDBTJOHPOXTKDPN
Each office is independently owned and operated.PRINT MARKETING | NATIONAL
THE NEW YORK TIMES
D E L I V ER I N G HI GH LY LOYA L A N D E N G AG E D IN FL UE N C E RS
5IF/FX:PSL5JNFTUBSHFUTUIFNPTUJOáVFOUJBMBOEMPZBMSFBEFSTJO/FX:PSLBOEUIFOBUJPO0VSCSBOE
and the homes marketed by our network receive unparalleled recognition and international circulation
reaching the most inquisitive minds through the pages of their dedicated luxury real estate section, T
Magazine and Key Magazine. These vehicles showcase luxury properties of all types – from the country’s
most exquisite homes to lavish vacation getaways and contemporary masterpieces, making them a perfect
fit to market your home.PRINT MARKETING | NATIONAL
ROBB REPORT COLLECTION
A N AUTH OR ITAT IV E VOIC E
The Robb Report CollectionJTVOSJWBMFEJOJUTBCJMJUZUPSFBDIEFFQJOUPUIFIFBSUTBOENJOETPGBGáVFOU
consumers. The Robb Report CollectionTVDDFFETCZBEWJTJOHBOEJOáVFODJOHBIJHIMZBDRVJTJUJWFBVEJFODF
guiding their purchasing decisions for products, services and experiences that will enrich their lives.
Each office is independently owned and operated.PRINT MARKETING | NATIONAL
ROBB REPORT
EXCEPTIONAL PROPERTIES
S E RV E S T HE U N I Q U E NE E D S OF A N E XC LU SIV E M A RK E T
Robb Report Exceptional Properties is an authoritative and captivating resource for this highly active,
high-end audience offering valuable insight focusing on geographic locations, pricing, amenities, style,
ownership options and lifestyles. Robb Report Exceptional Properties serves the unique needs of an exclusive
market: the owners, buyers and sellers of the world’s most desirable properties. No other marketing
resource offers a direct line of communication to such an influential group.PRINT MARKETING | NATIONAL
RESIDE®
A N AWA R D -W I N N I N G C E LE BR AT ION O F HOM E , A RT A N D L IVI NG
Access to many of the world’s wealthiest clientele is available through the pages of RESIDE magazine, the
exclusive publication of the Sotheby’s International Realty network. Recently awarded the coveted Hermes
Platinum Award, which recognizes outstanding design and editorial creative excellence, RESIDE includes
The Gallery, a property section designed to showcase our network’s homes to an audience of over 100,000
wealthy and accomplished readers. RESIDE is also distributed with the Sotheby’s at Auction magazine
granting us exclusive reach to the clandestine Sotheby’s Auction House client base.
Each office is independently owned and operated.PRINT MARKETING | NATIONAL
SOTHEBY’S AT AUCTION
A C E LE B RATI ON OF E XT RAOR D IN A RY A RT A N D OBJ E CT S
O N TH E I N T E RN AT ION A L A RT M A R K E T
Sotheby’s at Auction showcases the full range of Sotheby’s offerings around the world. It unites the most
important pieces of fine and decorative art and precious objects offered at each of Sotheby’s auction
locations: New York, London, Hong Kong, Milan, Geneva, Doha, and Amsterdam. Each issue of Sotheby’s
at Auction also features an exclusive and dedicated real estate advertising section designed to provide
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available today.PRINT MARKETING | INTERNATIONAL
INTERNATIONAL
HERALD TRIBUNE
THE GL OB A L E D I T IO N O F T H E N E W YO R K T IM E S
The International Herald Tribune is the international voice of The New York Times and its authoritative
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affect their work and their lives. Our partnership with this key daily newspaper goes beyond just the pages
we advertise in. We also participate at some of the most prestigious events around the world where our
wrap is placed around thousands of copies of this newspaper including: NEW YORK COUTURE WEEK,
CANNES FILM FESTIVAL,TENNIS CHAMPIONSHIPS AT WIMBLEDON, MONACO YACHT
SHOW and THE 2012 OLYMPIC GAMES. Unequivocally, the IHT helps your home reach the world.
Each office is independently owned and operated.PRINT MARKETING | INTERNATIONAL
THE GLOBE AND MAIL
C O N N E C T I N G W I T H C A N A DA ’S M OST SO UG HT- A FT E R
AU D I E N C E I N BOT H PR IN T A N D ON L IN E
Circ u lat ion: 90 0,0 0 0 ) P V TF I P M E * O D P N F ,
With over 6 national Canadian newspaper awards, The Globe and Mail is Canada’s leading news source,
DPOOFDUJOHUIF4PUIFCZT*OUFSOBUJPOBM3FBMUZ¡OFUXPSLUP$BOBEBTNPTUJOáVFOUJBMSFBEFSTThe Globe
and Mail reaches more high level executives than any other Canadian newspaper. In addition,
traffic driving web banners leading to sothebysrealty.com are featured on theglobeandmail.com, providing
even more valuable exposure for your home to this desirable market.PRINT MARKETING | INTERNATIONAL
COUNTRY LIFE
A M U S T F O R D I S C E RN I N G E U RO P E A N R E A DE R S
Country Life is the essential weekly read for those who are passionate about the very best of Britain.
Described as “the most quintessential English magazine”, Country Life features thought provoking editorial
to effectively attract high net worth readers and is the ideal venue for advertising prestigious property
in more than 60 countries.
Each office is independently owned and operated.PRINT MARKETING | INTERNATIONAL
BLOOMBERG MARKETS
GL OB AL FI N A N C IA L E L IT E
Bloomberg Markets is the highly read magazine of the “Global Financial Elite” serving 96% of Bloomberg
Terminal Subscribers, banks, brokerages, hedge funds, government agencies and other arms of the financial
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first to buy new products or services. Market readers seek the finer things—and have the means to acquire
them. They are professional global citizens who enjoy foreign cuisine and traveling to learn about other
cultures and who live the ultimate luxury lifestyle driven by discerning tastes and exclusive experiences.digital marketing
95% OF ALL PURCHASERS
START THEIR REAL ESTATE SEARCH ONLINEDIGITAL MARKETING
THE MOST ONLINE PRESENCE,
HANDS DOWN
Each office is independently owned and operated.DIGITAL MARKETING + HUNDREDS MORE
DIGITAL MARKETING | LOCAL
JAMESONSIR.COM
YOU R OW N P RO P E RT Y W E B PAG E
4 5,00 0 V i si to r s p e r Mo n th
With 90% of buyers using the Internet or a real estate professional to find a home they actually
purchased, it is essential that we employ a multi-channel digital marketing plan. We have implemented a
strategy of purchasing google key words and sending them directly to property pages on our
site. For example, when someone types Luxury Lincoln Park or Luxury Evanston we direct that search to our
Luxury properties in Lincoln Park or Evanston.
Each office is independently owned and operated.DIGITAL MARKETING | LOCAL
CHICAGOTRIBUNE.COM
F E ATU R E D PROPE RT Y E XC L USIV IT Y
1.5 Mi l l i o n V i si to r s Pe r Mo n t h
The online version of the Chicago Tribune hosts local listings for Chicagoland area properties. Jameson
Sotheby’s International Realty has a long-standing relationship with the Chicago Tribune, with our banner
ads featured on the home page and our listings easily accessible through their site.DIGITAL MARKETING | LOCAL
REALTOR EBLASTS
8 5 % O F A L L TR A N SAC T ION S
A RE C O M PL E TE D W IT H C O - O P BRO K E R S
Each week, we send elegant and poignant e-blasts to our database of over 10,000 local agents and contacts.
Our blasts announce broker opens, new listings, signification sales and exciting news from our firm and our
agents. They are designed to deliver a high impact on open rates, click throughs and responses.
Each office is independently owned and operated.DIGITAL MARKETING | LOCAL
AUTOMATED EBLASTS
A N AU TOM AT IC FO LL OW- UP SYST E M
We have created a proprietary software called “Virtual Assistant.” This Customer Relationship Management
(CRM) system enables our agents to maintain a professional connection to every person with whom they
become acquainted. This system links to the MLS an automatically sends an eblast when the agent’s listings
are updated. Our agents’ reach is increased exponentially by using this powerful tool.DIGITAL MARKETING | NATIONAL
AN EXCLUSIVE PARTNERSHIP
WITH WSJ.COM
“ THE B U S I N E S S O F E XT R AO RD IN A RY L IV IN G ”
Ove r 4 0 Mi l l i o n Vi si to r s Pe r Mo n t h
The Sotheby’s International Realty brand has recently created a unique, exclusive partnership with
The Wall Street Journal through the introduction of The Business of Extraordinary Living microsite. In
2010, Over 35 Million Network Listings Were Found In Active Searches. "OEXJUIBOJODSFBTFPG
international traffic to their website, our relationship with WSJ provides yet another matchless, superior
opportunity to market your home globally. 40% of all purchases in the Chicagoland area were from out of
town clients.
O UT O F TOWN B U YE R S AC COU N T FO R 4 0 % OF A L L L OC A L S AL ES
Each office is independently owned and operated.DIGITAL MARKETING | NATIONAL O U R OW N M I C RO - S IT E W IT HI N W SJ. C O M
DIGITAL MARKETING | NATIONAL
PARTNERSHIP WITH
NYTIMES.COM
D E L I V E RI N G A H IG HLY L OYA L A ND E N G AG E D
G L O B A L AU D IE N CE OF IN FL U E N CE R S
Audien c e Of Nearly 3 0 Mi l l i o n Mo n th ly Un i q u e U se r s Wo r l d wi de .
Our partnership with The New York Times provides the ability to develop custom and dominant
opportunities to create brand awareness and drive qualified leads to the listings represented by our
network. This strategic partnership represents several unprecedented and exclusive online opportunities
that allow the Sotheby’s International Realty® brand to integrate directly with The New York Times’ editorial
content and position the homes our network represents front and center to an audience of
nearly 30 million monthly unique users worldwide.
Each office is independently owned and operated.DIGITAL MARKETING | NATIONAL
DIGITAL MARKETING | NATIONAL
TRULIA.COM
D IR E C T F E E D
Ave r agin g 5 Mill ion Vi si tors Per Mont h
Trulia is a real estate search engine that helps you find homes for sale and provides real estate information
at the local level to help you make better decisions in the process. They aim to be a delightfully smart
partner when you are looking to buy a home. The smart part should help you find your dream home (or at
least the dream home within your budget) and arm you with data and information about local real estate
(without too much work). The delightful part should make you smile and keep you coming back. Whether
you are moving down the street or clear across the country, we’re here to help you understand real estate
trends at the local level.
Each office is independently owned and operated.DIGITAL MARKETING | NATIONAL
REALTOR.COM
F E ATU R E D PROPE RT Y E XC L USIV IT Y
7.7 Mi l l i o n V i si to r s Pe r Mo n t h
REALTOR.com®, the official site of the National Association of REALTORS®, is the No. 1
homes for sale website, offering more listings and essential real estate-related information.
REALTOR.com displays home listings from more than 900 Multiple Listing Services (MLS) across the U.S.,
resulting in a database of more than 4 million existing homes available for sale or rent. More than half of our
listings are updated every 15 minutes, providing the most comprehensive and freshest listing information
and content available on the Internet.DIGITAL MARKETING | NATIONAL
JAMESLIST.COM
T HE WOR L D ’ S S M ART E ST LU XU RY M A R K E TP LACE
JamesList has a strong presence on the sales market across the luxury space, from private jets to exclusive
cars. JamesList currently has more than 400,000 monthly visitors from 44 countries. As a natural extension
of JamesList’s existing categories, they are expanding into the global premium real estate market.
Each office is independently owned and operated.DIGITAL MARKETING | NATIONAL
FRONTGATE.COM/SOTHEBYSREALTY
UN I Q UE PA RT NE R S H I P TO C ON N E CT B UY E R S A N D SE L L E R S
Frontgate is a leading distributor of fine home furnishings and a brand that the Sotheby’s
International Realty® network has a unique collaboration with. As part of this partnership we are
able to feature select listings on our Frontgate micro site. This provides yet another exclusive distribution
channel to connect buyers and sellers.DIGITAL MARKETING | INTERNATIONAL
SOTHEBYSREALTY.COM
A T RU LY U N IQ U E E X P E RIE N C E
4 00,00 0 Un i q u e Mo n th ly Vi si t o r s
Sothebysrealty.com was meticulously designed to provide an exceptional real estate website experience
for your home that is unlike any other. As the leader in the luxury online space, sothebysrealty.com will
showcase your property in a light consistent with the beauty and distinction it deserves. Superior
photography, state of the art functionality and enhanced property profiles make this a premier luxury real
estate experience for over 400,000 unique monthly visitors seeking extraordinary homes
around the corner or around the world.
Each office is independently owned and operated.DIGITAL MARKETING | INTERNATIONAL
DIGITAL MARKETING | INTERNATIONAL
BBC.COM
A U N I Q UE PRO G RA M , T HE FIR ST OF IT S K IN D
29 M illion Un i q u e Mo n t h ly Vi s i to rs
Founded in 1922, the British Broadcasting Company is the world’s largest broadcasting corporation with
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who travel the globe extensively for business and pleasure. Our unique program is the first of its kind for
UIF##$BOEJTFYQFDUFEUPEFMJWFSNJMMJPOJNQSFTTJPOT5IFDPSOFSTUPOFPGPVSDPMMBCPSBUJPOJTPVS
exclusive sponsorship of the “Living in Series.” This 26 week series highlights the unique virtues of living
on various featured cities and regions, along with relevant property listings represented by the Sotheby’s
International Realty® network. Our listings are also featured on the BBC Travel home page.
Each office is independently owned and operated.DIGITAL MARKETING | INTERNATIONAL
FINANCIAL TIMES & FT.COM
O N E O F T HE WO RL D ’ S LE A D IN G B USIN E SS N E WS OR G A N IZATI O NS
Ove r 2 .7 Mil l i o n U n i q u e Mo n th ly Vi si to r s
Financial Times is one of the world’s most respected business newspapers, recognized internationally
for its authority, integrity and accuracy. FT provides extensive news, commentary and analysis to their
HMPCBMFYQPTVSFGPSPVSOFUXPSLMJTUJOHTXJUITUSBUFHJDBMMZQMBDFENFEJBSJDICBOOFSTPOUIFJSáBHTIJQ
website, FT.com. Providing entrance to over 2.7 million unique monthly visitors, FT.com drives
unsurpassed impressions to our brand and thus, your listing.DIGITAL MARKETING | INTERNATIONAL
SOUTH CHINA
MORNING POST & SCMP.COM
A S I A ’ S WO RL D N E W S F R A N C H IS E
20 Mill i o n Mo n th ly P a g e V i ew s
Sotheby’s International Realty® further extends their brand presence towards the Pacific Rim through their
partnership with Asia’s world new franchise, The South China Morning Post. The publication is respected
internationally for its objective coverage and insights into Greater China and the region. More than seven
percent of all real estate was purchased by Chinese citizens.
Each office is independently owned and operated.DIGITAL MARKETING | INTERNATIONAL
TELEGRAPH.CO.UK
C E L E B R AT I N G T HE “WOR LD ’S BE ST PL AC E S TO L IV E ”
M ore Th an 32 Mi l l i o n Un i q u e Vi si to r s Wo rl d wi de
As the best selling quality newspaper in the United Kingdom, The Telegraph has been delivering an
established, elite audience for well over 150 years. Their website, telegraph.co.uk, hosts more than 32
million unique visitors around the world. “World’s Best Places to Live” features over 200 pages of
custom, integrated content based on the submissions the firms in our network sent us. Interactive maps
drive users to these locations to learn more about the featured markets. In addition to sponsoring the
“World’s Best Places to Live”, our brand’s banner ads are strategically placed within the PROPERTY section
featuring our Essence advertising campaign and driving users to sothebysrealty.com.DIGITAL MARKETING | INTERNATIONAL
SUPERYACHTS.COM
WE B B A N N E R S FE AT UR E D ON PR E M IE R SI TE
F OR YAC HT E N T HU S IA S TS
1 00,00 0 Un i q u e Mo n th ly Vi si t o r s
Superyachts.com is the leading online source for high net-worth individuals looking to charter, purchase or
rent a superyacht. Its consumer driven, lifestyle and lead generation site is a showcase for luxury products.
With sections such as fashion & style, watches & jewelry, electronics, cars and aviation, design, gadgets
& technology, wines/spirits/cigars, and properties & marinas, superyachts.com is current and informative.
Superyachts.com is the ultimate source for everything superyachts and the latest news in luxury living. In
addition, the Sotheby’s International Realty brand will also be featured in select editions of superyachts.com
weekly newsletter, reaching over 5,000 super yacht owners and journalists globally.
Each office is independently owned and operated.DIGITAL MARKETING | OFFICE
EGALLERY
WOR LD C L A SS I N N OVAT IO N
Fe ed To Ove r 50 0 Of fic e s Wo r l d w i d e O n S t a t e -O f -T h e - A r t F l a t s cre en s .
eGallery is a real time, dynamic property slide show designed to provide immediate worldwide reach for
your home. Exclusively presented on plasma screen televisions in Sotheby’s International Realty offices and
Sotheby’s Auction House locations around the world, brochures of properties from around the world are
showcased as well.DIGITAL MARKETING | SOCIAL MEDIA
SOTHEBY’S FACEBOOK
EX P LO RE A L L WE H AVE TO OFFE R ON FACE B OOK
With facebook.com having more than 400 million active users, of which 70% reside outside
the Unites States*, it is crucial that we employ social media efforts where appropriate to help drive
awareness of your home. Facebook.com/sothebysrealty is an extension of the brand’s less is more
philosophy, communicating lifestyle, extraordinary property and an outstanding network.
*facebook.com
Each office is independently owned and operated.DIGITAL MARKETING | SOCIAL MEDIA
JSIR FACEBOOK
LO C AL A N D RE L E VA N T
Facebook is one of the most widely used social networks in the world. Recently reported to have over 300
million active users, Facebook is quickly becoming THE social destination for online users. With so many
existing active users, and new users signing on each day, the amount of opportunity for acquiring new clients,
friends and business contacts continues to make Facebook an essential component of an effective online
marketing strategy.banner ads and insteam video units throughout ▶ Luxury goods consumers
YouTube in an effort to amplify viewership of ▶ Cultural sophisticates
our brand’s channel. ▶ Culinary aficionados
DIGITAL MARKETING | SOCIAL MEDIA
▶ Home & garden enthusiasts youtube.com/sothebysrealty
VIDEO TOURS ON YOUTUBE
B ROA DC A S T YO U RS E L F
3 B i l l i o n V i ews p e r D ay
The Sotheby’s International Realty Brand Channel on YouTube is a destination providing limitless exposure
for the properties and lifestyles represented by our network. Our YouTube channel houses what we like to
think of as the new standard in property video where consumers will find journeys into the exceptional…
opening doors to the most magnificent homes available anywhere and at any price.
The number one online video site
2nd largest search engine
3rd largest website in the world
60% of all worldwide video streams occur on YouTube
IPVSTPGWJEFPJTVQMPBEFEUP:PV5VCFFWFSZNJOVUF
Each office is independently owned and operated.DIGITAL MARKETING | SOCIAL MEDIA
TWITTER FEED
3 , 0 0 0 + F O L LOW E RS
On the web or in person, staying connected to others is a basic need and what affirms that idea more
emphatically than the 750 million Facebook users and the 200 Million tweets per day from Twitter. From
letting everyone know what you made for dinner to organizing protests that lead to toppling governments,
the rise of Social Networking has been astounding, shifting how humans interact with each other,
governments and corporations forever. SothebysRealty, our twitter account, allows hundreds of people
and organizations to follow and receive updates on the latest news and information within the Sotheby’s
International Realty network.DIGITAL MARKETING | MOBILE
MOBILE APP
R E LE VA NT C O N N E C T IO N S
Our 2011 collaboration leads with a four-month exclusive sponsorship of The New York Times signature
iPad application. Users can slide and tap through our custom built interactive unit featuring select
homes represented by the Sotheby’s International Realty® network. The New York Times also has an
iPhone application dedicated solely to Real Estate. Developed to include Global Positioning Satellite (GPS)
functionality to make local listings more accessible to users on the go, this app has seen extremely strong
response from its users toward featured advertisements. The Sotheby’s International Realty® network has
featured banner placements throughout this app for the entire year providing yet another targeted vehicle
to expose select listings.
Each office is independently owned and operated.DIGITAL MARKETING | MOBILE
IPAD™ APP
R E A L E S TAT E G ON E M OBI L E
The Sotheby’s International Realty iPad® application is generating significant buzz in the market! It was
featured by Luxury Daily, the news leader in luxury marketing, as one of the top 10 luxury brand mobile
efforts of the first quarter. Our app also was mentioned in a CNBC article on luxury retailers and digital
commerce.DIGITAL REPORTS
SHOWING FEEDBACK
Jameson Sotheby’s International Realty uses ShowingDesk to coordinate showings of our listings and
to track all activity related to them. All showings, marketing tactics and open houses will be logged in
ShowingDesk After showing appointments, feedback is automatically requested from the agent who brought
their clients to your home. By analyzing this feedback, your Jameson Sotheby’s International Realty agent
can help you make decisions to enhance the appeal of your property and judge your progress towards a
successful sale. Additionally, if the price of your home is adjusted, we will automatically send a notification
email to every agent who has previously shown it.
Each office is independently owned and operated.DIGITAL REPORTS
ONLINE MARKETING RESULTS
U P TO DATE DATA O N PROPE RT Y VIE W S
Providing you with a single dashboard for controlling and evaluating the digital marketing efforts you
implement to market the homes you represent, ListHub acts as a comprehensive system for maximizing
exposure and grants you access to all the controls, reports, analytics and marketing tools necessary for
driving an effective direct digital marketing program.resources
EVERYTHING YOU NEED TO KNOWRESOURCES
ASSESSING THE VALUE
OF YOUR HOME
Arriving at a price at which to list your home is best done by a professional real estate agent who is
knowledgeable about buying and selling homes similar to yours. Your Jameson Sotheby’s International
Realty agent will explore the many factors that enter into the equation and recommend a price at which
he or she expects your home to sell in a reasonably short time. The factors your agent will examine
include:
LOCATION
You might think that this factor in assessing your home’s value might be just too obvious to mention. Yet there are
several details about your home’s location that your Jameson agent will take into account when evaluating the property.
Your agent will compare your home’s location – the community, the neighborhood, even its location on the street - to
other properties that have sold or are on the market. Your home’s proximity to various amenities, including the quality
of the schools and your home’s proximity to desirable services such as restaurants, shopping and transportation, will be
considered.
CONDITION
If your home is well-maintained, with no signs of neglect, it will be much more appealing to potential buyers than one in
which deferred maintenance is apparent. A home that buyers will be able to move right into will sell more quickly, and
at a higher price, than one which they perceive as a “fixer-upper”. Be sure to review the section of this book entitled
“Prime Your Home for Showings” for tips on preparing for showings in order to make your home attractive to the wid-
est possible audience.
PRICE
Making a pricing decision that takes into consideration not only the location and the condition of your home, but also
current market conditions, requires the aid of a knowledgeable and professional real estate agent. Your Jameson So-
theby’s International Realty agent will review the items that factor into pricing your home for sale and will make price
comparisons to similar properties. Your agent’s goal is to help you sell your home in the quickest possible time at the
highest possible price. Most buyers have already determined their price range when they begin the search for their new
home and will search for homes only within that price range. To capture the interest of the most buyers, it is critical to
price your home appropriately right away; otherwise, you risk losing the buyers who might have purchased your prop-
erty when it first appeared on the market.
Each office is independently owned and operated.RESOURCES
PRIME YOUR HOME
FOR SHOWINGS
Look around your house and determine which accessories and personal items, such as family photos,
can be cleared out. Remember, you want buyers to focus on what you want them to see as your
home’s desirable features. Throw out or give any excess items to a suitable charity -- or simply store
CLEAR UP them to enjoy later in your new home. You will also want to remove personal property that isn’t being
sold with the home, such as window treatments or chandeliers, so that the buyer doesn’t get the idea
that they can negotiate the items as part of the purchase price.
Less is better. All storage spaces -- clothes closets, linen closets, pantries, kitchen cabinets, bathroom
PACK UP vanities, medicine cabinets, and storage lockers -- should be emptied of all unnecessary items so that
they appear as spacious as possible. Anything that remains should be clean and neatly organized.
Make sure everything a prospective buyer will see is spotless. And they will look in places you would
never expect. Besides a one-time, pre-showing thorough cleaning of your entire home, you should
CLEAN UP/
make sure all counters are always clean, all surfaces are dust-free and the windows are clean and
FRESHEN UP streak-free. Painting the walls of your home in a nice neutral color can transform the space at very
little cost.
Use the lighting in your home and from the outside to make the rooms appear larger. Open all the
LIGHTEN UP drapes and blinds to let in natural light and turn on all lamps – add more if necessary – to lighten up all
corners of the room so every nook and cranny is visible. Replace any burned out bulbs right away.
Make all small, easy repairs such as dripping faucets, replace missing tiles, repair window screens, etc.
Your Jameson Sotheby’s International Realty agent can advise you whether making any larger repairs
FIX UP would be worth the cost and will be able to refer you to any number of skilled trades people who can
do the job for you.
If you live in a townhome or a single-family home, it’s important that the exterior looks attractive
KEEP UP THE
and welcoming to buyers. Keep the front entry and sidewalk free of debris (and snow and ice in the
CURB APPEAL wintertime) and be sure to mow the lawn regularly in spring and summer.
All of the above suggestions are meant to ensure that buyers see your home in its best light but they
do not address concerns with your home’s systems or structure. To find out if there are any major is-
CHECKUP sues with your home and to avoid any surprises later that could be a deal-breaker, you might consider
hiring a home inspector to do a thorough check.RESOURCES
SAMPLE SELLER’S CLOSING COSTS
COMMISSION 6% OF PURCHASE PRICE
JSIR ADMINISTRATIVE FEE
INCLUDE REAL ESTATE TAXES, UTILITIES,
PRORATIONS
ASSESSMENTS, RENTS, ETC.
TITLE INSURANCE PLEASE CONSULT YOUR ATTORNEY
ATTORNEY FEES 500+
STATE AND COUNTY TRANSFER TAX
1&3
(Seller portion)
CITY TRANSFER TAX
1&3
(Seller portion)
SURVEY
(Not applicable to condominiums or co-ops)
MISCELLANEOUS
(Recording fees water certification, escrow, etc)
BUYER’S ESTIMATED CLOSING COSTS
MORTGAGE APPLICATION FEE
(Varies based on property size and type)
POINTS
0% - 3%
(As a percentage of the mortgage payment)
INSPECTION
(Varies based on property size and type)
ATTORNEY FEES
CITY TRANSFER TAX
1&3
(Buyer Portion)
PMI - PRIVATE MORTGAGE INSURANCE 1/2 TO 1 POINT (DEPENDING ON LOAN VALUE)
MISCELLANEOUS
(Recording fees, escrow fees, etc.)
TITLE FEES/TITLE INSURANCE PER ATTORNEY
*QUOTED AMOUNTS REPRESENT APPROXIMATE COSTS AND MAY VARY
* Tax Credit to buyer is based on a proration. Contact your attorney. Illinois taxes are paid a year in arrears.
Each office is independently owned and operated.RESOURCES
PERL MORTGAGE
PR E FE R RE D L E N D E R
1FSM.PSUHBHFJTPOFPGUIFMBSHFTUJOEFQFOEFOUMZPXOFENPSUHBHFCBOLTJOUIF.JEXFTU8JUIPWFS
years of mortgage lending experience, PERL sells to every major lender in the industry. PERL keeps the loan
process in-house, from application, underwriting and closing to condo approval to ensure efficiency, security
BOERVBMJUZDPOUSPM1&3-GVOETPWFSCJMMJPOJONPSUHBHFTQFSZFBSBOEJTSFDPHOJ[FEBTBUPQ64
Lender by National Mortgage News.RESOURCES
THE CRITICAL ROLE
OF THE REALTOR®
W H Y WA S T H I S L I S T P R E PA R E D ?
Surveys show that many homeowners and home buyers are not aware of the true value a REALTOR® provides during the course of a real estate transaction. The list
here is just a baseline since the services may vary within each brokerage and each market. Many REALTORS® routinely provide a wide variety of additional services
that are as varied as the nature of each transaction. By the same token, some transactions may not require some of these steps to be equally successful. However,
most would agree that given the unexpected complications that can arise, it’s far better to know about a step and make an intelligent, informed decision to skip it, than
to not know the possibility it even existed.
THE STEPS
Listed here are 174 typical actions, research steps, procedures, processes and review stages in a successful residential real estate transaction that are normally
provided by full service real estate brokerages in return for their sales commission. Depending on the transaction, some may take minutes, hours, or even days to
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transaction, underscoring the importance of having help and guidance from someone who fully understands the process – a REALTOR®.
PRE-LISTING ACTIVITIES 17 Perform exterior “Curb Appeal Assessment” curiosity seekers
of subject property
1 Make appointment with seller for listing 31 Present and discuss strategic master mar-
presentation Compile and assemble formal file on keting plan
property
2 Send seller a written or e-mail confirmation 32 Explain different agency relationships and
of listing appointment and call to confirm 19 Confirm current public schools and explain determine seller’s preference
impact of schools on market value
3 Review pre-appointment questions 33 Review and explain the Listing Contract and
20 Review listing appointment checklist to obtain seller’s signature
4 Research all comparable currently listed ensure all steps and actions have been
properties completed ONCE PROPERTY
IS UNDER LISTING AGREEMENT
5 3FTFBSDITBMFTBDUJWJUZGPSQBTUNPOUIT LISTING APPOINTMENT
from MLS and public records databases PRESENTATION 34 Review current title information
6 Research “Average Days on Market” for 21 Give seller an overview of current market 35 Measure overall and heated square footage
this property of this type, price range and conditions and projections
location 36 Measure interior room sizes
22 Review agent’s and company’s credentials
7 Download and review property tax roll and accomplishments in the market 37 Confirm lot size via owner’s copy of certi-
information fied survey, if available
23 Present company’s profile and position or
Prepare “Comparable Market Analysis” “niche” in the marketplace Note any and all unrecorded property lines,
(CMA) to establish fair market value agreements, easements
24 Present CMA Results To Seller, including
9 Obtain copy of subdivision plat/complex Comparables, Solds, Current Listings & 39 Obtain home plans, if applicable and avail-
lay-out Expireds able
10 Research property’s ownership & deed type 25 Offer pricing strategy based on professional 40 Review home plans and make copy
judgment and interpretation of current
11 Research property’s public record informa- 41 Order plat map for retention in property’s
market conditions
tion for lot size & dimensions listing file
26 Discuss Goals With Seller To Market Ef-
12 Research and verify legal description 42 Prepare showing instructions for buyers’
fectively
agents and agree on showing time window
13 Research property’s land use coding and 27 Explain market power and benefits of Mul- with seller
deed restrictions tiple Listing Service
43 Obtain current mortgage loan(s) informa-
14 Research property’s current use and zoning Explain market power of web marketing tion: companies and loan account numbers
15 Verify legal names of owner(s) in county’s 29 Explain the work the brokerage and agent 44 Verify current loan information with
public property records do “behind the scenes” and agent’s availabil- lender(s)
ity on weekends
16 Prepare listing presentation package with 45 Check assumability of loan(s) and any spe-
above materials 30 Explain agent’s role in taking calls to screen cial requirements
for qualified buyers and protect seller from
Each office is independently owned and operated.RESOURCES
46 Discuss possible buyer financing alternatives tion by seller Upload listing to company and agent Inter-
and options with seller net site, if applicable
Complete “New Listing Checklist”
47 Review current appraisal if available 90 Mail Out “Just Listed” notice to neighbor-
69 Review results of Curb Appeal Assessment hood residents
Identify Home Owner Association manager with seller and provide suggestions to
if applicable improve salability 91 Advise Network Referral Program of listing
49 Verify Home Owner Association Fees with 70 Review results of Interior Décor Assess- 92 Provide marketing data to buyers coming
manager - mandatory or optional and cur- ment and suggest changes to shorten time through international relocation networks
rent annual fee on market
93 Provide marketing data to buyers coming
50 Order copy of Homeowner Association 71 Load listing into transaction management from referral network
bylaws, if applicable software program
94 Provide “Special Feature” cards for market-
51 Research electricity availability and supplier’s ENTERING PROPERTY IN MULTIPLE ing, if applicable
name and phone number LISTING SERVICE DATABASE
95 Submit ads to company’s participating Inter-
52 Calculate average utility usage from last 12 72 Prepare MLS Profile Sheet -- Agent is re- net real estate sites
months of bills sponsible for “quality control” and accuracy
of listing data 96 Price changes conveyed promptly to all
53 Research and verify city sewer/septic tank Internet groups
system 73 Enter property data from Profile Sheet into
MLS Listing Database 97 Reprint/supply brochures promptly as
54 Natural Gas: Research/verify availability and needed
supplier’s name and phone number 74 Proofread MLS database listing for accuracy
- including proper placement in mapping Loan information reviewed and updated in
55 Verify security system, current term of function MLS as required
service and whether owned or leased
75 Add property to company’s Active Listings 99 Feedback e-mails/faxes sent to buyers’
56 Ascertain need for lead-based paint disclo- list agents after showings
sure
76 Provide seller with signed copies of Listing 100 Review weekly Market Pulse
57 Prepare detailed list of property amenities Agreement and MLS Profile Sheet Data
and assess market impact Form 101 Discuss feedback from showing agents
with seller to determine if changes will
Prepare detailed list of property’s “Inclu- 77 Take additional photos for upload into accelerate the sale
sions & Conveyances with Sale” .-4BOEVTFJOáZFST%JTDVTTFGàDBDZPG
panoramic photography 102 Place regular weekly update calls to seller
59 Compile list of completed repairs and to discuss marketing & pricing
maintenance items MARKETING THE LISTING
103 Promptly enter price changes in MLS listing
60 Send “Vacancy Checklist” to seller if prop- Create print and Internet ads with seller’s database
erty is vacant input
THE OFFER AND CONTRACT
61 Explain benefits of Home Owner Warranty 79 Coordinate showings with owners, tenants,
to seller and other Realtors®. Return all calls - 104 Receive and review all Purchase Contracts
weekends included submitted by buyers or buyers’ agents.
62 Assist sellers with completion and submis-
sion of Home Owner Warranty Application Install electronic lock box if authorized by 105 Evaluate offer(s) and provide a “net sheet”
owner. Program with agreed-upon showing on each for the owner for comparison
63 When received, place Home Owner War- time windows purposes
ranty in property file for conveyance at time
of sale Prepare mailing and contact list 106 Counsel seller on offers. Explain merits
and weakness of each component of each
64 Have extra key made for lockbox Generate mail-merge letters to contact list offer
65 Verify if property has rental units involved. Order “Just Listed” labels & reports 107 Contact buyers’ agents to review buyer’s
And if so: qualifications and discuss offer
1SFQBSFáZFSTGFFECBDLGBYFT
r.BLFDPQJFTPGBMMMFBTFTGPSSFUFOUJPOJO Fax/deliver Seller’s Disclosure to buyer’s
listing file Review comparable MLS listings regularly agent or buyer upon request and prior to
to ensure property remains competitive in offer if possible
r7FSJGZBMMSFOUTEFQPTJUT price, terms, conditions and availability
109 Confirm buyer is pre-qualified by calling
r*OGPSNUFOBOUTPGMJTUJOHBOEEJTDVTTIPX Prepare property marketing brochure Loan Officer
showings
will be handled Arrange for printing /copying of supply of 110 Obtain pre-qualification letter on buyer
NBSLFUJOHCSPDIVSFTPSáZFST from Loan Officer
66 Arrange for installation of yard sign
Place marketing brochures in all company 111 Negotiate all offers on seller’s behalf, set-
67 Provide Seller’s Disclosure form for comple- agent mail boxes ting time limit for loan approval and closingRESOURCES
date 135 Relay final approval of buyer’s loan applica- to ensure accuracy of preparation
tion to seller
112 Prepare and convey any counteroffers, ac- 159 Forward verified closing figures to buyer’s
ceptance or amendments to buyer’s agent HOME INSPECTION agent
113 Fax copies of contract and all addendums 136 Coordinate buyer’s professional home 160 Request copy of closing documents from
to closing attorney or title company inspection with seller closing agent
114 When Purchase Contract is accepted and 137 Review home inspector’s report 161 Confirm buyer and buyer’s agent have
signed by seller, deliver to buyer’s agent received title insurance commitment
Enter completion into transaction manage-
115 Record and promptly deposit buyer’s ment tracking software program 162 Provide “Home Owners Warranty” for
earnest money in escrow account. availability at closing
139 Ensure seller’s compliance with Home
116 Disseminate “Under-Contract Showing Inspection Clause requirements 163 Reviews all closing documents carefully
Restrictions” as seller requests for errors
140 Recommend or assist seller with identify-
117 Deliver copies of fully signed Purchase ing and negotiating with trustworthy con- 164 Forward closing documents to absentee
Contract to seller tractors to perform any required repairs seller as requested
Fax/deliver copies of Purchase Contract to 141 Negotiate payment and oversee comple- 165 Review documents with closing agent
Selling Agent tion of all required repairs on seller’s (attorney)
behalf, if needed
119 Fax copies of Purchase Contract to lender 166 Provide earnest money deposit check
THE APPRAISAL from escrow account to closing agent
120 Provide copies of signed Purchase Con-
tract for office file 142 Schedule Appraisal 167 Coordinate this closing with seller’s next
purchase and resolve any timing problems
121 Advise seller in handling additional offers 143 Provide comparable sales used in market
to purchase submitted between contract pricing to Appraiser Have a “no surprises” closing so that seller
and closing receives a net proceeds check at closing
144 Follow-Up On Appraisal
122 Change status in MLS to “Sale Pending” 169 Refer sellers to one of the best agents at
145 Enter completion into transaction manage- their destination, if applicable
123 Update transaction management program ment program
show “Sale Pending”
124 Review buyer’s credit report results HEADER LINE 1
-- Advise seller of worst and best case
146 Assist seller in questioning appraisal report
if it seems too low
170 Change MLS status to Sold. Enter sale
date, price, selling broker and agent’s ID
numbers, etc.
scenarios
HEADER LINE 2
125 Provide credit report information to seller
if property will be seller-financed
147 Closing Preparations and Duties
Contract Is Signed By All Parties
171 Close out listing in MLS
FOLLOW UP AFTER CLOSING
149 Coordinate closing process with buyer’s 172 Answer questions about filing claims
126 Assist buyer with obtaining financing, if ap- Sagent
U Band HE
lenderA D L IN E 1 with Home Owner Warranty company if
150 S U B closing
HEforms
A D& files
L IN E 2
plicable and follow-up as necessary requested
Update
127 Coordinate with lender on Discount 173 "UUFNQUUPDMBSJGZBOESFTPMWFBOZDPOáJDUT
Points being locked in with dates 151 Ensure all parties have all forms and infor- about repairs if buyer is not satisfied
mation needed to close the sale
Deliver unrecorded property information 174 Respond to any follow-on calls and pro-
to buyer 152 Communicate location where closing will vide any additional information required
be held from office files.
129 Verify termite inspection ordered
153 Confirm closing date and time and notify
130 Verify mold inspection ordered, if required all parties
TRACKING THE LOAN PROCESS 154 Assist in solving any title problems (bound-
ary disputes, easements, etc) or in obtain-
131 Confirm Verifications Of Deposit & ing Death Certificates
Buyer’s Employment Have Been Returned
155 Work with buyer’s agent in scheduling and
132 Follow Loan Processing Through To The conducting buyer’s Final Walk-Thru prior
Underwriter to closing
133 Add lender and other vendors to MLS so 156 Research all tax, HOA, utility and other
agents, buyer and seller can track progress applicable prorations
of sale
157 Request final closing figures from closing
134 Contact lender weekly to ensure process- agent (attorney or title company)
ing is on track
Receive & carefully review closing figures
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