Proposal control

Seller Listing Presentation Checklist

Plan a seller presentation with documented property facts, comparable-sale methodology, marketing scope and explicit pricing judgment.

Direct answer: this checklist is for listing agents preparing for a seller consultation. The useful output is a presentation draft that separates verified facts, analysis, proposed services and agent judgment instead of presenting generated text as an appraisal.

Required inputs

  • Seller-confirmed property facts and improvements
  • Comparable records with source, status and adjustment notes
  • Proposed marketing channels and deliverables
  • Fees, exclusions, timing and owner responsibilities

Review sequence

  1. Confirm the audience, scope and decision owner.
  2. Attach approved sources and their review dates.
  3. Generate or assemble the draft without filling evidence gaps.
  4. Check every fact, calculation, permission and disclosure.
  5. Approve, version and record unresolved questions.

Release checklist

Traceable

Can each factual statement be traced to a named current source?

Reviewable

Are assumptions, calculations and generated language clearly separated?

Owned

Has the accountable agent or specialist approved the complete output?

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