Step 2: Prepare for Property Preview
If during your pre-listing interview you determined that the seller(s) can be present at the property preview and are able to receive mail prior to the property preview – or – the seller(s) cannot be present at the property preview but are able to receive mail prior to your follow-up phone call, send them a pre-listing package. This package should include the following materials, organized inside a blue tri-fold marketing folder with your business card:
Center Folder Pocket
- Cover Letter – A template can be found in Google Drive > Shared Drives > Listing Presentation Materials. We recommend you make a copy of the template, customize and print it on letterhead in office. Click here to watch a video demo.
- Your Bio Slick – This can be found in Google Drive > Shared Drives > Listing Presentation Materials > Agent Bio Pages. We recommend you order a supply of professionally printed copies in Scenic Connect. Click here to watch a video demo. Alternatively, you may print it on bond paper in office as needed. Click here to watch a video demo.
- The Advantage – Request a professionally printed copy from your front office administrator.
- Niche – Request a copy from your front office administrator.
Left Folder Pocket
- Listing Launch Countdown – Take a copy from the brochure rack next to the office printer. If a professionally printed copy is not available, it can be found in Google Drive > Shared Drives > Listing Presentation Materials and printed double-sided on bond paper in office.
- Getting Ready Checklist – Take a copy from the brochure rack next to the office printer. If a professionally printed copy is not available, it can be found in Google Drive > Shared Drives > Listing Presentation Materials > Marketing Slicks and printed single-sided on bond paper in office.
- The Property Buying Process Slick – Take a copy from the brochure rack next to the office printer. If a professionally printed copy is not available, it can be found in Google Drive > Shared Drives > Buyer Presentation Materials and printed two-sided on bond paper in office.
- Company Ranking Nationwide Slick – Take a copy from the brochure rack next to the office printer. If a professionally printed copy is not available, it can be found in Google Drive > Shared Drives > Listing Presentation Materials > Marketing Slicks and printed single-sided on bond paper in office.
- Market Report – You may order a supply of professionally printed copies in Scenic Connect each quarter.
Right Folder Pocket
- Home History Book – This optional branded merchandise item is available to purchase from the office through Scenic Connect. If you anticipate meeting the seller(s) in person at the property preview as well as at the listing consultation, ask that they complete this while at the property preview and bring it with them to the listing consultation. If not, include a self-addressed stamped catalog envelope in the pre-listing package for them to return it to you in. We recommend you keep the book to include in their closing gift.
- Pricing Luxury Properties Booklet – Request a professionally printed copy from your front office administrator.
- Property Information Form – This can be found in Google Drive > Shared Drives > Listing Presentation Materials. We recommend printing it single-sided on bond paper in office and stapling the pages together.
- Notice to Association Form for Sellers – This can be found in Google Drive > Shared Drives > Listing Presentation Materials. We recommend printing it single-sided on bond paper in office as needed.
- Notice to Management Company Form for Sellers – This can be found in Google Drive > Shared Drives > Listing Presentation Materials. We recommend printing it single-sided on bond paper in office as needed.
- Sample Listing Agreement – This can be found in Google Drive > Shared Drives > Listing Presentation Materials > Sample Listing Documents. We recommend printing it double-sided on bond paper in office and stapling the pages together.
- Sample ECAR Seller Authorization and Disclosures Form – This can be found in Google Drive > Shared Drives > Listing Presentation Materials > Sample Listing Documents. We recommend you print it double-sided on bond paper in office as needed.
- Sample Seller's Property Disclosure Statement – This can be found in Google Drive > Shared Drives > Listing Presentation Materials > Sample Listing Documents. We recommend printing it double-sided on bond paper in office and stapling the pages together.
- Sample Purchase Contract – This can be found in Google Drive > Shared Drives > Buyer Presentation Materials > Sample Contracts. We recommend printing it double-sided on bond paper in office and stapling the pages together.
Place the blue tri-fold marketing folder inside a blue catalog envelope. Alternatively, you may prepare a branded shipping box with two branded 20oz Yeti Ramblers set in a bed of white crinkle-cut paper. The folder can be placed directly on top of the Yetis. We recommend you send your package with tracking via UPS or FedEx so that it arrives one to two days before your scheduled property preview or follow-up phone call.
If the seller(s) can be present at the property preview but aren't able to receive mail prior to your scheduled property preview, we recommend you bring a pre-listing package with you.


