Luxury Home Sales Checklist
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Pre-Listing & Property Assessment
Activities to complete before officially listing the luxury property, including market analysis and property preparation.
Estimated Property Value (Initial Appraisal)
Detailed Property Condition Assessment (including luxury-specific features)
Property Style (e.g., Modern, Traditional, Mediterranean)
Key Property Amenities (Select all that apply)
Date of Last Major Renovation/Update
Notes on Unique Property Features or History (for marketing)
Preliminary Property Photos (for analysis and marketing planning)
HOA/Association Status (if applicable)
Marketing & Presentation
Strategies and materials for showcasing the property to potential buyers.
Professional Photography Package (High-Resolution)
Drone Footage (Video & Still)
Compelling Property Description (SEO Optimized)
Marketing Channels Used (Select all that apply)
Budget Allocation for Marketing (USD)
Virtual Staging Required?
Key Selling Points / Unique Features to Highlight
Floor Plans & Site Plans
Buyer Qualification & Relationship Building
Processes for identifying and engaging with qualified luxury buyers.
Estimated Net Worth (Buyer/Entity)
Source of Funds Verification Notes
Buyer Type
Motivation for Purchase
Initial Contact Date
Buyer's Financial Profile Summary (Confidential)
Preferred Communication Method
Supporting Financial Documentation (Secure Upload)
Showings & Open Houses
Managing showings and events to create a compelling viewing experience.
Scheduled Showing Date
Scheduled Showing Time
Client Viewing Location (if applicable)
Showing Type (Open House, Private Showing, Virtual Tour)
Estimated Attendance (Open House)
Notes on Client Preferences/Requests (before showing)
Property Features Highlighted During Showing
Feedback from Potential Buyers (immediately after showing)
Photos/Videos from Showing (if applicable)
Offer Negotiation & Contract Management
Handling offers, counteroffers, and the legal aspects of the sales contract.
Buyer's Initial Offer Details
Offer Price
Earnest Money Deposit Amount
Contingency Type(s) Included in Offer (e.g., Financing, Inspection, Appraisal)
Expiration Date of Offer
Counter Offer Details & Rationale
Adjusted Offer Price (if applicable)
Closing Date Negotiation Outcome
Special Conditions/Addenda Summary
Escrow & Closing
Ensuring a smooth and successful closing process.
Escrow Opening Date
Earnest Money Deposit Amount
Title Company Selection
Loan Contingency Removal Deadline
Inspection Contingency Removal Deadline
Inspection Report Summary & Resolution Notes
Home Warranty Status
Closing Date
Recording Office Location
Post-Sale & Client Relations
Activities to maintain client relationships and ensure satisfaction after the sale.
Client Thank You Note
Client Follow-Up Method
Date of Client Follow-Up
Number of Referrals Received (Post-Sale)
Feedback Received from Client (and actions taken)
Copy of Client Testimonial (if applicable)
Client Satisfaction Survey Sent?
Notes on Client Relationship - Future Opportunities?
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