Getting to know you and your home.

Date of Meeting

Customer Name(s)

Property Address

Sales Associate

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Seller Assessment

Please share with me why you’re moving.

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What is your ideal timeframe in making this move?

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What’s most important to you in this move you’re making? Do you have any concerns about your move?

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What were the most compelling reasons you purchased this home? What is the single, best feature of your home?

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Where are you moving? Are you working with an agent to look for a new home yet?

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What do you expect from the agent and real estate company you choose to represent you?

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In the move you’re making, will you be needing any help with a mortgage, insurance, etc.?

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Do you have a price in mind in order to sell your home?

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We CARE About Our Customers

Please Note: The information on this page is necessary for the Listing Presentation. Complete the questions with the bold headings on the following pages and verify the information through local construction, Health Department records or applicable Tax Records which may be available on the Multiple Listing Services. Then at your first appointment with the seller, ask only those unanswered questions.

Street: __________________________________________________________________________________

Town:________________________________________ State: _______________ Zip: ______________

Customer Name: _________________________________________________________________________ (for use in Listing Presentation)

Owner Name 1: ___________________________________________________________________________ First Last (for use on Contracts/Forms)

Phone: ____________________________ email: ___________________________________________

Owner Name 2: ___________________________________________________________________________ First Last (for use on Contracts/Forms)

Phone: ____________________________ email: ___________________________________________

Property Type:q Single Family q Town house q Multi-Family q Co-op q Apartment q Land q Condo Other: ___________________________________________________________________________________

Zoning Use (If other than residential):

Property Style:q Cape q Split q Bi-level q Colonial q Ranch Other: ____________________________

Rooms / Information:Total # of Rooms: ______ Total # of Bedrooms: ________ Full Baths: ________ Half Baths: _____(Note: If septic system, verify approved # of bedrooms against municipal construction records from town official or Health Department)

What are the top 4 features of this home? (For use on Property Business Cards):

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Associate Name: ______________________________________________ Phone: ____________________

Office: _______________________________________________________ Needed by: ________________

We CARE About Our Customers

Kitchen Room Size: ____ft. x ____ft. Remodeled (Check for permits): Y / N Year: _____________

Level (check one): B q 1st q 2nd q 3rd q 4th q

Floor covering: Tile q HW q Other: _____________________________________________

Sink: Single q Double q Features: _______________________________________________

Center Island: Y q N q Pantry: Y q N q

Countertop Type: __________________________________________________________________

Cabinet Description: _______________________________________________________________

Lighting: _________________________________________________________________________

Appliances:

Stove - Type _______________________________Y q N q Negotiable q Incl. in Sale q

Oven - Type _______________________________Y q N q Negotiable q Incl. in Sale q

Dishwasher - Type __________________________Y q N q Negotiable q Incl. in Sale q

Garbage Disposal - Type ____________________Y q N q Negotiable q Incl. in Sale q

Refrigerator - Type __________________________Y q N q Negotiable q Incl. in Sale q

Microwave - Type __________________________Y q N q Negotiable q Incl. in Sale q

Trash Compactor - Type _____________________Y q N q Negotiable q Incl. in Sale q

Instant Hot Water - Type _____________________Y q N q Negotiable q Incl. in Sale q

Kitchen Exhaust Fan - Type __________________Y q N q Negotiable q Incl. in Sale q

Tabletop Range - Type _______________________Y q N q Negotiable q Incl. in Sale q

Other / Special Features: __________________________________________________________________

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We CARE About Our Customers

Room #1: ______________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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Room #2: ______________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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Room #3: ______________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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We CARE About Our Customers

Room #4: _______________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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Room #5: ______________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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Room #6: ______________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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We CARE About Our Customers

Room #7: ______________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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Room #8: _____________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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Room #9: ______________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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We CARE About Our Customers

Room #10: _____________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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Room #11: _____________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: _____________________

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Room #12: _____________________________ Room Size: ____ ft. x ____ ft. Closet q

Remodeled: Y / N Permits: Y / N Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq

Floor covering: Tile q HW q Carpet q Other q Lighting Type: ____________________

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We CARE About Our Customers

Other Points of InterestExterior (Main Building) Siding: Vinyl q Aluminum q Wood q Stucco q Brick q Insulated q

Asbestos q Synthetic Stucco / EIFS q Stone q Other q

Describe: _______________________________________________________

Age (Request documents for proof of age): _____

Roof: Shingles q Tile q Other q Age (Request documents for proof of age): ______

Windows # : 1st Fl. _______ 2nd Fl. _______ Basement ________ Attic ________

Doors # ___ Type: _________________________________

Gutters / Leaders Y q N q Retaining Walls Y q N q

Porch Y q N q Front q Back q Side q

Deck Y q N q Front q Back q Side q Material: ________________________

Patio Y q N q Material: _________________________________________________

Driveway Y q N q Common Y q N q Easement Y q N q

Material: ___________________________

Other Special Exterior Features: _______________________________________________

Garage Attached q Detached q # Cars Accommodated: ________

Automatic Garage Door Openers Y q N q Qty.: _________

Storage Area Y q N q Insulated Y q N q Heated Y q N q

Special Features: ___________________________________________________________

Amenities - Interior Security System Y q N q Service Provider: ____________________

Intercom Y q N q

Smoke / Fire Detectors Y q N q # in Home: _________

Carbon Monoxide Detectors Y q N q # of Detectors: _________

Central Vacuum Y q N q Cable Ready Y q N q

Central Air Y q N q Zones: _________ Whole House Fan: _________

Air Conditioners # ______ Total Wall: ______ Window: ______ Incl. in Sale Y q N q

Hot Tub q Jacuzzi / Whirlpool q Steam Shower q Sauna q

Other Special Interior Amenities: ______________________________________________

We CARE About Our Customers

Other Points of Interest

Attic Finished Y q N q

Access: __________________________________________________________________________

Attic Fan Y q N q Whole House Fan Y q N q Suitable for Storage Y q N q

Flooring: _________________________________________________________________________

Type of Insulation:

Blown Insulation Y q N q

Rolled Insulation Y q N q

Other: ___________________________________________________________________________

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Basement Finished Y q N q Full q Partial q Walk Out q

Crawl Space Y q N q

Sump Pump q French Drains q

Sump Hole French Drains gap between floor and wall(Verify Presence of Pump) NOTE: A gap between the floor and the wall may also

indicate the presence of a floating slab.

We CARE About Our Customers

Other Points of InterestPlease Note: This section should be completed once you have obtained the listing to help you complete the MLS information.

Amenities - Exterior Lawn Sprinkler System Y q N q

Pool Y q N q In-ground q Above-ground q Documentation of Age: ____ If in-ground: qTile qCement qFiberglass qOther: ____________________

Size: ____ft. x ____ft. Heater q Filter q

Hot Tub q Jacuzzi / Whirlpool q

Other Special Exterior Amenities: ____________________________________________________

Sewage and Water Sewage: Public q Septic q Age of Septic: ___ Last date pumped: _________________

Water: Public q Well q (Ask for last water quality reports)

Well Flow Amount Rating: __________

Repairs: _______________________________ Service: ____________________________

Water Conditioner Y q N q Owned q Rented q Neutralizer Y q N q

Underground Well Head

Above-ground Well Head

Water Meter

We CARE About Our Customers

Other Points of Interest Radon Mitigation Y q N q Year: __________ Service Provider: ______________________

Last Radon Test Results (Ask for documentation): ______________________________________

Water Proofed Y q N q Type: _______________ Year: ______

Dampness / Water History Y q N q Details: _______________________________________

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UtilitiesFurnace: Gas q (If Gas, Propane q Natural q) Oil q Electric q

Age: _________ Mfg.: __________________ Delivery HW q Steam q FA q

Presence of Gas Tank: Underground q Active q Certificate of Closure Y q N q

Above-ground q Active q Certificate of Closure Y q N q

Fill Line For Underground Oil Tank Above-ground Oil Tank Above-ground Propane Tank

Presence of Oil Tank: Outside q Inside q (Location): ______________________________________

Underground q Active q Certificate of Closure Y q N q

Above-ground q Active q Certificate of Closure Y q N q

Other / Details: ___________________________________________________________________________

Hot Water Heater: ________ Electric q Gas q Age: _______ Size: _______________________

Radon Mitigation System(Look for inside meter on basement wall and typical fan placement and exhaust on an exterior wall.)

We CARE About Our Customers

Other Points of Interest

Electric Circuit Breakers: ___________________________________________________________

Fuses: ___________________________________________________________________________

100 amp q 200+ amp q Other: _________________________________________________

220 Service q Location: __________________________________________________________

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Other Termite Y q N q Carpenter Ants Y q N q Mold Y q N q

If yes: Treated Y q N q Date: __________ Certification: ___________________________

Asbestos Present Y q N q If removed, date: __________ Service Provider: ____________

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Utilities Continued

Circuit Breakers(200 amp electric panel)

To view the amp amount, check on the inside panel of the circuit breaker.

We CARE About Our Customers

Assessments (Ask for most recent tax bill; review to see if any tax assessments are pending):

Land: $ _________________________________ Total: $ __________________________________

Building: $ _____________________________ Improvement: $ ___________________________

Lot Size (Ask for survey): __________________

Taxes: __________________________________

Block # (From Tax Records): ________________ Lot # (From Tax Records): _________________

Year Built: _______________________________

Year Renovated (Verify construction permits): ____________________________

Length of Ownership: _____________________

Notes: ____________________________________________________________________________________

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We CARE About Our Customers

Please Note: You and Weichert are legally responsible for all representations. Please verify the accuracy of all information below. These descriptions should not be written while you are with the homeowners. These descriptions will be used in the listing presentation and in marketing materials for the property. Please write them soon after your appointment so that you capture all the details. Remember, good photos are essential for the listing presentation as well as for showcasing the home on the internet and in the marketing materials that will be created after listing the property.

Short Property Description (For use in advertising, on property business cards and on the templates for the internet and direct mail in both the printed and laptop/iPad versions of the Listing Presentation):

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Long Property Description (For use on Property Brochure):

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The following documentation will facilitate the sale of your home.

q Current tax bill and any recent or pending assessments

q Property survey

q Construction record: permits, contracts, receipts, etc.

q Proof of age of roof and/or siding

q Deed

q Monthly/quarterly utility bills

If Applicable:

q Well flow amount rating; water quality report

q Septic rating record/septic plan; service records

q Radon mitigation test results

q Asbestos remediation

q Wood-destroying insects reports/treatment contracts

q Mold reports/treatment records

q Tanks under/above ground inspections; decommission

©2017 Weichert, Realtors® Each Weichert® franchised office is independently owned and operated. REALTOR® is a federally registered collective membership mark which identifies a real estate professional who is a Member of the NATIONAL ASSOCIATION OF REALTORS® and subscribes to its strict Code of Ethics. Weichert® is a federally registered trademark owned by Weichert Co. All other trademarks are the property of their respective owners.

Please Note: Detach and give this page to your customer. Advise him/her that it would be helpful to have this information at your next meeting.