Real estate agency · Sales and marketing
New listing launch
Take a new listing from signed agreement to live on the portals without wrong facts or copy the seller never saw. The seller completes the property questionnaire through a shared link, an AI agent drafts the description, and nothing is published before the agent and the seller approve it.
- Duration: 5 to 10 days
- How often: For every new listing
- Steps: 9 steps
- AI agents: 1 AI agent
- Approvals: 1 approval
Free plan, no credit card needed.
What changes with this template
Without it
The description is written from memory, and a wrong room count goes live.
The seller sees the listing for the first time on a portal.
Defects and included items come up only when a buyer asks.
Nobody tells the seller when to expect news about the listing.
With it
The description is drafted from verified facts, and the agent checks every claim.
The seller approves the copy and photos through a shared link before publication.
The seller lists them in a questionnaire in the first days.
The last step agrees the first update and the price review date with the seller.
The template, step by step
Each step says who does it: someone on your team, an AI agent, or the client through a shared link. An approval keeps every later step locked until it is given.
- Done by your team
- Done by an AI agent
- Done by the client, through a shared link
Starts when
The seller signs the listing agreement. The listing coordinator starts a run with the property address and the planned launch date.
- 1
Open the listing and share the seller link
Day 1Listing coordinator · Team
Fill in the property and the planned launch date, and send the seller the shared run link with the property questionnaire.
Checklist
- Signed listing agreement saved
- Shared link sent to the seller
Fields to fill in
- Property address (required)
- Seller email (required)
- Planned launch date (required)
- 2
Complete the property questionnaire
Days 1 to 3Seller · Shared link
Through the shared link, the seller lists what is included in the sale, describes the known defects to disclose, gives the running costs and explains how to access the home for the photo shoot.
Checklist
- Property facts confirmed
- Included items listed
- Known defects described
Fields to fill in
- Included in the sale (required)
- Known defects to disclose (required)
- Running costs and charges
- Access for the photo shoot (required)
- 3
Book and run the photo shoot
Days 3 to 5Listing coordinator · Team
Book the photographer and the floor plan, send the seller the preparation tips, and save the links to the final photos and the floor plan.
Checklist
- Preparation tips sent to the seller
- Photos and floor plan received
- Photos checked for personal details on show
Fields to fill in
- Shoot date (required)
- Link to the final photos (required)
- Link to the floor plan
- 4
Verify the property facts
Days 3 to 5Listing agent · Team
Check the size, rooms, year built and charges against the ownership records, the measurements and the seller's answers, and record the verified facts the description will use.
Checklist
- Living area measured or confirmed
- Ownership and charges checked against the records
- Seller's list of defects reviewed
Fields to fill in
- Verified property facts (required)
- Living area (required)
- Facts still unconfirmed
- 5
Draft the listing description
Day 5Listing writer · AI agent
The listing writer drafts a headline and a description from the verified facts, the seller's answers and the style guide in its instructions, using only facts recorded on the run.
Fields to fill in
- Draft headline (required)
- Draft description (required)
Checked by: The listing agent corrects and approves the copy in step 6.
- 6
Review the copy and the photos
Day 6Listing agent · Team
Check the headline, the description and the photos against the verified facts and your advertising rules, correct them and approve.
Checklist
- Every claim matches the verified facts
- Known defects handled as your rules require
- Wording meets your advertising rules
- Photo order chosen
Approval: The seller's approval step stays locked until the listing agent approves the copy and the photos.
- 7
Approve the listing before it goes live
Days 6 to 8Seller · Shared link
The listing agent emails the seller the approved description and photos, and the seller records the decision through the shared link, with any corrections.
Fields to fill in
- Decision (required)
- Corrections
- 8
Publish the listing
Launch dayListing coordinator · Team
Publish the approved listing on the portals and your website, order the sign or brochure if agreed, and record the live link.
Checklist
- Live on the portals
- Live on the agency website
- Sign or brochure ordered if agreed
Fields to fill in
- Link to the live listing (required)
- Live on (required)
- 9
Tell the seller what happens next
Launch dayListing agent · Team
Send the seller the live link, agree how viewings will work, and agree when they will get the first activity update and when the price will be reviewed.
Checklist
- Live link sent to the seller
- Viewing arrangements agreed
- First update date agreed
Fields to fill in
- First activity update on (required)
- Price review date
Done when
The listing is live on the portals and your website with verified facts and approved photos and copy, and the seller knows when to expect the first update.
Make it yours. Rename steps, change owners and add checklist items, fields or approvals. The template is a starting point for the way your team works.
The AI agents in this template
An agent only works on its own steps, and a person on your team checks what it did. Anything an agent writes to a connected app waits for approval unless you allow it.
Listing writer
Drafts the listing headline and description from the verified facts and the seller's answers.
What it does
- Reads the verified facts and the seller's questionnaire on the run
- Follows the style guide in its step instructions
- Writes the draft headline and description into its step
- Completes its step, so the listing agent can review the copy
Checked by: The listing agent corrects and approves the copy in step 6.
Questions this template answers
Collect the seller's answers, the photos and the verified facts side by side, and publish only from approved copy. Steps 2 to 4 run in the first days of the run, and step 8 publishes once the agent and the seller have approved the listing.
Verify every fact the description uses against your records and the seller's answers, and write only from verified facts. Step 4 records the verified facts and anything still unconfirmed, and in step 6 the listing agent checks every claim against them.
Let AI draft the headline and the description from verified facts and your style guide, and have the agent check every claim. In step 5 the listing writer drafts both, and step 6 is an approval gate where the listing agent corrects and approves them.
Send the seller the final copy and photos, and record their decision before anything is published. In step 7 the listing agent emails them, and the seller approves or corrects the listing through the shared link before step 8 publishes it.
Ask what is included in the sale, which defects to disclose, the running costs and how to access the home for photos. Step 2 asks exactly that through the shared link, so the agent does not have to chase it by phone.
Agree on access and send preparation tips before the shoot, then check the photos for personal details on show. Step 2 records the access arrangements, and step 3 covers the tips, the shoot and the photo check.
Run this workflow in OKiDO
Set up the steps, owners and approvals once, then start a run for every new case.