Real estate agency · Sales
Listing appointment to signed agreement
Go from a seller's valuation request to a signed listing agreement with a price you can defend. The seller shares the property details through a shared link before the visit, an AI agent drafts the proposal, and nothing reaches the seller before the managing broker approves the price.
- Duration: 1 to 2 weeks
- How often: For every valuation request
- Steps: 9 steps
- AI agents: 1 AI agent
- Approvals: 2 approvals
Free plan, no credit card needed.
What changes with this template
Without it
Agents arrive at the appointment knowing little about the property.
Each agent prices homes their own way, sometimes high to win the listing.
Each proposal is rebuilt from an old one for the next seller.
Marketing starts before every owner has signed.
With it
The seller shares the property details through a shared link before the visit.
Every price range rests on comparables and is approved by the managing broker.
An AI agent drafts the proposal from the seller's details, and the broker reviews it.
The launch stays locked until the signed agreement and the identity checks are approved.
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
A homeowner asks for a valuation. The listing agent starts a run with the seller's details and the appointment date.
- 1
Log the request and share the seller link
Day 1Listing agent · Team
Confirm the appointment with the seller and send the shared run link, so they can share the property details before the visit.
Checklist
- Appointment confirmed with the seller
- Shared link sent to the seller
Fields to fill in
- Seller name (required)
- Seller email (required)
- Property address (required)
- Appointment date (required)
- 2
Share the property details
Days 1 to 3Seller · Shared link
Through the shared link, the seller describes the property, recent work and known issues, the reason for selling and their timing, and shares links to any plans or documents they have.
Checklist
- Rooms and outdoor space described
- Recent renovations listed
- Known issues listed
Fields to fill in
- Recent work and known issues (required)
- Reason for selling
- Preferred moving date
- Link to plans or documents
- 3
Prepare the comparable sales
Hidden from the shared linkDays 2 to 4Listing agent · Team
Select recent comparable sales and current competing listings, adjust them for size and condition, and record a price range.
Checklist
- At least three recent comparable sales
- Competing listings checked
- Adjusted for size and condition
Fields to fill in
- Comparable sales and listings (required)
- Suggested price range (required)
- 4
Draft the listing proposal
Day 4Proposal writer · AI agent
The proposal writer drafts the listing proposal from the seller's details and the comparables: the price rationale, the marketing plan and the next steps for the seller.
Fields to fill in
- Draft listing proposal (required)
Checked by: The managing broker corrects and approves the proposal in step 5.
- 5
Approve the price range and the proposal
Hidden from the shared linkDay 5Managing broker · Team
Check the price range against the comparables and the proposal against your fee policy, correct them where needed and approve.
Checklist
- Price range supported by the comparables
- Fee within the agency's fee policy
- No promises the agency cannot keep
Fields to fill in
- Broker note
Approval: The appointment step stays locked until the managing broker approves the price range and the proposal.
- 6
Hold the listing appointment
Appointment dayListing agent · Team
Walk through the property with the seller, present the price rationale and the marketing plan, and record what you agreed and what the seller still wants to think about.
Checklist
- Property walked through with the seller
- Price and marketing plan presented
- Listing agreement explained
Fields to fill in
- Proposed asking price (required)
- Agreed fee (required)
- Seller's open questions
- 7
Record your decision
Within 3 days of the appointmentSeller · Shared link
Through the shared link, the seller records whether they will list with the agency, the asking price they agree to and any question still open.
Fields to fill in
- Decision (required)
- Asking price you agree to
- Questions before signing
- 8
Check the signed agreement, identity and ownership
Hidden from the shared linkDays 1 to 3 after the decisionOffice administrator · Team
Send the listing agreement for signature on the agreed terms, and check the seller's identity and ownership as your rules require. If something does not match, mark the run blocked and note why.
Checklist
- Agreement matches the agreed price and fee
- Every owner has signed
- Identity of every owner checked
- Ownership confirmed against the title record
Fields to fill in
- Link to the signed listing agreement (required)
- Ownership check result (required)
Approval: The handover to launch stays locked until the office administrator approves the signed agreement and the checks.
- 9
Hand the listing over for launch
Day after approvalListing agent · Team
Start the listing launch, tell the seller what happens next and propose a date for the photo shoot.
Checklist
- Listing launch started
- Seller told the next steps
- Photo shoot date proposed
Fields to fill in
- Planned launch date (required)
Done when
The seller has signed the listing agreement at an agreed asking price, identity and ownership are checked, and the listing is handed over for launch.
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.
Proposal writer
Turns the seller's details and the comparable sales into a first listing proposal.
What it does
- Reads the seller's details and the comparables recorded on the run
- Follows the proposal format in its step instructions
- Writes the draft proposal into its step
- Completes its step, so the managing broker can review it
Checked by: The managing broker corrects and approves the proposal in step 5.
Questions this template answers
Get the property details from the seller before the visit, and walk in with comparables and an approved price range. Steps 2 to 5 collect the seller's details through the shared link, prepare the comparable sales and get the price approved before the appointment in step 6.
Show the seller recent comparable sales and competing listings, adjusted for size and condition. Step 3 records them with a price range, and in step 5 the managing broker checks that the range is supported before the seller sees it.
Let AI turn the seller's details and your comparables into a first proposal, and keep the price and the promises with your team. In step 4 the proposal writer drafts it, and in step 5 the managing broker corrects and approves it.
Have someone other than the agent approve the price range before the appointment. Step 5 is an approval gate: the appointment step stays locked until the managing broker approves the price range and the fee.
Give the seller one place to record their decision and the questions still holding them back. In step 7 the seller answers through the shared link, so the agent knows whether to send the agreement or answer the open questions first.
Check identity and ownership against the title record before any marketing starts, as your rules require. Step 8 records the result, and the handover to launch stays locked until the office administrator approves the signed agreement and the checks.
Run this workflow in OKiDO
Set up the steps, owners and approvals once, then start a run for every new case.