California Listing Agent Document Checklist

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Before Listing the Property

  • [ ] Residential Listing Agreement (RLA) – Authorizes listing and selling
  • [ ] Agency Disclosure (AD) – Explains agency relationships
  • [ ] Seller’s Advisory (SA) – Informs seller of duties
  • [ ] Preliminary Title Report – Optional, uncovers title issues

Property Disclosures

  • [ ] Transfer Disclosure Statement (TDS) – Required
  • [ ] Seller Property Questionnaire (SPQ) – Often used
  • [ ] Natural Hazard Disclosure (NHD) – Required
  • [ ] Lead-Based Paint Disclosure – If built before 1978
  • [ ] Smoke/CO Detector Compliance – Required
  • [ ] Megan’s Law Disclosure – Required

Additional / Conditional Documents

  • [ ] Trust Advisory – If property is held in trust
  • [ ] Probate Listing Agreement – For probate sales
  • [ ] HOA Documents – If property is in HOA
  • [ ] Solar Panel Lease Transfer – If applicable

Marketing & Open House

  • [ ] Lockbox Authorization – If using a lockbox
  • [ ] MLS Input Form – Required
  • [ ] Open House Sign-in Sheet – Optional
  • [ ] Flyers / Property Sheet – Optional