Real Estate Listing Checklist

Basic Property Information

• ☐ Full Property Address
• ☐ Legal Description (From deed or tax records)
• ☐ Parcel Number (From the tax assessor’s office)
• ☐ HOA Information (If applicable—fees, restrictions, contact info)

Ownership & Financial Details

• ☐ Copy of the Deed (To confirm ownership)
• ☐ Mortgage Payoff Information (If there is an outstanding loan)
• ☐ Homeowners Insurance Policy Info
• ☐ Utility Bills (Last 12 Months) (Water, electricity, gas)
• ☐ Property Tax Bill (Current and past year)
• ☐ HOA Documents (Bylaws, covenants, restrictions)

Disclosure Documents

• ☐ Louisiana Property Disclosure Form (Required by law)
• ☐ Lead-Based Paint Disclosure (For homes built before 1978)
• ☐ Termite Inspection Report (If available)
• ☐ Home Inspection Reports (If any were done recently)
• ☐ Repair & Renovation Records (Receipts, permits, warranties)
• ☐ Flood Zone & Elevation Certificate (If applicable)
• ☐ Survey or Plot Plan (If available)

Property Details for Marketing

• ☐ List of Features & Upgrades (HVAC, roof, flooring, appliances)
• ☐ Age of Major Systems (Roof, HVAC, plumbing, electrical)
• ☐ List of Included Appliances & Fixtures
• ☐ Any Excluded Items (Fixtures or items the seller will take)
• ☐ Professional Photos or Schedule for Photos
• ☐ Keys, Garage Openers, Gate Codes

Listing & Sale Documents

• ☐ Listing Agreement (Signed by all owners)
• ☐ Net Sheet / Seller Closing Cost Estimate
• ☐ Any Existing Lease Agreements (If tenant-occupied)