Free Realtor Moving Checklist Template

Checklist: The Realtor Moving

Moving can be a daunting task, but with proper planning and organization, it can be a smooth transition. As a realtor, helping your clients navigate the moving process can enhance their experience and solidify your reputation as a trusted professional. Tailor this checklist for a smooth moving process.

Company:

[Your Company Name]

Realtor:

[Your Name]

Moving Date:

[Date]

Address:

[Your Company Address]

Category

Details and Notes

Preparation Phase:

  • Schedule a meeting with your clients to discuss their moving timeline and preferences.

  • Recommend reputable moving companies or provide resources for DIY moving options.

  • Advise clients to declutter and organize belongings to minimize packing and moving costs.

  • Encourage clients to notify relevant parties of their upcoming move, including utilities, postal services, and subscription services.

Packing and Organizing:

  • Provide packing supplies checklist including boxes, tape, bubble wrap, and markers.

  • Offer tips on efficient packing methods and labeling boxes for easy unpacking.

  • Suggest creating an inventory list to keep track of belongings during the move.

  • Recommend packing a "first-night essentials" box with items like toiletries, bedding, and snacks.

Moving Day:

  • Confirm arrangements with the chosen moving company or coordinate with friends/family for DIY moves.

  • Ensure clients have necessary documents readily available, including contracts, identification, and moving permits if applicable.

  • Conduct a final walkthrough of the property to ensure nothing is left behind.

  • Assist with any last-minute logistics or questions to alleviate stress on a moving day.

Settling In:

  • Provide information on local amenities, schools, and community resources in the new neighborhood.

  • Follow up with clients to ensure a smooth transition and address any concerns or additional needs.

  • Offer recommendations for home services such as cleaners, landscapers, or contractors if required.

  • Celebrate the successful move with a thoughtful housewarming gift or gesture.

Post-Move Follow-Up:

  • Touch base with clients to gather feedback on their moving experience and your services.

  • Offer assistance with any unresolved issues or post-move adjustments.

  • Stay in touch for future real estate needs and referrals.

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