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Real estatePlanning

Listing presentation prep

45 minutes 6 blocks Free template

Prepare the CMA, pricing strategy, marketing plan and seller disclosures before a listing appointment, following NAR's checklist.

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By the end of this meetingThe CMA, pricing strategy, marketing plan and seller disclosures are ready before the seller appointment.

45 min · 6 blocks, drawn to scale Fits exactly
  1. Comparables, recent sales and days on market, 10 minutesInfo 10
  2. Preliminary CMA and pricing strategy, 10 minutesDiscuss 10
  3. Listing presentation package and credentials, 5 minutes 5
  4. Marketing approach, 10 minutesBrainstorm 10
  5. Seller disclosures and listing options, 5 minutes 5
  6. Follow-ups and owners, 5 minutes 5
011233445 min
  1. +0′Comparables, recent sales and days on market10 minInfo
  2. +10′Preliminary CMA and pricing strategy10 minDiscuss
  3. +20′Listing presentation package and credentials5 minInfo
  4. +25′Marketing approachWhat marketing angle would make this property stand out?10 minBrainstorm
  5. +35′Seller disclosures and listing optionsTip: Office-exclusive and delayed-marketing options need a signed seller disclosure under NAR's 2025 policy.5 minDecide
  6. +40′Follow-ups and owners5 minWrap-up

Why it works

Built so the listing presentation prep ends on time, with everyone in it.

  • Updates stay short

    15 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    10 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • Ideas from every phone

    Everyone types at once and ideas land on the shared screen together. The quiet person's idea gets the same space as everyone else's.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Do the research before the appointment: comparables, recent sales and days on market.
  2. 2Draft the preliminary CMA and agree a pricing strategy you can explain to the seller.
  3. 3Assemble the presentation package and your credentials in one place.
  4. 4Brainstorm marketing angles for this specific property, then pick the plan.
  5. 5Check which listing options to offer, including office-exclusive or delayed marketing and the signed disclosure they need.

Questions about the listing presentation prep

What should I prepare for a listing presentation?
NAR's checklist covers comparables and recent sales, a preliminary CMA and pricing strategy, a presentation package with credentials, and a marketing plan.
What changed for listing appointments in 2025?
NAR's Multiple Listing Options for Sellers policy, effective March 25, 2025, allows office-exclusive or delayed marketing, which needs a signed seller disclosure.

Built from

The structure, timings and tips on this page come from these sources.

  • nar.realtor
  • nar.realtor

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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Related templates

All templates
  • Real estate office sales meetingNAR's office sales meeting model: short five-minute segments, one main training topic, listing sharing and a recap, all in under an hour.55 min · 10 blocks
  • Office caravan / broker open-house tourA two-hour agents-only tour of new listings: route briefing, host greetings, walk-throughs and buyer matches, based on a REALTOR board process.120 min · 5 blocks
  • Real estate transaction pipeline reviewA weekly walk through every active and pending deal against inspection, appraisal, loan and closing dates, with owners for stalled deals.45 min · 5 blocks

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