Listing Concierge Form

Real estate agents choose the marketing and support services they need for each property, from MLS input and signage to flyers, social posts and email campaigns. Files, photos and instructions arrive in one request.

Use this template

In the Claude connectors directory

Listing Agent Name

First Name

Last Name

Listing Agent Email

Date

Property Address

Listing Status

Has the MLS waiver form been submitted?

Transaction coordinator for this listing (name and email/phone, if any)

MLS listing input by staff

Yes, include this

Upload the MLS input sheet

Max 10 MB per file

Social media listing ad once live on the MLS (price over $250,000, Moxi users only)

Yes, include this

Free single-property website? Add a custom domain for $15?

Order a post for the for-sale sign

Yes, include this

Post details (single or double, color, solar light, etc.)

Post placement, installation date and flyer box

Sign rider request

Yes, include this

Listing package

Yes, include this

Property flyer design

Yes, include this

In-house color flyer printing

Yes, include this

Number of color flyers

Advertising remarks for the flyer

Property video link (YouTube, Vimeo or similar)

Upload high-resolution property photos

Max 10 MB per file

Social media design

Yes, include this

Postcard design for the listing

Yes No

Tri-fold flyer? (yes or no)

QR code for flyer, email campaign or website

Yes, include this

Website to link in the QR code

Highnote presentation with listing documents

Yes, include this

Other items for the Highnote presentation (we can't log in via a linked Google account)

Highnote account access details

Upload documents for the Highnote presentation

Max 10 MB per file

Bulk mail campaign around the listing (minimum 250)

Yes, include this

Or EDDM mail campaign around the listing

Yes, include this

Number of bulk mailers/EDDM pieces

Active Pipe email engagement program

Yes, include this

Items to include in the Active Pipe email (market video, statistics, etc.)

Should we email the listing to neighbors?

Should we email the listing to your database?

Do we have your database or email list?

Yes, include this

Notify offices by email when the listing is Coming Soon on the MLS

Yes, include this

Notify offices by email when the listing is Active on the MLS

Yes, include this

Moving truck needed?

Yes No

Preferred moving truck date(s) (pickup at our office)

Property optimization program (the branch manager will contact you)

Yes, include this

Anything else we can help with for this listing?

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