Getting a listing to market

The seller deal

The deal page shows the milestone stepper straight under the heading — Onboarding → Prep → On market → Offers → Accepted — and tabs for Overview, Go-to-market, Listing, Offers & showings, Paperwork, Comms and History. Go-to-market is the four-line summary (photos, copy, pricing, disclosures) plus the target live date; the Listing tab is the work itself.

The Listing tab

A rail of sections down the left, each with its own progress; the section you are editing on the right, with any listing-prep tasks for that section underneath it; Validate and Listing input sheet at the top; and a line saying how far the listing is from ready — fields filled, papers in, tasks done.

Required for the MLS

Street number, street name, city, state, ZIP and county; list price, property type, listing type, list date and expiration; public remarks; parcel number and annual taxes; beds, baths, square feet and year built; lock box type, showing requirements and the showing contact's name and phone; and at least one photo unless you list without photos. Everything else is optional — fill what you have.

Validate

Validate is the agent's step. With anything required still missing it shows you the list; otherwise it stamps the listing “Validated — ready for the MLS”. Editing any listing field afterwards clears the stamp, and a change made anywhere other than the Listing tab (by an agent, an import) is treated the same way — so a validated listing really is the one you are about to enter.

The input sheet

Listing input sheet opens a printable page with every section's answers, the photo order and the open houses, headed with the validation state — the thing you key the MLS entry from. DeedSpring does not push to an MLS; after the listing is live, the coordinator records the MLS number and public link on the property and checks the live listing against the sheet.

The listing playbook

Starting a seller deal copies the Default listing playbook on (editable under Config → Playbooks → Deal playbooks). It is the standard listing playbook: a workflow the AI owns in ten phases — listing setup; documents & disclosures; photography & media; property information; signs, lockbox & showings; the MLS listing; brokerage compliance; launch; seller reporting; the final handoff — with phases two to seven running in parallel under Prep. Every task names its owner in one of three categories: AI (the coordinator does it end to end), AI + Human (the coordinator prepares, coordinates and verifies; a person does the one restricted step in the middle — signs, approves, is on site, enters or activates the MLS listing, uploads to compliance), or a person (you price, approve the listing and answer the legal questions; the sellers sign their disclosures and get the home ready). Conditional tasks carry an Applies when rule the coordinator evaluates from the facts — lead paint only before 1978, the association packet only in an HOA, the sign only where wanted and allowed — and every AI task a Done when: the evidence that completes it, so a disclosure requested is not a disclosure obtained and a shoot booked is not media received. Both show under a task's Runbook.

The playbook stays generic. What makes it your brokerage's is the Listing prep brief on Config → AI — the documents your state, brokerage and MLSs require and which must be in before publication, your compliance platform, usual vendors, approval thresholds, lead times — and what makes it each agent's is the Listing preferences on their profile: their photographer, what they approve personally and above what cost, days before launch for the shoot, Coming Soon or straight to Active. The coordinator reads both on every pass. Compliance need not block the launch: the file is split into what must precede publication and what your brokerage allows to follow.

The seller playbook also lists the papers the file needs — the listing agreement, the seller's disclosure, the lead-based paint disclosure for a pre-1978 home, the agency disclosure, HOA documents, the survey and the county tax record. A paper that does not apply (lead paint on a 2004 build) is marked not required with a reason rather than left hanging.

The Listing Coordinator

Listing prep is coordination work — book, chase, check, file — so DeedSpring gives it to a coordinator rather than to the agent who looks after the sellers. The two meet on the record, never in each other's threads: the coordinator readies the listing, the Client Agent keeps the sellers.

Takes the launch plan once

After the kickoff walk (or once the target live date is set) it asks the deal owner one batched question — the launch date and status, which MLSs, title, who does what, anything your listing preferences do not already answer — and remembers the plan on the deal under Listing instructions.

Runs the media loop

Books the photographer (and stager, video, drone, floor plan) as a vendor on the deal, tells the sellers the date and what to have ready, chases the delivery, and when the files arrive asks you to upload them — then orders the gallery cover-first, captions it, and drops near-duplicates. Video and tour links go in the deal notes.

Reviews the paperwork before compliance does

Checks the listing agreement, disclosures, lead paint, agency disclosure and HOA papers against what the brokerage's listing compliance review will ask for, chases gaps from the right person, and says plainly in its thread anything that would fail the review — before the live date. It never fills in, signs or alters a legal form.

Collects the sellers' facts and completes the form

Puts every fact where it lives — the tax record's square footage, the sellers' answers, the agent's instructions — and fills a field only from a source it can name. An empty field with a line saying who has the answer is right; a guess is wrong. It never writes the Validate stamp.

Orders the sign, sets up showings, plans the first open house

Vendors are reached by email from the deal; the sellers hear about logistics (the photo date, access for the installer, a paper to sign) as drafts for the owner to send, in the owner's name.

Checks the live listing

When the deal goes on market it verifies the live listing against the input sheet — price, status, address, photo count and cover, remarks word for word, beds / baths / square feet, showing instructions, the open house, syndication — records the MLS number, link and verified-at, raises every mismatch as one line, writes the handoff into the deal notes, and steps back. After that it acts only on listing changes.

Day to day

Switches that matter here