Getting Ready for a Listing

Getting Ready for a Listing

Use this guide as a training resource to help you prepare for taking and marketing a listing. By following these steps and using the available tools, you will be well-prepared—regardless of your experience level.

Pre-Requisites

Before working with listings, make sure you have completed:

  • Your MLS basic training course

  • Dalton Wade new agent training and onboarding

MLS Access & Add/Edit Permissions

Some MLS systems require completion of an Add/Edit (listing input) course before you can enter listings.

Steps:

  1. Complete your MLS-required Add/Edit course

  2. Pass any required test or certification

  3. Your MLS will notify your broker of completion

  4. Your permissions will be updated (typically within 24 hours)

If access is not granted after 24 hours, reach out to the support team.

Get Comfortable with Your MLS

Spend time learning how to:

  • Search for properties

  • Understand listing data and history

  • Review agent remarks, public remarks, and property details

  • Pull comparable sales

Most MLS systems offer:

  • Training libraries or “MLS University”

  • Video tutorials

  • Help centers and live training sessions

Take advantage of these resources to build confidence before your first listing.

Complete Additional Training

Dalton Wade provides training to support your success on the listing side.

Recommended topics:

  • Listing presentations

  • Listing agreements

  • Open houses

  • Marketing strategies

You can also access recorded trainings and playlists through Dalton Wade’s training platform.

Learn How to Build a CMA (Comparative Market Analysis)

A strong CMA is essential for pricing and winning listings.

Focus Areas:

  • Researching the subject property

  • Understanding local market trends

  • Identifying and selecting comparable properties

  • Making price adjustments

  • Presenting data clearly to sellers

Many MLS platforms include CMA tools (such as Cloud CMA or similar programs).
Be sure to explore the CMA tools available within your MLS.

Property Research Tools

In addition to the MLS, you may have access to public records and tax databases (such as iMapp or similar tools depending on your MLS).

These tools can help you:

  • Research property ownership and history

  • Review tax records and assessed values

  • Access deed and public record information

  • Analyze neighborhood data and trends

  • Identify off-market opportunities

  • Build farm lists and mailing labels

Take time to learn what tools are available in your specific MLS and market.

Preparing Your Listing Materials

Before meeting with a seller, make sure you have:

  • A listing presentation (customized to you and your market)

  • A completed or draft CMA report

  • A clear understanding of required listing paperwork

  • A checklist of documents needed for listing input and compliance

Helpful Resources

You can find many of these materials in:

  • Dotloop (Training Materials & Listing Templates)

  • Dalton Wade training library

  • Your MLS training center

Recommended materials include:

  • Listing presentation templates

  • CMA price adjustment guides

  • Listing paperwork checklists

  • MLS listing input guides

Final Preparation Checklist

Before taking a listing, make sure you:

  • Have MLS access and Add/Edit permissions

  • Understand how to run comps and build a CMA

  • Are familiar with your MLS system

  • Have your listing presentation ready

  • Know what documents are required

  • Feel confident explaining pricing and strategy to your seller

    • Related Articles

    • Marketing Plan for a Stale Listing

      Sometimes a property lingers on the market longer than expected. When this happens, it’s critical to step back, reassess, and refresh your marketing strategy to bring in new interest. Below is a structured plan you can use to evaluate and re-energize ...

    • Listing Power Box Guide

      The Dalton Wade Listing Power Box is a must-have tool for agents looking to stand out in the competitive real estate market. This all-in-one marketing kit is designed to help you impress clients, market listings effectively, and generate leads. ...

    • Sending Mass Emails About Your Listing in ShowingTime

      ShowingTime allows you to send mass emails about your listing directly through the platform. Steps to Send a Mass Email Open ShowingTime (via the app or through MLS when editing your listing). Click Configure ShowingTime. Select Listing Activity ...

    • HouseWhisper AI: Frequently Asked Questions (FAQ)

      Got questions about using HouseWhisper AI? You’re not alone! Here are the most common questions agents ask—along with helpful answers to get you started with confidence. What’s the cost? As a Dalton Wade agent, you get exclusive access for $79/month ...

    • REDX – Lead Generation Platform

      Get More Listings Without Guesswork REDX is a lead generation and prospecting platform designed specifically for real estate agents. It provides direct access to motivated sellers along with the tools needed to contact them, nurture conversations, ...