Buyer Transaction

PRE-OFFER/OFFER

• Obtain Buyer Information via Buyer Information Form - add client to CRM

• Send Introductory email to Buyer - cc buyer's agent

• Review all offer paperwork for completion and accuracy - obtaining any signatures as needed

• Upload offer paperwork into Document management software  (Dotloop, Skyslope, etc)

• Submit offer paperwork to brokerage

• Disperse offer paperwork to all parties

PENDING

• Send "What's next" email to buyer

• Review sales contract for completeness and accuracy -obtain signatures as needed

• Submit paperwork to office (Skyslope, Dotloop)

• Disperse signed paperwork to all parties - including copy of EMD

• Send introductory email to coop agent, lender.

• Coordinate home inspection scheduling

• Order additional inspections - as needed

• Communicate to lender to order appraisal

• Get info to Title Company for closing

• Communicate closing information to all parties - send "Prepare to Close" email

• Provide weekly updates to client 

POST CLOSING

• Set up drip campaign in CRM

• Send Thank You note to client - ask for referrals

• Perform additional tasks as needed

Seller Transaction

PRE-LISTING/LISTING

• Obtain Seller Information via Seller Information Form - add client to CRM 

• Complete Competitive Market Analysis (CMA) 

• Send Introductory email to seller - cc listing agent 

• Review all listing paperwork for completion and accuracy - obtaining any  signatures as needed 

• Upload listing paperwork into Document management software   (Dotloop, Skyslope, etc) 

• Submit listing paperwork to brokerage

•  Disperse listing paperwork to all parties 

• Review MLS listing for completeness and accuracy   

• Upload any additional docs/photos to MLS 

• Send link to listing to seller for review 

• Set up showing instructions in showing service 

• Monitor Showingtime Feedback daily and provide to seller/agent (as needed)

• Provide weekly market updates - closed, pending, and active in neighborhood  to seller - "What's happening in your neighborhood" email

PENDING

• Review sales contract for completeness and accuracy -obtain signatures  as needed 

• Submit paperwork to office (Skyslope, Dotloop) 

• Disperse signed paperwork to all parties Send introductory email to coop agent, lender. 

• Obtain repair receipts and distribute to all parties 

• Order Home Warranty - if necessary 

• Send info to Title Company for closing

• Communicate closing information to all parties - send "Prepare to Close" email 

• Provide weekly updates to client

POST CLOSING

•  Set up drip campaign in CRM

•  Send Thank You note to client - ask for referrals

• Perform additional tasks as needed.

FILE REVIEW

• File will be reviewed for accuracy and completeness prior to submission to compliance department and again prior tp closing.