Pre-Listing Coordination

  • •Obtain Seller Info

    •Create room/transaction for listing

    •Prepare listing agreement — with your provided verbiage

    •Send listing documents for signatures — SDN, IABS, HOA Profile Sheet & any other document pertinent to the sale of

    the home

    •Request Survey and T-47 form

    •Request copies of house keys

    •Gather tax record and upload to the room/transaction

    •Create MLS Draft — agent to review and activate

    •Add documents to MLS — SDN, HOA Profile Sheet, Offer

    Instructions, etc.

    •Upload photos to the MLS once received

    •ShowingTime — set up with your instructions

    •Schedule 1st open house in MLS

  • Listing Information Form

Lease Listing

  • •Create listing documents — with your provided verbiage

    •Send listing documents for signature

    •Create & maintain the room/transaction

    •Create MLS draft & maintain MLS status

    •Create CTC and submit

    •Close room once leased

  • The best way to submit a new lease listing is to email me. Click here.

Contract to Close

  • • Review contract for accuracy — proper dates, initials and signatures.

    • Introduction Email to connect all parties and to introduce

    myself as your TC.

    • Facilitate delivery of Earnest Money & Option Fee.

    • Request receipted contract from title.

    • Gather any outstanding documents pertinent to the sale

    of the home.

    • Submit documents for compliance within the required

    time frame.

    • Prepare Amendments — with your provided verbiage.

    • Communicate with your client(s): important deadlines,

    inspections, insurance, appraisal, home warranty, etc.

    • Ongoing Lender follow-ups: Appraisal, Clear to Close, CD.

    • Communication with Title: Title Docs, Survey, Schedule

    Closing, CD, etc.

    • Request Title to order survey and HOA docs, according

    to the contract.

    • Keep parties informed of timelines — update if any

    changes are made.

    • Email buyer agent receipts for any repair work

    completed. — Request receipts if on the sell side.

    • Schedule closing — connect with your client for a closing

    time and confirm time with title.

    • Request final walk-through form from buyer’s agent —

    email to list agent if on the sell side.

  • The best way to submit a new contract to to email me. Click here.

File Auditing

  • Use this service if you find yourself overwhelmed with

    gathering all the documents and disclosures for compliance.

  • The best way to request this service is to email me. Click here.

Offer Documentation Preparation

  • •Gather buyer info

    •Create room/transaction for buyer

    •Prepare buyer rep agreement — with your provided

    verbiage

    •Send buyer rep agreement, IABS, and other notices

    for signatures

    •Review signed documents for accuracy and submit

    for compliance

    •Create buyer documents for purchase — with your

    provided verbiage

    •Send buyer documents for purchase out for

    signatures

    •Email offer to list agent with pre-approval letter

    •Upload MLS sheet to room and any other documents associated with the property

  • Offer Documentation Form

Social Media

  • Use this service if you need help setting up your real estate business social accounts. Email here to get started.

  • Need help creating templates that stick to your brand?

    Templates Included:

    •Just Listed

    •Just Sold

    •Under Contract

    •Price Adjustment

    •Client Testimony

    The best way to request it is to email me. Click here.