ABCD
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Listings
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Cultivate
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WatchNurtureHot
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Add contacts to Listing Watch SmartplanMove contacts to Listing Nurture SmartplanMove contacts to Listing Hot Smartplan
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Appointment
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Preparation for AppointmentScheduledPost Appointment
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Prepare Initial CMACommand: Start TransactionDocuSign: Send Listing Agreement Stack
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Print Listing Appointment Notes WorksheetSeller's Shield: Send Invitation for SDNTake Front Elevation Photo
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Print Seller Estimated Net Proceeds WorksheetText to Confirm AppointmentPhotography Scheduled
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Print Listing Agreement DetailsMail Thank You Card to Referring Person (if applicable)Schedule Staging (if applicable)
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Print Seller Expectations & Next Steps
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Customize Listing Presentation
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Active
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Pre-MarketShowingNegotiationsOutbound Referral
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Submitted Home Details to iFinderListing Status Set to ActiveCommand: Create Offer(s)Status Followup w/Other Agent
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Listing Input into MLS and in Coming Soon StatusBroker Bay: Input Showing DetailsTitle Company Website: Create Seller Net Sheet
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Get Keys from SellerPosted New Listing to Social MediaReview All Offers with Seller
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Install Sign & LockboxPosted New Listing to InstagramCommand: Update offers in Opportunity
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Stage Home as NeededEmailed New Listing to My Network
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Modify Offering MemorandumCommand: Link KWLS listing to Opportunity
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MLS: Add disclosures & offering memorandum to Transaction DeskCommand Submit Listing Folder for compliance
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MLS: Schedule Open HouseCall/Text/Email: Periodic Updates on Showings
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Under Contract
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In Option PeriodAppraisal/FinancingPendingClear to Close
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Listing Status Changed in MLSAppraisal ScheduledConfirmed SurveyOrderedConfirm: Title Company has CDA
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Verified All Documents Signed & ExecutedVerified Appraiser Has Everything Needed to Cunduct the AppraisalConfirmed Survey Complete and Acceptable to Lender/TitleScheduled Closing Appointment
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Contract Documents Sent to Title CompanyRPR: Send initial CMA to Appraiser (if desired)Submit Commission for CDAReview HUD/CD with Seller
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Calendar: Option Expiration DateMLS Status Changed to PendingDiscuss: Sellers to bring ID and checkbook to closing
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Calendar: File Due to Office (5 Days after option ends)Call: Weekly Check-In w/Lender/TitleDiscuss termination of utilities with Seller
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Calendar: Buyer Approval per Third Party AddendumConfirmed Home Warranty Ordered by Buyer's AgentDiscuss Keys, Garage Door Openers & Access Codes
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Calendar: Closing Date (w/reminders & 3,7,10 days)Confirmed the Appraisal Met ValueDiscuss home condition after move out
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Calendar: SDN Due DateEmail: Packing TipsConfirm completion of all repairs
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Calendar: Survey & T47 Due DateSubmit Under Contract Folder for ComplianceOrder closing gift
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Calendar: POA Information Due Dateorder sign removal
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Calendar: Title Policy Due Date (20 days after execution date)
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Calendar: Appraisal Due Date (10 Days Before Closing)
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DocuSign: Upload Earnest Money Receipt from Title
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Closed
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ClosedOutbound Referral
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Discuss reviews & photoCommand: Upload Final HUD/CD
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Remove Lockbox and SignSubmit docs for compliance
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Change MLS status to CLOSEDComplete Commissions Tab and Submit for CDA
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DocuSign: Upload Final ALTA/CD and MLS Sold
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Command: Upload Final ALTA/CD to Closed folder in Opportunity
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Command: Update Seller's Addresses
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Command: Place Seller on new Smartplan
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Download all docs to Dropbox folder
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Social Media: Post photo of clients
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Zillow: Update Past Sales
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Buyers
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Cultivate
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Watch 6-18 MonthsNurture 3-6 MonthsHot 0-3 Months
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Add contacts to Watch SmartplanMove contacts to Buyer Nurture SmartplanMove contacts to Buyer Hot Smartplan
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Email: Refer to lender partners
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Identify search criteria
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Appointment
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Preparation for AppointmentScheduledPost Appointment
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Remove from Buyer Hot SmartplanDocuSign: Start TransactionDocuSign: Obtain signatures on Buyer Rep, etc.
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Schedule Buyer ConsultDocuSign: Send basic disclosuresMLS: Create Auto Search
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Conduct Buyer Pre QualText: Confirm AppointmentMail: Thank you card
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Print: Buyer discussion topicsMail: Thank you card to referring person (if applicable)
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Print: Buyer consult
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Active
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SearchingShowingNegotiationsOutbound Referral
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Posted Your Ideal Property to Social SitesSchedule showing toursCall: Identify what's important to the SellerCreate/Send Referral via Network
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Set Up Your Search in Private CollectionCreate Buyer Tour(s) in Cloud CMA (if showing multiple properties)Discuss: Offer details, terms, etc with BuyerSend Referral Agreement (if not KW)
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Emailed Your Ideal Property to My Personal NetworkDo: Get CLUE Report from Insurance AgentUpload Working Office's W9 to Opportunity
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Do: Search for and compile properties based on interestsPalm Agent: Prepare Buyer Estimate
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DocuSign: Prepare offer and obtain Buyer signatures
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Under Contract
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Option PeriodWaiting on AppraisalPendingClear to Close
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Verified Contract Documents Signed & ExecutedNotified Lender to Order AppraisalVerified Amendments Have Been Sent to Title & LenderScheduled Closing with Title Company