services
colorado
Florida
Arizona
california
services
colorado
Florida
Arizona
california
Listing Management
Schedule and coordinate photos for the property.
Input the listing on MLS, including uploading and organizing pictures and creating a
property description.
Create disclosures and ensure the Sellers complete them.
Upload Disclosures to the MLS.
Create the brokerage compliance file and submit all required documentation.
Coordinate the sign and lockbox installation.
Set up showing services and ensure that the Seller is set up to obtain showing requests and
feedback.
Coordinate to obtain HOA if applicable, from Seller or HOA as needed.
Notify the Seller once the Listing is active.
road map
Open File
Congratulations email to Client.
Intro email with contract to all parties.
Order Title.
Ensure the contract is fully executed.
Create Contract Timeline.
Track ALL deadlines.
Create group chat with Agent and Client.
Create Google Drive file with access for Agent and Client.
Inspections
Coordinate and schedule Inspections.
Send e-calendar with Inspection details to all parties.
Draft Addenda as necessary.
HOA
Obtain the HOA documents
from Seller, HOA or Co-Op Agent.
Obtain a copy of the HOA status letter.
Loan
Weekly follow up with Lender.
Obtain loan approval prior to deadline.
Confirm CD has been sent before closing.
Appraisal
Ensure Appraisal has been ordered and scheduled.
Follow up on Appraisal status and results.
Insurance
Ensure Client Home Insurance is binding and confirm with Lender.
Miscellaneous
Escrow/Earnest Money Receipt.
Constant follow up with all parties.
Draft documents.
Follow up on missing signatures.
Weekly, personalized video update to Client.
For POA, 1031 Exchange or mail out closing, assist Client and parties involved to ensure proper communication.
Send Client FAQS.
Send Settlement Statement to the Client at the beginning of the New Year.
Remind Agent about closing and closing gift.
Compliance
Create and maintain each file on the Agent's brokerage software/system.
Create CDA to submit to Agent's Brokerage Compliance (Agent must approve draft).
Follow up with Brokerage Compliance and send final CDA to Title Company.
Closing
Obtain Settlement Statements for Agent and Client review.
Schedule closing with all parties.
Send email/e-calendar reminder with closing details to all parties Schedule Final Walk Through with all parties.
Send e-calendar with Final Walk Through details..
Assist client with utility set up.
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