Administrative

* Confirm and Schedule appointments

* Prepare Listing Presentations

* Mail: promotions, neighbor notifications, Thank-you notes, invitations, etc.

* Purchase and send closing gifts

* Prepare flyers and promotional information

* Prepare materials for open house

* Screen e-mail and reply or forward to agent.

* Prepare and place advertising

* Any other administrative tasks you may need

Listing Coordination

*Agent faxes listing docs

*Listing agreement received

*Property disclosures received

*Agent relationship disclosure received

*Property highlights received

*MRIS/MLS

*Order signage

*Start online transaction shell

*Invite agent or agents

*Verify seller's information including e-mail

*Invite seller

*Upload documents into online transaction software

*Send seller letter of introduction

*Send seller home preparation tips

*Receive agent's listing photos

*Order pest inspection or waiver received

*Make arrangements for virtual tour if necessary; this will include coordinating the virtual tour appointment, verify virtual tour ordered, send seller virtual tour preparation tips

Transaction Coordination

*Receive copy of Contract and Earnest Money

*Verify Escrow has been opened

*Home Inspection

*Home Inspection completed

*Loan application date

*Prequalification/Preapproval letter from lender received

*Prequalification/Preapproval letter sent to Seller's agent

*Repair request sent to seller and Seller's agent

*Repairs bid

*Addendum to contract signed

*Flood certification received

*Flood zone

*Survey ordered

*Survey received

*Well and Septic ordered, if necessary

*Well and septic results received

*Termite inspection ordered

*Termite Inspection received

*Appraisal ordered

*Appraisal received

*Hazard insurance information received

*Hazard insurance and paid receipt received

*Loan submitted

*Loan approved

*Loan commitment letter

*Loan commitment letter to the Seller

*Closing date

*Other information as necessary

To Open A New Transaction, Click Here

Accounting

* Compute commission checks

* Reconcile agent commission statements