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Sellers 1. New Listing - Coming soon Seller 1a. Pre-listing Checklist - Seller 1b. Auto Sent: Showing Instructions 2. Signed Listing Agreement Submission 2.5 Ratified Listing - Signed Buyer/Seller agreement 3. Pending Listing 4. Addendum to Listing - Seller 4a. Release from Contract for Seller 5. Seller Commission Sheet
Buyers 1. (Optional Automation) Write a Contract via this Form 2. Ratified Contract -- Kick off Buyer Admin Support 3. Submit PICRA items for Contract - Buyer 4. Pending Contract - Ratified PICRA - Buyer 5. REQUIRED: Buyer Commission Sheet (Closed) 6a. Addendum to Contract Buyer 6b. Release from Contract
Team Helps Glossary of Terms & Tools Overview: Flow Chart of Leads w/ Screenshare 1. Team PW's, Tips, and Admin Roles 2. Appt with Barry 3. Buyer Contacts - Lenders, Attorneys, Contractors 4. Seller - Listing Prez, Data to bring, Title company info 5. Documents 6. Utility Company Contact Info 6a. Different Vendor List + Contact Info 7. VIP Buyer Program Flyer 8. For New Agents Only: Write offer training 9. Design Requests 10. Lead Support Request 11. Cash Offer Platform
Admin New Agent Reporting Admin Update
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Training Videos

1b. Auto Sent: Showing Instructions