Embedded Files
STEP 1: Lead in take
STEP 1: Lead in take
Use some type of database
Cloze
Google Sheets
Personal CRM
STEP 2: Buyer's Consultation
STEP 2: Buyer's Consultation
This should be a in-person meeting
STEP 3: Buyer's Agreement
STEP 3: Buyer's Agreement
This should be in your DOTLOOP templates. Ask (Andre, Amy, or Alberto) for help
Exclusive Buyers Agreement (we are not a franchise)
Cyber Protection Notice
MO Agency
KS Agency
EPA Pamphlet
Everything should be sent at once
STEP 4: Submitting Offers
STEP 4: Submitting Offers
Gather all the disclosures from MLS under Supplements
Property Disclosure
Lead Disclosure
GO to REALIST and get the Legal Description
in dotloop, create new loop and add client's name
Emails you should add
title company you will be using
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