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Dashboard
  • Home
  • Powered by SEG Agents
    • Team Experience
    • Transactions
    • Client Resources
    • Training Materials & NJAR Updates
    • Open House
    • Database
    • Social Media
    • Marketing
      • Workshop -Pending
  • Team Leaders
    • Agent Folders & Resources
    • Maps Library
    • Resources for Kelly
    • Resources for Roger
  • Administration
    • Canned Emails & Master Tracker
    • Open House
    • Directories
    • Agent On-Boarding
    • Amy's Shortcuts
      • test
  • More
    • Home
    • Powered by SEG Agents
      • Team Experience
      • Transactions
      • Client Resources
      • Training Materials & NJAR Updates
      • Open House
      • Database
      • Social Media
      • Marketing
        • Workshop -Pending
    • Team Leaders
      • Agent Folders & Resources
      • Maps Library
      • Resources for Kelly
      • Resources for Roger
    • Administration
      • Canned Emails & Master Tracker
      • Open House
      • Directories
      • Agent On-Boarding
      • Amy's Shortcuts
        • test
  • Transaction Google Forms 

  • Client ID Folder

  • UC Client Timelines

  • Agreements

  • Powered by SEG Master Spreadsheet

  • After Hours Offer Instructions

Transaction Google Forms:

Buyer Google Forms:

  • Offer Form

    • Offer Summary Template 

    • Kelly's Offer Summary Template

  • Pre-Approval Form

Listings Google Forms: 

  • Residential / Commercial 

  • 2/4 Family 

  • Condo/Townhome

  • Coop 

Rental Google Forms: 

  • Inside Credit Link

  • Lease Application

  • Fillable Lease Application

  • Residential Lease

  • Rental Listing

  • Lease Application Google Form


Status Change Form: 

  • Status Change Form

  • Commission Request Form



Pre-Approval & Cash Buyer Checklist

Pre-Approval & Cash Buyer Checklist:

Link to Client ID & Pre-Approval Letter Google Drive Folder

Before going on an appointment with ANYONE have them provide their ID, then upload the ID to this G-Drive folder and name the picture with the client's full name. *Please note anytime 2 IDs are related to one another*

Once client has a Pre-Approval Letter submit in the buyer's folder.

Under Contract Client's Transaction Timelines:

All Agents must keep these timelines up to date! 

Click here to access the folder with all the current team's timelines for updating

Agreements: 

One Time Showing Agreement

NJAR - Form 120, Non-Exclusive Buyer Agency Agreement.pdf

Exclusive Buyer Agreement 

Exclusive_Buyer_Agency_Agreement___3_24.pdf

Powered by SEG Master Spreadsheet

Powered by SEG Overall MASTER SPREADSHEET

After Hours Offer Instructions:

Creating Offer in Docusign - ONE PDF.docx
Contract of Sale Guidelines.docx

OFFICE EXCLUSIVE TRACKER

Office Exclusives as of October 23, 2024

RENTAL LEAD TRACKER

Powered by SEG - Rental Manager
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