Follow these steps to ensure a smooth termite inspection process for your agent and their client
Check in the purchase agreement who is responsible for ordering and for paying for the termite inspection
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Refer to the agent/team’s list of preferred contacts either in DREAMNet or OpentoClose.com to reach out to their inspectors
Confirm:
when the agent and client (if permitted) if the termite and moisture inspection was already set
when it will take place or when they would prefer to have it take place
If it’s a pay at close *USUALLY THE SAME DATE AS THE HOME INSECTION!!
Call, email, text, or use the inspectors website to set the inspection
Info for inspections can be drawn from the property details in OpentoClose, the submitted documents, and the MLS. Know if
The house is in a crawl or slab
If there are detached structures (e.g. sheds, detached garages) that need inspection
Ensure you, the agent, and client (if permitted) received a confirmation of the termite and moisture inspection details
Enter the termite and moisture inspection details into the calendar via OpentoClose
Click on property details and click “Termite Inspection Date”
Enter the details in the pop up screen
Enter the Date and time
Add the address
Include the agent and client (if permitted) in the reminder by checking the box next to their name
Add it to the API Calendar
If an agent calls to reschedule the termite inspection, confirm two new best dates and times that will work
Call the company you scheduled the termite inspection with. Provide them the:
Address
Name of client
Date termite inspection was schedule
Politely let them know that it needs to be cancelled. And ask if they have one of the two new best dates and times available.
If so: Schedule, then ensure you, the agent and client get confirmation
If not, use a Google search to find termite inspectors that are in the area. Speak with each termite inspector (up to 7) until you find one that offers one of the dates and times and the agents criteria (e.g. pay at close)
Get a confirmation for yourself, the agent, and the client
Change the date via opentoclose and resend to the agent and client (if permitted)