Preference Review

1. Access Opentoclose.com

2. Verify with a DREAM Admin Assistant or Manager that the agent's preferences were put into Opentoclose.com & DREAMNet Team/Brokerage Guides. Look for:

   1. Preferred vendors, title companies, lenders, broker and brokerage staff

   2. Preferences and team information are in intake form options

   3. Brokerage specific forms

   4. Brokerage specific templates

   5. Brokerage specific processes

3. Review the agent's preferred communication methods (Phone, Text, Email) and ensure you have the correct contacts and apps.

   1. "Hi [Agent Name],

I'm excited to start collaborating with you and ensuring a stress free transaction. Based on your preferences in OpenToClose, we will send [daily/weekly] transaction updates and communicate via [preferred method]. Our team will also handle [specific tasks indicated in preferences].

Let us know if anything has changed!

– [Your Name]" 

4. Ensure the agent has been added to the necessary intake forms:

   1. Pre-Listing Form

   2. Under Contract Form

   3. Closing Verification Form

   4. Compliance Only Form

Begin Working on Their Transactions

1. Confirm you and the agent have a mutual understanding of the workflow. You can do this via their preferred contact method. For example:

   1. Phone: "Hi [Agent's Name], I just wanted to call you to go over the process with you before we start on our first transaction together." Then,  begin reviewing their preferences, standard steps for the type of transaction you will be collaborating on, and team/brokerage standard operating procedures

   2. Email: "Hi [Agent's Name], I'm reaching out to go over the process with you before we start on our first transaction together." Then,  begin reviewing their preferences, standard steps for the type of transaction you will be collaborating on, and team/brokerage standard operating procedures." Use formatting like bold letters and italics to keep things specific yet direct

   3. Text: Email: "Hi [Agent's Name], I'm reaching out to go over the process with you before we start on our first transaction together." Then,  begin reviewing their preferences, standard steps for the type of transaction you will be collaborating on, and team/brokerage standard operating procedures." Use formatting like bullet points and paragraph spacing to be specific yet direct

2. Transaction Processing

• Begin managing their first transaction (contract-to-close).

• Send contract reminders and follow-ups according to their preference.

• Coordinate things such as earnest money deposits (EMDs), inspections, and title orders based on transaction needs.

• Keep agent updated with weekly/daily reports on transaction progress

• Loop in their necessary brokerage or team staff when wrapping up the transaction and ensure compliance.

Feedback & Adjustments

Ongoing Adjustments:

• After the first transaction closes, request feedback from the agent:

  • What worked well?

  • What could be improved?

  • Do they need more frequent/less frequent updates?

  • Would they like additional services (listing coordination, marketing support, etc.)?

• Update the agent’s OpenToClose preferences if any changes are requested.

• Modify notification settings (daily vs. weekly updates, preferred communication method, etc.).

• If there were transactional bottlenecks, create a plan to prevent them in future deals.