Reviewing the intake form

10 minutes

Reviewing and confirming all details with the agent (showing and remark details, confirming dates) 

correspondence with the agent's social media team (For Clients that request this) 

5 minutes

Right after receiving the intake form (e.g. adding it to the Google Sheets 

Verifying Contacts 

10 minutes

Make sure all necessary parties for the template are on the contacts page

Reviewing Documents for errors 

15 minutes

Looking for missing details, signatures, and initials 

Requesting the EMD (on the buyer’s side) 

5 minutes

Via Earnest or email to title and buyer (if allowed to correspond with clients) 

Introduction Email 

30 minutes

Filling out missing info in the template, verifying dates are correct, checking spelling and grammar, correct parties are added to thread, requesting missing items/info 

Adding Dates to the Agents’ Calendar 

5 minutes

Important Dates like inspections, contingencies, etc 

Sending documents and creating a transaction to compliance 

15 minutes

Adding transactions and documents to sites like Brokermint or Skylope, ensuring all documents are added to the checklist, splitting/merging docs 

Setting Inspections 

25 minutes

Calling and confirming inspection times and dates 

Providing items/info Title, Other Agent, or Lender requests  

10 minutes

Either through email or sites like Qualia 

Verifying/Checking on EMD receipt 

2 hours into the beginning of the shift on the due date 

EMD to be submitted within 2 days of ratification 

Home inspection report received and completed 

1 hour into shift the day after the home inspection 

Ensure a copy to yourself, the agent, and the buyer 

Drafting PICRA (NOT negotiating) and sending for signatures

*CC yourself

15 minutes 

Confirm PICRA items with the agent 

Termite Inspection Report Received 

1 hour into shift the day after the termite inspection 

Confirm PICRA items with the agent 

Sending termite inspection to all parties 

10 minutes 

Get agents’ approval, send to all parties

Uploading Inspection documents and addendums to compliance  

5 minutes 

Into sites like Brokermint or Skyslope  

Drafting addendums and sending them out for signature  

20 minutes 

Ensure all party, address, and date info is correct. Verify verbiage of the addendum with the agent 

Check-in for CTC 

15 minutes into the shift, a week before the closing date 

See if any items are needed or any updates 

Requesting prelim ALTA 

20 minutes into shift 3 days before closing

Request from title and Lender

Requesting fully signed ALTA 

20 minutes into shift the day after closing 

Request from title 

Emailing brokerage staff and uploading ALTA to compliance to wrap up the transaction 

15 minutes after receiving a fully signed ALTA 

Submitting to broker-mint and corresponding with important brokerage staff like leaders and accountants/branch managers 

Writing an Offer 

45 minutes

Coordinate with the agent but NO NEGOTIATION on their behalf