On behalf of the agent, the coordinator will complete the following:
Step 1- Before going ACTIVE on MLS system
Listing Documents Received from Agent and are Fully Executed
TC will collect any misc. supporting documents as needed (ie: CCR’s, full legal description, well log, septic documentation, road maintenance agreement, etc)
Collect County Property Tax Report
Collect County Treasurers Report
Order Photography Package, if requested
Order Sign Install , if requested
Step 2- Ready to Market Home / turn Listing ACTIVE
Enter listing into Agent's MLS system
Upload photos/tour info into Agent's MLS system
Upload supporting documents into Agent's MLS system
Add ShowingTime instructions to listing
Review all executed listing documents for office compliance requirements
If any missing information or compliance is not met will send documents to clients through Form Simplicity / Docusign for electronic signature
Upload all Compliance Listing Documents to Command / Office Paperwork Storage System
Submit ALL Compliance and Misc. Documents to Market Center
Send a copy of all Executed Documents with ACTIVE MLS sheet to client by email
Confirm listing receives approval from Market Center
Step 3 - Misc Listing Support tasks & Items Upon Request
Add Open Houses to Agent's MLS system
Process Price Adjustments in Agent's MLS system
Send MLS Change requests to clients via Docusign
Upload MLS Change Forms to Command / Office Paperwork Storage System
Order sign removal once sold
Close out Agent's MLS system
Other misc tasks can be requested & discussed
On behalf of the agent, the coordinator will complete the following:
Review Contract and Supporting Documents for Compliance
Send follow-up documents to clients through Form Simplicity / Docusign for Compliance
Submit documents to Market Center through Command / Office Paperwork Storage System
Submit Commission Report to Market Center
Email copies of Fully Executed Docs to Title and Escrow
Email copies of Fully Executed Docs to Lender
Email client a copy of Fully Executed Documents
Submit any follow-up documents, addendums, etc to Title and Escrow, Lender and Client
Manage and Communicate all due dates in the contract to all parties
Obtain Proof of Funds or Pre-Qualification letter from Buyer/ Buyer's Agent
Confirm Response dates and times with email reminders
Confirm Home Inspection is scheduled and completed
Collect any documentation or receipts required based on Home Inspection
Collect and Confirm escrow deposit(s) have been made and collect documentation proof
Confirm Title Report has been reviewed by agent and send a copy to client
Communicate by email with Lender to ensure transaction is on task to meet Close of Escrow deadline
Prepare addendum(s) as needed or requested (agent approval required)
Follow-up on any additional addendum(s) to contract
Ensure any follow-up or transaction related documents are shared with all parties
Review, verify and submit Commission requests to Title & Escrow and/or Office Administrator
Verify if any Referral Agreements are in place and need added to transaction
Assist in scheduling a closing time and location, if requested
Provide directions and list of things buyer/seller will need to bring to closing
Ensure agent has reviewed the closing statement and send a copy to client
Coordinate Keys to Home
Upload closed MLS Data sheet into Command / Office Paperwork Storage System
Close out file upon Close of Escrow
On behalf of the agent, the coordinator will complete the following:
Making sure all documents, disclosures, etc. that are required by your Brokerage have been uploaded into your Command / Office Paperwork Storage System
Reviewing all documents for completeness and compliance
Advise of any missing compliance components
Submit Commission request to Brokerage
Close out file upon Close of Escrow