New Listings

• Prepare professional listing packages- go to your listing with disclosures in hand and be prepared with a complete disclosure package
• Open Escrow, Preliminary Report, CC&R’S, HOA Documents
• Order Geological Report
• Order Inspections
• Order Home Warranty with Seller’s Coverage if needed
• Put Listing on MLS with or without disclosures
• Order Sign Up, Riders, Flyer Boxes
• Schedule Tours, Office Tour or Broker Tour
• Schedule Open Houses or assist in finding hosts
• Submit all Paperwork to Office and upload to system (kw greensheet & skyslope)
• Fill Out Status Change Forms: Price Adjustments, Extensions, Withdrawals, Cancellations, etc.
• Make Disclosure Packages (Hard Copies or Email) for Potential Buyers
• Make Copies/Email HOA Documents for sellers or agent
• Prepare and Docusign requested docs to clients

New Sale

• Send Contract to Title and Lender
• Change Status on MLS
• Make Escrow Calendar (Send to Agent), Input all contractual dates into my calendar to follow up with agent on important dates
• Submit Paperwork to Office (kw greensheet & skyslope)
• Double Check Outside Broker BRE
• Get disclosure package to Buyer or from Listing Agent & prepare for our client
• Docusign to clients
• Constant Follow Up On Completed Paperwork which usually includes Contacting Other Agent, Title Company, and Clients
• Schedule sign off, prepare & send any docs that need to be in completed to title
• Order home warranty per contract
• Update Office with all referrals, price changes, commission changes, cancellations or credits
• Order Sign Down
• Make sure file is clear (To Best of Ability) Before COE to ensure agent gets paid on time

Close Of Escrow

• Change status on MLS
• Follow up with keys, closing docs, file copies and anything else client needs