LISTINGWORKFLOW
Prospecting Propertyappraisal
Marketingapproved letter for appraisals inEngage
PrepareForm6/ agency agreementand marketing budget/campaign for pre-listing
Facilitatephotos beingtaken
Presettlement inspection Preparefor settlement
Bookphotography, floorplan,copy writing,property videoanddrones
VPAadmin, invoicingvendors, orderingandpaying suppliers
Prepareandsend entrynotices, intenttosell/ photoconsent form
Ensuringcouncil, water,stratarates havebeen received
Setlisting/ campaigninCRM, loadingphotosinto CRM
Prepare marketinginvoice
Ensurealldetails areenteredinCRM
Listing presentation
Distributeagency agreementtoall partiesfordigital signing
Managingagent notifiedforrental properties
FacilitateP&Band/ orvaluations
CheckForm6/ Agency Agreementis compliant
Publishing propertytoonline portals
Handoverkeys andsettlementgift
OFI’sbuyernotes, vendorupdates
Adminsupport through livelistingtimeline includingchanges tothelistingor marketing
Negotiatesale
Preparenew agencyagreement beforeexpiry (Ifrequired)
MARKETINGWORKFLOW
Orderall marketingmaterial forthecampaign
Creativemarketing materialproofs
Preparefor settlement
Alladditional personalmarketing proofs
Emailmarketing prooftoagentsto toseekapproval fromVendor
Preparesaledetails topreparecontracts
Approveor requestchanges tomarketing
Arrange signboardremoval
Arrangeprinted marketingmaterial distribution
Ensurealldetails areenteredinCRM
Ensuresignboard isinstalledand brochureshave arrivedpriorto firstopenhome
Arrangejustlisted flyerdistribution *OnInstructionfrom agent
Createjustsold proofs,emailproofs andseekapproval
Monitorcampaigns itemsasper marketingschedule
FacilitateP&Band/ orvaluations
CONTRACTSWORKFLOW
SendSalesAdvice/ Form6toSellers
LawyertoPrepare Contracts&Sellers Disclosure
Preparesaledetails topreparecontracts
AdviseSellers Lawyersofsales detailsforcontract preperation
Verifybalanceheld forsettlementand emailsettlement statementtoall parties Arrangesettlement gifts
Ensurealldetails areenteredinCRM
Liaisingwithall solicitorsthrough tounconditional. Confirming conditionsif applicable
Presettlement inspection Preparefor settlement
FacilitateP&B Inspections&Bank Vaulations Inspections
Followcontracts conditions throughout
Settlement confirmation, adviseagentand confirmkeyscan bereleased
Handoverkeys andsettlementgift
Disbursefunds fromtrustaccount
UpdatingCRMand all partiesat unconditional Fulltrust accountingservices
SETTLEMENTWORKFLOW
Fulltrust accountingservices
Receiptdeposit intoCRM
Confirmsettlement timeintheAMof settlementday
Presettlement inspection
Emailsettlement statementtovendor andvendors solicitor ifapplicable
Receivesettlement confirmation
Trustfundsreleased asdirected
Emailtrustreceipt topurchaser& solicitors
Preparesaledetails topreparecontracts
Confirmdeposit heldwithsolicitor
Preparestatement showingcommission payableandbalance tovendor
Callvendorto verballyconfirm bankdetails received
Advisevendors thatfundshave beendispersed
Adviseagentthey havebeenpaid
Handoverkeys andsettlementgift
Preparesettlement fundsfromtrustto disbursement
Ensurealldetails areenteredinCRM
Calculateagent commission
Emailvendor requestingbank detailstotransfer balanceofdeposit atsettlement
FacilitateP&Band/ orvaluations
Sendcommission statementtoagent andrequestinvoice
