DEFINING MOMENTS
Items to include:
Name Email Address
Tags (Repeat Client, First Time Home Buyers, etc)
Source of Business
Create Opportunity
Connect to E- Signature Program (Dotloop, Docusign, etc)
Important Note: Why is Source Important? You
definingmomentsone+two: FIRSTINTRODUCTIONS to do:
Email or call client
Share Buyer’s Guide
Share Bio
Add appt. to calendar
Send preferred lenders email
Send follow-up email
Buyer’s Folders - Admin + Marketing to prepare these for you
Poppy (“Thanks for the pop-ortunity” card with branded ribbon)
House Hunter’s Survival Kit - Admin + Marketing to prepare these for you
Unique Water Bottles
Kind Bars
Unique’s Favorite Things rack card (inside the bag)
Unique Ribbon
House Hunting Note
Cellophane bag
Setup Buyer Tours in either MLS or Moxiworks
Run Comps
Write + present offer
Heritage Title Affiliated Business Disclosure
Regional Disclosure Addendum- RAD
Professional Disclosure Addendum- PSD
Supplemental Provisions Addendum - SPA
FHA/ VA Addendum (If applicable)
Seller Possession Addendum (If applicable)
Buyer Possession Addendum (If applicable)
Property Card
Deed Aerial
Tax Bill
MLS Sheet
Floor Plan
Plat/ Survey
Pre-qualification / Pre-approval
Research Type of H20: City Water/ Sewer, Septic, Well
Verification Requested
Verification Received
EMD Checks
Requested
Received
DD & EMD Check & Receipt
Received
Copied & Scanned
Sent / Uploaded to MCA/ Command
Other Agent Attorney Lender
Order apprasial
definingmomentseight: HOMEINSPECTION to do:
Send home inspection email
Set Appointments & Add to Calendar:
Home Inspection: DATE & TIME
Requested
Report Received
Pest: DATE & TIME
Requested
Report Received
Radon: DATE & TIME
Requested
Report Received
Septic (If applicable): DATE & TIME
Requested
Report Received
Well (If applicable): DATE & TIME
Requested
Report Received
Water Test: DATE & TIME
Requested
Report Received
Survey (If applicable): DATE & TIME
Order Received
Send end of DD email
Home Warranty
DD Repair Requested Executed and Saved
Utilities Information Requested
definingmomentstwelve: PROPERTYCLEAREDTOCLOSE
to do:
Send closing gift | | Gift Runner Link
Branded Totes Available - Admin + Marketing to prepare these for you
Personal Note from Agent/ Team - Unique has note cards and envelopes available at the office for you to utilize
Turn commission check into leadership - Unique’s support staff will turn check into KWP on your behalf
Review request via Testimonial Tree or send email
HUD/Alta Letter
Address envelope with seller/buyer address and place HUD/ ALTA inside
Place them in a file folder
Add the HUD/ALTA letter and write a little note every Jan 15th of the new year
Update clients address in your CRM
Update tags (Year Closed, Repeat Client, etc) in CRM
Enter Closing Date into your Calendar so you can send House Anniversary Cards
definingmomentsthirteen: CREATEACLIENTNUTURINGPROGRAM to do:
office monthly
ActivePipe training
Holiday Cards - Provided by Unique
Connect with clients on social media
Rejig.ai (Integrates content for agent to share on their social media)
Agent Icon (Social Media Templates)
How to connect Rejig on Social Media
Enter closing date into your calendar so you can send house anniversary cards
Invite them to Unique Events - Unique will host two events/year
Sign them up for LOLO Monthly gifts
