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
Add appt. to calendar
Create
Aerial
Deed
Plat
Old
LLC Manager information
Send/search
Send listing paperwork (if applicable)
HelpfulHint:
definingmomentstwo: LISTINGAPPOINTMENT
Don't leave without the following information:
Price
Timeline
Commission
Details
Background
Valid emails
Preferred method of communication
after the listing consultation:
Follow up with a hand-written thank you note
Enter pertinent information and notes to CRM
Email: Thank you for Listing with Us!
If needed:
Call: Pre-Listing Paperwork Script
Email: Pre-Listing Paperwork
Email: Listing Paperwork Coming from DocuSign/ DotLoop
Email: HOA pre-listing questions
definingmomentsthree: SIGNINGOFTHELISTINGAGREEMENT
to do:
Send It s Official email
Setup the following information:
Photography (Photoshoot check list for clients)
Measurements
Marketing
Pre-Listing Home Inspection
Home Warranty
Survey (if applicable)
Start MLS input
Residential Matrix Input Form
Features Listing-Input-Residential
Features Listing-Input-Lots-Acres-Farm
Canopy Utilities Questionnaire
Input property information into to MLS
Photos
Upload measurement PDF to MLS attachments
Upload measurement JPEG to MLS images
Room dimensions
Disclosures + property docs
Remarks
Photo descriptions
Youtube link
Tank status on agent remarks and ensure it’s on RPD on #25 If retired, still disclose Set up
ShowingTime
Choose Appointment Type (i e Go & Show, Vacant)
Add listing agent + co-listing agent are listed as contacts
Add seller as contact w/ communication preferences
Add any restrictions
Add offer instructions as attachment (If applicable)
Add listing photo
Print docs for House Book / Acrylic Stand etc:
Brochure
Agent Bio
Disclosures/MLS sheet/floor plan/tax bill/plat/deed/features or items for sale/easements, etc
Helpfulhint:
MLSinputAssistance:ClosingSimplified closingssimplified@gmail.com 828-243-4819
definingmomentsfour: PHOTOSHOOT/VIDEOGRAPHY
post photoshoot to-dos:
Email or text sent by EOD about photoshoot success
Email with links sent within 2 days of shoot
Email other collateral for client to review (floorplans, survey, etc)
Email “Your listing is ready for your review!”
Schedule running of signs/directionals/lockbox/binder/marketing docs & record in CRM (24-48 hours before LIVE date | Link to schedule runner)
Helpfulhint:
Givedirectionstotherunneronhowyouwantpotentialbuyersto gettotheproperty,thentellthemwheretoplacethedirectionals
ThesedirectionscanbeusedfortheMLSaspectsofdirections
Logwherethedirectionalsareandwhatisplacedatthehomein yourCRM-itssoeasytoforget
Price Reduction (if applicable)
Listing paperwork for price reduction
Send Price Reduction Paperwork to client
Update MLS
Relaunch Marketing Efforts
Listing paperwork for listing extension
Send Listing Extension Paperwork to client
Update MLS
Update Extension Date in your CRM/Calendar
Upload Extension Paperwork to CRM
Helpfulhint:
ContractAssistance:ClosingSimplified closingssimplified@gmailcom 828-243-4819
Email:Deliveriesof Deposits LDM7:
Email:Home Inspection LDM8:
Negotiation/Endof DD LDM9:
definingmomentsten: PROPERTYCLEAREDTOCLOSE to do:
Send closing gift | | Gift Runner Link
Personal note from Agent/Team
Name(s), Although our time together has come to a close, our commitment to you is as strong as ever. Wherever your new journey takes you, we are always a call away. Thank you for trusting us! All the best, Agent Name | Unique A Real Estate Collective
Turn commission check into leadership
Review request via Testimonial Tree or send email HUD/Alta Letter
Print HUD/ ALTA
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
definingmomentseleven: CREATEACLIENTNUTURINGPROGRAM to do:
Make sure they are added to the Unique Newsletter that comes from you/the 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
