How to turn in a 'closed' file!

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How to turn in a 'closed' file

Do

not close file

as

SOLD

in Dotloop

-

YRL

does that - you need to provide:

New sheet for every file starting July 2024 for all files to be completed by agent

This is a new form – I am hoping to add emails of our buyers and sellers so that at least at holidays we can send out an eCard to remind them that Your Realty Link (its agents) are available to help friends and family.

It is said that 80% of agents do not stay in contact with their past buyers and sellers.

PLUS this simple form will save me lots of time with the info when posting your sold info.

Place this form as the 1st doc in your paper file and then your disbursement sheet.

Getting Paid at Closing is Like a Driver's

License-it is a privelege!

Disbursement Authorization Form Sept 2024

Complete for Broker signature 2 days before closing

Add this as a personal Template in your Dotloop

Issuing checks to you & YRL by title company

If Agent Not Paid at Closing

What you need to do in Dotloop

Once File is Completed by You and closing has occurred

How I retain closed files –

WHY am I

so adamant to keep both paper & digital?

Dotloop

vs. ZipForms

What other brokerages do or don't do...

What I write on your closed file

Order of closing docs in your file to me

REMOVE ALL STAPLES in Closing Docs if I need to Scan

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