Transaction Coordinator Package $150 Per Transaction

Transcription

1 Transaction Coordinator Package $150 Per Transaction 1 Confirm all paperwork is signed and initialed Tasks Completed for You 2 Send intro to lender, title, and both agents 3 Get information sheets filled out for seller or buyer client - fill out as much as possible then send to client 4 Fill out EMD paperwork and turn in (buyers only) 5 Order HOA/Condo docs and ensure delivered to client per contract (seller only) 6 Add all contingencies, walk through and settlement dates to agents calendar 7 Schedue inspections (radon, home inspection, well and septic initially, termite 2 weeks before closing) 8 Alert client and other agent of the upcoming inspections 9 Get utility information from seller and send to buyer 10 Fill out comission disbursement in Dotloop and save to Dropbox, have agent confirm all is correct 11 Order home warranty if we have buyer client, if the seller confirm with buyers agent if they are ordering 12 Check on all contingencies before they are due to make sure agent is on track and aware 13 Confirm termite is completed two weeks from closing and turned into client and title company 14 Send weekly updates on Friday of status of the file and anything upcoming the client needs to do - by phone or (agent s choice). 15 Gather all home inspection receipts, confirm we have them all and match to HI Removal form 16 Make sure all paperwork is up to date on Dropbox and Dotloop 17 Schedule settlement and walk through with client and confirm with the other agent 18 Prepare and send settlement letter to clients with what to bring to closing and where to go 19 Review CD to make sure all credits, commission and fees are on their 20 Add CD to Dropbox and Dotloop 21 Archive file in Dotloop as sold 22 Enroll your client in the client Follow-Up Program - 23 mailings over 5 years ($25 optional)

2 Transaction Coordination Package $150 per transaction Name: Address: Cell Phone: Property Address: Enroll this client in the Client Follow Up Program for an additional fee of $25: Yes No As a participant in the Transaction Coordinator Package, I agree to the following: - Payment for package must be received at closing. - I agree to be in communication with my Coordinator in a timely manner per their requests. - I agree to request tasks only within the realm of the check sheet provided. - I agree to release all login credentials required to carry out these tasks. Signature: Date: Transaction Coordinator Assigned to this case:

3 Transaction Coordinator Details Form Property Address: MLS Number: Agent/Broker File Number: Sale Price: Deposit Amount: Seller Subsidy: Listing Agent: Broker Name: Cell: Office Phone: Mailing Address for Commission: Seller 1 Name: Seller 1 Phone: Seller 1 Seller 2 Name: Seller 2 Phone: Seller 2 Buyer Agent: Broker Name: Cell: Office Phone: Mailing Address for Commission: Buyer 1 Name: Buyer 1 Phone: Buyer 1 Buyer 2 Name: Buyer 2 Phone: Buyer 2

4 Cooperating Brokerage (if applicable): Agent: Office Phone: Agent Cell: Fax: Address: Mailing Address: Split Settlement Title Company: Phone: Buyer s Lender: Contact Name: Phone: Fax: Please Answer the Following Questions about this Transaction Home Inspection: Has been scheduled Needs to be scheduled with: Termite Inspection: Has been scheduled Needs to be scheduled with: Other Inspection: Has been scheduled Needs to be scheduled with: Home Warranty: Has been ordered Needs to be ordered from: HOA/Condo Docs 1: Has been ordered Needs to be ordered from: HOA/Condo Docs 2: Has been ordered Needs to be ordered from: Contract Effective Date: Closing Date: LA Commission: Admin Fee: BA Commission: Admin Fee: Bonus or Other Fee: Payable to: Referral Fee: Payable to:

5 Additional Information: Coordinator Assigned:

6 Listing Marketing Package SILVER: $150 Gold: $250 Platinum: $350 1 Gather Listing Agreement - upload to Dotloop 2 Order Sign Post (additional: riders, brochure holders) Tasks Completed for You Silver Gold Platinum 3 Order Photographer from a set list and coordinate with seller (need 48 hours from pictures to listing) 4 Pull and print tax record 5 Enter Listing in MLS (all MLS, brochure and flyer sent to agent and owner for approval first) 6 Create brochure - need a list of all special features from agent and/or owner 7 Create Flyer 8 Create Conveyance Sheet 9 10 Add contacts to Showing Time and activate for seller (must be active or coming soon) Scan Docs to Load into MLS - Disclosure, Convey sheet (must be active or coming soon) 11 Enroll listing in the 2-10 sellers free warranty 12 Boost Ads Facebook Ads for New Listing & Open House Enhance realtor.com/zillow/trulia any other sites agent is featured in (listing must be live - 24/48 hrs.) Send Runner (brochures, flyers, rider, lock box) to Jessie Sanchez at jsanchez@samsonproperties.net to coordinate 15 Keyber details for any open houses in listing book 16 Update Sentrilock (listing must be live - 24/48 hrs.) Turn on market update reports from realtor.com/trulia and a search in MLS to go to seller (listing must be live - 24/48 hrs.) Create and send Open House Postcard ($40 for every 100 homes sent to after initial 300 free to renters) 19 Create and send Just Listed Postcard ($40 for every 100 homes sent to) 20 Create and send Just Sold Postcard ($40 for every 100 homes sent to) 21 Create Customized Targeted Facebook Ad with video of images (add $$ for what agent wants for ad spend) 22 Create Twitter and LinkedIn posts for Listing 23 Send Runner (remove rider/all items) 24 Change Status in MLS & Website 25 Order Sign Post down

7 Listing Marketing Package SILVER: $150 Gold: $250 Platinum: $350 Name: Address: Cell Phone: Package chosen: Silver Gold Platinum Property Address: As a participant in the Listing Marketing Package, I agree to the following: - Payment for package must be received before tasks begin. - I agree to be in communication with my Property Marketing Specialist in a timely manner per their requests. - I agree to request tasks only within the realm of the check sheet provided. - I agree to release all login credentials required to carry out these tasks. - I agree to pay the extra fees for any personalized Facebook ads sent out, signs posted, extra prints of postcards, etc.) Signature: Date: Payment method: Will marketing points be used for postcard purchases? Yes No

8 Marketing Listing Specialist Details Form ** Disclaimer: Please ensure that your login credentials are all correct and working! If you forgot a login, please reset it and write in the new login info before turning this document in to Erika. Thank you! Headshot: Yes No Photographer Preference: Important Dates: Activate Listing: Photos Taken: Sign Post up on property: Open House: Client Information Name: Cell Number: Facebook Login Credentials: Twitter Login Credentials:

9 LinkedIn Login Credentials: Zillow Login Credentials: Realtor.com Login Credentials: Dotloop Login Credentials: MRIS/MLS Login Credentials: ShowingTime Login Credentials:

10 Do you want the Call Center option? $5 monthly per listing Yes No How would you like to receive confirmation? Phone Both Sentrilock Credentials (for runner access): Username:

11 self Promotion Marketing Package SILVER: $150 + Ad Spend GOLD: $250 + Ad Spend (Ad Spend will vary for each Agent deepening on their reach goals, preferences, and demographics chosen. This will all be personalized per ad.) Tasks Completed for You Silver Gold 1 1 hour marketing planning meeting 2 Lead Gen Ad on Facebook 3 1 postcard designed 4 3 Social Media Graphics 5 Page Likes Ad on Facebook 6 2 Postcards designed ($40 for every 100 postcards) 7 6 Social Media Graphics 9 Request for reviews from past clients 9 1 Month /Print Newsletter template/graphics/copy

12 self-promotion Marketing Package SILVER: $150 + Ad Spend GOLD: $250 + Ad Spend Name: Address: Cell Phone: Package chosen: Silver Gold As a participant in the Self Marketing Package, I agree to the following: - Payment for package must be received before tasks begin. - I agree to be in communication with Mac & Leslie in a timely manner per their requests. - I agree to request tasks only within the realm of the check sheet provided. - I agree to release all login credentials required to carry out these tasks. - I agree to pay the extra fees for any personalized Facebook ads sent out. Signature: Date: Payment method: Will marketing points be used for postcard purchases? Yes No Self-Marketing Specialist Assigned to this case: