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Planning Goals for 2023

Planning Goals for 2023

by | Dec 7, 2022 | Austin

Planning Goals for 2023     The new year will be here just before you know it! It is good practice in any business to take time to slow down and reflect on how your year went. What went wrong? What went amazing? Where is there room for growth and opportunity?...

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Introducing:

AI Powered TC Services

Agent Membership:

$99/month

(Includes 1 Listing a 1 Contract to Close)

Team Membership:

$299/month

(Includes 4 Listings and 4 Contract to Close's)

LISTINGS:

  • Send an introduction to sellers along with instructions needed
  • Create files in brokerage compliance systems: Dotloop, Brokermint and Skyslope included
  • Prepare listing disclosure documents and coordinate the signature process with sellers
  • Split and assign listing documents
  • Obtain missing signatures from clients
  • Auditing listing documents and will keep clients updated on missing signatures
  • Add On - MLS Entry

CONTRACT TO CLOSE:

  • Create files in brokerage compliance systems like: Dotloop, Brokermint and Skyslope included
  • Introduce third parties to the CTC process and timelines
  • Introduction sent to clients with summaries of deadlines and next steps
  • Email to you with a timeline of all items that will be handled
  • Send calendar invites for all deadlines for you
  • Auto-remind all agents and clients of all deadlines- Opt In Only
  • Generate document package for client completion & signature
  • Upload contract documents to compliance system
  • Split and assign contract documents
  • Obtain missing signatures from clients
  • Compile and collect signatures on addendas and amendments
  • Connect Buyers for seamless home warranty, utility & home services set up.
  • Auditing files keeping clients updated on missing signatures
  • Provide portal login and weekly file updates to agents
  • Send file update to agent prior to close

Be among the first to leverage this innovative new technology!

Contact Us to Get Started