Step by Step Through a Contact

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You have Taken a New Listing


Listing Appointment

  • Listing Appointment

  • Prepare Comparable

  • Review Presentation

  • Print Listing Agreement for in-person Appt


Listing Taken

  • Staging Appointment

  • Photo Appointment

  • Seller fills Seller's Disclosure and supplemental Documents

  • Fill Maris Input

  • Upload Supplements into Maris

  • Setup Showing Time


Marketing Initiated

  • Change listing to Office Exclusive in Maris

  • Post Listing Details to NettWork Global Agent Facebook page

  • Schedule Open House

  • Prepare flyers and social marketing materials

  • Deliver sign and supra


Listing Active

  • Upload Photos

  • Communicate with Other Agents regarding listing

  • Host Open House

  • Provide Seller with Feedback after showings

  • Present all contracts to seller

  • Prepare accepted offer for seller to e-sign


Listing Under Contract

  • Prepare the file to send to the title company of seller's choice

  • Communicate with the title company throughout the process

  • Upload Documents into Broker Sumo and submit to compliance

  • Confirm the title company has your compensation terms including any additional listed on the listing agreement

  • Communicate with the seller about next steps

  • Be the main point of contact for co-agent and seller through inspections & negotiations

  • Schedule closing

  • Provide seller information on municipal inspection if required

  • Provide seller a list of vendors for inspection repairs

  • Advise the seller to provide all invoices and lien waivers from inspection repairs as well as all repairs within the last 12 months

  • Verify the final statement

  • Attend closing

  • Stay in touch with your clients after closing by putting them into your Bold Trail account

You have A New Buyer Under Contract


Buyer Consultation

  • Buyer Consultation Appointment

  • Review Consultation

  • Print Buyer Agreement for in-person Appt


Looking for Homes

  • Set up buyer on automated emails

  • Compare available homes to buyer criteria

  • Preview homes for Buyers

  • Schedule and Perform home showings

  • Communicate with the listing agent about perfect offer scenarios

  • Communicate with Lender about financing options


Prepare Offer

  • Prepare offer with favorable terms

  • Compose an offer presentation email

  • Build a relationship with the listing agent

  • Obtain client signature

  • Send offer to listing agent

  • Confirm receipt of the offer by the listing agent

  • If in multiple offer situation, stay updated by reaching out to the listing agent often


Offer Accepted

  • Prepare the file to send to the title company listed in the offer terms

  • Confirm the title company has your compensation terms including any additional listed on the buyer's agency agreement

  • Prepare the file to send to the lender

  • Upload Documents into Broker Sumo and submit to compliance

  • Communicate with the co-Agent throughout the process

  • Communicate with the buyer about next steps

  • Schedule inspections

  • Be the main point of contact for co-agent and seller through inspections & negotiations

  • Order Home Warranty

  • Schedule closing and final walk-through

  • Confirm buyer has achieved loan contingency

  • Weekly calls to the lender are suggested

  • Receive passed municipal inspection

  • Receive all invoices and lien waivers from inspection repairs as well as all repairs within the last 12 months

  • Advise buyer how to change over utilities into their name

  • Verify the final statement

  • Attend closing

  • Stay in touch with your clients after closing by putting them into your Bold Trail account

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INTRO TO BOLD TRAIL (Formerly KVCore)