Prepare & manage file.
Input, track, & follow up on Dates & Deadlines.
Add Buyer’s name(s) to disclosures & send for review/signatures. (Listing)
Send Buyer(s) disclosures for review/signatures. (Buyer)
Order Title & Home Warranty if applicable. (Listing)
Send introductory emails to all parties with essential information included (e-Calendar, Contract, etc).
Send personalized & informative emails to your clients with next steps.
Record and deliver Amends/Extends.
Collect essential documents - Earnest Money Receipt , Lender Letters, Due Diligence Documents, Title Commitments, etc.
Follow up on Appraisal status.
Coordinate Closing Date/Time/Location and send your clients a “Closing Letter” with all essential information.
Create a Home Informational sheet for Buyers.
Prepare & submit Commission Disbursements.
Send Thank You emails to all parties.
All documents will be uploaded to CTM for record keeping & provided to file compliance team.
Create listing disclosures, send for review and signatures.
Input provided property info, upload pictures & videos to MLS, & syndicate to third party websites. Agent to finalize details and publish.
Input MLS status changes & updates per Amends.
Schedule photography, staging, sign installation/removal with Agent’s preferred vendors.
Showing service input.
All required documents & information provided to file compliance team.
We create customized templates for your Exclusive Right-to-Buy and Exclusive Right-to-Sell contracts, tailored to your contract needs, then they are updated annually when the new contracts are released. Disclosures are also templated, saving you time and reducing the risk of typos and missing required documents. Once your templates are complete, you’ll receive a step-by-step video walkthrough showing you how to use the Quick Start feature and confidently apply your new templates moving forward.
Is your CTM homepage cluttered with old or inactive files, making it hard to quickly find what you need? We’ll organize your CTM system by sorting files into clear categories such as active, sold, canceled, and more—saving you time and reducing daily frustration. Once complete, you’ll receive a personalized video walkthrough showing you exactly how to locate and manage your files moving forward. Pricing may vary depending on the volume of files and level of cleanup required.