Seller and Buyer Customer Care

Listing

  • Pull Title on Property – Email Copy to Real Estate Agent – Optional

  • Send Listing paperwork/Title and MLS Sheet to Office

  • Enter Listing on Matrix – Save for Real Estate Agent Review

  • Submit Listing upon Real Estate Agent Approval

  • Enter Photos onto Matrix

  • Send Contact/Listing Info to Call to View or ShowingTime

  • Order Sign Up through preferred company

  • Email Client with submitted active listing for review and comment/cc to Agent for review.

Conveyancing

Upon Closing:

  • Create Trade Record Sheet – Save to File

  • Submit Trade Record Sheet & Deal Paperwork to Conveyancing/cc to Real Estate Agent

  • Email or fax copy of completed contract/paperwork to clients for their records

  • Maintain additional paperwork: Amendments Etc.

  • Ensure Fintrac ID, Dower and Agency Forms are Received

  • Contact Clients for required missing paperwork and/or Lawyer information

  • Coordinate with conveyancing as to all of their requirements

  • Email Possession and Waiver Reminders

  • Maintain a detailed checklist of items compiled, completed and items still awaiting completion.

Buyers Checklist

  • Overview of paperwork – Make sure it is complete

  • Create Trade Record Sheet

  • Convey to Office, cc to Realtor

  • Email Completed Paperwork to Clients – if preferred

  • Email/Fax Paperwork to Mortgage Agent

  • Maintain additional paperwork: Amendments/Waivers etc.

  • Add reminders for conditions and possession dates

  • Ensure all documentation is completed and sent to your conveyancing department

  • Maintain a detailed checklist of items compiled, completed and items still awaiting completion

 

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