Seller and Buyer Customer Care
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.
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.
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