Listing Side Transaction (Agent Support)

Open the listing transaction checklist

• Fill in the MLS/TREB #, Seller’s Name, Property Address, Agent’s Name (our agent)

• Amendments or Cancellations should have Cliffs name on them, not the agents^

• Check off the documents that you have received

• Verify that documents are filled in correctly, have all needed signatures and initials (if missing anything send email to agent asking them to send you a completed copy)

• Save documents to property address folder under Deals 2020 (ex: streetname - 123)

In WOLFconnect create a transaction:

• Select add under transactions sub-menu, select Rego Realty Inc, Brokerage, fill in all information.

  • Selling Side = buyer’s agent

  • Listing Side = listing agent

  • Office Double Ender = buyer’s agent and listing agent were both from our brokerage

  • Agent Double Ender = our agent represented the buyer and the seller

• Put in our agents name and which side they are on

• Side Count is typically = 1

• Commission can be found in the listing agreement (remember to check if there are any amendments to listing agreement that change the commission).

• Conditions and their expiry date are found in schedule A of the APS

• Insert the lawyer’s information here if given, typically can be found under Acknowledgment section of APS (typically page 5)

• Outside agent - search for the agent who is representing the other side

  • If not in the system, manually enter details

• Commission for the co-operating agent is found in the COOP 

• Under same transaction page select Documents and Tasks, drag and drop all files to right location and submit (can add more files using the add button)

• Active Listings Sheet: if conditional add conditions to pending sheet and highlight the property yellow on the active listing sheet, if firm add info to sold sheet and remove property from active listing sheets(see tracking transaction due dates for more information: https://info.cliffregoteam.com/knowledge/tracking-transaction-due-dates )

• Update Matrix and TREB (see reporting status change on MLS for more information:

  • Matrix: https://info.cliffregoteam.com/knowledge/reporting-status-changes-to-matrix)

  • TREB: https://info.cliffregoteam.com/knowledge/reporting-status-changes-to-treb 
  • Expired: https://info.cliffregoteam.com/knowledge/reporting-expired-status-changes

• Hubspot: change status of deal to conditional/firm and input information (see updating HubSpot for more detailed instructions: https://info.cliffregoteam.com/knowledge/updating-hubspot-deal 

• Hubspot Tasks: open deal and go to tasks, also click on contact name and click tasks, follow instructions to complete tasks and mark as completed (see order signage update for more information: https://info.cliffregoteam.com/knowledge/signage-updates-sold/leased/removed 

• Resale Overview: open sheet named resale overview (found in important docs folder in inbox), add information on deal to correct sheet for the current week

• Add to listing cost overview (or change status of existing property on spreadsheet)

• Transaction Number: check if transaction number has populated in Lone Wolf. If so, rename the property folder to: trans# - street name - street #

• FINTRAC: fill in information from FINTRAC, if we do not have FINTRAC for that file remind the agent that we need it