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Resale Operations
This includes training/tip sheets for Agent Support, Listing & Transaction Coordinator, Conceirge, Operations & Listing Manager
Agent Support
- Downloading an iGuide
- Programming Lockboxes
- Receiving a Deposit
- Updating Phone Hours - Cambridge office
- Listing Stat Report
- Opening & Closing Checklists
- Creating FINTRAC
- Creating Listing Paperwork
- Creating a Feature Sheet
- Preparing an Offer
- Glossary
- DocuSign
- New Home Cheques
- Receiving Calls for Cliff
- Receiving Calls for our Realtors
- Buyer Calls
- Receiving Calls for Employees
- Seller Calls
- Receiving Calls for Accounting
- Receiving Calls for HR/Hiring
- Calls from Vendors (Cleaner, Equipment, Supplies)
- Receiving Calls for Sponsorship
- Cancelling a Showing
- Creating a Showing
- Confirming a Showing
- Grant SentriConnect Access
- Creating a Showing Restriction
- Creating Mass Emails
- Adding One-Day Code or SentriAccess for Outside Agents
- Receiving Calls
- Seller Lead - CMA Process
- Updating Phone Hours - Kitchener Office
- Client Gift Process
- Adding Open House - TREB
- Adding Open House - Matrix
Listing Coordinator
Deal Coordinator
- Entering Deals in LoneWolf
- Cheques - Being Dropped off/Picked Up
- Tracking Transaction Due Dates
- Reporting Status Changes to Matrix
- Updating HubSpot Deal
- Reporting Status Changes to TREB
- Reporting Expired Status Changes
- Signage Updates - Sold/Leased/Removed
- Mutual Releases
- HubSpot Transaction (Buyer)
- Transaction Flowchart