Corcoran Horizon Knowledgebase

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Corcoran Horizon Knowledgebase

Resale Operations

Resale Operations

This includes training/tip sheets for Agent Support, Listing & Transaction Coordinator, Conceirge, Operations & Listing Manager

Creating Showing Instructions

YProperty & Rego Team Tenant Fill

Gaslight Office - Signing Keys IN/OUT

Agent Support

Opening & Closing Checklists

Creating Listing Paperwork

Creating a Showing Restriction

Adding Open House - TREB

Creating a Feature Sheet

Receiving Calls for Cliff

Buyer Calls

Calls from Vendors (Cleaner, Equipment, Supplies)

Receiving Calls for Accounting

Receiving Calls for HR/Hiring

Client Gift Process

Listing Stat Report

Adding Open House - Matrix

Receiving a Deposit

Seller Lead - CMA Process

Updating Phone Hours - Cambridge office

Updating Phone Hours - Kitchener Office

Receiving Calls

Adding One-Day Code or SentriAccess for Outside Agents

Creating Mass Emails

Grant SentriConnect Access

Confirming a Showing

Cancelling a Showing

Creating a Showing

Receiving Calls for Sponsorship

Seller Calls

Receiving Calls for our Realtors

Receiving Calls for Employees

New Home Cheques

DocuSign

Glossary

Preparing an Offer

Creating FINTRAC

Programming Lockboxes

Downloading an iGuide

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Listing Coordinator

Cancelling a Listing

Assignment Process

Commercial - Signage

Choosing Photos

Viewing all consults from HubSpot

Luxury - Ordering Look Books

Luxury - Ordering Photography

Creating Write-ups

Creating Matrix Listing

Listing Process Flow Chart

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Deal Coordinator

Reporting Status Changes to TREB

Reporting Status Changes to Matrix

Transaction Flowchart

Buyer Side Transaction (Agent Support)

HubSpot Transaction (Buyer)

Listing Side Transaction (Agent Support)

Mutual Releases

Signage Updates - Sold/Leased/Removed

Updating HubSpot Deal

Reporting Expired Status Changes

Tracking Transaction Due Dates

Cheques - Being Dropped off/Picked Up

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Leases

Running a Credit Check

Gaslight Tower 2 Leases - Admin Process

Laurels Leasing Process (Admin)

Young Condos Leasing Process

Rainbow Lake Leases - Admin Process

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