Creating Listing Paperwork

Instructions

1. Open Matrix and go to Tools and Webforms

2. Impersonate the agent that requested the paperwork

3. Create a transaction, name it the property address and select relevant template (residential, commercial, condo, lease, etc), add me as the listing salesperson

4. Follow the wizard filling out as much information as you have available.

5. Step 4 of the wizard is where you edit forms:
   • Listing Agreement: 

     • Fill in Brokerage name and address (on second line), seller’s name, and property address.

     • Leave dates blank unless given by agent

     • Insert price and commission if given by agent

     • Holdover days is typically 60 days unless otherwise mentioned

     • Fill in seller’s name and agent’s name on the last page

   • • Fill in all mandatory fields (highlighted black), some information can be found  on GEO Warehouse
     • Geo Warehouse can be accessed from Matrix, you can search properties by address, it will provide lots of info such as ARN, PIN, lot size
     • Calculating taxes: open property report on GeoWarehouse and find the phased-in value. Multiply the phased-in value by the tax rate found on Websites_Logins_Tax Rates spreadsheet.
     • Realtor 1 is agent, need name and ID 
     • Realtor 2 is Cliff, need name and ID
     • Brokerage 1 and 2 are both Corcoran Horizon Realty, and brokerage ID: Ca589
     • Brokerage trust account = non-interest bearing
     • Check no to all mandatory boxes on last page except YES to display address on internet
     • Appointments: Via Showing TimeMLS Data
   • SAVE: 

   Once you have completed the MATRIX forms and FINTRAC, save them as a PDF and attach file to email for the agent. It is important that you save these forms and the TREB forms separately

   • TREB Listing Agreement and Data Forms:

     • Make sure you are using the correct data form as they vary based on what type of property it is (ask listing coordinator for help if needed)
     • The agent’s name on TREB forms must be Cliff Rego as he is the only agent with a Toronto LicenceSAVE:
   • SAVE:
     Once you have completed the TREB Forms & Entry Access, save them as a PDF and attach file to email for the agent. It is important that you save these forms and the TREB forms separately
6. Save all additional forms (Entry Access, Seller Direction, RECO info guide, Staging Contract) as "Additional Listing Docs" and include them in the email to the agent