![Untitled design (1)-4.png]](https://info.regoteam.com/hs-fs/hubfs/Untitled%20design%20(1)-4.png?height=40&name=Untitled%20design%20(1)-4.png){kind=small}
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
- Updating Photos on Wolfconnect
- Cancelling a Listing
- Assignment Process
- Invoicing for Staging
- Listing Process Flow Chart
- Staging with Rego Team
- Commercial - Signage
- Creating Matrix Listing
- Choosing Photos
- Luxury - Ordering Look Books
- Creating Write-ups
- Luxury - Ordering Photography
- Viewing all consults from HubSpot
Deal Coordinator
- Cheques - Being Dropped off/Picked Up
- Listing Side Transaction (Agent Support)
- 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
- Buyer Side Transaction (Agent Support)
- HubSpot Transaction (Buyer)
- Transaction Flowchart