1. Setting Up Listing in Chime, Syncing to Brokermint
2. Adding the Correct Listing Checklist in Brokermint
3. Upload CRS Data: Property Report
4. Listing Agreement completion
5. Approximate Seller Proceeds
6. Adding Documents to MLS
7. Assigning/Recording Supra Lockboxes
8. Change Pipeline Status to "Signed Listing"
9. Residential Data Input Sheet
10. Input Partial Listing in MLS
11. Submitting listing to Broker for approval
12. Send listing to Seller for approval
13. Putting a New Listing on the Market
Change CRM pipeline status to "Active on Market"
ShowingTime setup for Seller Reports
Active MLS full detail PDF and link
Send "Buyer Matches" Email to CRM Database
Sharing listing to Seller & Company FB page
Update Supra ID# once "active" on MLS
Set up Realtor.com seller reports
Insert Zillow listing link in Task Description
Insert Realtor.com listing link in Task Description
Insert Homes.com listing link in Task Description
Insert Trulia listing link in Task Description
Neighborhood Infographics Report
Upload/organize photos in MLS
Adding Virtual Tour Link to MLS
Using TotalExpert to Market Listings
Organizing Drive Folder with Marketing Content
New Listing Contract - Part 1 - Adding Contacts
New Listing Contract - Part 2 - Dates, Status
New Listing Contract - Part 3 - Commissions
New Listing Contract - Part 4 - Uploading Docs
New Listing Contract - Part 5 - Updating Chime
Contract Timelines & Docs - Overview
Notifying about Inspections (email templates)
1. Required Closing Docs
2. Updating MLS w/ correct data
3. Updating Zillow Profile with Past Sale
4. Buyer Walk-Through Acknowledgement
5. Updating Chime details post-closing
6. Sharing Success! Post on Facebook
7. Submitting to Broker for Approval
Sharing Checklist Tasks to Clients
Removing Package Certificate page from Signed Docs
E-Signature Walk Through
Syncing Brokermint dates with Google Calendar
MGR: Add new user to Brokermint
How to connect Chime & Brokermint via API
Updating/Adding Dates to Shared Checklist
How to Upload/E-Sign Docs in Checklist
Utilizing "Assign Signor Order" on Docs
How to Prevent Delays Getting Paid
Accessing CRS Tax Data