Sample Task Lists

We customize your office task list . . .

List2Close Team Sample Task Lists

	Listing Marketing Coordination
	Transaction Coordination

Listing Marketing

	Agent faxed listing docs
	Photos and/or photo access received
	Property highlights and/or description received
	MLS
	Order sign
	Start SettlementRoom on-line transaction
	Invite agent(s)
	Invite VA Coordinator(s)
	Verify seller email
	Send seller intro letter
	Invite seller to SR
	Extract and upload PDF documents to SR
	Coordinate virtual tour appointment / verify VT ordered or
	Create virtual tour from agent supplied photos
	Add listing to agent website
	Place virtual tour on agent website
	Place broker reciprocity virtual tour on MLS
	Place virtual tour link in SettlementRoom
	Record ad tracker
	Realtor.com showcase enhancement
	Add listing to agent-approved listing portals
	Create flyer and send draft for approval
	Upload approved flyer to SettlementRoom
	Order just listed postcards
	Etc ... call us to receive a proposal!

Closing Transaction

	Rec’d Copy of Contract and Earnest Money
	Verify Escrow has been opened
	Home Inspection
	Home Inspection completed
	Loan Application Date
	Prequalification Letter from Lender received
	Prequalification Letter sent to Sellers Agent
	Repair Request to Seller / Agent
	Repairs Bid
	Addendum to Contract signed
	Flood Certification Received
	Flood Zone yes/no
	Survey ordered
	Survey received
	Well and Septic ordered, if applicable
	Well and Septic received and results
	Termite Inspection ordered
	Termite Inspection received
	Appraisal Ordered
	Appraisal Received
	Hazard Insurance Information
	Hazard Insurance and paid receipt received
	Loan Submitted
	Loan Approved
	Loan Commitment Letter
	Loan Commitment Letter to Seller
	Closing Date
	Etc ... call us to receive a proposal!

– Customized! –

Task lists are customized for your brokerage office.

– Always Updated! –

By utilizing a Management Platform such as Settlement Room, status of your completed tasks visible each time you view your listing and transaction.

You will see which tasks are pending and which are completed . . .

From list to close!

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