APP FILES – HOW TO GUIDE - Century 21 Sunbelt Realty

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Transcript APP FILES – HOW TO GUIDE - Century 21 Sunbelt Realty

REAL ESTATE PROFESSIONALS

You can add required forms directly into your appfile and edit them there as well simply by selecting the link “ADD A FORM” while inside your appfile…see below

Depending on what type of new Appfile you are creating your file will have different requirements here are the requirements for each type of file…

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Listing Requirements

The following items are requirements for your file in order for the administrative staff to process your listing. Completed Tracker ( must have at least one contact method for seller) a. Full listing address, MLS#, Listing price, etc… b. Sellers agent’s name c. Seller type and source Active MLS ( or completed MLS profile sheet if you wish for admin to enter your listing on MLS) Completed Ad copy & Showing Instructions page a. Sign order?

b. Ad copy/description (this will feed to other sites and be the visible description of the property) c. How is the property being shown? (Vacant, Occupied (contact #), Lockbox, Supra etc..) Listing Contract signed (by listing associate/broker) with copy returned to customer section completed Photos minimum 12 for residential and 4 for vacant land

Warranty or Waiver *Don’t forget when all of these are completed to either send documents to [email protected]

or create a TASK in appfiles and assign it to “LISTINGS” Thank you

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Pending Requirements

Executed Contract with all signatures in place ( agent, seller, broker) correct sale price and the title company’s name(if there is one) Completed Tracker (both buyers and sellers side completed)

a. Correct commission amount b. Selling and listing agents commission splits c. Sale price d. Tile company e. Any referral information f. Contract & Closing date

MLS with status of Sold or Pending Escrow Reciept ( letter head sheet from the title company) or explanation if no escrow) HOA/Condo Reciept ( signed by buyer) Lead Based Paint Disclosure if home was built before or in 1979

Chinese Drywall Disclosure *Don’t forget when all required information is complete please either email documents to [email protected]

or

create a TASK in appfiles and assign it to “PENDINGS, CHANGES, CLOSINGS

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Changes Requirements

Status Change Form signed by seller and agent  MLS reflecting the new changes ( i.e. new price, or extended dates)

Don’t forget to create a task in appfiles for your change and assign it to “PENDINGS, CHANGES,CLOSINGS” Thank you Thank you for your cooperation with the above requirements. This list will ensure our administrative staff receives your task and documents and is able to process in a timely manner for you .

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STEP

To access blank /printable versions of all the forms we have mentioned today… follow the following steps in Appfiles …

PRINTING BLANK FORMS In the appfiles home screen see in the colum on the far left the link that says “Print Blank Forms” click on this link to open a box which will allow you to select the form that you would like to print , by name.

You can use these blank forms at any time … YOUR DONE!