Listing Agreements: Write and send for signatures if requested - Agent to provide all information
Upload all documents to Agent’s CRM
Work with agent to resolve compliance issues
Listing Amendments: write and obtain signatures - Agent to review prior to signatures
Track listing expiration dates
Add seller contact information to database
AGENT TO REVIEW AND APPROVE ALL INFORMATION ON LISTING AGREEMENTS, CONTRACTS, ADDENDUMS AND AMENDMENTS
Compose/draft contract documents- agent to provide all information & review
Send for client signatures
Send to co-op agent for signatures if requested
Upload & set up in agents CRM
Review for compliance - work with agent to resolve any issues
Send executed contact docs to Title / Clients / co-op agent / lenders, etc
Inspection documents - write up Notices, Resolutions etc. Obtain signatures as required.
Amendments: Write, obtain signatures
Ensure EMD is received: upload to CRM / Copies to Buyer (if represented)
Monitor contract timelines: Inspections / EMD / etc.
Confirm Title commitment received - Agent to review with client/customer
Schedule closing with clients and title if requested
Verify pre-settlement statement received / agent to review with client/customer
Signed settlement statements obtained and uploaded to CRM
Confirm file is clear for closing with title and compliance
AGENT TO REVIEW AND APPROVE ALL INFORMATION ON LISTING AGREEMENTS, CONTRACTS, ADDENDUMS AND AMENDMENTS
Add client information to database - include birthdays if requested
Send Thank you if requested
Send closing gift if requested
Prepare closing documents to send to client(s) 2-4 weeks post closing
Prepare Christmas Cards for current clients/customers
Send birthday cards if requested
Sandi
816-824-1214
sandi@toptiertransactions.biz
Listing Agreements: Write and send for signatures if requested - Agent to provide all information
Upload to Agent’s CRM
Work with agent to resolve compliance issues
Schedule photos
Enter & upload photos and documents to MLS if requested
Listing Amendments: write and obtain signatures / upload to CRM and update MLS
Track listing expiration dates / send reminders
Update database with seller information
AGENT TO REVIEW AND APPROVE ALL INFORMATION ON LISTING AGREEMENTS, CONTRACTS, ADDENDUMS AND AMENDMENTS
Draft contract documents - agent to provide all information & review prior to signatures
Obtain signatures as requested
Upload & set up in agent's CRM
Review for compliance - work with agent to resolve any issues
Send executed contact docs to Title / Clients / co-op agent / lenders, etc
Schedule inspections etc.
Inspection documents - write up Notices, Resolutions etc. Obtain signatures as required.
Amendments: Write, obtain signatures
Ensure EMD is received: upload to CRM / Copies to Buyer (if represented)
Monitor contract timelines: Inspections / EMD / etc.
Confirm Title commitment received - Agent to review with client/customer
Schedule closing with clients and title
Verify pre-settlement statement received / agent to review with client and/or customer
Signed settlement statements obtained and uploaded to CRM
Confirm file is clear for closing with title & compliance
AGENT TO REVIEW AND APPROVE ALL INFORMATION ON LISTING AGREEMENTS, CONTRACTS, ADDENDUMS AND AMENDMENTS
Update agent's database
Send Thank you if requested
Send closing gift if requested
Prepare closing documents to send to client(s) 2-4 weeks post closing
Prepare Christmas Cards for current clients
Send birthday cards on agent's behalf if requested
Sandi
816-824-1214
sandi@toptiertransactions.biz
Madison and Sandi
Sandi began her Real Estate Career in Memphis, Tennessee in 2004 as a Realtor working with a builder and team in new construction. This naturally transitioned into re-selling homes for the new home buyers. She then took on the position of Licensed Assistant to the firms Broker/Owner. This was the perfect fit for her and her family life, and she hasn't looked back. Assisting individuals and families with what is most likely the largest purchase or sale in their lives and being able to help in some small way make their dreams a reality, never gets old. This is why her passion for helping and assisting agents with their business behind the scenes is so rewarding. Not only does she get to watch the agent's dream of growing their business come to life, she also gets to assist the clients and customers with their home and/or land sales and purchases. She counts it a privledge to assist agents behind the scenes so they can spend more time in front of their clients, and less time on documents. Her unique background of Real Estate sales plays a big part in her success as a Transaction Coordinator. She considers herself blessed to have worked with some of the best brokers in the business, and has gained a tremendous amount of experience and knowledge from them. Sandi is married with grown children, and 7 Grandchildren. She likes to spend her time with her dogs, Boomer (Jack Russell) and Bella (Corgi), and cycling on the trails as often as possible.
Madison is a very gifted writer, and has a keen artistic eye. She has acquired several awards and accolades for her writing and photography. Madison is the perfect person to help with the creative side of any venture. Madison works as a Para in an Elementary School, working with children that need special attention, or additional help. She is newly married with two Fur Babies. Dobby, her very sweet and large Corgi, and Bean, the funny little Shiba Inu that looks like a white fox. Madison is always ready to give a helping hand and is a great team player.