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
Sandi started her real estate career in Memphis, Tennessee, in 2004, working as a Realtor with a builder in new construction. This experience naturally evolved into reselling homes for her new home buyers. Subsequently, she accepted a position as a Licensed Assistant to the Broker/Owner of the firm, a role that suited her and her family life perfectly. Sandi finds immense satisfaction in assisting individuals and families with what is likely the most significant transaction of their lives, and she cherishes the opportunity to contribute to their dreams. This passion extends to her work behind the scenes, where she supports agents in growing their businesses, while also assisting clients with their home and land transactions. She considers it a privilege to support agents, enabling them to focus on client interactions rather than paperwork. Her background in real estate sales significantly contributes to her success as a Transaction Coordinator. Sandi feels fortunate to have collaborated with some of the finest brokers in the industry, gaining invaluable experience and knowledge. She is married with grown children and nine grandchildren. In her free time, she enjoys spending time with her dogs, Boomer, a Jack Russell, and Bella, a Corgi, as well as cycling on the trails whenever possible.
Madison, daughter of Sandi, 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. She is always ready to give a helping hand and is a great team player. Madison is married with two fur babies and one human baby.