Missing Submission Form - Notification to Managing Broker
8
Post-Slack Request - Submission Form Follow Up
9
Added to Tracking
10
Commencement Date
11
New File Receipt
12
SkySlope File Entry
13
SkySlope File Email Address
14
Listing Agent Name
15
Listing Agent Email
16
Intro to Listing Agent
17
Transaction Set-Up Complete!
18
Initial SkySlope File Audit
19
Listing Agent Follow Up Email #1
20
Listing Agent Follow Up Email #2
21
Tenant Completed Disclosures Follow Up #1
22
Tenant Completed Disclosures Follow Up #2
23
Commission Demand Authorization
24
Commission Demand Tasks
25
Tracking Sheets Updated
26
File Complete in SkySlope
27
Archived in SkySlope
Submission Form Received
Managing Broker
Transaction Coordinator
Agent Name
Our Agent's Preferred Email
Missing Submission Form
Missing Submission Form - Notification to Managing Broker
Post-Slack Request - Submission Form Follow Up
1
Have we received form since we posted to the Agent Compliance Slack channel?
2
If not, have we followed up with the Chief of Brokerage Officer?
Added to Tracking
1
Soul - TC Verification
Commencement Date
New File Receipt
SkySlope File Entry
1
Create File in SkySlope
2
Enter All Contacts
3
Attach all documents to checklist
4
Leave checklist notes
SkySlope File Email Address
Listing Agent Name
Listing Agent Email
Intro to Listing Agent
Transaction Set-Up Complete!
Initial SkySlope File Audit
Listing Agent Follow Up Email #1
Listing Agent Follow Up Email #2
Tenant Completed Disclosures Follow Up #1
1
Follow up on status of the tenants disclosures package (have they signed their DocuSign envelope, etc)
Tenant Completed Disclosures Follow Up #2
1
Follow up on status of the tenants disclosures package (have they signed their DocuSign envelope, etc)
Commission Demand Authorization
Commission Demand Tasks
1
Did Agent/TC enter in the escrow, title or closer information in the contact tab so you know who to copy on the DocuSign? If not, please reach out.
2
Is commission percentage complete in Commission Tab?
3
Is there an outside TC? Do we have their fee/info in commission tab? (If info is incomplete, please reach out to TC and agent)
4
Has the Radius Fee (Transaction Management + Transaction Coordinator, if applicable, + Radius lead split, if applicable) been confirmed?
5
Is there a Referral in the "Referral Details" section of the Commission Tab? If so, do we have the Referral Amount, name for Referral and place to send the Referral? If not, please reach out to agent and TC (if applicable)
6
Are there any additional fee's to subtract from the agent's commission mention in the Commission Tab? (Credits, etc)
7
Does agent owe Radius any outstanding fees? (E&O, subscription, etc)
8
Do we know if agent would like check or wire? Do we have their information (mailing address or bank account information)
9
Is this agent on a team? If so, have we confirmed their team split?
Tracking Sheets Updated
1
Soul - Closing Verified
File Complete in SkySlope
Are all required items attached and approved in SkySlope?
