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Just Sold | New Closing

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Just Sold | New Closing

Just Sold | New Closing

Just Sold | New Closing

1

Update the Checklist Name

2

Checklist 1: Represented "Seller"

3

Checklist 2: Represented "Buyer"

4

Checklist 3: Represented "Seller & Buyer"

5

Notifify Agent of Completion

Update the Checklist Name

Add Property Address to the end of the title

For example "Just Sold | New Closing" would be changed to "Just Sold| New Closing | 123 Main St.

Checklist 1: Represented "Seller"

Represented Seller Checklist

1

Update Savannah MLS from Under Contract to Sold
2

Update Georiga MLS from Under Contract to Sold
3

Update Hinesville MLS from Under Contract to Sold
4

Attach any Attachments included to "Final File" in Zipform Plus
5

Change Zipform Status from "Active" to "Sold"
6

Add sale to Zillow
7

Update Leads Manager - Seller Address
8

Update Leads Manager - Add Tag "AGENT NAME sold YEAR"
9

Update Leads Manager - Reassign from agent to "Summit Marketing"

Checklist 2: Represented "Buyer"

1

Attach any Attachments included to "Final File" in Zipform Plus
2

Change Zipform Status from "Active" to "Sold"
3

Add sale to Zillow
4

Update Leads Manager - Buyer New Address
5

Update Leads Manager - Add Tag "AGENT NAME sold YEAR"
6

Update Leads Manager - Reassign from agent to "Summit Marketing"

Complete the following if selected:

1

Monthly Neighborhood Email
2

tpmco.com
3

1 Year Anniversary

Checklist 3: Represented "Seller & Buyer"

1

Update Savannah MLS from Under Contract to Sold
2

Update Georiga MLS from Under Contract to Sold
3

Update Hinesville MLS from Under Contract to Sold
4

Attach any Attachments included to "Final File" in Zipform Plus
5

Change Zipform Status from "Active" to "Sold"
6

Add sale to Zillow
7

Update Leads Manager - Buyer New Address
8

Update Leads Manager - Add Tag "AGENT NAME sold YEAR"
9

Update Leads Manager - Reassign from agent to "Summit Marketing"

Complete the following if selected:

1

Monthly Neighborhood Email
2

tpmco.com
3

1 Year Anniversary

Notifify Agent of Completion

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