• Transaction Support Survey

    Please take a moment to rate your Support Team Members. Your feedback helps us to grow and become better.
  • Were you provided regular updates about your clients transaction?
  • During the processing of your file, did you ever contact your support staff member for information?
  • If yes, were they able to adequately answer your questions without having to call you back.
  • Did you ever access BackAgent/Workspace for documents during the processing of your transaction?
  • If yes, where the documents you needed readily available?
  • When problems arose, was your Transaction Support Team Member able to resolve them without your assistance?
  • During the processing of this transaction, did you ever have to follow-up with your client to address items your Transaction Support Team Member should have taken care of for you (i.e. inspections, survey, title commitment, amendments, closing delays, etc.)
  • Were you provided a Bottle of Champagne/Wine for your closing?
  • Did you receive instructions on how to access the property for your walk through, how buyer was to receive keys, time and place of walk through and time and place of closing, location of mailbox & mailbox# (buyers only)?
  • Was your closing file 100% complete (included contract, all amendments, inspection report, etc)?
  • Did you receive a CD prior to the closing date and had a time scheduled to review CD with buyer/seller prior to closing?
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  • Please rate your Showing Agent Support Services (if applicable):

  • Was your client’s home search set up in a timely manner (within 48 hours of the questionnaire being received)?
  • Did the Showing Support Team Member either attend the Buyer Orientation or make an introductory call to the buyer immediately afterward?
  • Did the Showing Agent reach out to you when showing issues arose? (Examples: buyer unresponsiveness, interest in homes outside of price point, or frequent objections.)
  • Did your clients ever contact you during the transaction for assistance the Showing Support Team Member should have provided?
  • Did Showing Support Team Member aggressively search for properties and provide weekly property recommendations to your clients (search off market properties, visit new home communities, recommended new areas based on best fit analysis, etc.)
  • Did Showing Support Team Member provide detailed notes of showings, client feedback and log all showing appointments in Sierra so you could easily track client showing activity?
  • Did Showing Support Team Member conduct all showings for your client?
  • Did Showing Support Team Member provide timely notice of any properties buyer(s) wanted to make offers on?
  • Did Showing Support Team Member order CMAs for all properties buyer(s) wanted to make offers on?
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  • Should be Empty: