Listing Paperwork Request

Agent

Email

example@example.com

What level of listing services will you be receiving? If you are not sure, you are on Premium.

Property Address

Is the property a condo, co-op, or part of an HOA?

Sellers Legal Names

Who is on the title?

Price/price range (note: this is a placeholder and will be finalized before going on market or in PX. LP must have a price or range to be valid)

e.g. "500k" or "1-1.5M"

The listing paperwork will be written: with the name(s) on the tax record, listing period will be 1 year and the $575 admin fee to be paid by the seller. If you want something different, please note below.

Compensation to listing broker

Compensation to buyer broker

Additional compensation to listing broker if buyer is unrepresented

Other

Do you need a physical copy or a digital copy?

How would you like the digital paperwork delivered?

The Seller Intake Sheet should be completed, is it?

Who is completing the Seller Intake Sheet in advance of the appointment?

If you have a digital copy available, attach now. If not, please give a completed copy to Autumn to add to Salesforce.

Browse Files

Is there an opportunity in Salesforce for this listing?

If the opportunity is not updated with the information from the Seller Intake Sheet by the time your paperwork is needed, Autumn will call the sellers to make sure we are best prepared for the listing appointment.

Have you created a business tracker file for these clients as described above?

Go to CRM and create contacts for each person on your listing, including email and phone number. Add the contact(s) to a business tracker file labeled with their names and share the file with Listings staff. Staff cannot move forward with your request until the contacts are created and the file is shared.

When do you need the listing paperwork by?

DO NOT use "ASAP" as a response. If you have written that in, please adjust.

Appointment Date & Time

Listing Paperwork Request Form