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Friday Freebie: Stay Organized with Listing and Closing Checklists

February 27 2017

brokermint checklist template pictureWant a way to go from listing contract to cashed commission check faster? As we say in the RE Technology offices, the key is to "plan your work, and work your plan."

For agents, this means having a set game plan in place for completing the routine tasks that every listings requires—ordering photos, creating marketing materials, uploading to the MLS, etc.—and deadlines to follow.

Many CRMS and transaction management programs offer activity checklists that agents can use to help set up and close a listing successfully. If your preferred solution doesn't offer checklists—or if the checklists leave something to be desired—today's Friday Freebie is for you!

Free Listing and Closing Checklists for Agents

frifree brokermint checklists cropMissing documents or incomplete tasks are the biggest factors in missed deadlines or slow-to-close deals. Checklists offer a detailed 'plan of attack' that tells agents exactly what to do and when.

Brokermint, a back office and transaction management solution, is offering agent and brokers free listing and closing checklists they can use to close transactions faster. They cover crucial activities like:

  • Listing checklist: Obtain signed disclosures, obtain lockbox authorization, submit market analysis and feedback to the seller, submit price reduction/MLS change form, etc.
  • Closing checklist: Order preliminary title report, send contract to escrow, home inspection clearance, appraisal contingency removal, and more.

After you download these FREE listing and closing checklists from Brokermint, you can customize them and use them with the solution of your choice. Download these checklists to get on the path to faster commissions today!

About Brokermint

Brokermint is the most easy-to-use real estate back office platform. Integrate Brokermint with your CRM, MLS and QuickBooks, seamlessly.

Brokermint provides agents, office administrators and brokers a complete system for tracking anything and everything related to your transaction. Brokermint eliminates the need for multiple programs and will seamlessly integrate with tools you may already have in place such as the MLS, your favorite CRM and Quickbooks just to name a few. Additional features include managing offers, commission tracking and compliance review - all under one user-friendly system.

Know of a Great 'Freebie' We Should Feature?

Did you find a great freebie (a free or trial version of a product, free guide, etc.) that you think your colleagues should know about? We'd love to hear more about it and possibly feature it as a Friday Freebie! Contact Kelly Phelan at kelly[at]retechnology.com to learn more.