Introduction to The TRANS-TRAC System for Real Estate Agents
- Welcome & Overview
The System Components
- How to Download, Save & Share TRANS-TRAC TEMPLATE
- Component 1: The Transaction Sheet
- Component 2: The Property Details/Contact Sheets
- Component 3: The Procedures Manual Sheets
Working The System
- Working The System As A Team
- Working The System As A New Agent
The Procedures Manual Detailed Instructions
- Locating The Property Address
- Determining The Client Name
- List and Sold Prices
- When Does The Listing Contract Go Into Effect?
- When Does The Listing Contract Expire?
- How To Submit The Listing To Your MLS
- How To Get Required Listing Copies To Seller & Broker
- How To Get Yard Sign Installed
- How To Get Lockbox Installed
- Updating CRM For A Listing
- How To Produce & Distribute Marketing Flyers
- How To Determine The Effective Date Of A Purchase Agreement
- How To Determine The Contracted "Close Of Escrow" (COE) Date
- Calculating The Due Diligence Date
- How To Open Escrow
- How To Get Required Sales Copies To Client & Broker
- Updating CRM For A Sale
- How To Obtain, Review & Approve The CIC/HOA Documents
- How To Schedule & Complete The Appraisal
- How To Schedule & Complete The Inspection(s)
- How To Obtain, Review & Approve The CC&R's, Escrow & Commission Instructions
- How To Order The Home Warranty
- How To Schedule & Complete Seller's Escrow Appointment
- How To Schedule & Complete Buyer's Escrow Appointment
- How To Schedule & Complete The Walk-Through Appointment
- How To Obtain, Review & Process The Closing Package
- How To Remove The Yard Sign
- How To Remove The Lockbox
- Updating CRM For Closing & Follow-Up
- Closing Gift Suggestions
- How To Archive The File
Conclusion and Thank You
- Wishing you luck & Stay in Contact
Updates & Revisions
- Adding Links within system & Adding additional contacts, such as Attorneys
- v.2.0 - UPGRADE: Automatic Calculation of DAYS LEFT for Due Diligence
