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Transaction Kickoff
Basic Transaction Data
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* Indicates required question
Agent Name
*
Allison Johnson
Colin Panzi
Chase VanLoon
Emma Stern
Michael Hidder
David Schabold
Taylor Voitel
Abby Conley
Missy Starr
Nicole Strom
Natalie Swanson
Kelsey Jones
Transaction Type
*
Choose
Buyer - Personal
Buyer - Investor
Buyer - Lot
Seller
Dual
Client Name(s)
*
Your answer
Client "Presentation" Name (how name will show on Welcome Sign, Social Media, etc.)
Your answer
Address
*
Your answer
Transaction To-Dos
Done
Client added to FUB
Preapproval added to Loop
Client Care added to Loop
Done
Client added to FUB
Preapproval added to Loop
Client Care added to Loop
Notes re: preapproval/lender
Your answer
What is the source of the lead?
*
LiveAnkeny.com
Zillow
Realtor.com
Colin/Michael/AREG
AREG Main Phone
Agent's Personal Sphere
Referral (please include in notes)
AREG Open House
Agent Open House
Redwood Builders/Open House
Happe Homes/Open House
Other (please include in notes)
Close Date (If STS, enter close date as 1/1/01 & put in notes)
*
MM
/
DD
/
YYYY
List Price
*
Your answer
Sale Price
*
Your answer
Commission % to AREG
*
Your answer
INSPECTION:
*
Has been scheduled
Has NOT been scheduled - AGENT will schedule
Has NOT been scheduled - Client Care needs to reach out to client/schedule
Inspection has been waived
New construction/other (leave details in notes)
Seller side
Notes About Inspection (when, where, has outside agent notified?):
Your answer
Was this a multiple offer situation?
*
Yes
No
Notes:
Your answer
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