When the client is buying property, the following scope can be performed for Buyer Agent support. Support begins once you have an accepted contract. Contract-to-Close TC Order starts with this form.

Includes:

• Your personal calendar with key transaction dates, updating with 24-hour refresh to display any known date changes. Can be synced with all platforms that allow for external URL calendars, like: GoogleCal, iCal, and Outlook.

• Sourcing and relaying docs/details for your brokerage’s compliance system (Skyslope, Dotloop, etc). Cleaning up docs if ministerial tasks. Creating commission statements if requested.

• Sending an Email connecting all the professionals on the contract (and sourcing those professionals, if needed).

• Sending the earnest money request/instructions to the buyer, if needed.

• Sending a “First Steps” Client intro email, connecting agent, TC (and attorney, if applicable) to the client with general information, copy of the executed contract, and key dates for the contract.

• Connecting the buyer with your trusted insurance provider during due diligence period.

• Sending a “Next Steps” Client email to the buyer later in the transaction, outlining what to expect for the remainder of the transaction.

• Sourcing and creating a utilities list, and relaying the info to your buyer.

• Keeping on top of: appraisal date, appraisal due date, commitment due date, and commitment letter (if NH state).

• Sourcing the final closing docs from the closing company, so you can get paid by your brokerage ASAP. 😉

• Sending a Thank You to the list agent and their TC after the transaction has concluded, with a copy of the fully executed closing document.

• Circulating addendums and contracts for signature throughout the transaction.

• Writing up and circulating simple ministerial addendums for NH and MA state as needed, upon your request (please allow 24-hour lead time).

Does not include:

• Negotiations of any kind.

• Repairs lists/riders.

• Filling in client/agency/brokerage paperwork (ex: Buyer Agency agreements, commission reduction forms, Consent to dual agency forms, etc).

• Scheduling home inspections.

• Scheduling appointments where the agent or client needs to be physically present and calendars/locations/per-case-basis logistics need to be considered, like closings.
NOTE: aceAdmin can help schedule these things with specific directives for dates/times. But aceAdmin will not automatically, proactively schedule and re-schedule these things.

• Texting you every time a key date is approaching.
NOTE: You can set up notifications in your personal calendar app to do this for you.

When the client is selling property, the following scope can be performed for List Agent support. Support begins once you have an accepted contract. Contract-to-Close TC Order starts with this form.

Includes:

• Your personal calendar with key transaction dates, updating with 24-hour refresh to display any known date changes. Can be synced with all platforms that allow for external URL calendars, like: GoogleCal, iCal, and Outlook.

• Sourcing and relaying docs/details for your brokerage’s compliance system (Skyslope, Dotloop, etc). Cleaning up docs if ministerial tasks. Creating commission statements if requested.

• Sending an Email connecting all the professionals on the contract (and sourcing those professionals, if needed).

• Sending the earnest money request/instructions to buyer agent, if needed. Ordering Earnest Money release/distribution instructions at the end of the transaction, if applicable.

• Sending a “First Steps” Client intro email, connecting agent, TC (and attorney, if applicable) to the client with general information, copy of the executed contract, and key dates for the contract.

• Informing the seller about general Seller responsibilities, as applicable - like: fuel prorations, smoke certificate, water readings, paid assessment letters/6Ds.

• Sending a “Next Steps” Client email to the seller later in the transaction, outlining applicable outstanding seller responsibilities, and what to expect for the remainder of the transaction.

• Sourcing and creating a utilities list, and relaying the info to the buyer’s agent prior to closing.

• Keeping on top of: appraisal date, appraisal due date, commitment due date, and commitment letter (if NH state).

• Sourcing the final closing docs from the closing company, so you can get paid by your brokerage ASAP. 😉

• Sending a Thank You to the buyer’s agent and their TC after the transaction has concluded, with a copy of the fully executed closing document.

• Circulating addendums and contracts for signature throughout the transaction.

• Writing up and circulating simple ministerial addendums for NH and MA state as needed, upon your request (please allow 24-hour lead time).

Does not include:

• Negotiations of any kind.

• Filling in client/agency/brokerage paperwork (ex: Listing agreements, commission reduction forms, Consent to dual agency forms, etc).

• Inferring and relaying assumed property representations on the seller’s behalf.

• Paying for finals or other reimbursement items out of pocket.

• Scheduling appointments where the agent or client needs to be physically present and calendars/locations/per-case-basis logistics need to be considered, like closing docs signing.
NOTE: aceAdmin can help schedule these things with specific directives for dates/times. But aceAdmin will not automatically, proactively schedule and re-schedule these things.

• Texting you every time a key date is approaching.
NOTE: You can set up notifications in your personal calendar app to do this for you.

This is an ancillary/extra/optional service to create a draft MLS Listing with a minimum of 48+hour notice, to support a List Agent. Your Draft MLS Listing starts with this form.

IMPORTANT NOTE:

The accuracy of the listing, open houses, syndications, etc still lies on you, the agent. The spirit of this service is to save you time, so that you are not creating a listing from the ground-up. You will still want to check over the listing and adjust it as needed. It is extremely difficult for us in our limited capacity to create a 100% accurate MLS listing and/or to make adjustments instantly; we have never been to the property to understand the layout intuitively, and we do not have a relationship with your seller for much of the context that will come much easier to you (vs us). We always do our best to try to remember “the way you like things” for your agent remarks, etc - but please remember that each agent does things differently, so this is not a realistic expectation for all MLS Drafts.

On or just before the Draft Due Date that you request on your form, we will send you a copy of the draft MLS listing via email, and it will be a draft in your MLS account.

Includes:

• Sourcing the deed, tax card, prior MLS listings of the property.

• Assuming information about the property, based upon previous MLS listings for the property, the tax card, and context information you put into the order form.

• Adding open house days/times.

• Adding “Additional Docs” (like property disclosures), with reasonable notice

• Creating a draft PDF of our draft MLS listing .

• Emailing you the draft PDF listing, and a link to the draft (if possible). This draft email will also outline some questions that you may want to figure out when you’re reviewing the listing on your own (ex: Tax card says 2 bedroom, but you indicated it’s a 3 bedroom.)

• Setting up ShowingTime, as needed and with reasonable notice.

Does not include:

• Sending to the seller client for approval.

• Sending disclosures, etc for the seller client to sign.

• Sending listing agreements, etc to the seller client.

• Beginning your TC or compliance services.

• Making instantaneous changes to the draft. If the changes are time sensitive, the agent should perform those.

NOTE: Any draft MLS Listings that require delivery less than 48 hours are subject to a rush fee, and must have approval to be accommodated.