TEMPLATES:

 

Build your process once, use it on every deal.

 

A template holds both of your lists at the same time — every step that has to get done, and every document that has to get collected. Build your listing version and your buyer version once, the way you actually work a deal.

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Then on a new transaction, you pick the template and the entire thing drops in at once: the full task list and the full document list, together, ready to date. You are never rebuilding a closing checklist from scratch again, and you never lose a step because you were in a hurry the day you opened the file..​

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How you are currently working:

• Copying last deal’s checklist and

• hoping you remember the two things you added to it in March.

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How you COULD be working:

• Tasks and paperwork in one move:  You’re not building a to-do list and then a separate document list. One template sets up both sides of the deal at the same time.
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• See it before you use it:  Open a template and read what’s actually in it before it lands on a live deal.
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• It gets smarter as you go:  When a deal teaches you something, save that task or document back to your library. The lesson shows up automatically on the next one.
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• Hand your process to your team:  Share a template with another agent. A new agent inherits a process that works on day one instead of building one from scratch.
  
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