Contract to Close

our contract to close process empowers our agents to be a great resource to their clients during the most critical part of the buyer or seller journey - once they’re under contract.

contract to close Process

Once an agent gets a buyer or seller under contract, a tag is added to the client’s Follow Up Boss record which begins the transaction coordination automation. Once the tag is applied, a chronological order of tasks is then assigned to the agent to send templated emails that will keep the buyer and seller informed on key contract dates and where they are in the buying/selling journey.

All agents receive training on the Contract to Close process. This is one of the many tools we provide our agents to provide a 5-star experience to their clients.

Are You Interested in Learning More?

WE’D LOVE TO TALK WITH YOU! ANY DISCUSSION IS PURELY CONFIDENTIAL. IF YOU’D LIKE TO CHAT WITH ANY OF OUR CURRENT AGENTS ABOUT THEIR EXPERIENCES, WE CAN ALSO SET THAT UP.