The Organized Agent Tool Kit

Description of Forms

Master Client List : This forms provides an easy way to look up frequently used information about your clients at a glance. Includes categories such as MLS# & Closing Date.

Client Information Sheet: This form is for more detailed information about your clients. Keep in your client's file & add more information as the transaction progresses. Includes space for client info, property info, closing info, and preparation info.

Buyer Worksheet : This form provides a way to document information about your buyers, such as desired property info, financial info, and showing info.

Closed Property Checklist : Remembering to tie up "loose ends" is important. This checklist will remind you of administrative & marketing items that need to be completed.

CMA Presentation Checklist : This checklist is for items you may need to collect or prepare for your presentation or booklet.

Listing Checklist : This checklist is divided into administrative & marketing tasks that will help you get your new listing up & running.

Price Adjustment Checklist : This checklist has administrative & marketing reminders for places to change listing price and other tasks as well.

Replacement Photos Checklist : This checklist is for when you have replacement photos for a current listing, such as a new construction home that is farther along, or new seasonal photos.

Master Marketing List : This list lets you keep track of all of your marketing activity at a glance. Includes categories for publication ads, mailings, and open houses.

Publication Ad Checklist : This checklists helps you with the sequence of events for preparation an ad for publication in a magazine.

Public Open House Checklist : This checklist will help you prepare to host a public open house. It is divided into both administrative & marketing tasks.

Realtor Open House Checklist : This checklist will help you prepare to host a realtor open house. It is divided into both administrative & marketing tasks.

Marketing Specialist To-Do List : This list is a compilation of marketing tasks for the team. It can be used by an assistant (Marketing Specialist) or anyone on the team. It is divided into Urgent, Weekly, Monthly, and Long-Term tasks. Designed to be updated & printed out on a weekly basis.

Client Care Specialist To-Do List : This list is a compilation of administrative tasks for the team. It can be used by an assistant (Client Care Specialist) or anyone on the team. It is divided into Urgent, Weekly, Monthly, and Long-Term tasks. Designed to be updated & printed out on a weekly basis.

Have more questions: Email us at info@dnabs.com.

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