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Reminder: You can do all the paperwork you want to do, but you only have to complete the following: 

  1. Agreement of Sale

  2. Seller's Property Disclosure

  3. BFI (if required by listing agent)

  4. Pre-Approval (please upload into DotLoop on your own)

  5. ALTA – Uploaded into DotLoop on the day of settlement 


Fill out the form above once your listing is under contact and you have the Executed Agreement of Sale 

Listing Preparation! 


Services include: 

  • Photos ordered and schedule on your behalf

  • Write your listing description

  • Email the Seller the SPD, Seller's Utility Information Sheet, Seller's Favorite Places & FAQ sheet, 

  • Prep Bright MLS - This will consist of going into Bright and filling out as much information as available.  Photos and listing description will be added.  It will be saved as a draft in your MLS.  It will not be published under any circumstances.  

  • Listing Packets will be created for your listing.  The "Listing Packet" is a bound book containing the SPD & LBP, SPD, Seller's Utility Information Sheet, Seller's Favorite Places & FAQ sheet, MLS sheet, and List Reports Neighborhood Information.   

Note: Conveyancing

Philadelphia: Your TC will order the U&O. Charge of $200 will be added to the sheet when sent to title for fees. They will also order payoffs on behalf of your clients.

Suburbs: All conveyancing will be ordered through Compass. They charge $350 plus costs of certs.  This will be charged to the agent. It will either be deducted from your commission or you can select to have it added to the sheet.


Agents are responsible for all rental transactions from start to finish in DotLoop.  At the top of the Template is a sheet title "PA Compliance - All Rentals" which shows all required documents for all rentals.  This is mandatory by Compass.  Once this has been completed 100%, please fill out the New Rental From above. Do not fill this out early if you are still waiting on documents. Once the form comes in your TC will move everything into Business Tracker and complete the commission sheet on your behalf. If you complete the form without everything complete, there will be an extra $50 taken from your check as a processing fee. Follow the rules, and we won't. 

Closed Deal Performance Review: 

Your review is important to our continued success and process improvements.  Please provide your feedback after every deal is closed. You can review the Transaction Coordination process and the Marketing Materials provided. 

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