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Buyers’ Path Table Of Contents
BP – Buyer Consultation – Buyer Packet Review & Education
BP – Buyer Consultation – Define & Confirm Search Criteria
BP – Buyer Consultation – Present Buyer Brokerage Agreement (EBBEA)
BP – Close Like a Pro – Closing Day
BP – Close Like a Pro – Compliance Requirements
BP – Close Like a Pro – Post‑Closing Connection
BP – Close Like a Pro – Send Just‑Sold/New Neighbor Card
BP – Close Like a Pro – Submit PCI and Commission Instructions
BP – Establish the Buyer Relationship – Make Initial Call & Pre‑Qualify
BP – Establish the Buyer Relationship – Schedule Buyer Consultation
BP – Establish the Buyer Relationship – Verify Loan Status
BP – Get Ready to Represent the Buyer – Assemble Buyer Packet Forms
BP – Get Ready to Represent the Buyer – Create Buyer Value Proposition
BP – Get Ready to Represent the Buyer – Download Buyer Checklist
BP – Managing the Under Contract Process – Coordinate Appraisal
BP – Managing the Under Contract Process – Review Inspection & Negotiate Repairs
BP – Managing the Under Contract Process – Schedule Inspections
BP – Managing the Under Contract Process – Upload All Docs to DTR
BP – Prepare for Closing – Coordinate with Closing Attorney
BP – Prepare for Closing – Schedule Final Walkthrough
BP – Prepare for Closing – Verify Repairs & Receipts
BP – Start Building the Buyer Search Experience – Add Buyer to CRM & Thank You Note
BP – Start Building the Buyer Search Experience – Confirm Search Criteria & Explain RealScout
BP – Start Building the Buyer Search Experience – Gather Property Documents
BP – Start Building the Buyer Search Experience – Schedule and Complete Showings
BP – Write and Negotiate the Offer – Confirm Binding Agreement
BP – Write and Negotiate the Offer – Develop Offer Strategy
BP – Write and Negotiate the Offer – Prepare Offer Purchase and Sale Agreement
BP – Write and Negotiate the Offer – Send Earnest Money Instructions
Luxury Buyer Path Table Of Contents
LBP – Buyer Consultation – Add Buyer to CRM & Thank You Note
LBP – Buyer Consultation – Conduct the Buyer Consultation
LBP – Buyer Consultation – Define & Confirm Search Criteria
LBP – Buyer Consultation – Present Buyer Brokerage Agreement (EBBEA)
LBP – Close Like a Pro – Closing Day
LBP – Close Like a Pro – Compliance Requirements
LBP – Close Like a Pro – Post‑Closing Connection
LBP – Close Like a Pro – Send Just‑Sold Post Card and Social Media Post
LBP – Close Like a Pro – Submit PCI and Commission Instructions
LBP – Establish the Buyer Relationship – Make Initial Call & Pre‑Qualify
LBP – Establish the Buyer Relationship – Schedule Buyer Consultation
LBP – Establish the Buyer Relationship – Verify Loan Status
LBP – Get Ready To Represent The Buyer – Assemble Buyer Packet Forms
LBP – Get Ready To Represent The Buyer – Create Buyer Value Proposition
LBP – Get Ready To Represent The Buyer – Download & Review Buyer Checklist
LBP – Managing the Under Contract Process – Coordinate Appraisal
LBP – Managing the Under Contract Process – Review Inspection & Negotiate Repairs
LBP – Managing the Under Contract Process – Schedule Inspections
LBP – Managing the Under Contract Process – Upload All Documents to DocuSign Transaction Room
LBP – Prepare for Closing – Coordinate with Closing Attorney
LBP – Prepare for Closing – Schedule Final Walkthrough
LBP – Prepare for Closing – Verify Repairs & Receipts
LBP – Start Building the Buyer Search Experience – Confirm Search Criteria & Explain RealScout
LBP – Start Building the Buyer Search Experience – Gather Property Documents
LBP – Start Building the Buyer Search Experience – Schedule and Complete Showings
LBP – Write and Negotiate the Offer – Confirm Binding Agreement
LBP – Write and Negotiate the Offer – Develop Offer Strategy
LBP – Write and Negotiate the Offer – Prepare Offer Purchase and Sale Agreement
LBP – Write and Negotiate the Offer – Send Earnest Money Instructions
Luxury Seller Path Table Of Contents
LSP – Get Ready For Your Listing Appointment – Prepare Luxury Digital Presentation in BHHS Connect or Canva
LSP – Get Ready For Your Listing Appointment – Request a Leave-Behind Luxury Gift for Your Seller (Candle)
LSP – Get Ready For Your Listing Appointment – Request Luxury Collection Listing Presentation Package
LSP – Get Ready For Your Listing Appointment – Review Luxury Marketing Capabilities
LSP – Get Ready For Your Listing Appointment – Set a Pre-Listing Luxury Marketing Strategist Consult
LSP – Get Ready to List – Add Listing to MLS via Ocusell
LSP – Get Ready to List – Add Seller/Update Status to CRM
LSP – Get Ready to List – Buyer Match with Other BHHS Agents
LSP – Get Ready to List – Download & Review Listing Checklist
LSP – Get Ready to List – Download Save Photos Videos for Later Use
LSP – Get Ready to List – Gather Property Reports
LSP – Get Ready to List – Order Listing Photos and Media
LSP – Get Ready to List – Prepare Your Listing Agreement
LSP – Get Ready to List – Schedule a Visit With Your Seller
LSP – Get Ready to List – Upload Documents to DocuSign Transaction Rooms (DTR)
LSP – Get Ready to List – Yard Signage & Lock Box
LSP – Launch Your Listing – “Promote a New Listing” Playbook
LSP – Launch Your Listing – Access Your New Listing Kit
LSP – Launch Your Listing – Activate Seller Reports
LSP – Launch Your Listing – Optimize Digital Ad
LSP – Launch Your Listing – Printing and Distribution of Marketing Materials
LSP – Launch Your Listing – Social Media Post
LSP – Marketing Materials & Advertising – Coming Soon Listing Announcement
LSP – Marketing Materials & Advertising – Copywriting
LSP – Marketing Materials & Advertising – Media Advertisement Placement
LSP – Marketing Materials & Advertising – New Listing Marketing Package
LSP – Show To Sell – Add Open House Visitors to your CRM
LSP – Show To Sell – Boost your Open House Exposure with AI
LSP – Show To Sell – Create and Share Marketing Materials
LSP – Show To Sell – Directional Signage
LSP – Show To Sell – Prepare Open House Sign-In Tools
LSP – Show To Sell – Schedule Your Open House in MLS
Sample Page
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Sellers’ Path Table Of Contents
AP – Luxury Chapter Subsection Template
Close Like A Pro – Announce To Neighbors With Postcard
Close Like A Pro – Choose & Order Closing Gift
Close Like A Pro – Request A Review Or Tesimonial
Close Like A Pro – Submit Final Closing Documents To Office
Close Like A Pro – Update MLS Status To Closed
Close Like A Pro – Update Seller CRM Status; Enroll in Post-Close Campaign
Get Ready To List – Add Listing To MLS
Get Ready To List – Add Seller/Update Status To CRM
Get Ready To List – Buyer Match With Other BHHS Agents
Get Ready To List – Coming Soon Listing Announcement
Get Ready To List – Communication With Seller
Get Ready To List – Download & Review Listing Checklist
Get Ready To List – Download/Save Photos/Videos For Later Use
Get Ready To List – Gather Property Reports
Get Ready To List – Order Listing Photos and Media
Get Ready To List – Prepare Your Listing Agreement
Get Ready To List – Schedule Visit With Your Seller
Get Ready To List – Upload Documents To Office
Get Ready To List – Yard Signage
Launch Your Listing – “Promote A New Listing” Playbook
Launch Your Listing – Activate Seller Reports
Launch Your Listing – Create Marketing Materials
Launch Your Listing – Optimize Digital Ad
Launch Your Listing – Printing and Distribution of Marketing Materials
Launch Your Listing – Social Media Post
Show To Sell – Add Open House Visitors To Your CRM
Show To Sell – Boost Your Open House Exposure With AI
Show To Sell – Create Open House Marketing Materials
Show To Sell – Directional Signs
Show To Sell – Prepare Open House Sign-In Tools
Show To Sell – Schedule Your Open House In MLS
Under Contract – Update MLS Status
Under Contract – Update Seller CRM Status
Under Contract – Upload Purchase Agreement and All Other Supporting Documents Found In ZipForms
Working Page – Testing Daily Tasks
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