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Client ID

826707

Submit a New Under-Contract Request

Submit a New Listing

LEVERAGE BOARD

= Complete

= In Progress

Pending Transaction Blocks

Set Up

Getting Started

aTitle or Conveyancing Ordered
aInitial Compliance Paperwork  Completed
aIntroduction Calls & Emails Complete

1st Deposit

Confirmed

aConfirmed Receipt of 1st Deposit
aCopy Added to the Compliance Location

Inspection

Negotiated

aInspections Fully Negotiated

aNext Steps Communicated to the Client(s) and Cooperating Agent

2nd Deposit

Confirmed

aConfirmed Receipt of 2nd Deposit
aCopy Added to the Compliance Location

Lender Approval

Received

aLender Approval
Is In
aAll Parties Have Reviewed and are Working to Clear any Conditions

HOA Package

Complete

aBuyers Have Received and Reviewed HOA Package
aTitle/Attorney has the Resale Certificate

Municipal Inspection

Complete

aMunicipal Inspection is Complete and Certificate Issued

aTitle/Attorney has Certificate

Settlement Reminders

Sent

aSettlement Reminders Sent to the Client(s) and Cooperating Agent
aUtility, Inclusions, and Exclusions sent to Client(s) and Cooperating Agent

Settlement Scheduled

Deed Package Complete

aSettlement scheduled
aDeed Package complete (if applicable).
aClient(s) have received Settlement Notice.

Final Compliance

Complete

aFinal Settlement Docs Uploaded for Compliance 
aFile Submitted for Final Review

Listing Coordination Blocks

Set Up

Getting Started

aSubmission Received and Reviewed

aTransaction Set up in Brivity

Compliance

Complete

aConfirmed All Listing Docs are complete.
aAdded all docs to compliance location.

Intros

Complete

aIntroduction Call made to Seller(s)
aSent Follow-Up Email with Next Steps

Sign & Photos

Coordinated

aOrdered and Scheduled Listing Photos
aCoordinated with Sellers on Delivery of Sign and Lockbox
aSent email confirmation to the Sellers

Description

Written

aProperty Description drafted
aDraft sent to the Agent and Sellers for edits/revisions

MLS Info

Complete

aComplete Information added to the MLS

Final Prep

Complete

aConfirmed MLS Information
aSet to status to ACTIVE
aSent ""Just Listed"" Email to Seller(s)
aAdded Instructions to Showing Time

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