Example "Procedures to Sale" Online Report

You will be able to check status and activities online 42/7 by way of your own personalized web page. Only you have access to it because only you and I are the only ones to know about it. 

All my clients really appreciate this services... I hope you will too...

Client:              John Doe & Jane Doe 

Property:          Multifamily Property   

Address:123 Anywhere St. 

City, St, Zip

        APN 000-000-000

 

If available, click on links to view

Listing / Marketing Activities   Status Completed
Fully Executed Listing Agreement  Pending 00/00/00
Sign Installation  Pending 00/00/00
Flyer  Pending 00/00/00
Loopnet Listing Link  Pending 00/00/00
CIMLS Listing Link  Pending 00/00/00
Costar Listing Link Pending 00/00/00
IMRMLS Listing Link  Pending 00/00/00
MyNextDeal Listing Link  Pending 00/00/00
Propertyline Listing Link Pending 00/00/00
Placement on IEIP Web Site  Pending 00/00/00
Target Market Email Campaign IE, OC, SD, LA Pending 00/00/00
Private Database Mailing Pending 00/00/00

Sales Activities

Inquiry / Prospect / Ready-Willing-Able / Offer Status Date
  I 00/00/00
  P 00/00/00
  RWA 00/00/00
    00/00/00
   

00/00/00

Escrow Procedures

Title & Escrow Holder: TBD

Escrow Officer: TBD

 

Action Items

Status

Completed
Full Execution of Contract   Pending 00/00/00
Open Escrow Pending 00/00/00
Due Diligence / Contingency Period Begins Pending 00/00/00
Earnest Money Deposit Received By Escrow Pending 00/00/00
Preliminary Title Report Generated / Delivered Pending 00/00/00
Natural Hazard Disclosure Ordered Pending 00/00/00
Escrow Docs Out To Buyer / Seller Pending 00/00/00
Due Diligence / Contingency Period Ends Accepted / Declined  Pending 00/00/00
All Contingencies Released Earnest Money Deposit is Non Refundable  Pending 00/00/00
Loan Submittal Pending 00/00/00
Appraisal  Pending 00/00/00
Underwriting Approval Pending 00/00/00
ALTA Survey Pending 00/00/00
Termite Inspection Pending 00/00/00
Insurance Binder Pending 00/00/00
Natural Hazard Disclosure Received Buyer / Seller / Agent Pending 00/00/00
Signed & Notarized Grant Deed Delivered To Escrow By Seller Pending 00/00/00
All Escrow Docs Received by Escrow Officer From Buyer / Seller Pending 00/00/00
Establish 1031 Exchange Accommodator Account Pending 00/00/00
Buyer To Deposit of Funds to Close Pending 00/00/00
Confirmation of Recordation Pending 00/00/00
Distribution of Proceeds / Demands Pending 00/00/00
Transfer Proceeds to Accommodator Account Pending 00/00/00
Close of Escrow Pending 00/00/00

 

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