What are you submitting?* Select multiple options to submit everything at once.
Property Address*
Combo Opportunity Describe the opportunity* Listing, Land, Commercial, other? Be as detailed as possible so we can ensure a great client experience from the start.
Re-Listing Relisting* Do we need to launch new in MLS?
Finished Basement / Terrace / Lower Level* What are the key features to highlight on this property? You MUST include at least 3 to 5 bullet points of features.
Professional Photos* Have you checked the box at the top to Order Photos for this listing?
No? Why are you not ready to Order Photos for this listing? When do you expect the property to be ready for photos? You may want to go ahead and schedule for the future OR return to Back Office to 'Oder Photos' in the future.
Photo Order Request STOP! Have you added this Transaction to BoomTown?* Do you have a signed listing agreement? Photo Time Preference* When does the Seller prefer photos?
Photographer Access* How will the photographer get into the home?
Photo Special Instructions Special notes to the photographer. *Gate Code?
Why are you hosting an Open House?* Have you made the price reduction in FMLS/NEGAMLS?* STOP: You must make the price change before submitting this form.
Home Address
Start Time* End Time* Did you check out the Open House flag & directional signs?* Did you print 3 Registration Forms?* Pro Tip: pre-fill 2 or 3 example names to set the expectation for everyone to complete form.
Client Name*
First
Last
Current Address* Where do they live now?
Own vs Rent* Do they own or rent their current home?
Do they need to sell in order to buy?* Lead Source BBA* What is the source of the lead?
If Zillow Flex or Tomo, add the #referral tag in Boomtown & update the Description Box to state: **ZILLOW FLEX OR TOMO**
STOP! Have you added this Transaction to BoomTown?* Who do we represent as a client?* Lead Source Pending* What is the source of the lead?
If Zillow Flex or Tomo, add the #referral tag in Boomtown & update the Description Box to state: **ZILLOW FLEX OR TOMO**
Congrats! Is this contract a Primary or Backup?* Is Path & Post holding Earnest Money?* Approval Letter / Proof of Funds* Did you include a copy of the Lender Approval Letter for a mortgage or Proof of Funds for a cash purchase?
Commission Instructions (ITCA) Lead Name*
First
Last
Referral Area*
Closing Where is the commission payment?*
Reflect
Take a moment and Reflect on what went well and what we can improve on next time to make a better client experience. Is this one of your better Client Success Stories?* Is this one worth documenting and remembering to use as a Case Study to help demonstrate your value to future client opportunities?
What was the Most Valuable service/benefit we provided to the client?* Did was save them Time? Money? or help deliver Certainty? Convenience?
Is this client a candidate for a Video Testimonial or Phone Interview?* Pathfinder Checkpoint* Is this client someone we should invite to future Pathfinder Past Client Events?
No? Why not?* Please explain why we should not follow up with this Past Client and invite them to future events. Also, please add the appropriate tags to the contact profile, such as 'DIRTY RUG', if applicable.
Industry Peer Review
Take a moment and rate the co-op agent. Co-Op Agent* Who represented the other side?
First
Last
Why did you give that rating?
Earnest Money EM: Is Path & Post holding Earnest Money?* Hidden
Is there a Transaction related to this Earnest Money?* Collecting Earnest Money early in the process of working with a buyer will create a deeper commitment while also better positioning the buyer's offer to compete and win.
Hidden
Who is holding the Earnest Money?* Payer Name* Who is paying the Earnest Money?
First
Last
Is Earnest Money more than P&P Commission Amount?* This is a large amount of EM.
Consent to Request a Check I agree to the request a check from Path & Post at least 7 Days prior to closing via my #zhelp Slack channel.
Payment Method* Deposit* EM Notes Expected EM drop off date, special instructions for processing, etc...
