Sales | Styling | Service
PRE-APPRAISAL & PREPARING FOR SALE
Agent to contact Client to schedule meeting
Timms Info Pack compiled and delivered via Agent or Assistant
Agent box (AB) updated with contact/property details (prospect)
Agent/Assistant to schedule future follow up tasks
Agent follow up call within 24 hours
THANK YOU
Agent to complete Sales Agency Ageement (SAA) with vendor
‘Thank you appraisal letter’ to be posted/ emailed by Sales Support
Email/Post SAA to Vendor (within 48 hours of signing)
Photos and floor plan scheduled Tuesday & Wednesday
Organise Savingrace
Property video
First open date scheduled
Signboard scheduled
3D Tour scheduled
First Messenger advert scheduled
First Advertiser advert scheduled
Send searches and form 1 request to Fentons Forms
Conveyancer details for Vendor
Key provided at point of listing
Schedule property to go live on the internet Monday/Tuesday
Marketing to be completed around listings
Agent or Savingrace to have final inspection of property prior to marketing
Photos to be sent to Copywriter
Copy to be reviewed by agent
Advertising to be proofed by Vendor
Agent to present final sales plan with Vendor
NEXT STEPS
ACTIVE CAMPAIGN TO CONTRACT
Allocate key tag & enter in to AB
Create any tasks– expiry date etc
Auction dates/venue
Convert to listing in system
Enter Search Price/Display Price
Enter Vendor approved advertising amount
Enter to AB & receipt any marketing payments received at listing
Verandah
827 South
5.80 X 4.50
Road, Clarence
Gardens
3
3
3
Update Vendor/ Vendor’s Conveyancer
Check details are correct under ‘agents & contacts’
SOLAR
A/C
When needed order new brochures
Family
5.30 X 3.90
fr
Meals
3.00 X 3.60
Kitc Hen
2.60 X 3.60 rwt
d/w
Pty
w/m
Bedroom
3
L’dry
2.70 X 3.00 lin
robe
robe
Bedroom
shr
Bath
2
2.70 X 3.00
0447 312 218 m.au Valerie Timms srealestate.co valerie@timm
Green sales file with offer forms, R3, R7 and addendums, info sheet
Collect marketing payment and enter in AB
Forward CT to Sales Support for contract preparation
Manually send out ‘E-Brochure’ from AB
Send Messenger/ Advertiser editorial
Agent to write up offers and present
Agent to serve form 1 paperwork in person/email/ docusign
your about turning is passionate woman, who Valerie Timms is a business profits. She and achieved beginnings passion into to from humble motivation drive and started out through sheer her success life. to the avoid a mediocre live her life the avenues to where in to try all Her desire estate industry to the real became the full, led her 2 years she in Adelaide of just over salesperson short space award winning franchises. number one Australasian the biggest upon for one of embarked more, Valerie quickly Keen to experiencea franchise and very in of one office the ownership elite to the number her office a long-term catapulted Considered of the many years. grew one SA/NT for group, she much of within her and spent performer in the state, her sales largest businesses mentoring and nurturingvolume of elite growing, selling an her time all whilst team to success, of her awards include: Some 2009 and 2005, real estate. 2004, SA 2003, (of 55) in No: 1 Office 2001, 2011 Excellence 2010 and for Sales along Club Member 2007, 2009, Alan White 2006 and 2004, 2005, 2002, 2003, 2006 - The Member and 2003 with Life 2001, 2002 and Award in Australia Elite Performers in Ray White Salespeople top 3% of New Zealand
Study Garage
3.00 X 5.80
Auto Roller-door
Shr
Ens
Wir
Porch
3.07 X 1.29
Bedroom
1
3.40 X 3.20
m2 Area 108.50 Living: 3.96 Porch: 17.40 Garage: 26.10 Verandah: 155.96 Total:
CT Reference: Council: Council Rates: Water Rates: E.S.Levy: Zoning: Year Built: Land Size:
Folio: 123 Volume: 1254 City of Marion annum $123.00 per annum $123.00 per annum $123.00 per Residential 1999 2 1234m approx
sizes, areas, dimensions,for the floor plans, drawing, information displayed purposes only. lmages, and other lots are for illustrative location of land description
Vendor. to any person this information for any error or not to us by the furnished not accept any responsibilitywhether or accepts liability has been determine nor Vendor We do information in order to Printer, Agent The above the other in its accuracy. own enquiries neither the one way or and rely upon their in this brochure, should make the correct detail upon. verify made to and is not to be relied as a guide
Conduct video promotion on Social Media
Save contract/ form 1 to file
Client Concierge to email ‘Launch Survey’ 1 week after launch
Create BOB sales data for open inspections - print for file
RLA12345 Estate - Blackwood lestate.com.au belief have any Timms Real parties and do not is accurate it on. All interested been 6100 | admin@timmsrea SA 5051 has information pass endeavour (08) 8471 or not that do no more than whether While every brochure is provided and Road, Blackwood this not verified for its accuracy is in fact accurate. We have omission, 2/262 Main
Client Concierge to contact Vendor day after launch with ‘Welcome Call’
Open inspection times updated in AB at the start of each week, Tuesday COB latest
Prepare weekly marketing reports
Send copy of executed contract and other documentation to Purchasers in separate email
Upload to the internet once agent has approved & ticked feature boxes
Agent to attend open inspections/ private viewings
Agent to contact all prospective Purchasers who have viewed property
Agent to attend building inspection if needed.
Agent to respond to all enquiries by email/phone
NEXT STEPS
CONTRACT TO SETTLEMENT Client Concierge to contact both Vendor/ Purchaser two days after deposit received with ‘Congratulations Call’
Add purchaser details to AB and Conveyancer/ Finance broker
Client Concierge add Vendor/Buyer to Direct Connect
Send ‘congratulations letter’ to Vendor/ Purchaser once unconditional
Place Sold Sticker
Agent to contact Vendor/Purchaser to discuss what will happen on settlement
Agent to meet Vendor on day of settlement with gift
Place Under Contract Sticker
Move property file on computer to under contract folder
Enter settlement date into diary – send to Agent
Client Concierge to email both Vendor/ Purchaser Direct Connect details
Log onto SAILIS website and do a ‘check search’ ensure there are no recent changes to the title, and if so that they have been included. Save to RDT
‘Under offer’ letter to Vendor with fully executed contract copy, advertising ledger and Direct Connect
Story sheet prepared
Contract and form 1 paper work checked for accuracy
Email to Vendors & Purchasers Conveyancers including: fully executed contract, all of the searches, fully executed form 1, instruction sheet and deposit receipt copy
Agent to attend bank valuation if required
Agent to follow up conditions
Agent to follow up subject sale/ settlement
Email property now unconditional to Accounts and Conveyancers
Money transferred from trust account to Conveyancer -($ )
Agent to meet Purchaser on day of settlement at property with keys
Create a task to confirm with Conveyancers that settlement is on track – 4 days before settlement
Final tax invoice sent to Conveyancers (and cc to Agents, their Sales Support/ Assistant and Accounts)
Smartposts notified to take sign down prior to settlement date
Request furniture removal from Home Stylists
Convert property from sold to settled (sold / display / uncon date)
NEXT STEPS
POST SETTLEMENT Update Vendors/ Purchasers new contact details inc. address
Agent to attach action plan for Purchaser and Vendor to include:
Client Concierge to call both Vendor/ Purchaser 1 week after settlement with ‘Settlement Call’
Friends request to both Vendor and Purchaser on Facebook
Contact Purchaser day after settlement to make sure move in went ok
Send an ‘anniversary card’ on settlement date every 12 months
Client Concierge to email both Vendor/Purchaser ‘Settlement Survey’
Update settlement anniversary in AB
Request ‘Rate My Agent’ review at ratemyagent.com.au
Update Vendors / Purchasers to past clients in AB
Contact Vendor day after settlement to make sure move out went ok
Quarterly ‘news letters’ to both Vendors and Purchasers
Client Concierge to contact both Vendor/ Purchaser with ‘Anniversary Call’
Contact Purchaser 3 weeks after settlement to make sure they have settled in
3 monthly follow up calls with both Vendors and Purchasers for future referral business
Send both Vendor and Purchaser a ‘Christmas card’ every year
CLIENTS FOR LIFE
Send ‘birthday cards’ to both Vendor and Purchaser every year
2/262 Main Road, Blackwood | 1/50 Esplanade, Christies Beach
RLA 245235