DSIR Onboarding | 2025

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WelcometoDielmannSotheby's InternationalRealty!

Welcome to DielmannSotheby?s International Realty! As a valued member of our team,you're joining a prestigious global network that spans over 81countries and territories,with more than 26,000 agents worldwide Our affiliation with Sotheby?s International Realty®offers you access to the highest standards of marketing,technology,and client service? resources that are unparalleled in the industry

Sotheby?sInternational Realtyhas been a leader in luxury real estate for over 275 years,with a legacy built on excellence and a reputation for handling the world?s most valuable possessions,from art and antiques to extraordinary properties This legacy shapes the way we approach every transaction and client interaction, ensuring that you?ll be part of an organization known for integrity,experience,and innovation.

Led by owner and president Andy Dielmann,our team brings over four decades of experience in the St Louis market Andy?s vision and leadership guide our firm?s culture, focusing on high touch,personalized service for every client,no matter their budget As part of our team, you?ll be supported by a talented group of agents and staff who are dedicated to your success.

Your affiliation with Sotheby?s International Realtyprovides you with unmatched marketing tools, global exposure,and cutting-edge technology You?ll have access to exclusive relocation services,expert training,and a network of top-tier professionals to help you grow your business and achieve your goals.

In St.Louis,DielmannSotheby?sInternational Realty is strategically located in Downtown Clayton,at the heart of the region?s business district.Our office is surrounded by major financial institutions, corporations,title companies,and government centers,providing us with the connections and resources to serve our clients wherever they are

We?re excited to have you on board and look forward to supporting you as you build your career with Dielmann Sotheby?s International Realty.Whether you're working with first-time home buyers or high-net-worth individuals,we are confident that you will thrive in an environment that values your expertise,hard work,and commitment to excellence

DSIRSupportStaff

Andr ew Dielmann

Owner/Broker

andy dielmann@dielmannsir com

314.807.8455

Allyson Sale

Transaction Coord. | Exec. Assistant allyson sale@dielmannsir com 314.566.1205

Tyler Galiber t

Director of Marketing tyler.galibert@dielmannsir.com 314.537.1068

Angela Wexelman

Director of Operations DSI R | wmF Buyer 's Ser vi ces angela wexelman@dielmannsir com 314.610.2922

Julie Br own

Director of Relocation wmF Buyer 's Ser vi ces jbrown@wmfrench com 314.413.3093

Car oline Shepard Broker Manager

caroline shepard@dielmannsir com 314.306.5324

Alicia Tier ney Broker

alicia tierney@dielmannsir com 314.566.1012

Rachel Wilkosz

MarketingCoordinator rachel wilkosz@dielmannsir com 314.297.7625

Shannon Eike

OperationsCoord. | MktgSpecialist shannon.eike@dielmannsir.com 314.680.3382

Tina Hoechst Controller

tina.hoechst@dielmannsir.com 314 972 4273

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TBD

OfficeContactsandLogins

TheSIR vanityemail doesnot requireanyaction onyour part It isconnectedtoyour Dielmannemail andusedfor marketingpurposes, online representation, andtoaccessenhancedbrandresources. Emailssent toyour vanityemail automaticallyforwardtoyour primaryaddress.

DI RECT

direct dielmannsircom/dashboard

username: @dielmannsir.com

password: Your portal tothecompany Listings, Marketing, Invoicing, Reports

Skyslope skyslope.com

username: @dielmannsir.com

password: ListingDocument andTransactionManagement, eSign

MARI S

MARISmls.com

MARISSupport - 314 984 9111

username: password: MidAmericaRegionalInformationSystems(MARIS) providesMLSlistings, propertytaxandsalesrecords,comps,agentstats,andmarketreports.

ShowingTime support@showingtime.com

Tech Support - 800.379.0057

Appointment Center - 800 746 9464

Schedulingplatformfor listingandbuyingagentstoviewproperties Youwill receiveanemail toset upyour logininfo. Besuretoset your notificationpreferences.

ACCESS

accesssircom

username: @sothebysrealty.com password: Brandresources& toolsincluding, but not limitedto,thoselistedbelow Visit ACCESSfor additional agent resourcesnot featuredintheoverview.

Thefollowingoverviewfeaturesappsandtoolslocated withintheAccessPlatform:

NextLevel Learning Platform - The Next Level Learning Platform by Sotheby?s International Realty is a dynamic,interactive and digitally driven learning platform

ListTrac - The ListTrac syndication reporting suite provides an agent,office staff,and client with an in depth,digestible view of the life of a listing from contract to close.

Xpressdocs - Access all the exclusive marketing tools and products for the Sotheby?s International Realty brand.From property brochures to stationery to postcards and more,Xpressdocs is our brand?s preferred partner.

Activepipe (eStudio) - A multi.tiered email marketing offering on brand materials that can be delivered via an agent or on their behalf

Global Referral Network - Sotheby?s International Realty referral network is designed to enhance referral opportunities by connecting and managing business opportunities through our extended affiliate network

Cloze - CRM (Customer Relationship Management System) endorsed by Sotheby's International Realty Primary Email:

AdditionalDSIRResources

OneSource Solutions osconnectscom

Offer clients complimentary setup for Gas,Water,Electric,Phone,TV,and Internet services

Additional benefits include a Sears shopping pass with savings up to 30%,SMART Home Security Solutions,and discounts for lock changes or re keying Cont act : 877274 8632 (Refer t o Page XX)

Wilson Lighting

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Closing DSIRclients receive a complimentary $100 gift card from Wilson Lighting Toclaim, complete the House Warmingsheet and send it to admin@wilsonlighting.com after each closing.

BuildingYour RealEstateFoundation

Weekly Sales Meet ing ? Tuesday 9:30 AM

Dielmann Sotheby?s staff and agents come together to share upcoming listings,new properties,closed transactions,agent updates,market trends,and other valuable insights We encourage all agents to participate, either in person or via Zoom (link included in weekly email reminder).

Open Houses

We highly encourage agents to attend and host Open Houses,as they are a proven method for meeting potential clients Agents can partner with experienced colleagues or host Open Houses independently

Agent Open House

We recommend agents take full advantage of previewing homes for current and prospective clients.This is also a great way to familiarize yourself with different neighborhoods,subdivisions,and areas

Cust omer Relat ionship Management (CRM) Syst em

We encourage agents to use a CRM system to strengthen and maintain relationships with existing clients, attract new ones,and re.engage past clients.You're welcome to utilize whichever platform works best for your workflow; some available options include:

Cinc Pro - cincpro com

KV Core - insiderealestate com/ kvcore

Property Base - propertybase com/real estate crm

Social Media

Cloze - cloze com

Monday - monday com

Lofty - lofty com/real estate/crm

Leverage platforms like Facebook,Instagram,Snapchat,and Twitter to grow your business Developing a marketing plan will help you stay focused and organized in your social media efforts

Dielmann Sot heby?s Int ernat ional Universit y (DSIU)

We launch the Fall season with DSIU,offering valuable training for agents at all stages of their careers? from foundational classes to advanced master classes It?s an essential resource for every agent!

IntroducingYourselfasaDSIRAgent

Everyagent willreceiveapersonalizedagent landingpage.

Forexample,yourswillbe: .sothebysrealty.com

We will need the following items for your premiere as a Dielmann Sotheby's Agent:

1 Professional Headshot ?

- Ensure your headshot is high-quality and professionally taken.

- Dress in business-appropriate attire to align with the Sotheby?s brand image. Refer to the brand 's color palette to select complimentary hues

Photographersfor Headshots

Devon Hi ll

devonhillphot o.com

devon@devonhillphoto com

314 651 9131

Jason Met r opoulos

met rospect media.com met rospect media@gmail com 314 70 3 1861

If youhavea preferredphotographer, wearealwayshappytoreceivevendor recommendations.

2 Professional Bio ?

- Keep it concise yet impactful.

- Highlight your experience,accomplishments,certifications,and personal traits that set you apart.

- Share something relatable or unique to build a connection with potential clients

3. Professional Bio Video (Opt ional) ?

- Create a short,engaging video introducing yourself.

- Discuss your expertise,approach,and passion for real estate.

- Use a friendly tone and consider shooting in an appealing,well-lit environment.

4 Voicemail Greet ing ?

- Ensure your tone is welcoming and aligns with the luxury brand

- "Hello,thisis[Your Name] with Dielmann Sotheby?s International Realty.... "

5 Agent Silhouet t e ?

- Work with DSIRMarketing to compile a booklet showcasing:

- Your most recent sales

- Client testimonials

- Professional milestones

- Additional details that demonstrate your expertise and value

AgentPhotographyGuidelines

For your agent photo,werecommendusingan imagewithabackgroundsetting,asit addsalifestyle element andmakesthephotomoreengaging Consider ashot of theagent either insideaproperty or outdoors

Weadviseagainst usingstudiophotoswithplain whiteor dark solidbackgrounds,asthesecanappear less dynamicandpersonal

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Preferred

Having an interesting background plays well with the property images and makes the agents look inviting and in their element

All photographs should meet the following specifications Request that your photographer follow the style outlined below:

- Professional portrait (photos from vacation or other personal events are not appropriate)

- Work and lifestyle appropriate attire. Color palette should be complimentary to SIR Branded colors (no loud prints, clashing colors, etc)

- No Body signals (e.g. ?thumbs.up?)

- No Animals or props (e g cars, boats)

- No group

- Subject should look directly into the camera No profiles allowed

- Focus is on the eyes; any visible background must be out of focus

- Photographers should provide both full color and black & white image files

NotRecommended

Studio style headshots are not recommended because they lack a lifestyle component.

Courtesy and professionalism are what you want to project in your photograph This image must represent you in the best manner possible We have developed these guidelines to help maintain a consistent, contemporary look and feel across all marketing media.

- A close?up head and shoulders shot is the only acceptable image To ensure the professionalism the Sotheby?s International Realty®brand requires, photos of other people, animals, buildings, automobiles, slogans, graphics or anything other than YOU is not allowed

- Your picture will be an important business tool and should reflect your professional image as an independent sales associate affiliated with one of the most prestigious real estate organizations in the world

- Photos are intended for use on business cards, internet and postcards Sales Associate photos cannot be used on the cover or front of global distribution property brochures

Updat ing Your Credit Card in DIRECT

1. Log in to DIRECT.

2 Click your profile icon in the top-right corner and select Edit Profile.

3. Choose Add Credit Cards to update your payment information

4. Ensure Auto Pay is enabled for seamless payments.

InputNewListing

You must work with a member of the Operations Team/ Staff Broker for your first th

1. Complet e List ing Document s

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- Fill out all required listing documents using Skyslope Forms. (if Skyslope Forms not accessible use Formsrus;Loginusing NRDS # ) - Prepare the documents for digital signature in Skyslope DigiSign.

- Once all parties have signed,assign the documents to the Skyslope Checklist for compliance review

- For detailed instructions,refer to the Skyslope Training Manual (included in your initialonboardingpackage)

2.

Creat e "Coming Soon" Announcement

- After the Listing Agreement is signed,take a few quick hi-resolution placeholder photos with your phone (Youwill later replace these withprofessional photography.These are ONLYfor internal use toshowthe property toyour fellowagentsbefore a formal listinglaunch.)

- Use the Quick Launch feature to create the listing in Dielmann DIRECT.

- Upload the listing to send out a ?ComingSoon? announcement to your fellow DSIRagents about the new listing This will appear on the homepage of DIRECT with your anticipated launch date

InputNewListing

3. Ent er List ing in MARIS & Phot ography Coordinat ion

- Under Clear Cooperation,you have 5 days to enter the listing in Withheld/ Office

Exclusive (WHD/ OE) status in MARIS

(Day1isthe date of last signature ORthe Effective Date asdetailed inyour contact)

- Contact your listingcoordinationteam and/or staff for assistance withthe following:

- Listing detail input

- Scheduling photography with a preferred photographer

- Uploading photos into DIRECT (detailed on page XX)

- Transferring images to MARIS (detailed on page XX)

- Editing marketing remarks for the listing

4. Communicat e List ing Dat es

- Notify your listing coordinators of the "Coming Soon" and "Active" dates for the listing

- Enter these dates into the Skyslope Checklist to ensure proper tracking and compliance

InputNewListing

5. Order Marketing Materials & Schedule Deliveries

- Order your marketing materials by clicking on the "Marketing" tab in DIRECT

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- Scheduleyour Sign and Supra delivery through Dielmann Delivers at no cost, also via DIRECT.

6 Verif y List ing Informat ion

- Oncethelisting is Active,visit www.dielmannsir.com, MARIS, and Zillow to ensure all listing details areaccurateand up to date

7 Schedule Seller Report

- After the listing has been Activefor a few days, schedulethe Seller Report in DIRECT to send to your client.

(Youcan find thisoption on your main listingpage underneath your featured photo )

- The Seller Report contains:

- Acomprehensive breakdown of listing views per siteand click through rates.

- Summaries of all marketing promotions and material assets that havebeen ordered to showcasethe property.

ListingPhotographyGuidelines

ViewthefullSIRStyleGuideat:bit.ly/SIRStyleGuide

ThePower of PropertyPhotos

Propertyphotosarethefoundationofour marketingcampaigns,offeringpotentialbuyersacaptivating glimpseintothehomestheycanenvisionastheirown.Whenthoughtfullycurated,theright combinationof imagescancreateanemotionalconnectionanddriveengagement,makingyourcampaignstrulystandout.

With80%ofrealestateconsumerscitingphotographyasthemost important featureonarealestatewebsite, high-qualityimagesaren? t just abonus? they?reessential.High-qualityphotographyisparamount for both digitalandtraditionalmarketing,reflectingtheexcellenceandprestigeofourbrand.

Ourbrandhasalwaysplacedastrongemphasisonmeaningful,professionalphotography,andthat ismore criticalnowthanever.Toensureeverylistingonsothebysrealty.comprovidesanexceptionalexperience,we adheretospecificphotographystandards Pleasenotethat wereservetherighttowithholdorremoveproperty listingsfromsothebysrealty.comandeGalleryifthephotographyprovidedfailstomeet thestandardsoutlined inthecomprehensiveSIRStyleGuide.

Bymasteringtheart ofselectingandarrangingphotos,you?llbeequippedtocraft visuallycompellingand effectivemarketingcampaignsthat leavealastingimpression.

DSIREndorsedPropertyPhotographers

Name Website Phone Email

Ben Scherliss benphotostl com

920 1965 benjamin24 7@gmail com

Darin Wood Photo darinwoodphoto.com 314.825.0047 darin@darinwoodphoto.com

Eric Ridge Photography instagram com/erpstl 314 724 4866 e2ridge@gmail com

Frankly Living Life franklyliving life 314 886 0826 franklyliving photography@gmail com

Jason Metropolous metrospectmedia.com 314.703.1861 metrospectmedia@gmail.com

John Flack 314 2779345 johnflack61@gmail com

Larry Katz Photography larrykatz net 314 482 6699 lkatzlink@sbcglobal net

Matt Harrer Photography mth.photo.com 314.974.6334 mattharrerphoto@yahoo.com

Photography by Andrew George chromaka com 314 948 0599 andrew@chromaka com

Square One Media Productions squareonepros com 314 526 0996 support@squareonepros com

Tom Chlebowksi thatonesummer.com 314.384.9997 tom@thatonesummer.com

Triple RPhotography triplerphotography com 314 276 7481 reed@triplerphotography com

Vince Manzer manzerimages com 314 323 5269 vemanzer@gmail com

Zach Dalin zachdalin.com 314.941.6253 zach@zachdalin.com

ListingPhotographyGuidelines

Phot ography Grace Period

With SIRrequirements and with the understanding it may take time to gather high quality photography,we are providing a grace period of fourteen days(14) before the 10 photo minimum will be enforced.During this time there will be a 1photominimum for any propertytobe included in our programsasnoted onthe followingpages.

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sothebysrealty.com ? 10 photo minimum

The minimum photorequirement for residential propertiestoappear on sothebysrealty.com is10 photos,(maximum 50).Exceptionsinclude:

- New Home Developments will remain a two photo minimum

- Vacant Land / Lots will remain a one photo minimum

sothebysrealty.com special promotional areas ? 10 photo minimum

Within sothebysrealty.com there are different promotional areasthat provide added exposure for qualifyingproperties.The minimum photorequirement for these promotional areasis10 photos. These areasinclude:

- Home Page Cover Properties

Third-Party Web Site Promotions ? 10 Photo minimum

We continue tobuild onour strategy of promotingnetwork propertiesonthird-party Web sitesincludingThe Wall Street Journal, The NewYork Timesand The Daily Telegraph(See our Online PropertyDistribution page for more information.To be included in these promotionswe will require a 10 photominimum for all properties. Exceptionsinclude:

- New Home Developments will remain a 2 photo minimum

- Vacant Land / Lots will remain a 1photo minimum

eGallery Top Tier Distribution ? 10 Photo minimum

The eGallerysystem hasa sixphotominimum requirement for inclusion inyour own custom eGalleryrotation that runsinyour offices.Tobe included inthe Top Tier properties that receive exposure through the Auction House and all participatingofficesthroughout the network,the minimum photorequirement is10 photos.

UploadListingPhotostoDIRECT

1 Download Phot os

If thephotographer sent you a Dropbox link,download the photos to your computer They will typically besaved in a ZIPfolder.Unzip thefolder to access the images.

2. Log in t o DIRECT

- Navigateto the Listings section.

- Select theappropriatelisting address.This will take you to the Listing Detail page

3 Access t he Media Library

- Click on the "No Image Available" placeholder (or an existing photo) to open the Media Library

- Scroll to the bottom of the pageand look for the cloud icon with an arrow pointing up

4 Upload Phot os

- Click inside theupload box with the cloud icon.

- Locatethe folder with the saved photos, select all theimages,and upload them

- Alternatively,if you received a Dropbox link to a folder of images,you can upload automatically using that link

UploadListingPhotostoDIRECT

5 Wait for Upload Confirmat ion

- Onceuploaded,a checkmark will appear on each photo to confirm it has been successfully loaded.

- Click Closeto return to the Media Library

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6. Organize and Save Phot os

- In the Media Library,click or drag each photo to moveit into the Listing Photo section.

- Drag and drop photos to arrangetheir order as desired

- After organizing thelisting photos in the Listing Photo section,click Save to confirm thearrangement.

TransferringPhotos:DIRECT toMARIS

After completing photo upload steps as designated in previous section...

1. Phot os Complet ed in DIRECT

- Scroll down to thebottom of thepage and click Download Photos.

2 Export Phot os for MLS

- In thedownload options: Select MLS Export (1800w).

- Ensure Include Offline Photos is unchecked

- Press Download to savethephotos to your computer

3. Upload Phot os t o MARIS

- Log in to your MARIS account and select Input.

- From thedropdown menu,select theappropriatelisting and click Manage Photos.

- Click on Browse to locate the downloaded photos on your computer.

- Select all the photos and press Enter to upload them into MARIS

4. Cert if y and Save

- Oncephotos areuploaded in MARIS, select Certify and Save to finalize theprocess

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HowtoScheduleaSeller ReportinDIRECT

Thisreport providesinsightsintothenumberofviewsandclicksyour listinghasreceivedonvariouswebsites. Oncescheduled,thereport offersacomprehensiveoverviewofyourlisting?sperformance,includingplatform activityandasummaryofmarketingmaterialsandcampaignspromotingtheproperty.

Ensure your listing has been active for a few days before scheduling a report.

1 Wait for Act ivat ion and Log In t o DIRECT

- Access your account and navigate to the main listing page.

- Scroll down and click the Seller Report button.

2. Open t he Seller Report

- The report will display performance details for your listing

3 Email and Schedule Report

- Click Email Report and select Schedule Report

- Choose one of the available formats:

- Default Seller Report

- Sotheby?s Theme Seller Report

- Set the frequency for email delivery to your client

- Weekly ? Every Wednesday

- Semi-Monthly ? 1st and 15th of each month.

- Monthly ? 1st of each month.

4 Finalize Scheduling

- Click Schedule to confirm.

- Reports will be sent automatically based on your selected settings,keeping sellers updated on their property?s performance.

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DefaultTheme

SIRTheme

ManagingListingsUnder Contract

1. Updat e t he List ing in Skyslope

a. Log in to Skyslope and open the listing checklist.

b Select Accepted Contract and complete the required fields

c Choose the appropriate checklist from the options provided for your transaction

*If you need assistance, consult your listing coordination team and/ or staff.

2 Ent er Part y Cont act Informat ion

a. Input contact details for all involved parties.

b. Press Submit to continue.

ManagingListingsUnder Contract

3. Ent er Commission Det ails

a. Fill in the commission details.

b Press Submit to generate your transaction checklist

c. Attach all completed documents to the checklist for review.

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4. Updat e Det ails in DIRECT

a Open the Listing Detail page in DIRECT

b. Click the arrow next to Change Status and select Add Transaction.

c. Enter transaction details for accounting purposes and press Save.

d. This will update the listing status to Pending in DIRECT.

ManagingListingsUnder Contract

5. Updat e St at us in MARIS

a Change the status to Active Under Contract or Pending in MARIS

*If you encounter any issues, consult your listing coordination team and/ or staff.

"It takeslesstime

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todoathing

right,thanit does

toexplainwhy

youdidit wrong."

AddingBuyersUnder Contract

1. Complet e Paperwork in Skyslope Forms

a. Log in to Skyslope Forms.

b Fill out all necessary paperwork

c. Refer to the Skyslope Manual for detailed instructions if needed.

2. Creat e a Transact ion in Skyslope Suite

a. Open the Skyslope Suite.

b Select Create Transaction to generate a checklist

c Link your Skyslope Forms file to this checklist for compliance and tracking purposes.

AddingBuyersUnder Contract

3. Set Up a New Transact ion in DIRECT

a. Log in to DIRECT.

b Navigate to Transactions and click + New Transaction

c Fill in all required fields accurately to ensure proper accounting records

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TIPS FOR SUCCESS

- Double-check all documentation for accuracy before uploading

- Maintain clear communication with your broker or transaction coordinator.

- Keep an eye on deadlines to avoid delays in processing.

?Qualitymeans doingit right when nooneislooking.?

PropertyMarketingPlans

TangibleImpact:

Printedmaterials,suchasbrochures,postcards,andflyers,createaphysicalconnectionthat digitalmediaoftenlacks.Theyleavealastingimpressionandcanbekept,shared,andeasily referencedlater.

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Professionalism&Credibility:

High-qualityprintedmaterialsconveyasenseofprofessionalismandcredibility.Theysuggest that therealestateagent or agencyisseriousabout marketingtheproperty,whichcanenhance trust amongpotentialclients

TargetedMarketing:

Printedmaterialscanbeusedfor targetedmarketingefforts,suchasdirect mailcampaigns, openhouses,or communityevents.Theyallowagentstodirectlyreachprospectivebuyersin specificneighborhoodsor demographics.

Differentiation:

Inacompetitivemarket,printedmarketingmaterialscanhelpapropertystandout Unique andwell-designedprint piecesdifferentiatethepropertyandtheagent fromothersthat rely solelyondigitalmarketing.

BrandAwareness:

Consistent brandingacrossprintedmaterialshelpstoestablishandmaintainbrand recognitionfortheagent oragency.It keepsthebrandinfront ofpotentialclientsandhelps buildareputationinthelocalmarket

EmotionalConnection:

Realestateisanemotionalpurchase,andprintedmaterialscanhelpconveythelifestyleand uniqueattributesofapropertymorepersonallythandigitalalone.High-qualityvisualsand text createanemotionalappealthat helpsbuyersenvisionlivinginthespace.

LISTING PRESENTATIONS

- Agent Silhouette

- Marketing Strategy Guide

- Dielmann Magazine

- Area Stats - CMA - Staging Booklet

- Value as Your Realtor

2-PAGE BROCHURE | 8.5" X 11" LANDSCAPE

DOUBLE SIDED | GLOSSY

4 -PAGE BROCHURE | 8.5" X 11" LANDSCAPE | GLOSSY

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LISTING BOOKLETS (8, 12, & 16 PAGE) 8.5" X 11" VERTICAL | GLOSSY

FLYERS | 8.5" X 11" | SINGLE OR DOUBLE SIDED GLOSSY OR CARDSTOCK

POSTCARDS | 8.5" X 5.5" | FIRST CLASS USPS

| 11" X 5.5" |

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| 8" X 8" |

SQUARE TRI-FOLDS | 5.5" X 5.5"

ADD'L FIRST CLASS SHIPPING COST

AGENT BRANDING TRI-FOLD

LISTING TRI-FOLD

RECTANGLE TRI-FOLDS LANDSCAPE & VERTICAL | 8.5" X 5.5"

ADD'L FIRST CLASS SHIPPING COST

LISTING CARDS | 5" X 7" | GLOSSY

CUSTOM EVENT INVITES

5" X 8" GLOSSY | 5.5" X 4 .25 GLOSSY

BROKERAGE MARKETING MATERIALS

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PRINT ADS

PlacingOrdersinDIRECT

1 How t o Order Market ing Mat erials or Services

a Login to DIRECT

b Click on Marketing at the top of the screen.

2 Select Project

a. In Marketing Opportunities, type what you are looking for into the search bar and press Start under your preferred opportunity

3 Choose Opt ions

a. On the next screen,select from the options provided and click Next.

PlacingOrdersinDIRECT

4 Complet e Required Fields

a. On the following page,select the listing you are ordering for OR fill in required fields marked with a red asterisk (*)

b Once all information is entered,click Next

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c On the final screen,click Submit Order.

d. A staff member will then assist in creating your assets.You will continue to the task proofing stage as needed

Agent Contact:

Client Contact:

Property Address:

TitleContact:

IMPORTANT DEADLINES

Agent Email:

Client Email:

Current Client Address:

TitlePhoneNumber:

1 Accept ance Deadline: Thisisthe date used for contractual issues.

DATE:

2 Earnest Money: The Buyer isresponsible for deliveringthe earnest money check tothe title company for title tohold inescrow.

DATE:

3. Cont act Tit le Company: Send them a copy of the Sale Contract,Title & Survey Form,and all other pertainingdocuments.

DATE:

4

Homeowner?s Insurance: Thecontract iscontingent uponthe Buyer?sabilitytoobtain homeowner?sinsurance within ____ days of the Acceptance Deadline.

- Buyer must deliver a writtennotice from their Insurance Companystatingtheir inabilityto obtaininsurance tothe Seller.

DATE:

- If theSeller doesnot hear from the Buyer,it is advisable torequest anemailconfirmingthe insurance issecured (optionalbut not required)

5 Cont act Moving Company: Schedule movingservices.

DATE:

6. Cont act St aging Company: Schedule stagingpickup.

DATE:

7. Inspect ion Period Deadline: Thisisthe date by which the Buyer must complete any inspections.

- Buyer willprovide the inspectionreport (INSPECTION NOTICE) tothe Seller and request:

DATE:

a. Fixitemsspecifiedinthe report.

b Provide a cashcredit at closing

c. Acombinationof A & B (most common).

8 Resolut ion Period: Startsonce the Buyer providesthe INSPECTION NOTICEtothe Seller.

a. Seller and Buyer have ____daysto agree onrepair itemsor a credit.

DATE:

IMPORTANT DEADLINES

9 Loan Commit ment Deadline: Bythisdate, the Buyer must provide a loan REJECTION letter if the loan cannot be approved.

- If approved,noletter isrequired

- If the deadline passeswithout a rejection letter,the loancommitment issatisfied.

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10 Appraisal Deadline: If obtaininga loan,the appraisal isgenerallycompleted before loan approval.

- If the appraisalvalue islessthanthe contract price,negotiationsmayfollow withinthe appraisalcontingencyperiod

- For cashcontractswithanAppraisalRider, the appraisalmust occur within15 daysof the Acceptance Deadline

DATE: 11 Tit le and Survey: Buyer toorder Seller toorder DATE: 12. Municipal/ Cit y Occupancy Inspect ion/ Fire Dist rict : Seller tocomplete.Verifyinspection requirementswith the localmunicipality/ fire district.

- The Title Companywillorder an examinationand survey.

- The Buyer or Seller has days from the Acceptance Deadline toraise objections.

DATE: 13 St ager Move-Out

Dat e: Should be at least 5 daysbefore closing.

House Thoroughly Cleaned

16. Final Walk-Through: Conducted up to4 daysbefore closing. DATE:

- Buyersreviewrepairsandensure the home ismove-inready.

- Buyer maysenda WALK-THROUGH NOTICEdetailinganyoutstandingissuesor confirmingapproval.

Closing Day

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