Hi Kayla!
Book Appointments
I have a new buyer, now what?
This is when they have agreed to be a client
Step 1:
Fill out the client intake form.
This step ensures that both admin teams get the information they need.
It sends both lily and bromley’s team the info.
This is how the admins know when there is going to be buyer paperwork.
Step 2:
Draft your docs in Webforms.
Step 3:
Look in clickup to see what tasks have been assigned to you.
I have a new seller and listing, now what?
This is when they have agreed to be a client
Step 1:
Fill out the client intake form.
This step ensures that both admin teams get the information they need.
It sends both lily and bromley’s team the info.
This is how the admins know when there is going to be Listing paperwork.
Send Lily the Title for the listing
Step 2:
Draft your docs in Webforms.
Step 3:
Look in clickup to see what tasks have been assigned to you.