Agent Service Plan
DEMO VERSION – DISPLAY ONLY
Stakes are high. Trust & verify.
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agent’s free Home To Home.
Over 1,200,000 Agents & Lenders
It’s a Free Service.
Let us help you locate your agent that works to improve your bottom line.
Have an Agent already?
Receive your participating agent’s free Home To Home.
Over 1,200,000 Agents & Lenders
Know what’s happening
Checklists are essential when small tasks carry high costs.
Checklists are essential when small tasks carry high costs.
Agent on Location
NFL Head Coach
Commercial Pilot
Operating Room
QB on the field
Space-X Astronaut
Agent on Location
Commercial Pilot
Operating Room
Agents systematically improve
Standard Agent Service Plan includes customizable checklist with built-in Video Guide.
The collective expertise of thousands of negotiated transactions.
A+
Valued service that’s visible.
See the progress of your transaction.
Agents keep you better informed.
Videos & more info tips with most tasks.
Easy to use.
Progress at a glance.
Messaging within the Plan.
See what’s been checked off and when.
See what’s next (green tasks).
Your agent customizes Plan to you.
Feature List
Agent’s Service Plan
Start using with your clients right away.
General
- Customizable, compliant & comprehensive real estate checklist
- Service Plans are ready-to-go for agent and client
- 100’s of easy-to-follow videos accompany tasks
- Quick-search videos to get answers fast
- At-a-glance progress bar
- Help tip pop-ups with detailed explanations on most tasks
- In-plan, 2-way confidential messaging with daily summary email option
- Desktop. Mobile. Tablet.
Checklists
- Check progress bar at a glance
- Time-date stamp on completed tasks (“what’s done”)
- See “what’s done” and “what’s next” with each task
- Add / hide / delete items on each client’s Service Plan
- “More info” pop-ups provide in-depth details of tasks
Messaging & Notification
- In-Plan confidential messaging: Send & receive messages with your client.
- End of day email report to your client of all messages.
- Show/hide your Service Plan to client’s Lender
- Request to follow Lender’s Finance Plan
Customize your Plans
- Customized Service Plans provide consistent client service – your brand
- Customize each of your clients’ Plans quickly & as needed
- Customize your agent profile – clients see this with their Plan
- Customize Master Service Plan (Team Pro edition) to standardize agent service
Organization & Navigation
- Neatly organized: labelled Panels
- To re-organize any client Plan: drag & drop to move panels or single items
- Quick edit features to add/remove/hide items in the client’s Plan
- Navigation: Progress bar segments unfold/fold each panel in the Plan
Tools
- Each Plan includes a clients’ 18 Tools to help simplify complex choices