Processing and Procedures
Lease Extensions
When an agent is helping a client with a Lease Extension on either commercial or residential, we must have a file in Skyslope.When inputting the file in SkySlope use the Lease Extension Checklist Refer to the Lease Transaction Process with the noted ...
File Stages in SkySlope - Definitions
Transaction Stages File Review Complete-Pending Closing Documentation Final File Review is complete All required documents added to checklist, reviewed, and accepted Funds will be disbursed to agent at close of escrow. File to be archived within 7 ...
File Compliance - Branch Manager Role
Manager must review and approve: All Listing Agreements (paying particular attention to Commission Amounts and if there is Representative Capacity by the Seller). Listings taken at less than Brokers Customary Commission must be addressed by a ...
New Home Subdivision Sales in SkySlope
There are 3 types of subdivision sales (SkySlope Checklists): Referral Only Buyer’s Agent – Major Subdivision (5 or more homes) Buyer’s Agent – Minor Subdivision (1-4 homes) The first thing that must be done is determine our agent’s role in the ...
Expired Listings/Transactions in SkySlope
Expired Listings – a NO NO SkySlope should have NO expired Listings 3 days prior to the listing expiration date, reach out to the agent to confirm if this listing will be cancelling/expiring or extending . Set a task for the agent in their SkySlope ...
Cancelled Listings/Transactions in SkySlope
Cancelled Listings – Must be Approved If a listing is cancelled a fully executed cancellation of listing releasing the broker is required for the file, NO EXCEPTION. The fully executed Cancellation of Listing must be uploaded to the SkySlope ...
Acknowledgement of Broker’s Customary Commission & Commission Reduction Policy
The Acknowledgement or Broker’s Customary Commission & Commission Reduction Policy should be used anytime a property is in contract at less than the Broker’s Customary Commission. It is a simple confirmation for the agent to acknowledge they will be ...
Reduced Commission Approval
Reduced Commission Approval is required on ANY broker participating commission reductions immediately upon notification of the possible reduction. To request a commission reduction the Manager must complete the online JotForm by going to REsource ...
Commission Closing Workflow Process
CANCELLED ESCROWS & EXTENDED CLOSING DATES Complete in a timely manner Cancelled Escrows: Cancel all files in SkySlope and notify our closing department at closings@bhhsdrysdale.com. Extended Closing Dates: Update all closing dates if close of ...
Types of Referrals
There are 2 different types of referrals in Real Estate. Outgoing Referrals BHHS Drysdale Properties agent refers a client to another agent. Our agent is referred to as a referring agent/broker. When referring a client, agents will have the ...
Referral Check Process - Active Agent
Relocation Referrals: Referrals that you (agent) do not have an agent in mind to have your client work with. The Relocation/Referral Department will place your client with a qualified agent in the desired area. The Relocation/Referral Department will ...
Referral Checks Process - Referral Agent
When a referral agent receives a referral check we need to be sure to have the appropriate documentation. How to handle the referral once the check arrives: All referral checks are to be payable to BHHS Drysdale Properties and should be sent to ...
Lease Transaction Process
If an agent has a lease these transactions must be treated as a normal sale and they must be input into SkySlope. This would either be done by the agent/TC or the AC. How to handle Leases: All lease checks are to be payable to BHHS Drysdale ...
Commission Demand Process
IMPORTANT: Commission Demand Request (CDR) must be completed at least 7-10 business days prior to the Close of Escrow (COE). Commission Demand Request (CDR) are an internal form that the agent uses to tell our Commission Department the details ...
New Listing Process
When an agent gets a new listing, it is important that we make sure the process is running smoothly, especially if he/she is new to the industry. The Listing Process Steps: The Agent or PTS Coordinator needs to create a listing in SkySlope – SkySlope ...