Day 1: Get Set Up
Get to Know Our Tools
- Review an active property's Slack channel from the beginning
- Review a Net Sheet with Michael
- Review all Agent Depot tabs and how we use them
- Review the SOP Portal page to understand what Operations does for you
- Review team meeting times and what we cover
- Review the Compass Business Tracker platform
- Review open house procedure and setup
- Schedule 30-day check-in
Your Handoffs to Operations
Nearly all of our 100+ SOPs are run by Operations and the TC. You don't need to master every SOP, and you should know what they cover. Communication with Operations is key to a successful start and finish of each transaction.
| When | What You Do | What Ops Does |
|---|---|---|
| New Seller Lead | Name, contact info, lead source, and all other information you have | Enters the seller in all CRMs |
| Before The Listing Appointment | Meet with Michael to discuss what you need | Builds the Net Sheet, opens preliminary title, and obtains the property profile |
| After The Consultation | Send Operations any documentation or notes you would like to store | Adds all files to the CRM and/or Dropbox folder |
| Listing Agreement Signed | Provide the signed listing agreement to Operations and the TC | Creates a Business Tracker folder, Dropbox folder, and Slack channel |
| Right After Signing | Ask the client if they will use Concierge and Private Exclusive | Sends Concierge application instructions if the client would like to use Concierge; schedules the Private Exclusive date if the client wants one |
| Marketing Copy | Review, edit, and approve the draft provided by Operations | Updates the MLS and property website with approved copy |
| Live On The MLS | Do a final review of MLS features and public and private copy | Makes the property live on the MLS and sends the client the “We Are Live” email |
| Open Houses | Provide Operations with dates and times of all open houses and who is hosting | Adds open houses to the MLS, property website, Agent Depot, and Google Calendar |
| 1 Week Before Close | Review the commissions tab and submit to Finance | Sends you a reminder to make final approval of commissions |
Be sure to share all correspondence and updates with Operations throughout the on-market period.
Want the detail behind any step? Open the SOP Portal.
Our Core Tools
Who to Ask
Quick answers
Where do a property's files live?
Dropbox → Four Bridges → Transactions → the property address. Ops creates the folder when the listing is signed.
How do I get a lockbox code?
Agent Depot, LB Codes tab. Ops logs every combo box and Supra there.
Who orders inspections, staging, and cleaning?
Ops, once you confirm which vendors to use. Preferred vendors are on the Vendor List.
Where do I talk about a property?
In its Slack channel, named by address. Keep file conversations out of text and email so the whole team sees them.
What's the difference between Ops and the TC?
Ops runs listing prep, marketing, MLS, and systems. Sidney (TC) runs escrow, disclosures, and city point-of-sale requirements.
