Real Estate Assistants Starter Kit Companion
Use the real estate assistants Starter Kit Companion to set up, organize, track, and periodically review the documents included in the profession-specific kit.
Follow the included documents in order, personalize the reusable masters, organize each client folder, and track preparation, use, and filing.
- Real Estate Assistance Services Agreement
- Listing / Transaction Support Intake
- Real Estate Support Workflow Plan
- System, File & Property Access Authorization
- Assistant Scope & Confidentiality Acknowledgement
- Listing / Transaction File Readiness Checklist
- Real Estate Assistant Task & Communication Log
- Data, Access or Transaction Support Incident Report