Section 6
Maintaining Files
13 policies
- 6.1GeneralYour files are a record of every event relative to your dealings with your client on a listing or sale transaction. You must retain and upload to Skyslope copies of all…
- 6.2Designated Broker, Manager or Designee ReviewYou must promptly upload into Skyslope all signed documents to the Designated Broker, Manager or his/her designee (the “Reviewer”) after receipt by you. Your Manager or…
- 6.3Get It in WritingAs a general rule, all agreements must be in writing. In fact, if you DO NOT have a written agreement with the principal, you may not receive your commission. If you…
- 6.4Online Document Storage (Google Drive) & Custom @AARE.ORG Email AddressEvery Associate has the opportunity to have a Company email address for an annual fee of \$72, subject to change by Google at any time. It is prorated when assigned at…
- 6.5Paperwork Procedures Nationwide & State SpecificBelow are the methods and procedures to conduct real estate transactions in regards to paperwork in real estate transactions. You need to read through this section in…
- 6.6Paperwork Procedures for Residential and Commercial Purchase TransactionsAssociates must provide and perform the following actions to complete a purchase file: 1\. Once any agency relationship is established, casual or formal, a communication…
- 6.7Paperwork Procedure for Residential and Commercial Listing TransactionsAssociates must provide and perform the following actions to complete a listing file: 1\. Upon scheduling a listing appointment, email your TC the following so they can…
- 6.8Paperwork Procedure for Residential and Commercial Lease/Property Management TransactionsAssociates must provide and perform the following actions to complete a lease file: 1\. Once any agency relationship is established, casual or formal, a communication…
- 6.9Do Not Use Outdated FormsAlways use current forms. Keep your on-line forms database (such as Zip Forms, Transaction Desk, Lone Wolf or similar type of software) up to date with the most current…
- 6.10Document Destruction & Shredding – Pricing & LocationsIt is Company policy for Associates and employees to shred documents with confidential client’s information after scanning the hardcopy into a digital file for record…
- 6.11The Listing/Management Commission AgreementState real estate laws require that a compensation agreement be in writing and signed by the party to be charged in order to be enforceable. If you represent a buyer in…
- 6.12Regulators, Government Officials – Inquires/Visits/SubpoenasAny inquiry by a government official, whether by telephone, letter, or in person, should immediately be forwarded to the Broker or Manager. In the absence of the Broker…
- 6.13State Real Estate Regulator, Commission or Department AuditsCompany policy is to cooperate fully with any audit from any State regulator or real estate commission and provide records in a timely fashion. Below are the methods and…
