If you have a lot of listings on your plate it can become difficult to remember what you did for whom and when, or what still needs to be done. You can apply a listing plan to pre-schedule a series of to-dos most agents need to complete through the process of selling a property. There
Read More...It’s often the case that in the process of helping a contact sell a property you perform unscheduled activities on behalf of your client, usually with some sort of expense involved. These types of activities are called service activities. They’re typically last-minute or unplanned minor activities that are usually recorded after you perform them. Service
Read More...Listings can come from a variety of sources – online leads, existing contacts from a previous sale, or referrals. Regardless of the listing source, the first thing you should do (after putting the property on the MLS) is to create a listing record in Top Producer CRM. There are two ways to create listings in
Read More...Once you’ve entered your listings into Top Producer CRM, you can go back at any time to edit or add more details to them. When you open an existing listing record, the Listing Details form is used. You can open a listing from two locations: From the Listings tab of a contact record From the
Read More...Adding photos to listings allows you to create more impact when including them in flyers or listing presentations. There are two ways to add photos to a listing: Importing photos from an MLS listing Manually adding photos to the listing Importing Photos from an MLS Listing From the Listings & Closings main menu icon click
Read More...When a listing is created the contact selected becomes the Primary Seller associated with the listing. You may have the need to add additional sellers to the listing, which can be done using the Listing Parties feature. To add another Listing Party, open the Listing Record and click the Listing Parties tab. Click Add Listing
Read More...As your listing changes status in the real world, you will want to update the listing record in Top Producer CRM to the correct Listing Status. To change the Listing Status, follow the steps below. Open the Listing Record and select the Listing Info tab. Click the current listing status to switch the record to
Read More...