Listings & Closings

Transferring a Property

Once you’ve closed a deal, you can use Top Producer CRM’s transfer property feature to assign the property to its new owner. Transferring the property within Top Producer CRM preserves the details of the purchase as well as any notes you made on it. When you’ve successfully closed a sale in which both the buyer

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Publishing a Service Report to your Customer Web Page

Customer Web Pages are individual, password-protected web pages linked to a contact record. Every time you publish and send a service report, it appears on the web page and a link is sent to the contact’s email address. Customer Web Pages can be used for both listings and closings. Each contact can have only one

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Creating a Service Report

Service reports make it easy to keep your clients up to date on all the things you do for their listings. They enable you to regularly gather all of the service activities that you perform for a single listing into a report for either publishing to the customer’s Web page, or sending as a marketing

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Customer Web Page Settings

Before you can begin creating Customer Web Pages in Top Producer CRM, you will need to define the necessary information you would like to appear in your Customer Web Pages. Please follow these steps to configure Top Producer’s Customer Web Pages. Open the Top Producer Settings. Click the Listings & Closings tab. Click the Customer

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Creating a Customer Web Page

Customer Web Pages are the customer-specific, password-protected web pages to which you publish the Service Reports for a listing or closing record. Each Customer Web Page is linked to a single contact record. A contact cannot have more than one Customer Web Page. In the event that a contact is an involved party in more

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Creating Buyer and Seller Net Sheets

Buyer and seller net sheets are tools for helping clients understand the approximate costs of buying or selling a home. They’re a great way of preparing clients for costs they may not have anticipated. Before you can create net sheets, you must first create default expenses and costs. When it comes time to create a

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Applying an After-Sale Action Plan to a Buyer or Seller

The final action you should take to wrap up the deal is to assign an after-sale action plan to promote regular follow-up communication with your contacts. Open a contact record and go to the Activities tab. Click the Select Action Plan link and choose an appropriate action plan, such as the “10-Year after sale prospecting

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Automating Service Reports with Service Report Plans

Top Producer CRM makes it easy for you to generate and publish service reports by providing you with a tool to streamline the process – service report plans. Service report plans pre-schedule a series of service reports to be generated over the life of a listing or closing. This means that once you apply the

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