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Published by Cindy Chan, 2020-06-25 10:02:53

BRIVITY - Guide for Clients (1)

BRIVITY - Guide for Clients (1)

APRIL 2020
USERS GUIDE

GETTING TO
KNOW BRIVITY

PREPARED BY:
LILY TRAN TEAM
POWERED BY:
EXP REALTY

WHAT IS BRIVITY?

HOME BUYERS: HOME SELLERS:

Get 24/7 access to our client portal that shows Get 24/7 access to our client portal that shows
you all the tasks that we have completed, details you all the tasks we have completed, the places
of your transactions and timeline of what will be
your property is being marketed, and the
going on during your transaction. feedback we have gotten on your property from

agents and from buyers.

SEE EVERYTHING YOUR AGENT DOES FOR YOU. WE WANT TO
GIVE YOU TRANSPARENCY IN THE TRANSACTION!

LILY TRAN TEAM USERS GUIDE - PAGE 2

ACCESSING YOUR TRANSACTION

You will receive an email from Brivity that allows you to access the
transaction. At this point, you'll be prompted to make a password. Your

username will be your email address.

LILY TRAN TEAM USERS GUIDE - PAGE 3

ONLINE PORTAL

Welcome to your real estate transaction homepage!

BUYERS: SELLERS:

You'll be able to see your transaction team, your You'll be able to see the status of your listing, a
specific dates of the transaction and various property page made by Brivity and how long
details by going through the tabs. you've been on the market as well as other
details as you go through the tabs.

MAKE SURE TO SAVE YOUR PASSWORD SO YOU CAN
CONTINUALLY ACCESS YOUR TRANSACTION.

LILY TRAN TEAM USERS GUIDE - PAGE 4

TIMELINE

From this page, you'll be able to see what's been going on with your
transaction.

See when marketing is being done.
See if emails have been sent.

Check in on tasks that have been completed.
Keep up to date with what we've done by checking out this tab.

LILY TRAN TEAM USERS GUIDE - PAGE 5

TASKS

See what tasks we have set up for you transaction and when we are
scheduled to complete them!

At the beginning of each transaction,
we set up an action plan that is customized specifically to your transaction.

The checklist of tasks setup to be completed within certain deadlines
will ensure a smoother transaction from list to sold.

YOU'LL BE ABLE TO SEE THE STEPS THAT WE TAKE DURING
THE WHOLE PROCESS.

LILY TRAN TEAM USERS GUIDE - PAGE 6

ADVERTISING

See where your listing has been posted.
Throughout the first two weeks of your listing going live, the listing gets posted two multiple websites.

We collect that information into Brivity so you're able to see each listing.
You will be able to click on the link and go directly to the ad for your viewing.

LILY TRAN TEAM FOR SELLERS ONLY

USERS GUIDE - PAGE 7

SHOWING FEEDBACK

This helps us understand concerns of those seeing your home. It may
also give us an idea of price, based on people's comments.

After each showing, we ask the person that showed the house,
to provide feedback for us to share with you.

Not all realtors have feedback, but if they do, we will log it into here for your viewing!

If there is no feedback given, we will notate that no feedback was given.

LILY TRAN TEAM FOR SELLERS ONLY

USERS GUIDE - PAGE 8

NOTES

Notes, notes and more notes!

In order to make sure things are as transparent as possible with your transaction,
we will put all notes regarding the transaction on this notes page.

View this page to see lender updates, notes from other agents and miscellaneous information.

We also add in your management information for easy access to contact them.

LILY TRAN TEAM USERS GUIDE - PAGE 9

DETAILS

ALL the details of your home/soon to be home!

Check out major dates of your transaction,
see the price and details of the home, even pictures.
We gather as much information as possible so every question is answered.

DON'T SEE IT ON HERE? LET US KNOW, SO WE CAN ADD IT!

LILY TRAN TEAM USERS GUIDE - PAGE 10

DOCUMENTS

We love staying organized so that you can find important files all in
one place!

The documents page holds the important documents of your transaction.
For example: a copy of your contract will be here.

As important documents come throughout the transactions,
we will make sure to add them here so you can access them at any time!

DON'T SEE IT ON HERE? LET US KNOW, SO WE CAN ADD IT!

LILY TRAN TEAM USERS GUIDE - PAGE 11

ISSUES WITH YOUR PORTAL?

Contact your Lily Tran Team representative

or

CONTACT Customer Service

(718) 400-6949

LET'S GET YOU

HOME

WHEN WORKING WITH THE RIGHT PROFESSIONALS,
BUYING OR SELLING REAL ESTATE
HAS NEVER BEEN THIS EASY!

LILY TRAN TEAM USERS GUIDE - PAGE 12


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