TM

TRANSACTION
MANAGEMENT

IS THIS THE
MOST

PRODUCTIVE
WAY TO SPEND

YOUR TIME?

Transaction Management can help!

CUSTOMER SERVICE FOR OUR AGENTS

Transaction Management is a service in which a company staffed and
trained file coordinator creates and maintains the digital file in Skyslope.

BENEFITS

➤ Avoid being buried in clerical work
➤ The best use of your time is generating new business, listing property,

showing property, and negotiating transactions
➤ Nothing falling between the cracks, efficiency through technology
➤ Mobile and remote accessibility of documents and information
➤ Complete log of every task created by the Coordinator on your behalf
➤ Email and text storage

SAY HELLO TO YOUR NEW VIRTUAL ASSISTANT.

“My name is Mikaela Minich with Berkshire Hathaway HomeServices -
The Preferred Realty.  I am the transaction coordinator for Will Formato
and will be assisting in managing your file.  As you will be receiving
documents, email communication, and information from me occasionally
at Will’s request, I wanted to take this opportunity to introduce myself.  

-Transaction Management

WHAT DO WE DO?

➤ Listings

Open and manage your file in Skyslope
Add Contacts
Upload, Split, and Assign Documents
Audit the File
Email Seller’s Contracts | Documents
Apply Tasks within Skyslope
Order Home Warranty

WHAT DO WE DO?

➤Listings (Continued)

Enhance Marketing Language across
Platforms

(BHHS, realtor.com, Zillow | Trulia, Property Panorama)

Email Marketing Links to Sellers
Upload Supplements to WPMLS
Post on Craigs List
Setup Marketing Activity Reports in
realtor.com
Order ‘Just Listed’ Postcards and more…

INTERNET
MARKETING

LINKS

Proactively sendingthSeeirllperrosptheertyliniskdsitsopwlahyeerde.

WHAT DO WE DO?

➤Listing Sold

Convert and manage your file in Skyslope

Add Additional Contacts

Upload, Split, and Assign Documents

Audit the File

Email Seller’s Contracts | Contract Dates
Documents

Email Utilities Sheet to Seller

Apply Tasks within Skyslope
(Reminders for dates such as: Mortgage
Application|Commitment, Buyer’s Inspections,
Negotiation Periods, Appraisal Contingencies
and more!)

WHAT DO WE DO?

➤ Listing Sold (Continued)

Convert Home Warranty

Email Closing Details and Property
Inclusions to Seller

Request Client Recommendation

Claim Sold on Zillow

Send ‘Just Sold’ Post Cards

Email Final Settlement Statement
to Seller for Records and more…

SELLER
CONTRACT

DATES

Proactively sending Sellers important Contract
Dates for their transaction.

WHAT DO WE DO?

➤Buyer Controlled Sales

Open and manage your file in Skyslope
Add Contacts
Upload, Split, and Assign Documents
Audit the File
Email Buyer’s Contracts | Contract Dates |
Documents
Email Contracts to Lender and
Settlement

WHAT DO WE DO?

➤ Buyer Controlled Sales
(Continued)

Apply Tasks within Skyslope
(Reminders for dates such as: Mortgage
Application Commitment, Buyer’s
Inspections, Negotiation Periods,
Appraisal Contingencies and more!)

Request Client Recommendation

Claim Sold on Zillow

Send ‘Just Sold’ Post Cards

Email Final Settlement Statement to Buyer
for Records and more…

BUYER
CONTRACT

DATES

Proactively sending Buyers important Contract
Dates for their transaction.

LOOKING FOR THE BASICS?

➤ Listing
➤Listing Sold
➤Buyer Controlled Sales

Open and manage your file in Skyslope
Add Contacts
Upload, Split, and Assign Documents
Audit the File

MARKETING PACKAGES

Exclusive Marketing Packages For Transaction Management Agents

MARKETING PACKAGES

Exclusive Marketing Packages For Transaction Management Agents

MARKETING
PACKAGES

INTAKE
FORM

By submitting the intake forms, this will trigger
a Coordinator to start your Marketing Package.

HOW MUCH FOR THIS SERVICE?

… Too good to be true

$75.00

‘LISTING TO CLOSE’
(LISTING | LISTING SOLD)

$50.00

BUYER CONTROLLED SALE

$25.00

‘JUST THE BASICS’
(SKYSLOPE FILING ONLY)

HOW TO GET STARTED

➤ Download Agent Password and Preferences Form
(Intranet > Document Center)

➤ Download File Intake Form (Intranet > Document Center)

Listing Intake Form | Listing Sold Intake Form | Buyer Controlled Sale Intake Form

(The File Intake Form needs to be filled out by the agent and
included in the paperwork being turned in.)

PASSWORDS
&

PREFERENCES
Allow access to the Coordinators to work
on your behalf.

FILE
INTAKE
FORMS

By submitting the intake forms, this will trigger
a Coordinator to start your file.

HOW TO GET STARTED

➤ Email Agent Password and Preferences and File Intake Form to the TM
Department email: [email protected] along with all of the paperwork
for the file. We will open the file and start filing the documents and
executing the tasks.

(Agent Password and Preferences Form only needs to be submitted first time using
the department. If passwords are updated, please email [email protected] with changes.)

The Transaction Management Service Department will receive all files and
delegate which TC will be working on the file. The Agent will be notified
by email that a new file has been open and is ready to access.

TRANSACTION
MANAGEMENT

Questions?