Contracts
Backlog Management
Prospecting / Follow up / Outreach
Systems / Processes
100

Number of days buyer has to apply with the lender.

What is 3 days?

100

The document for managing OSLs. 


What is the OSL OneNote?

100

Types of Prospect Generating Activities. 


What is social media?

What are referrals?

What are event sponsorships? 

What are realtor calls/texts?

100

The tool that manages prospects and buyers. 

What is D365?

200

Number of days cash buyers have to submit proof of funds. 

What is 5 days?

200

Number of days buyers have to provide conditional loan approval - need to answer for both inventory and dirt buyers.


What is 15 days - inventory?

What is 30 days -dirt?


200

The plan that includes Immediate Follow up, Subject Mattter Expert Follow up, Value Added Follow up, Summary Follow up. 

What is 90 Day Purposeful Minimum Follow Up Plan?

200

Template needed to submit to GSM to extend closing date.


What is Closing Delay Template?

300

Number of days buyer has to complete their final selection of all non-structural options and upgrades. 

What is 21 days?

300

Amount buyer is responsible to pay in the event closing is delayed. 

What is $500/business day?

300

Type of valuable follow up that includes information regarding schools, local sports/amenities/attractions/events, area/community info, PAR, or next steps. 

What is Subject Matter Expert?

300

What are the 4 areas to fill out in D365? (Hint: 4 questions)

What are W5 Notes?

What is SC score?

What are Finance Notes - Min. target price/payment?

What is purposeful follow up? 

400

Number of days in advance closing is scheduled for. 

What is 30 days?

400

The time frame and options buyers have once NOCLA Deficiency letter is sent. 

(Hint: 3 questions).

What is 3 days to respond?

What is submit the NOCLA?

What is submit written notice of your election to terminate the Agreement? 

400
Activities that constitute as Realtor Presentations. 

(Hint: 4 questions) 

What is brokerage office presentation?
What is model home presentation?

What is lunch with 2 or more agents present? 

What is coffee with 2 or more agents present?

400

This template is used to move closings up and must be sent to GSM, ACM, VP Sales, VP Construction, PGP, and PMC Branch Manager. 

What is move-up template?

500

Number of days for a contract to be in pending. 

What is 2 days?

500

Cut-off timeframe to receive Closing Documents from OSL. 

What is 2 pm on the business day prior to the scheduled closing date?

500

Types of Purposeful Next Steps Follow Up with Prospects. 

(Hint: 3 questions)

What is schedule follow up appointment? 

What is send PAR? 

What is work with Agent/Listing Agent to get home listed? 


500

Financing Addendum, Affiliate Incentive Addendum, and JIO must be updated/sent when this occurs. 

What is transfer from PMC to OSL?