Miscellaneous
Salesforce
Contract to Close
Forms
MSRE Departments
100

Name one of the MSRE fundamentals 

35 options

100

Record that the contract is submitted to 

Contract submission

100

True of False....there is a box in Salesforce to be checked off once earnest money has been received 

True

100

Document filled out to purchase a home

Purchase and Sale Agreement 

100

Which team is the ABSOLUTE best team at Mark Spain Real Estate?

Duh....our Admin team!!!!! That means ALL OF YOU!!!

200
Preferred vendor for Home Warranty

Cinch Home Warranty

200

All dates and information for the contract to close are found in this record

Closing record

200

This email is sent out 1 week before closing to the agent by the Transaction coordinator

File Compliance or Compliance Pending list

200

This form is filled out by the seller and gives specific details about the home

Property Disclosure

200

Who is the CEO of Mark Spain Real Estate?

John Makarewicz
300

Where can I go to view all things employee-related for MSRE?

MSRE Intranet or https://msrestaff.com/

300

What type of record is created when a prospective seller or buyer first calls into MSRE?

Appointment Record 

300

Upon reviewing new contract paperwork, the Transaction coordinator will then create this type of record in Salesforce

Closing record

300

This form is required when a home is built prior to 1978

Lead Base Paint Exhibit

300

This team is responsible for taking calls from prospective buyers and sellers 

Client Acquisition Team or ISA (Institutional Sales)

400

Where can the TC and agent view all offers that have been submitted?

Showingtime

400

Sign and lockbox placements or pickups are called this

Work Order

400

TC will send this email out 7-10 days after binding to the attorney to see if they have received.....

Seller information sheets

400

This is the packet submitted by a listing agent and that starts the selling process

NONL or Notice of New Listing packet 

400

This team handles all our in-house investor offers

Guaranteed Offer or GO team 

500

What two things must I do when requesting PTO?

1) Make request in Paylocity

2) Send calendar invite to admin and virtual professional teams

500

Where do I find if a property is currently listed on the MLS, (either as pending or active)

Listing Record
500

Items TC is looking for in the HUD?

Address, Lender, Settlement Date, Price, Commission, Signatures 

500

Form all Buyer agents are required to submit for each client

BBA - Buyer Brokerage Agreement 

500

Name our offices - by city 

Atlanta, Georgia (4 office total)

Charlotte and Raleigh, North Carolina

Nashville, Tennessee

Jacksonville, Orlando, Tampa Florida