New Customers/Clients

Client Information Gathering

 

New Listings

LISTING INTAKE FORM



Clients Ready to Offer

Preparing to offer: Client Offer to Purchase Term Sheet

Accepted contract: Transaction Intake Form



Client Feedback Requests



Client Satisfaction Survey



Natalie Southwick Review Ask



Parker Morgan Review Ask



Parker Hilton Review Ask





Southwick RE Group Reference ONLY



Agent Daily Accountability Tracker



Team Issues Form



Buyers Agent Operations Manual