Hamilton & Company
Team Google Forms
Under Contract
Complete this form when either a buyer or a seller goes under contract. Be sure documents are in the Docusign room. This form prompts admin to begin their work.
Who Fills This Out: YOU - the agent
Buyer Under Contract Client Information
This form notes inspection requests by the clients and other information to help with social media, birthdays, etc.
Who Fills This Out: Buyer Clients
One per contract (can include both parties)
Listing Appointments
This form needs to be completed when you have a listing appointment that you may have scheduled for yourself. It prompts Katie to create a listing packet.
Who Fills This Out: YOU - the potential listing agent
New Listing
This form is for when the listing is secured and is ready for paperwork to be sent to the clients. This prompts Stephanie to call the client and to send listing paperwork to the client, etc.
Who Fills This Out: YOU - the agent
