1. TC will communicate with an introduction email to the Cooperating Agent and/or their TC

  2. Based on Partner Agent’s representation of buyer or seller, the following requests will be made:

    • Seller signed disclosures from listing agent -or- assist in obtaining seller signed disclosure to provide to selling agent if Partner Agent is the listing agent; and meet contractual deadline

    • Review all disclosures and check for proper execution and manage any errors or oversights

    • Provide Partner Agent said disclosures, documents, reports for review and/or execution with clients; unless directed otherwise (ie., email or DocuSign to Clients and Agent)

    • Upload fully conformed disclosures, documents, reports into SkySlope

    • Ensure all finalized disclosures, documents, reports are shared or returned to Cooperating Agent and/or their TC

  3. TC will copy Partner Agent on all communications with any/all parties to the transaction

  4. TC will update the SkySlope documents checklist with notes throughout the transaction, manage the acquisition of required documents and provide Partner Agent such updates

  5. TC will contact Partner Agent via phone call with any urgent questions or issues that arise

  6. All TC communications will be stored in the SkySlope log for ease of reference