= Compliance = If applicable * DISCLAIMER: The processes described in this document are general advice and does not take into account any state specific legislative requirements, office procedural checks or compliance checks. ProcessPlus may from time to time change and this will not be reflected in any static collateral. ProcessPlus remains the property of Raine & Horne Group and it is a breach of copyright to share this or to use the systems outside the Raine & Horne network. By using ProcessPlus you agree to indemnify Raine & Horne Pty Ltd for any and all claims that may arise in doing so. © 2020 Raine & Horne Pty Ltd. All rights reserved. Next Step: Listing & Marketing Appraisal Agent completes vendor lead capture, diagnoses requirements and arranges a date/time to meet No Yes No No Yes Agent calls or receives call from vendor Conduct CoreLogic/RP Data ownership search Is the property in the system? No Yes Add property in CompassPlus via Appraisal Wizard Update property details in CompassPlus and ensure correct vendor is attached Is the contact in the system? No Attach contact to property in CompassPlus and assign relevant categories/pipeline Create a DigiKit pre-listing kit and send calendar invite to vendor with agents vCard and link to DigiKit Update contact details in CompassPlus and assign relevant categories/pipeline Contact tenant or managing agency to confirm access to the property Is the property tenanted? Conduct appraisal/listing presentation with all decision makers and sell Amplify as a point of difference Did the vendor list on the spot? Does the vendor wish to proceed? Complete/sign all relevant legal documentation and marketing schedules/invoices Book the second appointment to complete/sign all relevant legal documentation and marketing schedules/invoices Thank the vendor for the opportunity and send a thank you card Yes Update property and contact details in CompassPlus Continue to: Prospecting Prepare comparable sales (CMA) Attach appraisal action list to vendor 1 Enter tenant details in CompassPlus Update property and contact details in CompassPlus Lost to another agent: reassign categories/pipeline, attach missed opportunity action list and send survey with thank you card Owner not proceeding: reassign categories/pipeline, attach appraisal action list and send survey with thank you card Touch base with past and active clients surrounding appraisal to let them know you will be in the area and create an opportunity to drop by Thank vendor for the opportunity, discuss missed opportunity, wish them best of luck and send a thank you card Send calendar invite to tenant and SMS agents vCard with appraisal confirmation Call vendor and tenant* the day prior to reconfirm appointment Prepare all relevant documentation prior to appointment (DigiKit, agency agreement, marketing schedules) Listing Presentation Create and send DigiKit proposal Monitor DigiKit metrics and call vendor within 48 hours to discuss proposal Yes = Compliance = If applicable * DISCLAIMER: checks. Proce to share this o © 2020 Raine Attend open/inspecti and set up as per OF checklist 1-day before auction: auction meeting to reco auction campaign and re price 1-day before open: mon listing file/OFI checklis prepare OFI pack Confirm any updates the auction contract w solicitor* Next Step: Sale to Settlement Sold sticker on signboa CX & EX | 103
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