agent portal
BUYERS
Initial form for invited buyer prospects to complete
Initial form for invited investor prospects to complete
Next steps for Ops Team after initial conversation with buyer prospects
Internal form for kicking off a contract when a buyer goes under contract (or use Closing Sherpa Buyer Baton instead)
Alternative form to our Buyer Under Contract—ideal for weekends so Closing Sherpa can jump-start first thing Monday.
SELLERS
Initial form for invited seller prospects to complete
Next steps for Ops Team after initial conversation with seller prospects
Next steps for Ops Team after Listing Agreement has been signed
Internal form for kicking off a contract when a listing goes under contract (or use Closing Sherpa Seller Baton instead)
Alternative form to our Seller Under Contract—ideal for weekends so Closing Sherpa can jump-start first thing Monday.