Checklist Tags

These are the checklists related to First Meeting: Professional Services Provided.

These are the tasks related to the first meeting you have with your Real Estate Broker where he goes over what services a Real Estate Broker provides and what services other professionals provide.

When you click on the task, you can also see the tags that task is filed under. You can also click on the tag to see other tasks with that tag.

  1. Complete "First Meeting: Professional Services Provided" checklist
  2. Receive a copy of "Professional Services Provided"
    Receive a copy of "Professional Services Provided".

    James usually provides this via DocuSign for you to sign electronically along with:

    • "Definitions of Working Relationships"
    • "Exclusive Right-To-Buy Listing Contract"
    • "Brokerage Disclosure Regarding New Construction"

    Mark this task complete once you've received it.

    ASAPFirst Meeting: Professional Services ProvidedPaperworkProfessional Services ProvidedUltimate Nomad ChecklistWeek 1

  3. Read "Professional Services Provided"
  4. Discuss the "Professional Services Provided" with your Real Estate Broker
  5. Sign "Professional Services Provided" via DocuSign
    Your Real Estate Broker will typically send over the "Professional Services Provided" with the other documents for you to sign via DocuSign.

    Sign these by click on the link in your email and you will receive a copy of the signed documents via DocuSign.

    Mark this task as complete when you've signed your documents from your Real Estate Broker via DocuSign.

    First Meeting: Professional Services ProvidedPaperworkUltimate Nomad ChecklistWeek 1

  6. Save copy of "Professional Services Provided" to your Dropbox folder
    Save copy of "Professional Services Provided" to your Dropbox folder using the filename format of:

    "YYYY-MM-DD - YOUR NAME - Professional Services Provided.pdf"

    Where YYYY = the year, MM = the two digit month, DD = the two digit day of the month and YOUR NAME is your actual name.

    For example, mine might look like this:

    "2019-04-03 - James Orr - Professional Services Provided.pdf"

    Mark as complete when you've saved it to your Dropbox.

    ASAPFirst Meeting: Professional Services ProvidedNew ConstructionPaperworkUltimate Nomad ChecklistWeek 1