Onboarding ,

Transaction Task Plans

Even for the most experienced brokers, managing high-stakes transactions into the millions of dollars requires ironclad systems to eliminate liability and protect clients. To maintain our elite standard of care and ensure no detail is ever overlooked, WEBREALTY has developed comprehensive, step-by-step transaction roadmaps. These assets protect your business, shield your clients from financial risk, and safeguard against legal vulnerabilities.

Please review our master Buyer and Seller Task Plans located on Google Drive. As you look through them, note any questions regarding our specific internal protocols so we can address them together during your upcoming onboarding sync.

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Doug Burger · January 12, 2025

Even though we carry Errors and Omissions (E&O) insurance for all our brokers and our company, a lawsuit can still cost thousands of dollars in deductibles and lead to higher annual insurance premiums. Overall, it’s something you want to avoid. One way we help you minimize that risk is by providing transaction checklists, so you can feel more confident that you aren’t forgetting anything.

These checklists are stored in the shared AA – Transaction Checklists – Master folder on Google Drive. To access them, open Google Drive, select Shared with me in the left-hand column, and click AA – Transaction Checklists – Master. From there, select either Seller Transactions or Buyer Transactions, then right-click the applicable checklist to download it to your computer.

You can open each one below. However, it may or may not be the latest version. Those will be in the shared drive. After opening one up, you can type Control + to enlarge it. Otherwise, just go to your drive and download a copy.

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