Agent Guidelines

General Expectations

• Maintain an active referral agreement, signed by both you and your broker.
• Keep your pinpoint zip code, contact information and profile accurate and up to date.
• Serve as the client's primary point of contact. Be proactive and keep it consistent.
• Use your Network Development Coach as a key resource to keep communication flowing.
• From the first hello to final signature, keep the Loan Team, Listing Agent and RSSN in the loop.
• If a client's search extends beyond your coverage area, contact your Coach so we can transition them to another Network Agent.
• Communicate promptly with the client's Loan Officer, and give the Loan Team a heads-up when clients have financing questions or are looking at other lenders.
• Help the Loan Officer gather all necessary paperwork from the client.
• Stay focused on getting the client under contract.
• Attend monthly coaching calls. They are an expectation and are built to support your growth.
• Send us copies of requested transaction documents (listing agreements, buyer brokerage agreements, ALTA settlements) within five days of signing. If you need the client's permission, get it ahead of time or have them send the documents directly.
• If a client becomes frustrated or a situation gets heated, loop in your Network Development Coach immediately.

First Impressions Matter

• Call to introduce yourself to the client within two hours of referral receipt, followed by an introductory email and text.
• Conduct a Realty Consultation with the client within 24 hours to set expectations, confirm client preferences and set them up with listings.
• Strongly encourage the client to submit their pre-approval paperwork.
• Meet face-to-face if possible.
• Mark “Contact Made” in AgentDash, or “Attempting Contact” if you can't reach the client. If they stay unresponsive, loop in your Coach.
• Introduce yourself to the Loan Officer via phone, text or email.

Communication

• Keep AgentDash updated with client status changes and include clear, detailed notes.
• Use the AgentDash messenger chat for quick contact with your Coach. Expect a 24-hour turnaround on communications.
• Let us know about any shift in the client's homebuying goals, status or closing dates.
• For AgentDash technical issues, contact AgentHelp@vu.com.

Securing the Contract

• Prior to making an offer, communicate with the Loan Team and contact the Loan Officer to discuss strategy, including budget and VA non-allowables.
• Flag any fees the buyer might be paying, such as those in Buyer Broker Agreements, so the Loan Officer can structure the loan optimally.
• Address client requests for seller-paid closing costs.
• Offers cannot include VA non-allowable fees.

Offer Accepted

• Alert the Loan Officer right away and send over any documents they need.
• Mark the file “under contract” in AgentDash and fill in all the required details.
• Send us the Buyer Broker Agreement.

Closing Time

• Update your Network Development Coach via AgentDash when the deal closes.
• Pay the referral fee:
  • Fastest: Pay directly with a debit or credit card inside AgentDash within 48 hours of closing.
  • Mailing a check: Include a copy of the invoice, the ALTA/CD and any other relevant client information, and mail it to:
    Realty Search Solutions Network
    PO BOX 801075
    Kansas City, MO 64180.
• Provide a copy of the CD/ALTA for every closed transaction.