Every plan is different and customized to the buyer’s unique situation.
Customize the plan by answering questions on behalf of your buyers. Note how your answers to questions affect the tasks shown and their due date. After the plan is created you can customize it further by deleting tasks or editing their due date.
If you are interested in greater customization such as co-branding, different text for tasks and questions, your own logic for task creation, and integration into the software agents are already using to manage their transactions, please see our brokerage plan.
If you find an inaccuracy or a task that doesn’t reflect the way homes are bought and sold in your area, please let us know and we’ll fix it. You can also use the “Feedback” link on each task - when you click on a task’s name to get to the details page for that task, you’ll see this link on the right side of the task’s description.
This document is a community edited guide, is not legal advice, and is subject to changes, modifications, and may contain inaccuracies or out-of-date information. As with any important financial transaction, consult a real estate professional and/or an attorney. See our terms of service for more information.