Transaction and portal training for home sellers

Recommended workflow

1. 01

   Create the document list early

   Gather title, association, permit, lease, warranty, utility, and improvement records before a buyer deadline.

2. 02

   Choose the access rules

   Set notice, showing windows, occupancy, pet, alarm, and agent instructions in writing.

3. 03

   Triage repair requests

   Separate safety, lender, inspection, cosmetic, and negotiated items before authorizing work.

4. 04

   Use the correct association path

   Order resale certificates and governing documents early; turnaround and fees may vary.

5. 05

   Keep material decisions with your agent

   Use the portal for operations, but rely on your licensed agent and qualified advisers for transaction strategy and legal questions.