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ACTION NEEDED
Seller Intake & Portal — Design Decisions for Suzanne
The seller onboarding wizard and two-way messaging system are designed and ready to build — but several decisions require Suzanne's input before development begins. Please review each item below and record your answers. Once answered, this checklist can be dismissed.
Seller Intake Wizard
1
NC Disclosure Form (REC 4.22)
NC law requires sellers to complete the Residential Property & Owners' Association Disclosure
before listing. Do you want this collected digitally inside the portal (we build a form),
or does your current process handle it separately (PDF sent/returned outside the app)?
This is the single biggest legal decision before we can build Step 5 of the wizard.
2
Listing Agreement Text
The final step of the wizard requires the seller to accept a listing agreement before submitting.
Please provide the text of your standard flat-fee listing agreement so we can embed it as a
digital acknowledgment. If it needs a wet signature, we discuss DocuSign integration.
3
Photography Scheduling (Core & Command tiers)
After a seller submits their intake, Core and Command tiers include professional photography.
How do you want to schedule it — phone call outreach, an online booking link (Calendly etc.),
or something inside the portal? Who is the photographer / vendor?
4
CMA Delivery (Core & Command tiers)
How and when do you deliver the Comparative Market Analysis to sellers?
Do you want to upload it as a document inside the seller portal so they can view it there,
or is email delivery outside the portal sufficient for now?
5
Payment Collection
Current plan: seller submits intake → you collect flat fee by phone or check → then activate listing.
Is that the right workflow for launch? And is Stripe self-service payment a priority for Phase 2,
or is manual collection fine for the first 6–12 months?
6
MLS Required Fields (TMLS / Canopy MLS)
The intake wizard collects property details, features, pricing, and disclosures — but
Triangle MLS may have additional required fields for submission (specific amenity codes,
room dimensions, tax PIN, etc.). Please pull up a listing submission form in your MLS portal
and flag anything that isn't covered by the proposed intake steps.
7
Buyer Agent Commission Guidance
The pricing step asks sellers what buyer agent commission they want to offer (typically 2.5–3%
in Wake County). Do you want the portal to show a recommended range with a brief explanation,
or leave it as a blank field with no guidance? Showing context reduces support calls but
may feel like a nudge — your call.
Seller ↔ Staff Messaging
8
Two-Way Messaging System
Planned feature: sellers can send messages from their portal; staff reply from app.html.
Both sides get email notifications ("A new message from [name] is waiting").
Messages are threaded per listing. Does this replace your current email/phone workflow,
or supplement it? Any concerns about response time expectations sellers might develop?
9
Additional Workflow or Data Requirements
Are there any steps, documents, or data points in your current real-world listing process
that aren't covered above? For example: pre-listing inspection, utility info, HOA package
retrieval, plat maps, survey, earnest money handling. Anything you currently do on paper
or by email that you'd like the portal to track.
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