We will send you email to help you stay on top of the transaction process.
Received an email? Read below to learn why:
Your File Has Been Approved for Commission Doc Generation
Why did I receive this?
This means you can go in and review and approve your commission.
- This is sent to Agent Owner & All Admins on the transaction
- You will receive this email one time - when the Broker Approves all documents required for commission document generation.
What do I need to do?
All you need to do is click the button in the email. This will take you to your transaction.
- If you haven’t already approved your commission, click Approve Commission Calculation. See more: Step 3: Calculate & Approve Commission. Then, you can send the CDA (Step 5: Send the CDA)
- If you already calculated and approved your commission calculation, you Send the CDA.
Once you complete the above, the CDA is with closing/title and ready to close.
Example Email:
Reminder to Validate your Commission
Why did I receive this?
This is just a reminder to approve your commission calculation. Lots of agents do this without a reminder - but just in case, we send this out 2 weeks prior to closing.
- This is sent to Agent Owner & All Admins on the transaction
- You will receive this if your transaction is in the "needs commission validation" status - and it's two weeks from your scheduled closing date.
- This typically means you didn't approve the commission calculation - or something changed and you need to re-approve it.
- We will send this email every 2 days until you validate the commission.
What do I need to do?
All you need to do is click the button in the email. This will take you to your transaction.
- Please review all the people on the deal and make sure you have all fees entered on the deal.
- Then, you can click Approve Commission Calculation.
If you want more details, check out: Step 3: Calculate & Approve Commission.
Example Email:
Reminder to Send Commission Document
Why did I receive this?
This is just a reminder to send your commission document. Lots of agents do this without a reminder - but just in case, we send this out 1 week prior to closing. It’s also possible something changed with your CDA and we sent this so you can see the updates.
- This is sent to: Agent Owner & All Admins on the transaction
- You will receive this email if your transaction is in "Commission Document Generated" status and it's one week before closing.
- This typically happens if you didn't send your CDA - or if something changed with your CDA and you need to review and approve the updates.
What do I need to do?
Click the button in the email. This will take you to your transaction.
- If you already calculated and approved your commission calculation, you Send the CDA.
Once you complete the above, the CDA is with closing/title and ready to close.
Example Email:
Transaction Is About To Close
Why did I receive this?
We send this whenever a deal is about to close and we don’t have everything we need from you to close the file.
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Agent Owner & All Admins on the transaction
- If your closing date is in the next 2 weeks
What do I need to do?
- If the deal is still active, you should upload your pre-closing documents to your transaction checklist so your Broker can review and mark the file compliant. Click here for step-by-step instructions. We send this two weeks in advance and highly recommend getting your documents in as soon as possible so your Broker can review.
- If you need to adjust the closing date, you can do that directly in reZEN - here are those instructions.
- If the deal fell through, you will need to terminate - here are those instructions.
Why is the settlement statement / proof of payment listed?
We list all the items required to close a file - many of these are required before you go to closing. Items like the Settlement Statement and Proof of Payment are only required after closing.
Example Email
Transaction Has Expired
Why did I receive this?
We send this whenever a deal is active in reZEN, but past its closing date.
- Sent to: Agent Owner & All Admins on the transaction
- We send this when a transaction is passed its estimated closing date
What do I need to do?
- If the deal already closed, click the button in the email to upload your final settlement statement and proof of payment to your checklist. Click here for step-by-step instructions.
- If you need to extend the closing date, please update reZEN - here are those instructions.
- If the deal fell through, you will need to terminate - here are those instructions.
Example Email:
Listing is About to Expire
Why did I receive this?
We send these reminders 2 weeks before a listing expired - just in case you forgot 🙂
What do I need to do?
- If you already have your listing paperwork signed, please update the date in reZEN and add your amendment paperwork to your listing checklist - step-by-step instructions.
- If the listing expired and the sellers aren’t going to renew, you can terminate the listing - those steps are here.
Example Email:
Listing Has Expired
Why did I receive this?
We send these reminders whenever your listing expires in reZEN.
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We send this to: Agent Owner & All Admins on the transaction
- We send this when: the listing is active in reZEN and past the expiration date.
What do I need to do?
- If you are doing an extension, please update reZEN with the new expiration date and add your amendment paperwork to your listing checklist - step-by-step instructions.
- If you aren’t going to renew, please terminate in reZEN - those steps are here.
