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Matt MartinReal Estate Management : 

Matt MartinReal Estate Management Online Short Sale Management Portal MMREM + Portal success

Pre Marketing creates the account in the portal : 

Pre Marketing creates the account in the portal

Pre Marketing will then assign the borrower to the property : 

Pre Marketing will then assign the borrower to the property

The Seller then uploads their documents directly into the portal : 

The Seller then uploads their documents directly into the portal

Using a Check List and PDF Indexing, Pre Marketing ensures proper documentation : 

Using a Check List and PDF Indexing, Pre Marketing ensures proper documentation

At this stage the file is assigned to an Asset Manager : 

At this stage the file is assigned to an Asset Manager

The Asset Manager will assign the Realtor : 

The Asset Manager will assign the Realtor

The Asset Manager can choose a realtor by name or by proximity to the subject property : 

The Asset Manager can choose a realtor by name or by proximity to the subject property

The Realtor will then be tasked to upload their Signed Referral Agreement : 

The Realtor will then be tasked to upload their Signed Referral Agreement

The Asset Manager will also confirm internally all other qualifying information on the Realtor : 

The Asset Manager will also confirm internally all other qualifying information on the Realtor

At this stage the realtor is tasked to submit a BPO : 

At this stage the realtor is tasked to submit a BPO

The BPO is completed by a local agent familiar with the respective market : 

The BPO is completed by a local agent familiar with the respective market

The Asset Manager will set the List Price : 

The Asset Manager will set the List Price

The Realtor will set the Listing Appointment : 

The Realtor will set the Listing Appointment

The Realtor will upload the Listing Agreement : 

The Realtor will upload the Listing Agreement

The Realtor will be tasked to upload the MLS and Property Photo : 

The Realtor will be tasked to upload the MLS and Property Photo

The Asset Manager notifies the Title Company : 

The Asset Manager notifies the Title Company

The Realtor then Determines Occupancy and will Verify Lockbox Duty : 

The Realtor then Determines Occupancy and will Verify Lockbox Duty

The Realtor inputs HOA information (if applicable) : 

The Realtor inputs HOA information (if applicable)

The asset manager provides weekly updates : 

The asset manager provides weekly updates Every week the asset manager is required to update all parties The asset manager updates the listing agent and seller via the portal Every week the asset manager will gather weekly showings and price information Monday morning reporting

The Realtor is then asked to Complete the Offer Worksheet : 

The Realtor is then asked to Complete the Offer Worksheet

The Realtor will then upload the Regional Sales Contract : 

The Realtor will then upload the Regional Sales Contract

The Asset Manager and Supervisor will both confirm the Contract Documents : 

The Asset Manager and Supervisor will both confirm the Contract Documents

The Asset Manager will send the Contract to the Title Company : 

The Asset Manager will send the Contract to the Title Company

The Realtor is tasked to complete a 2nd Occupancy Inquiry and have Seller send 30 Day Notice to Vacate if Tenant Occupied : 

The Realtor is tasked to complete a 2nd Occupancy Inquiry and have Seller send 30 Day Notice to Vacate if Tenant Occupied

The Title Company will upload the Prelim HUD-1 : 

The Title Company will upload the Prelim HUD-1

The Negotiations’ Supervisor will assign a Negotiator to approve the Prelim HUD-1 : 

The Negotiations’ Supervisor will assign a Negotiator to approve the Prelim HUD-1

The Negotiator will compile the Short Sale Package in PDF and send to the Lender(s) : 

The Negotiator will compile the Short Sale Package in PDF and send to the Lender(s)

The Negotiator will provide current Stages of Negotiations : 

The Negotiator will provide current Stages of Negotiations

The Asset Manager provides Weekly Updates (Negotiations Phase) : 

The Asset Manager provides Weekly Updates (Negotiations Phase) Asset Manager / Negotiator Seller Loan Servicer Mortgage Investor Mortgage Insurer Buyer HOA Liens Buyers Lender’s Primary Pool Junior/ 2nd Lienholders Housing Counselor

Once the property is ready to close the negotiator will upload the Ready to Close (RTC) documents : 

Once the property is ready to close the negotiator will upload the Ready to Close (RTC) documents

The Seller will Download, Sign, and Upload the RTC documents : 

The Seller will Download, Sign, and Upload the RTC documents

The seller will download, sign, and upload the Demand Letter Release Form : 

The seller will download, sign, and upload the Demand Letter Release Form

The Asset Manager will send (NPI Protected) Demand Letters to Buyer’s Agent : 

The Asset Manager will send (NPI Protected) Demand Letters to Buyer’s Agent

The Asset Manager monitors regional contract performance (Closing Phase) : 

The Asset Manager monitors regional contract performance (Closing Phase) Buyer’s Appraisal Buyer’s Financing Home Inspections HOA Documents Cash for Keys (if applicable) POA Title and Escrow Any other Contingency and Right of Rescission Periods

The Asset Manager will inquire about POA : 

The Asset Manager will inquire about POA

The Asset Manager will send a Commission Invoice to the Listing Broker : 

The Asset Manager will send a Commission Invoice to the Listing Broker

The Asset Manager will get an update from the Buyer’s Lender : 

The Asset Manager will get an update from the Buyer’s Lender

The Realtor will confirm the Closing Date : 

The Realtor will confirm the Closing Date

The Title Company will upload the Signed HUD-1 : 

The Title Company will upload the Signed HUD-1

Closing : 

Closing e asset Verify funds transfer Save a copy on Virtual hard drive Shred NPI The Asset Management Supervisor will Close the file and submit to Post Close / Accounting