Cartus Affinity Services (For USAA and HES Clients)

Monthly Activity Report – LST

When cutting and pasting activity report into the body of your email, please include the file information section. Please email to Relocation Department immediately after contact with customer. Complete only the section of the form that applies to the current status.

Monthly File Information - Listing
Date Submitted: /

Broker Center #:

Customer Name: /

Office Name:

Assigned Agent: / Agent Phone #:
Agent Email:
Property Address:
Listing Presentation & Follow Up
Listing presentation date: / Did you win listing: / Select:YesNoUndecided
If undecided
When do you expect a decision to be made by the customer:
If Yes:
List price: / List date:
Most probable sales price: / Expiration date:
Is property in MLS: / Select:AgentSellerBoth
Describe marketing strategies to include frequency:
Comments:

Or

Active Listing (from list date forward)
Current list price: / Total # of showings:
Showing feedback: / Total # competing listings:
Offers made: / Select:YesNo / If yes, status of offer:
Agent Comments/Recommendations/Obstacles to Sell:
Date of last CMA completed:
In agent’s opinion, what is necessary to sell this house in the next 30-60 days:
Did agent discuss this with the homeowner : Select:YesNo
Has the listing been renewed: / Select:YesNo / If yes, new expiration date:

Or

Listing Referral Close-out
Select One:Base HousingBetter Broker Incentive/Reduced CommissionBought Direct - BuilderBought Direct - FSBOCannot Reach/No Response (use comments to explain)Changed Destination (use comments to explain)Corp. Relo/No Opport (use comments to explain)Decided to RentFailed InspectionLegal Issue (use comments to explain)Listing Not RenewedMarket ConditionsMove Cancelled/PostponedOpted Other BrokerOpted Non-Network BrokerPrior Relationship with Other BrokerUsed Competing ProgramOther (use comments to explain)
Comment required:

For reporting purposes only, immediately is defined as the following:

If the move event is completed during normal business hours then reporting is due the same day.

If the move event is completed after normal business hours, reporting is due by noon of the following day.

LST = Listing Referral

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