Seller Financing Contract

Terell

  • Collect Payment

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    How to do this task:
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  • put contact in agile

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  • add name to the deal associated with and move deal to seller financed

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  • email contact them a welcome letter

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  • update trello task to brian to sold status

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  • update shared website with brian

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  • go to docusign and write up contract and send to new buyer Forms -2017 SF Contract-

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  • put loan in zimplemoney and email them welcome letter

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  • authorize.net update recurring payments

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This checklist was created by tameeland

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