Seller Financing Contract

  • Collect Payment

  • put contact in agile

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

  • email contact them a welcome letter

  • update trello task to brian to sold status

  • update shared website with brian

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

  • put loan in zimplemoney and email them welcome letter

  • authorize.net update recurring payments

This checklist was created by tameeland

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