video1.0<iframe src="https://www.loom.com/embed/a99da752cbbd47c5b215c9def10dd976" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a99da752cbbd47c5b215c9def10dd976-31175e55d697c7ed.gif5565.88This Loom provides contract and CRM best practices, emphasizing common mistakes in SkySlope forms and documentation order. Sarah Ferris explains to fill blank brokerage and designated broker fields on the agency disclosure brochure before printing and signing, ensure buyer representations match everyone checked on RE-21, verify seller names on title before signing RE-16, check MLS boxes for loan product eligibility such as Idaho Housing, and follow correct addendum ordering. She also covers Lofty workflows including checklists for lead follow up, using segments and automations for need-to-touch timing, and setting accurate property alerts with correct price ranges and frequency. The meeting also notes being mindful of deadlines such as counteroffer acceptance extensions and lead-based paint disclosure signed before offers, with forms timestamped dates needing consistency.