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01 / Pre-Meeting
Send intake form, prepare your approach, understand the seller before you arrive
📋

Seller Intake Form

Sent to the seller before your 15-minute visit. They fill out goals, price expectations, timeline, and how they make decisions. Saves back to the hub automatically.

🧠

Learning Style Guide

The Oak & Axis agent playbook. Recognize each seller type - Analytical, Emotional, Pragmatic, Collaborative, Skeptical - and adapt your presentation to match how they actually make decisions.

📝

Post-Meeting Notes

Fill out in the car immediately after the 15-minute visit. Captures what they said, their price perception, motivation, attachment level, and decision style. Feeds into your CMA strategy.

02 / Valuation
Build the CMA after the meeting, anchored to what the seller told you
🎯

Accurate List Price Engine

Appraiser-grade CMA using Fannie Mae methodology. Adjusts for all 11 property features, weights by recency, flags outliers, and generates a confidence score. One click sends to Price Positioning Engine.

03 / Listing Presentation
Price position, marketing plan, and the case for choosing Oak & Axis
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Price Positioning Engine

Full listing presentation with market temperature, buyer pool by price band, comparable sales scatter, competing listings, DOM penalty calculator, price reduction timeline, and agent card.

🎬

Marketing Strategy

Eight-slide interactive presentation showing your full marketing approach. Show sellers exactly what they are getting and why it gets homes sold faster.

🔍

Marketing Audit

Side-by-side comparison of what competitors do vs. what Oak & Axis delivers across 11 categories. Show sellers the gap with data. The most powerful listing appointment closer you have.

04 / Active Listing
Launch the home, report weekly, respond to market changes
🎯

Listing Launch Kit

Share this with the seller the moment they sign. Week-by-week campaign plan, every deliverable, communication promise, and key dates. Sets the expectation for a premium experience from day one.

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Weekly Seller Report

Branded weekly activity report - showings, social reach, ad performance, feedback themes, market activity. Keeps sellers confident and eliminates the silence that causes price reduction pressure.

🔔

Market Update Alert

When something changes - a comp sells, competitor reduces, rates shift - generate a branded one-pager in 2 minutes. Send it before your seller reads it on Zillow.

📊

Price Reduction Advisor

Data-driven reduction recommendations with DOM thresholds, carrying cost penalty, competing listings analysis, and seller conversation script. Know exactly when and how much to reduce.

05 / Under Contract
Manage the transaction from accepted offer to closing table
📅

Transaction Timeline

Visual countdown from contract to close. Every Florida deadline tracked and color-coded by urgency with timeline, checklist, and table views. Nothing falls through the cracks.

📈

Sellers Net Sheet

Florida closing costs, mortgage payoff, net proceeds. Complete picture of what the seller actually walks away with before accepting any offer.

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Offer Net Sheet

Up to 8 offers side by side, Florida doc stamps auto-calculated, counter-offer strategy engine, net proceeds per scenario. Know exactly which offer puts the most in your seller's pocket.

🌟

Buyer Offer Scorecard

Score up to 6 offers across 8 dimensions. Side-by-side strength comparison with visual bars. Present a clear recommendation with data behind it.

06 / Closing & Beyond
Close strong, ask for the referral, build the relationship for life
🏆

Pre-Close Seller Summary

Generated 3 days before closing. Shows total marketing reach, showings, offers, days on market, and every deliverable executed. This is what makes the commission feel like a bargain.

🎁

Closing & Referral

Post-close touchpoint that thanks the seller, recaps the win, asks for a referral naturally, and includes a direct Google Review link. The $40,000 experience does not end at closing.

07 / Buyer Tools
Offer building, analysis, and buyer-side tools
🔑

Buyer Offer Builder

Auto-generates 5 offer scenarios from a single buyer profile. Win It Clean, Best Value, Buyer Friendly, Cash-Equivalent, and Conservative. Agent picks 3 to present. Buyer-facing share view included.

🎯

Paid Ad Campaign Brief

Full Meta, YouTube, and TikTok ad strategy with audience targeting specs, budget allocation, 14-day schedule, and ad copy. Present at listing appointments or hand to a media buyer.

🏠

Property Landing Page

Luxury standalone property website - hero photo, gallery, features, video, map, and QR code. Downloads as a complete HTML file. Drive paid traffic here instead of Zillow.

Saved Files — grouped by deal stage

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