What to Expect After You Place an Order

One of the most common questions we receive from members is what happens after an order is placed. This article outlines exactly what to expect once your order is submitted through our portal and how our team manages the process from start to finish.

Step 1: Order Review & Internal Assignment

Once your order is placed, it is immediately assigned to a member of our in-house operations team.

At this stage, we review:

• The service requested

• Property and contact details

• Timeline and any special instructions

This ensures the order is set up correctly before any outreach begins.

Step 2: Initial Outreach to the Seller or Point of Contact

Our team completes the first outreach to the seller or designated contact.

During this communication, we:

• Introduce who we are

• Confirm that we are working on behalf of your company

• Explain the purpose of the visit (photos, walkthrough, lockbox, signing, etc.)

• Inform them that a local representative will be assigned

This step ensures the seller is informed and knows what to expect.

Step 3: Scheduling & Local Representative Assignment

After initial outreach:

• Availability is coordinated with the seller

• A local representative is assigned based on:

  • Property location

  • Service type

  • Timeline and availability

The appointment is then scheduled in our system.

Step 4: Secondary Confirmation by the Local Representative

Once assigned, the local representative reaches out directly to the seller from a local phone number.

During this outreach, the representative:

• Introduces themselves as the assigned contact

• Confirms the appointment date and time

• Shares their direct phone number

• Verifies access details and instructions

This serves as a final confirmation before the scheduled visit.

Step 5: Member Updates & Communication

You receive updates at each key stage of the order, including when:

• A representative is assigned

• The appointment is confirmed

• The service is completed

• Files are ready for delivery

Updates are provided through the portal and via email.
If clarification or approval is needed at any point, our team will reach out through the portal and follow up by email if necessary.

Step 6: Service Completion & Quality Review

On the scheduled date, the local representative:

• Arrives at the property

• Completes the requested service

• Submits deliverables for internal quality review

All files are reviewed before being released.

Step 7: Final Delivery

Once quality review is complete:

• Final assets are uploaded to the portal

• You are notified when files are available