08/17/2026
Customize based on your state, brokerage requirements, and scope of services.
The contract is signed, everyone is celebrating, and now it's time to send the file to your TC.
But before you forward one attachment and disappear... 😅
Here's something that makes a big difference:
Send the full story.
I don't just need the main contract. I need the documents, contacts, and context that help me understand the transaction I'm stepping into.
That may include the fully executed contract, signed addenda, disclosures, representation or compensation documents, existing property documents, and anything else that affects the file.
I also need to know what the paperwork can't tell me.
Was the inspection already scheduled?
Is there a conversation I should be aware of?
Has something already been promised, discussed, or handled?
Are there client dynamics that may affect how I communicate?
A complete handoff allows me to start managing the transaction immediately instead of spending the first day piecing together what happened before I arrived.
The documents tell me what was signed.
The context tells me how to support the transaction well.
Agents, save this for your next accepted contract, and ask your TC what they want included in every new file handoff.