Dana Whitfield, Lakeside RealtyRegistered at first visit · Jul 20 · 3% co-op
Approved- Contract price at sale
- $446,300
- Final price at closing
- $459,550
- Co-op due at closing
- $13,786.50
- Tax ID on file
- •••• 7305
Closing, co-op and warranty
Loan status from application to clear to close. Realtor co-op paid at closing on the final price, after every change order. Orientation, 60-day and 11-month walkthroughs scheduled at closing, and warranty requests routed to your trades.
- Module
- 04 of 05
- Loan
- To clear to close
- Co-op
- On the final price
- Warranty
- 3 walkthroughs
01Contingencies and the loan
From contract to clear to close
Each contingency has a deadline and an owner who is reminded. Loan status runs from pre-approved to clear to close and funded.
- Under contract
Contingencies
Each contingency has a deadline and an owner who is reminded.
- Loan
Loan status
Loan status runs from pre-approved to clear to close and funded, on the buyer’s record and their portal.
- Closing
The final price
Every signed change order is already in the contract price, so closing works from the final figure.
- At closing
Walkthroughs booked
The orientation, 60-day and 11-month walkthroughs are scheduled when the home closes.
02Realtor co-op
Co-op paid at closing, on the final price
A realtor registry, first-visit registration, a workspace co-op cap and a 1099 export — so the co-op conversation is settled by the record, not by memory.
[Co-op due at closing]
= final contract price × co-op rate
Co-op due at closing
= final contract price × co-op rateIllustrative figures.
- 01
First visit wins
The realtor who registers the buyer on the first model-home visit gets the co-op. Later claims are recorded, with dates, but do not win.
- 02
Paid at closing, after change orders
Nothing accrues at the sale. At closing the co-op is worked out on the final price, after every signed change order.
- 03
Your cap, enforced
The workspace sets the maximum co-op rate. A rate above the cap accrues nothing automatically, rather than being quietly lowered.
- 04
A 1099 export at year end
Tax IDs are stored encrypted, with only the last four shown. An admin exports 1099-NEC rows, and that export is audited.
03Warranty
Three walkthroughs, booked at closing
Warranty requests go to your trades, with the history on record. Buyers raise them from their portal after closing.
- At closing
Orientation
Scheduled when the home closes, on the buyer’s record.
- 60 days
60-day walkthrough
Scheduled at closing. The buyer’s owner on your team is reminded.
- 11 months
11-month walkthrough
Scheduled at closing too, so all three are on the calendar from day one.
- Any time
Requests to your trades
Requests are tracked against workmanship, systems and structural coverage and assigned to your trades, with the history on record.
Warranty · Homesite 42
| 60-day walkthrough | Feb 16 · reminder sent |
|---|---|
| 11-month walkthrough | Nov 18 |
| Request · drywall crack | Assigned · Summit Drywall |
| Request · HVAC noise | Systems cover · open |
| Coverage | Workmanship 1 yr · systems 2 · structural 10 |
Warranty and walkthroughs
Orientation, 60-day and 11-month walkthroughs set at closing. Requests routed to your trades.
3 Coverage types tracked
Workmanship, systems and structural — 1, 2 and 10 years by default. Out-of-warranty requests are flagged.
04Sales report
The US sales report
Traffic, appointments, sales, cancellations and closings — by community and by lead source, for any date range.
| Traffic | New leads, by community and by source |
|---|---|
| Appointments | Visits set |
| Sales | Homes sold |
| Cancellations | Counted in the period they happened |
| Closings | Homes closed |
Each event is counted in the period it happened: a March sale cancelled in April is a March sale and an April cancellation. See the full sample report
By community · last 90 days
| Cedar Ridge | 96 → 27 → 9 sales · 1 cancellation |
|---|---|
| Mill Creek | 71 → 19 → 6 sales · 1 cancellation |
| Oak Hollow | 47 → 12 → 4 sales · 0 cancellations |
| Average days contract → close | 112 |
| Closings | 14 |
The US sales report
Traffic → appointments → sales → cancellations → closings, by community and by source.
05Closing questions
Co-op and warranty
How the co-op is settled and how warranty is handled.
How does ZevroCRM handle realtor co-op?
ZevroCRM gives the co-op to the realtor who registered the buyer on the first model-home visit; later claims are recorded but do not win. The co-op accrues at closing on the final price, after every signed change order, up to a cap your workspace sets. An admin can export 1099-NEC rows at year end.
Does ZevroCRM handle warranty?
Yes. When a home closes, ZevroCRM schedules the orientation, 60-day and 11-month walkthroughs and reminds the buyer’s owner on your team. Warranty requests are tracked against workmanship, systems and structural coverage (1, 2 and 10 years by default) and assigned to your trades.
The whole platform · Still unsure whether it fits how you sell? Book a demo or write to hello@zevrocrm.com.
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