Cartus Affinity Services (For USAA and HES Clients)

Cartus Affinity Services (For USAA and HES Clients)

1st Two-Weeks Activity Report – HF

When inputting the report into the body of your email, please include the file information section. Email to Relocation Department immediately after contact with customer. Complete only the section of the form that applies to the current status.

1st Two-Weeks File Information - Homefinding
Date Submitted: /

Broker Center #:

Customer Name: /

Office Name:

Assigned Agent: / Agent Phone #:
Agent Email:
1st Two-Weeks - Customer Contact Report
Date of last contact with customer:
Have you discussed listings with customer: / Select:YesNo
Date of househunting trip: Who went househunting:
Number of homes shown:
Offers made: Select:YesNo If yes, status of offer:
Or when does the customer plan to look at homes:
Comments:
Customer has a pre-qual letter: / Select:YesNo
If yes, with who:
If not with the preferred lender, why not:
Was a mortgage re-direct done (i.e. Updated Price Quote or Save the Deal): / Select:YesNo
Mortgage status comments:
Any additional feedback:

Or

Homefinding Referral Close-out
Reason for close-out of referral: / Select:Base HousingBetter Broker Incentive/Reduced CommissionBought Direct - BuilderBought Direct - FSBOChanged Destination (use comments to explain)Corp Relo/No Opport (use comments to explain)Decided to RentDid Not Qualify for Mtg (use comments to explain)Legal Issue (use comments to explain)Market ConditionsMove Cancelled/PostponedOpted Non-Network BrokerOpted Other BrokerPrior Relationship with Other BrokerUsed Competing ProgramOther (use comments to explain)
Comment required:

HF = Homefinding Referral

For reporting purposes only, immediately is defined as the following:

If the move event is completed during normal business hours then reporting is due the same day.

If the move event is completed after normal business hours, reporting is due by noon of the following day.

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