Agent playbook
Specialized support for a transaction that demands discipline.
KW Default Solutions helps Keller Williams Realty professionals approach short sales with a repeatable workflow, careful documentation and consistent client communication.
Training
Understand short-sale fundamentals, risk points, lender expectations and the agent’s scope.
Coaching
Get practical support for live situations, package organization and transaction milestones.
Resources
Use checklists, scripts and workflow guides that keep the file organized.
Network
Connect homeowners with trained local Keller Williams Realty professionals.
Listing agent workflow
Control what can be controlled.
- Complete a detailed seller and property intake.
- Identify every loan, lien, notice and known deadline.
- Set accurate expectations—no guaranteed approval or timeline.
- Price from evidence and document property condition.
- Qualify the buyer’s patience, financing and flexibility.
- Submit one complete, indexed package.
- Maintain a dated communication log.
- Track expiring financial and buyer documents.
- Review written approval against the contract and closing statement.
- Escalate legal, tax and debt questions to licensed professionals.
Transaction watch list
Issues to surface early.
- Second mortgages and home-equity lines
- HOA liens, judgments and unpaid utilities
- Bankruptcy or probate involvement
- Divorce, title disputes or missing parties
- Tenant occupancy and lease rights
- Property condition and unpermitted work
- FHA, VA, USDA or investor-specific requirements
- Seller cash contributions or relocation assistance
- Buyer credits and closing-cost caps
- Foreclosure dates and legal deadlines
Agent resources
Build the file before the file builds pressure.
Package Checklist
Review homeowner, transaction, lien and signature requirements.
Open checklist →Milestone Tracker
Use the standard stages to frame seller and buyer updates.
Review milestones →Referral Support
Ask for help while keeping the client relationship clear.
Refer a situation →