Realtor vacation coverage checklist handoff

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Who gets co-agent access?

Covering agent or TC per client file — scoped, not whole brokerage login share.

What to hand off besides checklist?

A written note on deal stage, firm dates and sensitive parties, kept with the file.

Rental season overlap?

Same handoff — rental packages stall on missing employment letters.

Export before long weekend?

Completed packages for broker review if closing during absence.

Automated OOO document chase?

Partly. For a checklist shared by guest link, Hivi-X emails the client up to three reminders naming what is still missing, even while you are away. Calls and texts are still up to the covering agent; the dashboard shows what is missing.

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