Skip to main content

Recently Updated Pages

Team Member (licensed)

Team Contracts Licensed Agents

Why Contracts Matter: Hiring the right person is only half the battle—clear expectations and leg...

Updated 6 days ago by Eryn Richardson

Social Media Policy for Team Members

Social Media Policy

Purpose   This policy guides all team members in their use of social media to ensure profession...

Updated 2 months ago by Eryn Richardson

Sample Job Posting

Licensed Agents

  Job Title: Licensed Real Estate Sales Professional – Team Member   Are you ready to take you...

Updated 4 months ago by Eryn Richardson

7 Steps to Hiring a Team Member

Licensed Agents

7 Steps to Hiring Licensed Agents   Recruiting licensed agents doesn’t need to be complicated—b...

Updated 4 months ago by Eryn Richardson

Tests

Licensed Agents

Updated 4 months ago by Eryn Richardson

Job Description

Licensed Agents

Updated 4 months ago by Eryn Richardson

Team Meetings/Huddles

Team Meetings/Huddles

Weekly Meetings   Meeting Objective: Start the week aligned, motivated, and focused. Review li...

Updated 4 months ago by Eryn Richardson

Standard Procedure for Onboarding a Team Admin

Onboarding Employee (Assistant)

Purpose To deliver a smooth, supportive, and professional onboarding experience for administra...

Updated 4 months ago by Eryn Richardson

Onboarding Standard Procedure

Onboarding New Agents

Purpose To provide a structured and welcoming onboarding experience that sets every new agent up...

Updated 4 months ago by Eryn Richardson

Expense Allocation

Financial Budgeting

    Download this chart -   GCI to Operating Expense Chart.pdf

Updated 4 months ago by Eryn Richardson

Inbound Lead

Lead Conversion Scripting

Updated 5 months ago by Eryn Richardson

Outbound Lead Script

Lead Conversion Scripting

In this call, you have offered information upfront, they have requested the information you have ...

Updated 5 months ago by Eryn Richardson

Sphere of Influence

Lead Conversion Scripting

Why We Don’t Take a Sales Approach with COI Clients When calling your SOI clients, you want to l...

Updated 5 months ago by Eryn Richardson

Kits Farming Solution

Farming Program Marketing

Here is the Keep in Touch Solution site for Farming to consider: Kits Website KITS Keep in Tou...

Updated 5 months ago by Eryn Richardson

Farming Plan

Farming Program

Geographical Farming – Own Your Area Step 1: Shift Your Mindset • Commit to a 5-year plan •...

Updated 5 months ago by Eryn Richardson

Google Keep

Cloud Solutions

Google Keep is a simple but powerful tool that allows agents to organize and access their check...

Updated 6 months ago by Eryn Richardson

Reminders

Cloud Solutions

Objective   To use the built-in Reminders app on my iPhone or Android as a personal assistant fo...

Updated 6 months ago by Eryn Richardson

Google Drive

Cloud Solutions

    Objective  This section outlines how I use Google Drive to keep my business organized, a...

Updated 6 months ago by Eryn Richardson

Using Google Calendar for Appointments, Time Blocking, Recurring Events, and Reminders

Cloud Solutions

  Purpose This  guides real estate agents in using Google Calendar to manage appointments, ...

Updated 6 months ago by Eryn Richardson

In Construction

Assignments For Sellers

Updated 6 months ago by Eryn Richardson