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The Service Journey for Buyers, Sellers, Landlords and Tenants

Onboarding Employee (Assistant)

Communication is at the centre of every successful real estate business. As an administrator, you...

Updated 1 month ago by Eryn Richardson

Team Communication

Onboarding Employee (Assistant)

  Communication is at the centre of every successful real estate business. As an administrator, ...

Updated 1 month ago by Eryn Richardson

Standard Clauses

Forms and Clauses

Standard clauses are an important part of creating consistent, compliant, and professiona...

Updated 1 month ago by Eryn Richardson

Buyer Transaction Forms

Forms and Clauses

The following forms are needed to be compliant in a trade representing a Buyer; Reco Informa...

Updated 1 month ago by Eryn Richardson

Seller Listing and Sale Forms

Forms and Clauses

These are the forms that will be needed to stay complaint for a Listing; RECO Information Broc...

Updated 1 month ago by Eryn Richardson

Personality Profiles

My Personality Profile

A DISC profile helps each team member better understand their natural communication style, ...

Updated 1 month ago by Eryn Richardson

Real Estate Administration Role- Overview

Onboarding Employee (Assistant)

This first session of the Agent Administration Program provides a practical overview of how admin...

Updated 1 month ago by Eryn Richardson

Tests

Licensed Agents

  Disc Assessment -Tony Robbins Disc

Updated 3 months ago by Eryn Richardson

Team Member (licensed)

Team Contracts Licensed Agents

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

Updated 7 months 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 10 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 11 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 11 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 1 year 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 1 year 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 1 year ago by Eryn Richardson

Expense Allocation

Financial Budgeting

    Download this chart -   GCI to Operating Expense Chart.pdf

Updated 1 year ago by Eryn Richardson

Inbound Lead

Lead Conversion Scripting

Updated 1 year 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 1 year 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 1 year 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 1 year ago by Eryn Richardson