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Less Productive Tasks
Less Productive Tasks Agents Should Delegate or Outsource These are common tasks that, while necessary, don’t directly generate income and are often worth less than your calculated hourly rate. Delegating these allows you to stay focused on high-value activ...
High Valued Tasks
High-Value Tasks for Real Estate Agents Lead Generation & Prospecting • Making prospecting calls (past clients, sphere, leads, expireds, FSBOs) • Door knocking or hosting local community events • Attending networking events or referral-building gro...
Showing Procedure
Step-by-Step Procedure: 1. Pre-Showing Preparation • Confirm the showing appointments with listing agents or via scheduling systems (e.g., BrokerBay, ShowingTime). • Review MLS details for each property, noting key features, disclosures, and access instruc...
Home Buyer Readiness & Preferences Checklist
Home Ownership & Living Situation Is this your first home purchase? Are you currently renting? If yes, have you signed a lease? When does the lease term end? Do you currently own a home? Will you need to sell it to use the proceed...
SOP: Realtor for Life – Post-Closing Client Care
Objective: To build long-term client relationships through consistent and personalized post-closing outreach, creating lifetime value and referral opportunities from each transaction. 1. Initial Post-Close Touchpoint (Week 1 After Closing) Purpose...
Tenant Checklist
Are you currently renting? If yes, did you sign a lease? When does the term end? Who will be on the lease? Have you done a credit check for signers? Can you access funds quickly to cover first and last month's rent? If credit or inc...
Tenant Presentation
Download or save a copy of this presentation by clicking the link below Link - Tenant Presentation - Google Slides
SOP: Creating an Offer Using SkySlope Forms
Objective: To ensure agents use the correct brokerage templates and standardized clauses to prepare a compliant, professional, and complete offer package for clients. 1. Log Into SkySlope Go to your Board Login and Click on SkySlope You Should be in ...
Offer Checklist
Pre-Offer Preparation - (Representation and buyer presentation should be done) Buyer(s) questions Open the line of communication with Mortgage Specialist Review MLS listing and attachments Initial call to listing agent to ask questions Research - Pr...
SOP: Home Inspection
Objective: To guide agents in coordinating and supporting the home inspection process, ensuring clients understand the purpose, scope, and implications of the inspection while maintaining a smooth, professional experience. 1. Schedule the Inspecti...
Checklist for The Journey
1. Introducing the Process - Listing Presentation Provide a dynamite Selling Process Package (print and digital) Build trust with clear expectations and timelines Deliver a personalized CMA prepared by the REALTOR® Drop off a small thank-you gift after t...
Listing Presentation Digital
Click Here - Digital Listing Presentation Use this link to access the listing presentation template for C21HG agents. To make edits, you’ll need to be signed into Google Drive with your Century 21 email. Be sure to either download the file or save a copy...
Listing Presentation for Print
Click Here - Digital Listing Presentation Use this link to access the listing presentation template for C21HG agents. To make edits, you’ll need to be signed into Google Drive with your Century 21 email. Be sure to either download the file or save a copy to...
Spotlight Marketing
Great marketing gets great results. This section shows agents how to elevate every listing with a high-impact marketing strategy that includes professional photography, video tours, targeted social media, and printed materials that make an impression. With too...
Open House Checklist
Pre-Open House Prepare sellers with your process Prepare Market CMA Print list of latest sold in area Prepare list of nearby schools Ensure listing is live on Realtor.ca Advertise on social media Post an invite video on social media Know details abou...
Standard Procedure
Purpose: To outline the step-by-step process an agent should follow to plan, promote, host, and follow up on a successful open house that supports the seller’s goals, maintains professional standards, and generates high-quality leads. Procedure: 1...
Social Media Posts and Videos
Social Media Marketing for Listings Purpose: To ensure every listing receives consistent, professional exposure across social media platforms using a mix of organic and paid strategies. This procedure outlines when and how to post, what type of content to ...
Standard Procedure
Standard Operating Procedure: Managing a Listing in a Seller’s Market Purpose: To outline the process for listing, preparing, and negotiating offers in a strong seller’s market, where multiple offers and high competition are expected. This ensures a transp...
Winning in Multiple Offers
Representing Buyers in Multiple Offers Purpose: To outline a clear, step-by-step process for representing buyers in a competitive, multiple-offer environment. This procedure ensures that clients are fully prepared, protected, and positioned to win while re...
Business Plan
You can access an editable version of your business plan here - Business Plan PDF