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The REALTOR® Marketing Process
A Quick-Start Guide to Building Your Business Through Marketing The REALTOR® Marketing Process is a streamlined resource designed to help both new and experienced agents understand the key marketing steps needed to build visibility, credibility, and long-te...
Pre-construction for Buyers
Buying pre-construction is a different experience than purchasing resale—and it requires a different approach from you as the agent. In this section, we focus on how to confidently guide your buyer clients through the unique process of purchasing a home or inv...
Assignments for Buyers
Assignment sales can offer unique opportunities for buyers to purchase pre-construction units from original purchasers before the project is completed—but they come with added complexity. As an agent, your role is to guide your buyer through the legal, financi...
Working with Developers
Establishing relationships with developers opens the door to consistent inventory, exclusive access, and a scalable source of future business. This section focuses on how agents can become valuable partners to builders and developers, positioning themselves no...
Assignments For Sellers
Representing a seller in an assignment sale involves navigating a specialized transaction with unique legal, financial, and procedural complexities. As an agent, your role is to ensure your client understands their obligations, timelines, and the steps require...
Remarketer and Pre-Construction
This section explores how we use Remarketer, our all-in-one website and CRM platform, to manage and promote pre-construction opportunities. From exclusive launches to client follow-ups, Remarketer powers the entire digital strategy behind our pre-construction ...
Submitting Paperwork to C21HG
This section details the submission process for pre-construction deals at Century 21 Heritage Group. Pre-construction transactions involve unique timelines, paperwork requirements, and commission structures, so it’s critical that all documents are submitted co...
Fintrac
This section of the Complete Agent Playbook ensures every REALTOR® understands and meets their legal responsibilities under Canada’s FINTRAC (Financial Transactions and Reports Analysis Centre of Canada) regulations. Agents are required to identify clients, co...
Do Not Call List
This section outlines the essential rules and tools every REALTOR® must follow to stay compliant with Canada’s National Do Not Call List (DNCL) regulations. As part of Century 21 Heritage Group’s commitment to ethical prospecting, agents are required to verify...
Non Registered Basement Apartments
Basement apartments are common in many of our markets — but not all of them are legal or registered with the municipality. As real estate professionals, our job is to protect our clients’ interests while staying compliant with the law and maintaining our profe...
Non Registered Basement Apartments
Basement apartments are common in many of our markets — but not all of them are legal or registered with the municipality. As real estate professionals, our job is to protect our clients’ interests while staying compliant with the law and maintaining our profe...
Working With Tenants
Working With Landlords
Lead Conversion
Onboarding New Agents
Starting strong is everything. This section outlines the step-by-step onboarding process for new agents joining The Team. From welcome meetings to system access, branding guidelines, mentorship pairing, and early goal setting, we ensure every new agent feels s...
Onboarding Employee (Assistant)
Every successful team starts with a seamless introduction. This section provides a clear and structured onboarding process for administrative and support staff joining The Team. From first-day checklists and system logins to understanding team values, roles, a...
Financial
This section outlines the key financial protocols and expectations for members of The Team. From commission structures and expense policies to invoicing procedures, tax preparation support, our financial standards ensure transparency, consistency, and accounta...
Team Meetings/Huddles
Consistent communication is the foundation of a high-performing real estate team. This section outlines the structure, timing, and purpose of our weekly team meetings and daily huddles. These touchpoints are designed to align goals, share insights, troubleshoo...
Team Contracts
This section provides an overview of the agreements that define how we work together as a team. It includes team member contracts, commission structures, expectations, and policies that ensure clarity, accountability, and alignment with the Team’s standards. W...
Hiring
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
Vacant Open House Office Plan
Strategy Description: The Vacant Home Office Plan Overview: Inspired by real estate coach Dan Wood, this strategy turns vacant listings into mobile prospecting offices. Instead of passively waiting for foot traffic during open houses, agents double their p...
Farming Plan
Geographical Farming – Own Your Area Step 1: Shift Your Mindset • Commit to a 5-year plan • Understand the first year may show little to no ROI • Know this is a business startup—not a quick win • Be relentless and consistent Step 2: Build Your ...
Just Listed / Just Sold Program
Description: The Just Listed / Just Sold Door Knocking Program is one of the most effective strategies for identifying new listing opportunities. Studies show that homeowners living near a recent listing or sale are 37% more likely to consider selling — espe...