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94 total results found

Google Keep

Cloud Solutions

Google Keep is a simple but powerful tool that allows agents to organize and access their checklists, processes, and notes from anywhere. Whether you’re prepping a listing, walking through the buying process with a client, or setting up for an open house, Go...

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 lead with things that matter to them, that have no stringsattached and make them feel that you really care about them versus thinking of you as a telemarketeror jus...

Outbound Lead Script

Lead Conversion Scripting

In this call, you have offered information upfront, they have requested the information you have offered, and you now need to assess how to proceed. They may have requested a list of homes, a free report, or submitted their name and number on your website. Thi...

Inbound Lead

Lead Conversion Scripting

Expense Allocation

Financial Budgeting

    Download this chart -   GCI to Operating Expense Chart.pdf

Onboarding Standard Procedure

Onboarding New Agents

Purpose To provide a structured and welcoming onboarding experience that sets every new agent up for long-term success, integrates them into our team culture, and accelerates their productivity.   Overview   Successful onboarding improves performance, c...

Standard Procedure for Onboarding a Team Admin

Onboarding Employee (Assistant)

Purpose To deliver a smooth, supportive, and professional onboarding experience for administrative staff, ensuring they are confident in their role, connected to our team culture, and fully equipped to succeed from day one. Overview Administrative e...

Team Meetings/Huddles

Team Meetings/Huddles

Weekly Meetings   Meeting Objective: Start the week aligned, motivated, and focused. Review listings, clients, deals, and obstacles. Share wins and opportunities, foster team unity, and highlight broker updates or business initiatives. Weekly Meeting Age...

Team Member (licensed)

Team Contracts Licensed Agents

Why Contracts Matter: Hiring the right person is only half the battle—clear expectations and legal structure complete the relationship. Team contracts provide mutual clarity, professional boundaries, and alignment from day one. This section outlines the diffe...

Job Description

Licensed Agents

Sample Job Posting

Licensed Agents

  Job Title: Licensed Real Estate Sales Professional – Team Member   Are you ready to take your real estate career to the next level with a powerhouse team backed by one of Canada’s most respected brokerages? Join [Team Name], proudly operating under Centur...

Tests

Licensed Agents

7 Steps to Hiring a Team Member

Licensed Agents

7 Steps to Hiring Licensed Agents   Recruiting licensed agents doesn’t need to be complicated—but it does need to be intentional. At Century 21 Heritage Group, we follow a proven system that ensures we attract, evaluate, and onboard only the most qualified a...

Social Media Policy for Team Members

Social Media Policy

Purpose   This policy guides all team members in their use of social media to ensure professionalism, compliance, and alignment with the values of [Team Name]. Social media is a powerful tool for marketing, networking, and client service, but it must be used...