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234 total results found

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...

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

  Disc Assessment -Tony Robbins Disc

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...

Real Estate Administration Role- Overview

Onboarding Employee (Assistant)

This first session of the Agent Administration Program provides a practical overview of how administrative support can strengthen an agent’s business. It explores the roles and responsibilities of both licensed and unlicensed administrators, including the type...

Seller Listing and Sale Forms

Forms and Clauses

These are the forms that will be needed to stay complaint for a Listing; RECO Information Brochure Listing Agreement  Schedule A to the using agreement  MLS® Data Form Fintracker- Individual Information Record   Listing Appointment Info Sheet  Sign Or...

Buyer Transaction Forms

Forms and Clauses

The following forms are needed to be compliant in a trade representing a Buyer; Reco Information Brochure  Buyer Designated Representation Agreement  Confirmation of Co-op and Representation  Agreement of Purchase and Sale  Copy of Property Listing A...

Standard Clauses

Forms and Clauses

Standard clauses are an important part of creating consistent, compliant, and professional offers. This section provides agents with access to commonly used clauses that have been developed to help guide the offer-writing process and support a minimum ...

Team Communication

Onboarding Employee (Assistant)

  Communication is at the centre of every successful real estate business. As an administrator, you are often the connection point between the lead agent, clients, team members, the brokerage, and the many professionals involved in a transaction. Strong comm...

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 are often the connection point between the lead agent, clients, team members, the brokerage, and the many professionals involved in a transaction. Strong communi...

Listing Forms

Onboarding Employee (Assistant) Forms

Accurate forms, clauses, and checklists are essential to keeping every transaction organized, compliant, and moving forward. Administrators play an important role in ensuring the correct documents are prepared, completed, submitted, and tracked at the right ...

Listing Clauses

Onboarding Employee (Assistant) Clauses

  Schedule ‘A’ is used to clearly document the services, commitments, and special terms that apply to the client relationship. For both seller and buyer representation, it helps ensure everyone understands what services will be provided, how communication an...

Buyer Forms

Onboarding Employee (Assistant) Forms

Accurate forms, clauses, and checklists are essential to keeping every transaction organized, compliant, and moving forward. Administrators play an important role in ensuring the correct documents are prepared, completed, submitted, and tracked at the right st...