Advanced Search
Search Results
234 total results found
Outbound Lead Script
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
Expense Allocation
Download this chart - GCI to Operating Expense Chart.pdf
Onboarding Standard Procedure
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
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
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)
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
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
Disc Assessment -Tony Robbins Disc
7 Steps to Hiring a Team Member
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
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
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
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
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
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
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
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
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
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
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...