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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...
Job Description
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
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...