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Eryn Richardson
User for 2 years
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Maintenance Checklist
Checklist - Website Maintenance
Property Research Checklist
1. Confirm the Property Information Before ordering reports, confirm the following information w...
Listing Process Checklist
This checklist provides a complete, step-by-step overview of the listing process, from the initia...
Submitting Deal Paperwork for Review
SOP: Transaction Management Using SkySlope PurposeTo ensure every deal is entered, organized, an...
Typing Offers for Agents
Offer Details Intake: Choose One Clear System Before an offer is prepared, the agent and team le...
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Forms and Clauses
This section provides agents with practical guidance on the proper use of real estate forms and c...
Social Media Policy
This policy ensures that all agents and staff use social media responsibly and professionally. It...
Unlicensed Assistance
Licensed Agents
This section provides the tools and guidance needed to recruit and hire a licensed real estate pr...
Hiring
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Recruiting/Hiring Team Members
This section outlines the step-by-step process for identifying, attracting, interviewing, and onb...
Team Setup/Management
This section outlines the core structure and operations of the Team. From defining team roles to ...
Training and Development
Great agents are built, not born. This shelf supports every stage of growth—from onboarding new a...
Operations & Compliance
The Compliance section of the Complete Agent Playbook is your central hub for understanding the r...
Team Marketing
Marketing is one of the core pillars of The Complete Agent playbook. This section is dedicated to...