Menu of Options

 This sheet elaborates on your flowchart and goes into greater detail on the tasks required of each role.  Add relevant video trainings/docs/forms/websites/etc links to this, and have your admin keep it up and available to them as they learn the job.

Having one for buyer-side and seller-side is extremely helpful to ensure the team knows where they are needed and what has to get done. We use it like a board game - you can't move to your next color block unless the person ahead of you did theirs. It also gives you a birds-eye view of how things run, and where gaps may exist that need to be filled.

Whether you're new to real estate or experienced, do you really know the timeline you should follow? Is your whole transaction kept organized in one spot? Digitally or analog, these sheets help me do just that.

Do you have a 36 Touch Plan? Does it cater to your location, your clients, and your business needs? Use this tracker to plan ahead.

At a glance, where are all of your pendings? What are you waiting on, or which ones are coasting til closing? Who are referrals, and are you keeping those referral partners updated (and vice versa)?

What Mary uses to ensure Alison is doing enough agent-related activities to keep the business going. How many appointments were set and captured? This naturally tracks conversion. Where we are spending business dollars and what is our ROI? Is it worth continuing spending those dollars? Where is your pipeline - needing nurture? Ready to tour?

Knowing their availability keeps everyone on the same page when we schedule tours for buyers. Since these agents are not on our team, they are working on their own business and have their own clients. We find we can easily schedule buyer tours around their other appointments.

Calendar Management, Dotloop (or file management), Buyer Tour How-To, Conveyancing Process, Escrow/Commission Process, and a sample library of how to videos!

We created google forms for most of our paperwork - you will be able to see a PDF of how they are formatted so you can creat your own!