Site Content

REQUEST FORMS

• Agent Reporting Form
• Staff Reporting Form
• Request Form
• Request Pipeline Form
• Sisu Request Form
• Things To Know About Your Home

STATS

• 2020 Production
• 2021 Production

RESOURCES

• How to Measure a House
• Fair Housing & Reasonable Accommodations
• Clarity on Commissions
• 1031 Exchange Info
• Receipt Form
• Scripts
• Movement Mortgage - Mike Morrison
• Movement Mortgage Application
• Average Home Sales in US
• 9 Ways to Exit A Contract
• 2020 Profile of Home Buyers & Sellers
• To Sell or Buy First?
• Notes from our Broker
• 10 Points to Bulletproof the Transaction
• Lead Generation + BOLD 100 Ideas
• IMLS Rules & Regulations 2020
• IMLS Violation Chart & Fines 2020
• Property Tax Explanation
• Referral Partners
• Outside Referral Instructions
• County Parcel Maps
• SOI - follow up letter after contact
• Title Commitment - What to Look For
• Scripting/Grasshopper Schedule
• PLANNER - JO Agent Planner
• PLANNER - 2020 Monthly Inserts
• Rural Development Map
• Extended Stay Housing Rates
• Holiday Inn Relocation Rates
• RE-21 Spec Home Addendum
• Septic Eval Request Link
• Rural Development Link
• Set 2 Sale Price Sheet
• Finding Home Owner Loan Info

LENDING RESOURCES

•  Loan Types and Details 
•   Single Wide Lending - Conventional
•  Single Wide Lending - FHA

BUYER AGENT

• Inspector List
• Interest Rates vs. Affordability Chart
• Earnest Money

LISTING AGENT

• New Offer Summary Spreadsheet
• Listing Guidelines
• Collection of keys Procedure
• Listing Inquiry Follow up Letter
• How to avoid Craigslist scams on listings
• BPO Suggested Amounts
• The Art of Pulling Comps

• Basic Lead to Transfer/Appointment Checklist
• Lead Transfer Form
• Lead Transfer Form Spreadsheet
• ISA Daily Reporting
• ISA Weekly Reporting
• ISA Daily Steps & Responsibilities
• New Lead Protocol & Scripts
• Scripting Schedule
• Scripts

• TC Expectations
• What is a Transaction Coordinator?
• Transaction 2 Close Checklist
• File Closed Form
• Inspector List
• 10 Points to Bulletproof the Transaction
• Buyer Side T2C Step-by-Step
• Sell Side T2C Step-by-Step

RESOURCES

• Septic Drain Field Info Requests
• Preferred Vendor List
• City/County Contact Info 

TRAINING

• Listing Process - from Signed Listing Agreement to LIVE!
• Pre-Listing Appointment Document Preparation Process
• New Listing Checklist Instructional Video
• New Listing Checklist
• Sample Contract Documents for Compliance 
• SISU Request Form

POSITION

• Grasshopper Call Log
• Weekly Market Activity Summary - due Wednesday morning
• Listing Manager Schedule
• How to avoid Craigslist scams on listings
• OPEN HOUSE Procedures & Standards
• MLS Listing Description Guidelines
• Utility History Request
• Intermountain Gas History
• Loan Payoff Authorization

RUNNER

• Runner How-To
• Runner List
• Inserting keys into Lockboxes
• Installing H Sign Tutorial
• Installing Hanging Sign Tutorial
• Removing Signs Tutorial
• Truck Overview Tutorial

• Marketing schedule - social media
• Command FB posts Best Practices
• Marketing Manager Schedule
• Open House Social Media Marketing Walkthrough
• Creating SOI & PC postcards
• Creating Monthly Database Email

• Creating mailing labels
• Grasshopper: Setting/Changing Call Routing
• Grasshopper/Caravan Schedule
• Agent Invoice Video
• Agent Invoice File
• Executive Assistant Schedule

• Orton Investment Property Time Reporting Form

DISC Report

IMLS Certification

GMail Certification

Sites & Passwords Sheet

New Hire Checklist

SALES

Fees & First Year Requirements

Agent Costs

New Lead Best Practices 

Buyer/Seller Appointment Script Certification

Shadowing Assessment Form

Lead Sources

BoomTown Fundamentals Training

 New Lead System

SOI Builder 

Importance of Dates in a Transaction

Asset Protection & Business Structuring

• Buyer's Agent
  • 30-60-90 Plan
  • Accepted to Close (T2C) Buyer Process
• Listing Agent
  • 30-60-90 Plan
  • Listing Appt to Signed Seller Rep Process
  • Accepted to Close (T2C) Listing Process
• Internal Sales Agent
  • ISA 30-60-90 Plan
  • Lead Generation Form
  • Results Inherent in the Position

•  Wheel of Objections 
• Scripts

SALES

• Transaction Coordination Training
• Efficient Prospecting

WORKING WITH BUYERS IN A SELLERS MARKET

• Offer Tips

• Weekly Team Schedule
• KW Market Center Calendar
• Directory
• Organizational Chart
• Policy Manual
• Code of Conduct
• Culture & Attitude
• What the TC & LM provide
• Licensed vs. Unlicensed Assistants
• Community Contributions
• Performance Stats
• Phone Etiquette & Values
• KW MAPS Models
• Dave Ramsey's 7 Baby Steps
• Dave Ramsey Philosophy
• School Boundaries
• Preferred Vendor List
• How to create a Habit
• Road Conditions
• Request Pipeline Form

THINKING ABOUT A CAREER IN REAL ESTATE?

• Pre-licensing class options

INSTANET

• Receiving signed listing documents in email
• How to send documents for esign
• Receiving editable documents - client/agent view
• Receiving Esign Documents - client view
• Has a client esigned?

BOOMTOWN

• Category Mapping FlowChart
• Success Assurance Best Practices
• Orton Group SmartDrips
• Lead Category Guide
• Accessing Training Videos
• Creating Complete Profiles & Relating Accounts
• Lead's life Cycle
• A Day in the Life of a BoomTown Agent
• Coaching Sessions
• Feature Specific eLearning Courses
• Best Practices & #ProTips!
• Advanced Lead Filters Guide
• SOI Prepping & Importing
• Link Generator Productivity
• Lead Process Adjustment 6/9/22

COMMAND

• Adding Deductions in Commissions
• Training Videos

PARAGON

• To view the history of a listing
•  IMLS Map
• IMLS Violation Chart

GMAIL

• How to share your calendar
• Adding calendars & organizing emails with folders
• Create Group Email Contact
• Harvesting contacts
• Creating a Google Form

SUPRA

• Lockbox Activity

Rokrbox

• System
• Intro Meeting PDF

• My Management Company