{{ wiki.title }}
{{ wiki.title }}
Nick Fundytus Realtor Wiki
  1. Overview
    1. Positions
      1. Marketing Administrator
      2. Buyer Specialist
      3. Content Creator
    2. CEO Tasks
    3. COO Tasks
    4. CFO Tasks
  2. My Brand
  3. Glossary - Definitions and Terms
  4. Common Tasks and How-To's
    1. Buyer Specialist - People - Getting Into a Routine
    2. Buyer Specialist - Clients - Showings - Booking Showings
    3. Buyer Specialist - Clients - Showings - Communicating Showings With Clients
    4. Buyer Specialist - Leads - Systemic Follow-Up
    5. Buyer Specialist - People - How to Organize People to Reach Them
    6. Buyer Specialist - People - How to Lead Generate
    7. Calls - Reasons to Call Someone
    8. Client Service - How to do a weekly update.
    9. Closing - What Forms Are Sent Where
    10. Contests - How to Export from KingSumo to Bombbomb
    11. Courier - How to Courier an Item or Document
    12. CRM - Client Record Audit
    13. COVID-19 - Special Procedures
    14. Drive - How to Organize Google Drive
    15. Final Walkthrough - How to Schedule a Final Walkthrough with a Client
    16. Firm Sale - Sales Assistant Invoice
    17. Forms - Sales Assistant (SA) Invoice (2021) Procedure
    18. Generating Referrals
    19. Leads - How to write a calendar invitation to a lead
    20. Leads - How to write a postcard to a new lead.
    21. Leads - How to Introduce Yourself to a New Lead
    22. Meetings - Daily Check-ins
    23. Meetings - How to Run a "Same Page" Meeting
    24. People - Accounting and Bookkeeping
    25. Showing Time - How to Set Up
    26. Organization - Marketing Administrator Calendar Reoccurring Items
      1. Communication Channels Check Communication Channels Check + Last Minute Tasks
      2. 9 am Check-In
      3. 3pm Check-In
      4. Filling Out The Scorecard
      5. Social Media Statistics
      6. Ongoing Client Weekly Market Reports
    27. How to Record and Publish a Client How-To
    28. How To - Referral Form
  5. Listing a Property for Sale
    1. Winning the Listing
    2. Pre-Listing Phase
      1. How to Create an Exclusive Feature Sheet on Beacon.by
      2. How to Create a Feature Sheet in Beacon.by
      3. Inputting Information for a New Listing in to Matrix
      4. Adding Pictures to a Matrix Listing
      5. Setting Up ShowingTime For a New Listing
      6. Putting a New Listing on The Website
      7. Preparing Documents for Electronic Signing
    3. Exclusive Listing Phase
    4. Listing Procedures (Old Procedures for Reference)
    5. Listing Paid Marketing
    6. Forms You Will Need - Listing
    7. Open House ShowingTime & Website Set Up 2022
  6. Working with a Buyer
    1. Winning/Nurturing The Opportunity
      1. Buyer Leads
      2. Buyer Presentation
      3. Lead & Buyer Scripts
    2. Getting The Buyer Rep and Pre-Approval
    3. Active Buyer Client
      1. How to Book a Showing
      2. How to Write an Offer - Information Needed From Clients Script
      3. Forms You Will Need - Buyer
      4. Scripts
    4. Buyer Conditionally Accepted
      1. Buyer's Accepted Offer - Further Information to Collect + Script
      2. Depositing a Cheque with Another Brokerage
      3. Completing a "Receipt of Funds"
      4. Sending Documents to the Lawyer & Mortgage Broker
    5. Firm (pending) Offer
    6. Buyer Procedures (Old Procedures for Reference)
  7. Buyer Agent Systems
    1. Sales Assistant Invoice
    2. The Sales Funnel
    3. Karim's Social Media Profile
    4. Buyer Specialist - What Do I Do Every Day?
  8. What does an ISA do?
  9. Standard Forms
    1. Filling Out Forms
    2. Agreement of Purchase of Sale (Course with Kerri McGee)
  10. Team Forms
  11. Marketing Plan
    1. Ads
    2. Client Events
      1. Old Procedures for Reference
      2. Holiday Kick Off Party
      3. Bonspiel for Shelter
      4. Tire Change Day
    3. Blog
    4. Content Marketing Hub and Spoke
    5. Giveaway Contests (Social)
    6. iXact eNewsletter
      1. iXact Monthly Email Newsletter Video Embed Workaround
    7. Bombbomb E-Blast
    8. Market in a Minute
    9. Our Website - nickfundytus.ca
    10. Monthly Market Summaries
    11. Open Houses
    12. Lead Magnets - How To Create a Lead Magnet
    13. Paid Promotions Guidelines
    14. YouTube Best Practices
    15. The Complete Copywriting Course - UDEMY
  12. Tools and Apps
    1. Agent Resources
    2. Beacon.by
    3. Bombbomb
      1. Bombbomb and Youtube: Transfer Videos
      2. Bombbomb E-Blast
    4. Canva
    5. Fiverr
    6. Followup Boss (CRM)
      1. Follow-up Boss Sources, Stages and Tags
      2. FUB Profiles & Tagging How-To
    7. Google Tag Manager
    8. iXact Contact (CRM)
    9. Matrix
      1. How to Book a Single Showing
    10. Nexone (Faltour)
      1. How to Mark Up a Counter-Offer for E-Signatures
      2. How to Create and Upload FINTRAC Individual Identification Records
      3. Finalizing in Nexone
      4. Nexone - How to Check Through Listings and Transactions
    11. Nickfundytus.ca
    12. Prezi
    13. RLP Smart Studio
    14. Showing Time
    15. Trello
    16. Webforms
    17. Kashoo
    18. Misc. Websites and their uses
    19. Instagram
    20. Slack
    21. Twitter
    22. Shorby
    23. Veem
    24. Ottawa Neighborhoods - Districts
    25. Condo Amenities' Locations
    26. Crello
      1. Crello Templates - 2022
    27. Fundytus.inc Recording Equipment List
  13. Contacts and Professional Referrals
  14. Training for New Team Members
    1. Training: Editing Our Wiki
    2. Training: Goal Setting
    3. Training: Three-Legged Stool Model
    4. Training: Organizational Chart
    5. Training: Daily Check ins and Level 10 Meetings
    6. Training: Periodic Review
  15. Further Learning
    1. Fundamentals of Digital Marketing
    2. Getting a business online
    3. YouTube Lessons
  16. 2022 Updates
    1. Organizational Structure and Role Descriptions
      1. Organizational Structure (Midsize Team)
      2. Job Description - Administrative Assistant
        1. LM1.1 - Oversee all aspects of sellers transactions from initial contact to executed purchase agreement. (2022)
        2. LM1.2 - Prepare all listing materials (2022)
        3. LM1.3 - Prepping a property for listing
      3. Job Description - Buyer Specialist
        1. BS1.23 - Preview Homes (2022)
        2. BS1.24 - Host an Open House (2022)
      4. Job Description - Inside Sales Agent (ISA)
      5. Job Description - In-House Videographer (2022)
        1. Schedule - In-House Videographer
      6. Job Description - Lead Buyer's Agent
      7. Job Description - Listing Agent
      8. Job Description - Runner
      9. Job Description - Sales Manager
      10. Job Description - Showing Assistant
      11. Compensation Model
    2. Systems - Overview
      1. Podcasts - How to publish an episode to Simplecast from Google Drive
      2. Creating an Opinion of Value in Prezi Video
      3. Creating a New Client Folder for Buyer or Seller
      4. Forms - Buyer Closing Checklist
      5. Forms - Buyer Intake Form
      6. Forms - Seller Closing Checklist
      7. Forms - Seller Intake Form
      8. Meetings - Weekly "Level 10" Meeting
      9. Video - How to pitch and record a Client Video
      10. Referrals - How to send a referral to a Realtor in another market
      11. Sales Training - Conversion U
      12. Podcast - Overview of Creating, Publishing and Promoting an Episode (2022)
    3. CREA Logo Usage Rules - 2022
  17. Ads - Create a Facebook Lead Ad for a Listing (2022)
  18. Convert Leads into Prospects - "7 Days of Love" 7 x 7 Touch Program (2022)
  19. Content - Ottawa This Week
  20. Content - New Build Experience (2022)
  21. Content - Home Stuff You Should Know (2022)
  22. ISA 2022
    1. ISA schedule 2022
    2. ISA Scripts/Training
    3. Objections
  23. Showing Assistant 2022
Client Service - How to do a weekly update. {{ currentPage ? currentPage.title : "" }}

Summary

This section explains how to create and communicate a weekly client report for our Buyer and Seller Clients

A new tab has been added to the Seller intake form to record weekly updates.

Details

Key Points

  • Data is saved in a table in a client’s intake form. If the process is changed, the template intake form should be updated.

  • Buyer clients are updated based upon their current Buyer Search Parameters.

  • Sellers are updated based upon a portal search that we set up for them when we take on their listing.

  • Buyer clients are recorded on form 051 (Buyer Intake Form)

  • Seller clients are recorded on form 050 (Listing Intake Form)

Sellers - What Numbers to Record

  • ShowingTime

    • # of showings in the past week

    • Comments on showings

  • MLS (How do we find these numbers?)

    • # of new properties that came to market since last update

    • # of properties currently conditionally sold

    • # of properties sold firm since last update

    • # of properties listed total

    • # of client portals it is active within

    • # of client views

    • # of client favourites or possibilities

    • # of views in the past 14 days

  • iGuide (Where do we find these numbers?)

    • # of visits total

    • # of visits in past 7 days

  • Realtor.ca Statistics

    • Days active

    • Views on Realtor.ca

    • Photos Viewed

    • How many people have favourited the property on Realtor.ca

  • Social Channels

    • Views on promoted Facebook Ad

    • Views on promoted YouTube Ad

    • Views on promoted Instagram Ad

Buyers - What Numbers to Record

  • MLS

    • # of active properties on their search

    • # of new listings since the last search

    • # of listings conditionally sold

    • # of listings sold firm

{{{ content }}}