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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
  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
  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
    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
  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
      3. Job Description - Buyer Specialist
      4. Job Description - Inside Sales Agent (ISA)
      5. Job Description - Lead Buyer's Agent
      6. Job Description - Listing Agent
      7. Job Description - Runner
      8. Job Description - Sales Manager
      9. Job Description - Showing Assistant
      10. Compensation Model
    2. Systems - Overview
      1. Creating a New Client Folder for Buyer or Seller
      2. Forms - Buyer Closing Checklist
      3. Forms - Buyer Intake Form
      4. Forms - Seller Closing Checklist
      5. Forms - Seller Intake Form
      6. Meetings - Weekly "Level 10" Meeting
      7. Video - How to pitch and record a Client Video
People - Accounting and Bookkeeping {{ currentPage ? currentPage.title : "" }}

Summary

Summary of our accounting and bookkeeping procedures

Details

Our team’s accountant

Kaitlyn Kirk - Kirk CPA

kaitlin@kirkcpa.ca

613-518-3851

Software

Quickbooks - Accounting Software - Team and Kaitlyn have access to this

Dext (Formerly ReceiptBank) - Receipt Processing Software - Photograph receipts for processing. Email receipts to nick.fundytus@receiptbank.me

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