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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. 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. COVID-19 - Special Procedures
    13. Drive - How to Organize Google Drive
    14. Final Walkthrough - How to Schedule a Final Walkthrough with a Client
    15. Firm Sale - Sales Assistant Invoice
    16. Generating Referrals
    17. Leads - How to write a calendar invitation to a lead
    18. Leads - How to write a postcard to a new lead.
    19. Leads - How to Introduce Yourself to a New Lead
    20. Meetings - How to Run a "Same Page" Meeting
    21. Meetings - Weekly "Level 10" Meeting
    22. People - Accounting and Bookkeeping
    23. Showing Time - How to Set Up
    24. 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
  4. 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
  5. Listing a Property for Sale
    1. Winning the Listing
    2. Pre-Listing Phase
      1. Inputting Information for a New Listing in to Matrix
      2. Putting a New Listing on Nick's Website
      3. Preparing Documents for Electronic Signing
      4. Creating Feature Sheets
    3. Exclusive Listing Phase
    4. Listing Procedures (Old Procedures for Reference)
    5. Forms You Will Need - Listing
    6. Video, Photo and Virtual Tour
  6. Working with a Buyer
    1. Buyer Leads
    2. How to Book a Showing
    3. Buyer Procedures (Old Procedures for Reference)
    4. Depositing a Cheque with Another Brokerage
    5. Completing a "Receipt of Funds"
    6. Forms You Will Need - Buyer
    7. Buyer Presentation
    8. Sending Documents to the Lawyer & Mortgage Broker
  7. Standard Forms
    1. Filling Out Forms
    2. Agreement of Purchase of Sale (Course with Kerri McGee)
  8. 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. Google Tag Manager
    7. iXact Contact (CRM)
    8. Matrix
      1. How to Book a Single Showing
    9. 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
    10. Nickfundytus.ca
    11. Prezi
    12. RLP Smart Studio
    13. Showing Time
    14. Trello
    15. Webforms
    16. Kashoo
    17. Misc. Websites and their uses
    18. Instagram
    19. Slack
    20. Twitter
    21. Shorby
  9. Glossary - Definitions and Terms
  10. Contacts and Professional Referrals
  11. Ottawa Neighborhoods - Districts
  12. Team Forms
  13. Veem
  14. Buyer Agent Systems
    1. The Sales Funnel
  15. Buyer Specialist - What Do I Do Every Day?
  16. Paid Promotions Guidelines
  17. YouTube Best Practices
  18. How to Record and Publish a Client How-To
Overview {{ currentPage ? currentPage.title : "" }}

Summary

This section explains the brand identity as well as how the business is organized.

Details

Brand Identity

Nick Fundytus is Ottawa’s People-First Realtor. This identity is covered in detail in the My Brand section.

“Three Hats” Organization of Tasks

Every task in the business falls under one of three categories, the CEO, COO and CFO. Just as the executives with these job titles would have different roles within a large company, so we can think of our tasks like this and it helps to understand how each tasks affects the business how much priority it should be given.

CEO - Chief Executive Officer - Sales and Marketing.

COO - Chief Operations Officer - Operations and day to day tasks that do not generate new business.

CFO - Chief Financial Officer - Clerical and expenses

In general, we try to spend as much time as possible on CEO tasks to grow the business, and the other roles as needed. Different positions on the team have different responsibilities in each sphere.

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