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Nick Fundytus Realtor Wiki
  1. Table of Contents
    1. 1.EOS Model and Accountability Chart
      1. 1.1 What is EOS? (Overview of the Entrepreneurial Operating System)
      2. 1.2 Our Vision, Mission, and Core Focus
        1. 2025 Core Values Speech *In Progress*
      3. 1.3 Our Accountability Chart
        1. OPS and Finance Seat Description
          1. OPS and Finance Typical Weekly Schedule
        2. Realtor Team Member Role Description
      4. 1.4 EOS Core Tools We Use
        1. L10 Meeting Expectations
        2. Weekly L10 Meetings
      5. 1.5 How EOS Shapes Our Team Culture
    2. 2. Branding and Marketing
      1. 2.1 Integrated Marketing Plan
        1. 1YNP - One Year Nurture Plan
        2. AEU - Annual Equity Update (2024)
        3. Client Events (2024)
        4. Leads - How to Convert New Leads (2024)
        5. Listings - Leveraging Listings to meet more clients (2023)
        6. REALM - MLS as a Marketing Tool (2024)
        7. Paperwork - Paperwork as a Marketing Tool (2024)
        8. Solving Problems - Problems Can be a Marketing Opportunity (2024)
        9. Referrals - Systems for Generating Referrals (2024)
        10. W&Q - Weekly and Quarterly Updates (2024)
        11. WCR - Weekly Content Roundup (2024)
          1. Weekly Content Roundup Procedures
        12. WNE - What's Next Emails For Each Stage (2024)
      2. 2.2 Brand Guidelines
        1. My Brand
        2. Values and Controversy Policies (2024)
      3. 2.3 Social Media Presence
        1. Blog Posts
        2. Monthly Themes for Blogs, Marketing and Socials
        3. Video - How to pitch and record a Client video
        4. Podcasts - How to publish an episode to Simplecast from Google Drive
        5. Podcasts - Overview of Creating, Publishing, and Promoting an Episode
      4. 2.4 Marketing Campaigns
        1. Listing Paid Marketing
          1. Ads
          2. Paid Promotions Guidelines
        2. Farming Beacon Hill
          1. Purpose and Goals
          2. Strategy and Principles
          3. Mass Mailers and Post Cards
            1. Playbook: Seasonal Mailers
          4. Beacon Hill Website
            1. Playbook: Business Profiles/Event Recaps
          5. Social Media
          6. Sponsorships and Community Events
          7. Charity and Fundraising
          8. Local Partnerships
          9. Local Initiatives
          10. Special Projects
          11. Preparation
          12. Step-by-Step Execution
          13. Measurement and Reporting
          14. Roles and Responsibilities
          15. Future Expansion
          16. Related Resources
      5. 2.5 Community Presence
        1. Client Events
          1. Old Procedures for Reference
          2. Holiday Kick Off Party
          3. Bonspiel for Shelter
          4. Tire Change Day
        2. Ottawa Venues for Client Events
        3. Gloucester Dragons Marketing Plan
      6. 2.6 Measurement and Reporting
    3. 3. Website (Nickfundytus.ca)
      1. 3.1 Purpose of Website
      2. 3.2 Updating Content
        1. Adding a Listing on Nickfundytus.ca
        2. Karim's "Coffee with Karim" Blog Post
      3. 3.3 SEO and Content Strategy
      4. 3.4 Integrations
      5. 3.5 Maintenance and Troubleshooting
      6. 3.6 Future Improvements
    4. 4. Onboarding
      1. 4.1 General Onboarding (All Team Members)
        1. Fundytus Team Hiring Guidelines
        2. The Sales Funnel
        3. Training: Editing Our Wiki
        4. Training: Goal Setting
        5. Training: Three-Legged Stool Model
        6. Training: Organizational Chart
        7. Training: Daily Check Ins and Level 10 / Sales L10 Meetings
        8. Training: Periodic Review
      2. 4.2 Realtor Onboarding
        1. New Realtor Member Onboarding
        2. Agent Expectations and Processes
        3. Email Signatures
        4. Buyer Specialist - Contract and Splits Chart
      3. 4.3 OPS/Finance Onboarding
      4. 4.4 Marketing Onboarding
      5. 4.5 Integrator Onboarding
    5. 5. Operations
      1. 5.1 Google Drive Organization
        1. Creating a New Client Folder for Buyer or Seller
      2. 5.2 Google Chat Communication
      3. 5.3 File and Document Standards
        1. Forms - Buyer Closing Checklist
        2. Forms - Buyer Intake Form
        3. Forms - Seller Closing Checklist
        4. Forms - Seller Intake Form
      4. 5.4 Task and Workflow Management
      5. 5.5 Administrative Playbooks
        1. Playbook: Referral Gift Cards Standards
        2. Playbook: 1-Year Home Anniversary Card Standards
        3. Playbook: Client Birthday Card Standards
        4. Setting up ShowingTime for a New Listing
        5. Preparing Documents for Electronic Signing
      6. 5.6 Common Troubleshooting
    6. 6. Finance
      1. 6.1 Compensation and Splits
      2. 6.2 Payroll Overview
      3. 6.3 Budgeting and Profit Margins
      4. 6.4 EOS Finance Tools
      5. 6.5 Financial Transparency
    7. 7. Tools and Software
      1. 7.1 Follow Up Boss (CRM)
        1. [Playbook: Adding Deals and Checklists]
        2. Follow-up Boss Sources, Stages and Tags
        3. Creating a Client Profile and Tagging
        4. FUB Smart Lists Criteria
        5. FUB - Using the Dialer
        6. Convert leads into Prospects - "7 Days of Life" 7x7 Touch Program
      2. 7.2 Google Workspace
        1. 7.2.5 [Playbook: Intake Forms and Internal Checklists]
        2. Team Forms
        3. Google Tag Manager
      3. 7.3 EOS One
      4. 7.4 Faltour/Nexone
        1. Faltour - Transaction Data Entry Standards
        2. Creating a new Client, Listing, or Transaction
        3. How to Mark Up a Counter-Offer for E-Signatures
        4. How to Create and Upload FINTRAC Forms
        5. Finalizing in Nexone
        6. How to Check Through Listings and Transactions
        7. File Naming Conventions When Uploading
      5. Prop T/X
      6. 7.5 Monday.com
      7. 7.6 Marketing Tools (Digital)
        1. Bombomb
          1. Bombomb and Youtube: Transfer Videos
          2. Bombomb E-Blast
        2. Canva
        3. Twitter
        4. Fiverr
        5. Prezi
        6. Instagram
        7. Shorby
        8. Vistacreate
        9. Youtube
          1. YouTube Best Practices
      8. 7.7 Physical Tools
        1. Team's Recording Equipment
      9. 7.8 Other Key Platforms
        1. Agent Resources
        2. Showingtime
        3. Webforms
    8. 8. Resources
      1. 8.1 Scripts and Templates (Internal)
        1. Our Team's Most Requested Resources
      2. 8.2 Guides (Client-Facing)
      3. 8.3 Checklists
        1. Open House Standards
        2. Karim's Social Media
      4. 8.4 Training Materials (Internal)
        1. The Ideal Realtor Work Week
        2. Nick's Training Courses
          1. Building a Lead Generation System
            1. Framing My Lead Source
            2. Example Lead Source
            3. Lead Source: Downsizing Seniors
          2. ChatGPT and AI for Realtors
          3. Ten Key Systems (2022)
            1. CRM System
            2. E-Mail Service Provider
            3. Social Media Management
            4. Lead Generation Systems
            5. Meeting System
            6. Tracking and Measuring
            7. Conversion
            8. Transaction Management
            9. Note-Taking Systems
            10. Project Management
        3. Tom Storey Seminar Notes - 24% Return on Database
        4. YouTube Lessons
        5. Further Learning
        6. Standard OREA Forms
          1. Filling Out Forms
          2. Agreement of Purchase and Sale (Course with Kerri McGee)
        7. How to Send a Referral to a Realtor in another Market
        8. Ottawa Neighborhoods - Districts
        9. Condo Amenities' Locations
        10. Working with a Buyer
          1. Winning / Nurturing the Opportunity
            1. Buyer Leads
            2. Buyer Presentation
            3. Karim - Lead and Buyer Scripts
            4. Getting The Buyer Rep and Pre-Approval
          2. Active Buyer Client
            1. Karim - How to Write an Offer
            2. Forms You Will Need
            3. Karim - Scripts
          3. Buyer Conditionally Accepted
            1. Karim - 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 Lawyer and Mortgage Broker
          4. Firm (Pending Offer)
        11. Listing a Property for Sale
          1. Winning the Listing
          2. Pre-Listing Phase
          3. Exclusive Listing Phase
          4. Forms You Will Need
          5. How to Cancel a Listing
        12. Common Tasks and How-To's
          1. Ads - Create a Facebook Lead Ad for a Listing (2022)
          2. Buyer Specialist - People - Getting Into a Routine
          3. Buyer Specialist - Clients - Showings - Booking Showings
          4. Buyer Specialist - Clients - Showings - Communicating Showings With Clients
          5. Buyer Specialist - Leads - Systemic Follow-Up
          6. Buyer Specialist - People - How to Organize People to Reach Them
          7. Buyer Specialist - People - How to Lead Generate
          8. Calls - Reasons to Call Someone
          9. Client Service - How to do a weekly update.
          10. Closing - What Forms Are Sent Where
          11. Commissions - Entering team commissions in NexOne (2023)
          12. Contests - How to Export from KingSumo to Bombbomb
          13. Courier - How to Courier an Item or Document
          14. CRM - Client Record Audit
          15. COVID-19 - Special Procedures
          16. Drive - How to Organize Google Drive
          17. Final Walkthrough - How to Schedule a Final Walkthrough with a Client
          18. Firm Sale - Sales Assistant Commission
          19. Firm Sale - Sales Assistant Invoice (OLD PROCESS)
          20. Forms - Sales Assistant (SA) Invoice (2021) Procedure
          21. Leads - How to write a calendar invitation to a lead
          22. Leads - How to write a postcard to a new lead.
          23. Leads - How to Introduce Yourself to a New Lead
          24. Listings - Gathering Listing Activity Feedback (2023)
          25. Meetings - Daily Check-ins
          26. Meetings - How to Run a "Same Page" Meeting
          27. People - Accounting and Bookkeeping
          28. Showing Time - Setting Up
          29. How to create a YouTube Thumbnail
          30. Follow Up Boss - How to send a batch email to just your own clients.
          31. Organization - Marketing Administrator Calendar Reoccurring Items
            1. Communication Channels Check Communication Channels Check + Last Minute Tasks
            2. Daily Check-In
            3. 3pm Check-In
            4. Filling Out The Scorecard
            5. Social Media Statistics
            6. Ongoing Listing Client Weekly Market Reports
          32. Prospecting - Power Hours 2024
          33. How to Record and Publish a Client How-To
          34. How To - Referral Form
          35. How to hold an Open House
      5. 8.5 Glossary of Terms
        1. Lead Sources and Transaction Types - Definitions (2023)
        2. Terms and Definitions
    9. 9. Appendices
      1. 9.1 Policies and Compliance
        1. The Compliance Copywriting Course - UDEMY
        2. CREA Logo Usage Rules - 2022
      2. 9.2 HR and Team Policies
        1. 2025 Team Game Plan
      3. 9.3 Retired Processes
        1. 2024 Game Plan
          1. 2024 AP - Set a clear budget (incomplete)
          2. 2024 AP - Prioritize re-marketing and lookalike audiences (incomplete)
          3. 2024 AP - Block time for reverse prospecting
          4. 2024 AP - Create Consistency in Seller Follow-up
          5. 2024 AP - Create Standards for the Closing Process (Incomplete)
          6. 2024 AP - Clarify what we're measuring
          7. 2024 AP - Hold each other accountable for the actions that we're taking (Incomplete)
          8. 2024 AP - Keep FUB Tight and Well-organized
          9. 2024 AP - Run new ad campaigns
          10. 2024 AP - Refuse Overpriced Listings
          11. 2024 AP - Improve the listing process to be more intentional
          12. 2024 AP - Improve the Buyer Process to be more intentional
          13. 2024 AP - Hire three new Buyer Specialists in 2023. Keep 2
          14. 2024 AP - Revise Marketing Spend for Listings
          15. 2024 AP - Bring 3D Photography In-House
          16. 2024 AP - Launch Weekly Email
          17. 2024 AP - Launch Quarterly Print Newsletter
          18. 2024 AP - Activate Drip Campaign for ALL Leads
          19. 2024 AP - Print Materials for Listing Launch and Closing Baskets
          20. 2024 AP Set standards for sending referrals to team members
          21. 2024 AP - Relaunch Ourbeaconhill.ca (incomplete)
          22. 2024 AP - "Hire" Volunteers for ourbeaconhill.ca (incomplete)
          23. 2024 AP - Display our team and individual goals clearly in the office.
        2. Team Overview (2023)
          1. Our Current Team (2023)
          2. Organizational Structure and Role Descriptions
          3. Organizational Structure and Role Descriptions (2023)
            1. Organizational Structure (Midsize Team)
            2. Job Description - Listing Manager/Transaction Coordinator
              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
              4. LM1.4 - Obtain all necessary signatures
              5. LM1.5 - Coordinate showings
              6. LM1.6 - Obtain feedback from showings on our listings
              7. LM1.8 - Coordinate all public open houses and broker open houses
              8. LM1.9 - Input all listing information into MLS and marketing websites
              9. LM1.10 - Submit all necessary documentation to office broker for file compliance (2022)
              10. LM1.11 Input all necessary information into client database and transaction management systems.
              11. TC1.3 Coordinate mortgage and appraisal processes.
              12. TC1.4 Coordinate inspections and coordinate completion of repairs.
              13. TC1.5 Regularly update & maintain communication with clients, agents, title officer, lender etc.
              14. TC 1.6 Submit all necessary documentation to office broker for file compliance
              15. TC 1.7 Coordinate moving/possession schedules.
              16. TC1.8 Schedule, coordinate & attend closing process.
            3. Job Description - Buyer Specialist
              1. Schedule - Buyer Specialist - Typical Week, Weekly Schedule (2023)
              2. BS1.23 - Preview Homes (2022)
              3. BS1.24 - Host an Open House (2022)
            4. Job Description - In-House Inside Sales Agent 2022 (In Draft)
              1. ISA schedule 2022
              2. ISA Scripts/Training
              3. Objections
            5. Job Description - Inside Sales Agent (ISA)
            6. Job Description - In-House Videographer (2022)
              1. Schedule - In-House Videographer
            7. Job Description - Lead Buyer's Agent
              1. Schedule - Nick - Typical Week, Weekly Schedule (2023)
            8. Job Description - Listing Agent
            9. Job Description - Marketing Director and Administrative Manager
              1. Schedule - Marketing Director and Administrative Manager - Typical Week, Weekly Schedule (2023)
            10. 2023 Job Description - Associate Realtor - "Paper Agent"
            11. Job Description - Runner
            12. Job Description - Sales Manager
            13. Job Description - Showing Assistant
            14. Showing Assistant 2022
            15. Compensation Model
          4. CEO Tasks
          5. COO Tasks
          6. CFO Tasks
        3. Market in a Minute
        4. Karim's Lead Source - Chloe
          1. Outline & Analysis
        5. In-House Listing Videos
        6. Marketing Overview (2023)
      4. 9.4 Archived Documents
        1. Content - Home Stuff You Should Know (2022)
        2. Content - New Build Experience (2022)
        3. Content - Ottawa this Week (2022)
        4. Fundamentals of Digital Marketing
        5. Getting a Business Online
        6. Sales Assistant Invoice
        7. Listing Procedures (Old Procedures for Reference)
        8. Content Marketing Hub and Spoke
        9. Giveaway Contests (Social)
        10. Lead Magnets - How To Create a Lead Magnet
      5. 9.5 Historical References
Table of Contents {{ currentPage ? currentPage.title : "" }}

🏡 Fundytus Inc. Team Wiki

Welcome & How to Use This Wiki

The Fundytus Inc. Wiki is your go-to guide for how our team works. It’s designed to keep us aligned, consistent, and efficient, whether you’re brand new to the team or a seasoned member.

This wiki contains:

  • Our EOS framework – the structure that guides our team’s vision, accountability, and culture.

  • Playbooks and checklists – practical step-by-step guides to help you complete recurring tasks.

  • Team standards and policies – ensuring we present a consistent, professional brand to our clients and community.

  • Resources and references – from scripts and client guides to recommended books, podcasts, and videos.

🔑 How to Use the Table of Contents

  • The Table of Contents (TOC) is organized into 9 sections.

  • Each section covers a key part of how we operate:

    1. EOS Model & Accountability (our structure and culture)

    2. Branding & Marketing (how we present ourselves)

    3. Website (our digital storefront and lead engine)

    4. Onboarding (guides for joining the team)

    5. Operations (systems, workflows, admin playbooks)

    6. Finance (compensation, budgets, transparency)

    7. Tools & Software (digital + physical tools we use)

    8. Resources (scripts, guides, training, glossary)

    9. Appendices (policies, archives, historical info)

  • Playbooks are linked throughout. If you need step-by-step instructions for something (like posting to social media, submitting a deal, or setting up email), follow the playbook link.

  • Cross-links connect related sections, so you’ll never see duplicate info. For example, “Compensation & Splits” lives in Finance but is referenced in Onboarding.

🌟 Why This Wiki Matters

  • Consistency: Ensures every team member does things the same way, reducing errors.

  • Efficiency: Saves time by providing ready-to-use scripts, checklists, and playbooks.

  • Onboarding: New hires can quickly learn our culture, systems, and processes.

  • Accountability: Aligns with EOS so every seat knows its role and responsibilities.

📌 Tip for new team members:

Start with Section 1 (EOS) to understand how we’re structured, and then move to Section 4 (Onboarding) to get set up with tools and systems.

📌 Tip for current team members:

Bookmark your most used playlists and checklists. Use the Glossary (Section 8.5) if you ever hear a term that you don’t recognize.

1. EOS Model and Accountability Chart

1.1 What is EOS? (Overview of the Entrepreneurial Operating System)

1.2 Our Vision, Mission, and Core Values

1.3 Our Accountability Chart

- Visionary

- Integrator

- Sales and Marketing

- Sales Lead

- Realtors

- Operations

- Finance

1.4 EOS Core Tools We Use

- Vision/Traction Organizer (V/TO)

- Level 10 Meetings

- Leadership Team Level 10

- Sales and Marketing Level 10

- Rocks

- Scorecard

1.5 How EOS Shapes Our Team Culture

2. Branding and Marketing

2.1 Integrated marketing Plan

- One year Nurture Plan

- Annual Equity Updates

- Client Events

- Leads - Converting New Leads

- Listings - Leveraging Listing to Meet More Clients

- MLS - As a Marketing Tool

- Paperwork - As a Marketing Tool

- Solving Problems - Problems Can be a Marketing Opportunity

- Referrals - Systems for Generating Referrals

- W&Q - Weekly and Quarterly Updates

- WCR - Weekly Content Roundup

- WNE - What’s Next Emails for Each Stage

2.2 Brand Guidelines

- Logo Use

- Colours and Fonts

- Photography and Video Style

- Tone and Voice

2.3 Social Media Presence

- Approved Platforms

- Posting Frequency

- Dos and Don’ts

- Personal vs. Team Accounts

- [Playbook: Creating and Scheduling a Post]

2.4 Marketing Campaigns

- Farm: Beacon Hill North Overview

- Open House Promotions

- Seasonal Campaigns (Ice Cream Day, Titans Games, etc.)

- [Playbook: Beacon Hill Farm]

2.5 Community Presence

- Event Guidelines

- Sponsorships

- Public Speaking Guidelines

- [Playbook: Event Setup and Checklist]

2.6 Measurement and Reporting

- Social Media Metrics

- Lead Tracking from Campaigns

- [Playbook: Monthly Marketing Report Template]

3. Website (nickfundytus.ca)

3.1 Purpose of the Website

- Client Journey

- Role in Lead Generation and SEO

3.2 Updating Content

- Adding/Updating Blog Posts [Playbook]

- Editing Team Bios [Playbook]

- Listing Updates [Playbook]

3.3 SEO and Content Strategy

- Keywords and Tagging

- Internal Linking

- Metadata and Alt Text

3.4 Integrations

- CRM (Follow Up Boss)

- Lead Capture Forms

- Calendar and Contact Forms

3.5 Maintenance and Troubleshooting

- Tech Issues

- Backups and Security

3.6 Future Improvements

- Wishlist Features

- Suggesting Updates

4. Onboarding

4.1 General Onboarding (All Team Members)

- Welcome to Fundytus Inc.

- Our Culture and Core Values

- EOS Basics (link to Section 1)

- Key Systems Setup

- Email

- Google Drive

- Google Chat

- CRM (Follow Up Boss)

- EOS ONE

- Faltour/Nexone

- Monday.com

- Communication Guidelines

- First Week Checklist [Playbook]

4.2 Realtor Onboarding

- Role Overview

- Buyer and Seller Playbooks

- Lead Follow-Up Expectations

- Compensation and Splits (link to Section 6)

- Tools Setup [Playbook: CRM, Lockbox, MLS Access]

4.3 OPS/Finance Onboarding

- Role Overview

- Google Drive Organization

- Finance Systems

- Communication Flow

- Tools Setup [Playbook: Admin/Finance Tools]

4.4 Marketing Onboarding

- Role Overview

- Branding Rules (link to Section 2)

- Social Media Guidelines

- Farm Campaigns

- Tools Setup [Playbook: Canva, Scheduling, Analytics]

4.5 Integrator Onboarding

- Role Overview

- Connecting Visionary to Departments

- Level 10 Meeting Leadership

- EOS Tool Management

5. Operations

5.1 Google Drive Organization

- Folder Structure

- Naming Conventions

- Permissions and Sharing

5.2 Google Chat Communication

- Channels and DMs

- Escalation Protocols

- Etiquette

5.3 File and Document Standards

- Templates

- File Formats

- Version Control

5.4 Task and Workflow Management

- Monday.com Use

- Assigning and Tracking Tasks

- [Playbook: Weekly Task Review Process]

5.5 Administrative Playbooks

- Preparing Listing Documentation [Playbook]

- Processing Deposits [Playbook]

- Coordinating Closings [Playbook]

- Booking Photography/Videography [Playbook]

5.6 Common Troubleshooting

- Drive Access

- Chat Notifications

- Monday.com Sync

6. Finance

6.1 Compensation and Splits

- Realtor Splits Chart

- Sales Lead Splits

- Bonus Structures

6.2 Payroll Overview

- Pay Schedule

- Realtor Pay

- Employee Payroll Basics

6.3 Budgeting and Profit Margins

- Target Margin (20%)

- Annual Budget Overview

- Expense Categories

6.4 EOS Finance Tools

- Scorecard Metrics

- Finance Rocks

6.5 Financial Transparency

- What the Team Sees

- What Leadership Tracks

7. Tools and Software

7.1 Follow Up Boss (CRM)

- Purpose

- Key Features

- [Playbook: Adding a Lead]

- [Playbook: Adding Deals and Checklists]

- [Playbook: Tracking Lead Follow-Up]

7.2 Google Workspace

- Gmail

- Calendar

- Drive (link to Section 5)

- [Playbook: Sharing Files]

- [Playbook: Intake Forms and Internal Checklists]

7.3 EOS ONE

- Logging Rocks

- Scorecard Access

- Issues List

7.4 Faltour/Nexone

- Document Management

- Transaction Submissions

- Transaction Data Entry Standards

- [Playbook: Submitting an Agreement]

7.5 Monday.com

- Task Assignments

- Project Tracking

- [Playbook: Weekly Task Review]

7.6 Marketing Tools (Digital)

- Canva

- Social Scheduling

- Video/Photo Tools

- [Playbook: Creating and Scheduling a Post]

7.7 Physical Tools

- Signage [Playbook: Installing/Removing]

- Lockboxes [Playbook: Placement/Removal Rules]

- Photography Gear (Cameras, Lenses)

- Drones [Playbook: Drone Use and Safety]

- Audio/Visual Gear (Mics, Lighting, Tripods)

- Booking and Usage Rules

7.8 Other Key Platforms

- Lockbox Access Systems

- MLS Tools

8. Resources

8.1 Scripts and Templates (Internal)

- Buyer Scripts

- Seller Scripts

- Objection Handling

- Email Templates

- Flyers and Brochures

8.2 Guides (Client-Facing)

- Buyer Guide

- Seller Guide

- Market Reports

- Event Playbooks (Ice Cream Day, Titans Games, etc.)

8.3 Checklists

- Buyer Journey

- Seller Journey

- Open House

8.4 Training Materials (Internal)

- Realtor Best Practices

- OPS/Admin Processes

- Marketing Guides

- Further Reading & Viewing

- Books

- Podcasts

- Videos

- Meta Guide

8.5 Glossary of Terms

9. Appendices

9.1 Policies and Compliance

- Royal LePage Brokerage Requirements

- Ontario Real Estate Regulations

- Privacy Policy

- Data Security Guidelines

9.2 HR and Team Policies

- Vacation and Time-Off

- Sick Leave

- Professional Development

9.3 Retired Processes

- Old Listing Workflow

- Past Marketing Campaigns

9.4 Archived Documents

- Old Templates

- Outdated Checklists

9.5 Historical References

- Team History

- Past Accountability Charts

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