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Nick Fundytus Realtor Wiki
  1. Overview
    1. Positions
      1. Marketing Administrator
      2. Buyer Specialist
      3. Content Creator
    2. Our Current Team (2022)
    3. CEO Tasks
    4. COO Tasks
    5. CFO Tasks
  2. My Brand
  3. Glossary - Definitions and Terms
  4. 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. Contests - How to Export from KingSumo to Bombbomb
    12. Courier - How to Courier an Item or Document
    13. CRM - Client Record Audit
    14. COVID-19 - Special Procedures
    15. Drive - How to Organize Google Drive
    16. Final Walkthrough - How to Schedule a Final Walkthrough with a Client
    17. Firm Sale - Sales Assistant Invoice
    18. Forms - Sales Assistant (SA) Invoice (2021) Procedure
    19. Generating Referrals
    20. Leads - How to write a calendar invitation to a lead
    21. Leads - How to write a postcard to a new lead.
    22. Leads - How to Introduce Yourself to a New Lead
    23. Meetings - Daily Check-ins
    24. Meetings - How to Run a "Same Page" Meeting
    25. People - Accounting and Bookkeeping
    26. Showing Time - How to Set Up
    27. 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
    28. How to Record and Publish a Client How-To
    29. 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
    8. How to Cancel a 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
    16. Karim's Lead Source - Chloe
      1. Outline & Analysis
  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
      3. FUB Smart Lists Criteria
      4. FUB - Using the Dialer
    7. Google Tag Manager
    8. iXact Contact (CRM)
    9. Keywordsearch.com
    10. Matrix
      1. How to Book a Single Showing
    11. 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
      5. File Naming Conventions When Uploading
    12. Nickfundytus.ca
    13. Prezi
    14. RLP Smart Studio
    15. Showing Time
    16. Trello
    17. Webforms
    18. Kashoo
    19. Misc. Websites and their uses
    20. Instagram
    21. Slack
    22. Twitter
    23. Shorby
    24. Veem
    25. Ottawa Neighborhoods - Districts
    26. Condo Amenities' Locations
    27. Crello
      1. Crello Templates - 2022
    28. Fundytus.inc Recording Equipment List
  13. Contacts and Professional Referrals
  14. Onboarding for New Team Members
    1. Buyer Specialist - Contract and Splits Chart
    2. Buyer Specialist - New Team Member Onboarding (2022)
    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 Meetings
    8. 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
        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. LM2.20 - Submit all necessary documentation to office broker for file compliance (2022)
      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. Convert Leads into Prospects - "7 Days of Love" 7 x 7 Touch Program (2022)
  18. Content - Ottawa This Week
  19. Content - New Build Experience (2022)
  20. Content - Home Stuff You Should Know (2022)
  21. ISA 2022
    1. ISA schedule 2022
    2. ISA Scripts/Training
    3. Objections
  22. Showing Assistant 2022
  23. Tom Storey Seminar Notes - 24% Return on Database
  24. Admin Schedule and Responsibilities
  25. Ten Key Systems (2022)
    1. CRM System (2022)
    2. E-Mail Service Provider (2022)
    3. Social Media Management (2022)
    4. Lead Generation Systems (2022)
    5. Meeting System (2022)
    6. Tracking and Measuring (2022)
    7. Conversion (2022)
    8. Transaction Management (2022)
    9. Note-Taking Systems (2022)
    10. Project Management (2022)
  26. Building a Lead Generation System (2022)
    1. Framing My Lead Source
      1. Example Lead Source
      2. Lead Source: Downsizing seniors
FUB Profiles & Tagging How-To {{ currentPage ? currentPage.title : "" }}

January 2022 - NEW Tagging system for auditing, SOI (Sphere of Influence), Permanent Database & profile information

FIND THE VIDEO TUTORIAL HERE

SOI (Sphere of Influence) - everyone you have worked with as an agent and most, if not all of your Permanent Database. Will include clients you have helped that came in via the team’s leads, ads on listings, assigned to Nick from the brokerage but passed on to you.

Permanent Database - everyone you would take with you as an agent if you were to leave the team (friends, family, leads you brought in, leads assigned to you from the brokerage, leads from ads you paid for, leads from ads from your listings…etc)

Audited 20XX - This tag is only applied once a client’s profile is as complete as possible. You must have at bare minimum

  1. Client(s) name, phone #, email, current address

  2. Source (where did they come from? Referral? From who? Open House? Reddit? KV Core Lead?)

  3. Ranking

  4. Tags showing if they are invited to Tire Change Day, Pie Day

  5. Tags showing if they are to receive our newsletter and direct emails

More information that would ideally be included in their profile would be:

  • The price range they are looking in or selling in

  • a tag with the year they closed and moved

  • tags indicating if they are a gamer, dog lover …etc

  • their employment information listed in the “Background” section as well as any other personal information like relationships with other clients, children, pets, interests and more

  • The lawyer they used on their most recent purchase or sale

  • birthdays

  • move-in date

Nick’s tags

Nick’s SOI

Nick’s Permanent Database

Nick’s Friend

Nick’s Top 100

Karim’s tags

Karim’s SOI

Karim’s Permanent Database

Laura’s tags

Laura’s SOI

Laura’s Permanent Database

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