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Nick Fundytus Realtor Wiki
  1. Overview
    1. 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
    2. Our Current Team (2023)
    3. CEO Tasks
    4. COO Tasks
    5. CFO Tasks
  2. My Brand
    1. 2022 Values and Controversy Policies (in Draft)
  3. Marketing Overview (2023)
    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. Karim's Lead Source - Chloe
      1. Outline & Analysis
    16. In-House Listing Videos
    17. Weekly Content Roundup Procedures
  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. 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 - How to Set Up
    29. 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
    30. How to Record and Publish a Client How-To
    31. How To - Referral Form
    32. How to hold an Open House
  5. Glossary - Definitions and Terms
  6. 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. OLD - 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
  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?
    5. Working with a Buyer
      1. Winning/Nurturing The Opportunity
        1. Buyer Leads
        2. Buyer Presentation
        3. Karim - Lead & Buyer Scripts
      2. Getting The Buyer Rep and Pre-Approval
      3. Active Buyer Client
        1. How to Book a Showing
        2. Karim - How to Write an Offer - Information Needed From Clients Script
        3. Forms You Will Need - Buyer
        4. Karim - Scripts
      4. 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 the Lawyer & Mortgage Broker
      5. Firm (pending) Offer
      6. Buyer Procedures (Old Procedures for Reference)
  8. Standard Forms
    1. Filling Out Forms
    2. Agreement of Purchase of Sale (Course with Kerri McGee)
  9. Team Forms
  10. Tools and Apps
    1. Agent Resources
    2. Beacon.by
    3. Bombbomb
      1. Bombbomb and Youtube: Transfer Videos
      2. Bombbomb E-Blast
    4. Defunct Apps
      1. Canva
      2. Kashoo
      3. RLP Smart Studio
      4. Trello
      5. Twitter
      6. Veem
    5. df.ai
    6. Fiverr
    7. Followup Boss (CRM)
      1. Follow-up Boss Sources, Stages and Tags
      2. Creating a Client Profile and Tagging
      3. FUB Smart Lists Criteria
      4. FUB - Using the Dialer
      5. Convert Leads into Prospects - "7 Days of Love" 7 x 7 Touch Program (2022)
    8. Google Tag Manager
    9. iXact Contact (CRM)
    10. Keywordsearch.com
    11. Matrix
      1. How to Book a Single Showing
    12. Nexone (Faltour)
      1. Creating a client, listing or deal the right way.
      2. How to Mark Up a Counter-Offer for E-Signatures
      3. How to Create and Upload FINTRAC Forms
      4. Finalizing in Nexone
      5. Nexone - How to Check Through Listings and Transactions
      6. File Naming Conventions When Uploading
    13. Nickfundytus.ca
    14. Prezi
    15. Showing Time
    16. Webforms
    17. Misc. Websites and their uses
    18. Instagram
    19. Slack
    20. Shorby
    21. VistaCreate
      1. VistaCreate (formerly Crello) Templates - 2022
    22. Ottawa Neighborhoods - Districts
    23. Condo Amenities' Locations
    24. Fundytus.inc Recording Equipment List
  11. Contacts and Professional Referrals
  12. Further Learning
    1. The Complete Copywriting Course - UDEMY
    2. CREA Logo Usage Rules - 2022
    3. Fundamentals of Digital Marketing
    4. Getting a business online
    5. Nick's Training Courses
      1. Building a Lead Generation System (2022)
        1. Framing My Lead Source
          1. Example Lead Source
          2. Lead Source: Downsizing seniors
      2. ChatGPT and AI for Realtors
      3. 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)
    6. Onboarding for New Team Members
      1. Buyer Specialist - Contract and Splits Chart
      2. Realtor - New Team Member Onboarding (2023)
      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
    7. Tom Storey Seminar Notes - 24% Return on Database
    8. YouTube Lessons
  13. 2023 Updates
    1. 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)
  14. Content - Ottawa This Week
  15. Content - New Build Experience (2022)
  16. Content - Home Stuff You Should Know (2022)
  17. Listing Manager/Transaction Coordinator Schedule - Typical Week, Weekly Schedule (2023)
  18. Lead Sources and Transaction Types - Definitions (2023)
  19. Integrated Marketing Plan (2023)
    1. 1YNP - One Year Nurture Plan (2023)
    2. AEU - Annual Equity Update (2023)
    3. Client Events (2023)
    4. Leads - How to Convert New Leads (2023)
    5. Listings - Leveraging Listings to meet more clients (2023)
    6. Matrix - Matrix as a Marketing Tool (2023)
    7. Paperwork - Paperwork as a Marketing Tool (2023)
    8. Solving Problems - Problems Can be a Marketing Opportunity (2023)
    9. Referrals - Systems for Generating Referrals (2023)
    10. W&Q - Weekly and Quarterly Updates (2023)
    11. WCR - Weekly Content Roundup (2023)
    12. WNE - What's Next Emails For Each Stage (2023)
  20. Listings - Preparing and Launching a Listing (2023)
  21. Team Email Signatures
  22. Navigating Nickfundytus.ca/admin
  23. Adding a Listing on nickfundytus.ca
  24. Thumbnail - YOUTUBE
  25. Weekly Content Roundup - How to Post Coffee with Karim
  26. Weekly Content Roundup - How to Post Max's Deal of the Week
  27. Follow Up Boss - How to send a batch email to just your own clients.
File Naming Conventions When Uploading {{ currentPage ? currentPage.title : "" }}

Purpose

Improve communication and reduce mistakes by having standard file names for commonly used forms. This helps our Transaction Coordinator save time and arrange coverage if she is not available, which in turn eliminates mistakes that come from “winging it” and wages spent on unnecessary duplication of work.

Examples

The chart below gives examples for a fictional property called 123 Banana Street Unit 305, a condominium, being sold by Mr. Marty McFly and Ms Janet Jackson.

File Type

Abbreviation

Example Filename

Working With a Realtor (Seller)

WWR

Janet Jackson & Marty McFly - WWR

Working With a Realtor (Buyer)

WWR

Janet Jackson & Marty McFly - WWR

Buyer Representation Agreement

Buyer Rep

Janet Jackson & Marty McFly - Buyer Rep

FINTRAC Individual Identification Information Record

FINTRAC

123 Banana Street 305 - FINTRAC Marty McFly,

123 Banana Street 305 - FINTRAC Janet Jackson

Agreement of Purchase and Sale

APS

123 Banana Street APS

Buyer Acknowledgement of Conditions in Offer

Buyer Ack

123 Banana Street Buyer Ack

FINTRAC Politically Exposed Person/Head of International Organization Checklist/Record

FINTRAC PEP_HIO

123 Banana Street 305 - FINTRAC PEP_HIO Marty McFly,

123 Banana Street 305 - FINTRAC PEP_HIO Janet Jackson

Listing Agreement

LA

123 Banana Street 305 - LA

Schedule A to Listing Agreement

Schedule A to LA

123 Banana Street 305 - Schedule A to LA

Confirmation of Co-operation and Representation

CCR

123 Banana Street 305 - CCR

Deposit in Trust

Deposit in Trust

123 Banana Street 305 - Deposit in Trust

FINTRAC Receipt of Funds

FINTRAC ROF

123 Banana Street 305 - FINTRAC ROF

MLS Listing Page

MLS Listing Page

123 Banana Street 305 - MLS Listing Page

Notice of Fulfillment of Conditions

NOF (can include of what, ie: NOF Financing, NOF Home Inspection)

123 Banana Street 305 - NOF

Amendment

Amendment to _______

123 Banana Street 305 - Amendment to _________

Showing Instructions

Showing Instructions

123 Banana Street 305 - Showing Instructions

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