{{ wiki.title }}
{{ wiki.title }}
Nick Fundytus Realtor Wiki
  1. Overview
    1. Positions
      1. Marketing Administrator
    2. CEO Tasks
    3. COO Tasks
    4. CFO Tasks
  2. My Brand
  3. Common Tasks
  4. Website
  5. Marketing Plan
    1. Client Events
      1. Client Events (Old Procedures for Reference)
    2. Blog
    3. Content Marketing Hub and Spoke
    4. Contests (Social)
    5. iXact eNewsletter
    6. Bombbomb E-Blast
    7. Market in a Minute
  6. 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
  7. Working with a Buyer
    1. Buyer Leads
    2. Buyer Procedures (Old Procedures for Reference)
    3. Depositing a Cheque with Another Brokerage
    4. Completing a "Receipt of Funds"
    5. Forms You Will Need - Buyer
    6. Buyer Presentation
    7. Sending Documents to the Lawyer & Mortgage Broker
  8. Buyer Specialist
    1. Sales Assistant Invoice
  9. Understanding Forms
    1. Filling Out Forms
    2. Agreement of Purchase of Sale (from course with Keri)
    3. Understanding the Agreement of Purchase and Sale (OREA)
    4. Understanding Buyer Representation Agreement (OREA)
    5. Understanding CONDO Agreement of Purchase and Sale (OREB)
    6. Understanding the Listing Agreement
  10. Tools and Apps
    1. Agent Resources
    2. Bombbomb
      1. Bombbomb and Youtube: Transfer Videos
      2. Bombbomb E-Blast
    3. Canva
    4. Fiverr
    5. Google Tag Manager
    6. iXact Contact (CRM)
    7. Matrix
      1. How to Book a Single Showing
    8. 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
    9. Nickfundytus.ca
    10. Prezi
    11. RLP Smart Studio
    12. Showing Time
    13. Trello
    14. Webforms
    15. Kashoo
    16. Misc. Websites and their uses
    17. Instagram
    18. Slack
    19. Twitter
    20. Shorby
  11. Client Events
    1. Holiday Kick Off Party
    2. Bonspiel for Shelter 2020
    3. Tire Change Day
  12. Giveaway Contests
    1. How to Export from KingSumo to Bombbomb
  13. Ads
  14. Definitions and Terms
  15. How to Organize Google Drive
  16. Random Things You Need to Know
  17. Finalizing Checklist Before Going LIVE!
  18. Showing Time Preperation
  19. Misc. Contacts
  20. Open Houses
  21. Monthly Market Summaries
  22. Ottawa Neighborhoods - Districts
  23. CLOSING: What Forms Are Sent Where
  24. COVID-19 Procedures
Trello {{ currentPage ? currentPage.title : "" }}

FOR A VIDEO WALK-THROUGH, CLICK HERE

Summary

  • Trello is a web-based list-making application. We use it for lists and processes.

  • we use this in conjunction with Slack to organize tasks and clients

Description

  • think of Trello as multiple pin boards that you can organize items on

these are "boards"

  • these are some of our boards

  • they are located in the upper left corner of the page

this is "Nick's To Do" board as an example

  • above is Nick’s To Do board

  • each board has “columns” and “cards”

  • you can create as many channels and cards as you like and move card from column to column as you work though something

  • this board has everything we are working on that is not related directly to any specific client

Buyer Pipeline Board on Trello

  • To create a card, simply select the “+Add another card” at the end of

  • add a title to the card

  • you can load almost anything to a Trello card including:

    • PDF

    • JPG

    • PNG

    • MP4

    • screenshots

    • files

    • documents

  • you can also:

    • add members to assign

    • a description

    • checklists

      • you can also create template checklists to add to cards easily

      • there are pre-made checklists for buyers and listings

    • due dates

    • link google drive

    • assign an image as a cover image (make it a pic of the clients so that you know who is who)

Slack Integration

  • Slack and Trello talk to each other!

  • you can send a card to a Slack channel

  • there are further integrations, but we do not use them as of now

{{{ content }}}