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- Organizational Structure (Midsize Team)
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- LM1.1 - Oversee all aspects of sellers transactions from initial contact to executed purchase agreement. (2022)
- LM1.2 - Prepare all listing materials (2022)
- LM1.3 - Prepping a property for listing
- LM1.4 - Obtain all necessary signatures
- LM1.5 - Coordinate showings
- LM1.6 - Obtain feedback from showings on our listings
- LM1.8 - Coordinate all public open houses and broker open houses
- LM1.9 - Input all listing information into MLS and marketing websites
- LM1.10 - Submit all necessary documentation to office broker for file compliance (2022)
- LM1.11 Input all necessary information into client database and transaction management systems.
- TC1.3 Coordinate mortgage and appraisal processes.
- TC1.4 Coordinate inspections and coordinate completion of repairs.
- TC1.5 Regularly update & maintain communication with clients, agents, title officer, lender etc.
- TC 1.6 Submit all necessary documentation to office broker for file compliance
- TC 1.7 Coordinate moving/possession schedules.
- TC1.8 Schedule, coordinate & attend closing process.
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- Job Description - Inside Sales Agent (ISA)
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- Job Description - Listing Agent
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- 2023 Job Description - Associate Realtor - "Paper Agent"
- Job Description - Runner
- Job Description - Sales Manager
- Job Description - Showing Assistant
- Showing Assistant 2022
- Compensation Model
- Our Current Team (2023)
- CEO Tasks
- COO Tasks
- CFO Tasks
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- Ads
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- Blog
- Content Marketing Hub and Spoke
- Giveaway Contests (Social)
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- Bombbomb E-Blast
- Market in a Minute
- Our Website - nickfundytus.ca
- Monthly Market Summaries
- Open Houses
- Lead Magnets - How To Create a Lead Magnet
- Paid Promotions Guidelines
- YouTube Best Practices
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- In-House Listing Videos
- Weekly Content Roundup Procedures
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- Ads - Create a Facebook Lead Ad for a Listing (2022)
- Buyer Specialist - People - Getting Into a Routine
- Buyer Specialist - Clients - Showings - Booking Showings
- Buyer Specialist - Clients - Showings - Communicating Showings With Clients
- Buyer Specialist - Leads - Systemic Follow-Up
- Buyer Specialist - People - How to Organize People to Reach Them
- Buyer Specialist - People - How to Lead Generate
- Calls - Reasons to Call Someone
- Client Service - How to do a weekly update.
- Closing - What Forms Are Sent Where
- Commissions - Entering team commissions in NexOne (2023)
- Contests - How to Export from KingSumo to Bombbomb
- Courier - How to Courier an Item or Document
- CRM - Client Record Audit
- COVID-19 - Special Procedures
- Drive - How to Organize Google Drive
- Final Walkthrough - How to Schedule a Final Walkthrough with a Client
- Firm Sale - Sales Assistant Commission
- Firm Sale - Sales Assistant Invoice (OLD PROCESS)
- Forms - Sales Assistant (SA) Invoice (2021) Procedure
- Leads - How to write a calendar invitation to a lead
- Leads - How to write a postcard to a new lead.
- Leads - How to Introduce Yourself to a New Lead
- Listings - Gathering Listing Activity Feedback (2023)
- Meetings - Daily Check-ins
- Meetings - How to Run a "Same Page" Meeting
- People - Accounting and Bookkeeping
- Showing Time - Setting Up
- How to create a YouTube Thumbnail
- Follow Up Boss - How to send a batch email to just your own clients.
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- Prospecting - Power Hours 2024
- How to Record and Publish a Client How-To
- How To - Referral Form
- How to hold an Open House
- Glossary - Definitions and Terms
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- Winning the Listing
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- How to Create an Exclusive Feature Sheet on Beacon.by
- How to Create a Feature Sheet in Beacon.by
- Inputting Information for a New Listing in to Matrix
- Adding Pictures to a Matrix Listing
- Setting Up ShowingTime For a New Listing
- OLD - Putting a New Listing on The Website
- Preparing Documents for Electronic Signing
- Exclusive Listing Phase
- Listing Procedures (Old Procedures for Reference)
- Listing Paid Marketing
- Forms You Will Need - Listing
- Open House ShowingTime & Website Set Up 2022
- How to Cancel a Listing
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- Sales Assistant Invoice
- The Sales Funnel
- Karim's Social Media Profile
- Buyer Specialist - What Do I Do Every Day?
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- Team Forms
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- Agent Resources
- Beacon.by
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- df.ai
- Fiverr
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- Google Tag Manager
- iXact Contact (CRM)
- Keywordsearch.com
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- Nickfundytus.ca
- Prezi
- Showing Time
- Webforms
- Misc. Websites and their uses
- Slack
- Shorby
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VistaCreate
- Ottawa Neighborhoods - Districts
- Condo Amenities' Locations
- Fundytus.inc Recording Equipment List
- Contacts and Professional Referrals
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- The Complete Copywriting Course - UDEMY
- CREA Logo Usage Rules - 2022
- Fundamentals of Digital Marketing
- Getting a business online
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- Tom Storey Seminar Notes - 24% Return on Database
- Tom Storey Ultimate Listing Presentation
- YouTube Lessons
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- Podcasts - How to publish an episode to Simplecast from Google Drive
- Creating an Opinion of Value in Prezi Video
- Creating a New Client Folder for Buyer or Seller
- Forms - Buyer Closing Checklist
- Forms - Buyer Intake Form
- Forms - Seller Closing Checklist
- Forms - Seller Intake Form
- Meetings - Weekly "Level 10" Meeting
- Video - How to pitch and record a Client Video
- Referrals - How to send a referral to a Realtor in another market
- Sales Training - Conversion U
- Podcast - Overview of Creating, Publishing and Promoting an Episode (2022)
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- Content - Ottawa This Week
- Content - New Build Experience (2022)
- Content - Home Stuff You Should Know (2022)
- Listing Manager/Transaction Coordinator Schedule - Typical Week, Weekly Schedule (2023)
- Lead Sources and Transaction Types - Definitions (2023)
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- 1YNP - One Year Nurture Plan (2024)
- AEU - Annual Equity Update (2024)
- Client Events (2024)
- Leads - How to Convert New Leads (2024)
- Listings - Leveraging Listings to meet more clients (2023)
- Matrix - Matrix as a Marketing Tool (2024)
- Paperwork - Paperwork as a Marketing Tool (2024)
- Solving Problems - Problems Can be a Marketing Opportunity (2024)
- Referrals - Systems for Generating Referrals (2024)
- W&Q - Weekly and Quarterly Updates (2024)
- WCR - Weekly Content Roundup (2024)
- WNE - What's Next Emails For Each Stage (2024)
- Listings - Preparing and Launching a Listing (2023)
- Team Email Signatures
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- 2024 AP - Set a clear budget (incomplete)
- 2024 AP - Prioritize remarketing and lookalike audiences (incomplete)
- 2024 AP - Block time for reverse prospecting
- 2024 AP - Create Consistency in Seller Follow-up
- 2024 AP - Create Standards for the Closing Process (Incomplete)
- 2024 AP - Clarify what we're measuring
- 2024 AP - Hold each other accountable for the actions that we're taking (Incomplete)
- 2024 AP - Keep FUB Tight and Well-organized
- 2024 AP - Run new ad campaigns
- 2024 AP - Refuse Overpriced Listings
- 2024 AP - Improve the listing process to be more intentional
- 2024 AP - Improve the Buyer Process to be more intentional
- 2024 AP - Hire three new Buyer Specialists in 2023. Keep 2
- 2024 AP - Revise Marketing Spend for Listings
- 2024 AP - Bring 3D Photography In-House
- 2024 AP - Launch Weekly Email
- 2024 AP - Launch Quarterly Print Newsletter
- 2024 AP - Activate Drip Campaign for ALL Leads
- 2024 AP - Print Materials for Listing Launch and Closing Baskets
- 2024 AP Set standards for sending referrals to team members
- 2024 AP - Relaunch Ourbeaconhill.ca (incomplete)
- 2024 AP - "Hire" Volunteers for ourbeaconhill.ca (incomplete)
- 2024 AP - Display our team and individual goals clearly in the office.
- Our Team's Most Requested Resources
VistaCreate
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