Laying The Foundations

LAYING THE
FFOOUR NYDOAUTRIOCNAREER
IN REAL ESTATE

SOLD

STRENGTH…INTEGRITY…LONGEVITY

GETTING STARTED • Review The Preferred Realty Website

• Office Tour • Review the Intranet. This is your business HUB
• Receive & Review Policy Manual
• Receive Office Key • Receive & Save Your Personal BHHS
• Receive Copier Code & Access Lead Phone Number
• Receive Pathways To Success Schedule
• Review Realtor Safety 101

ON YOUR OWN

• Upload PTS Schedule to your Google Calendar (go to Intranet, click on PTS schedule and click link
that allows you to sync the schedule to your gmail calendar)

• Complete the PTS class competencies directly after the class (You’ll thank us later.)
• Enroll in DocuSign (ask me for the enrollment form, you get a nice discount since you’re with BHHS)
• Set-Up an account with 2-10 Home Buyer Warranty
• Set-Up an account with Guard Home Warranty
• Get to know your West Penn Financial Rep
• Get to know your Everest Settlement Rep
• Set-Up xpress Profile (Just Listed & Just Sold Post Cards)

WEST PENN MULTI-LIST

• Login to WPML
• MLS Data Sheet (review with manager)
• ShowingTime (your profile can be set up in MLS)
• Overview of Matrix
• How to Create a Comparative Market Analysis
• Learn how to do 4 different searches in Matrix
• How to create a Client Portal

ZIPFORMS

• Zipforms Overview
• Set-Up your Templates (Listing & Purchase Offer)
• Create a New Listing File
• Create a New Transaction File
• Using FREE digital signature in ZipForms
• Using the “Collaborate” feature in ZipForms for electronic completion of Seller’s Disclosure

BRAND PROFILES
TO SET UP

• Set up your Company-Paid Website
(accessible on Intranet)

• Gmail (photo & signature)
• Zillow
• Realtor.com
• Trulia
• TikTok
• Facebook business page
• Twitter
• LinkedIn
• Instagram
• Pinterest
• Google+
• RPR (Realtors Property Resource)
• Google My Business

APPS TO DOWNLOAD

West Penn Supra
The Preferred Realty AgentOne Financial ShowingTime RPR Gmail

HomeSnap Skyslope CamScanner Zoom DropBox Kleared Google MileLogger
Drive

TRANSACTIONS

• Pre-Listing Presentation / CMA
• Consumer Guide to the Agreement of Sale
• From Listing Presentation to Closing Timeline
• Sales Agreement Timeline
• Buyer Paperwork Process
• Inspection Contingency Timeline
• Estimated Closing Costs - Seller
• Estimate Closing Costs - Buyer
• Document Checklist for New Listing
• Document Checklist for Listing Sold
• Document Checklist for Buyer Controlled Sale

ROLE PLAY & SCRIPTS SHADOWING

• Buyer Consultation • Open House
• Listing Presentation • Showing a Property
• FSBO • Buyer Consult
• Expired • Home Inspection
• Open House • Listing Appointment
• Incoming phone call (how to convert) • Closing
• Sell me this house
• Mortgage process from pre-approval to closing

GREAT BOOKS TO READ

The Millionaire Real Estate Agent The 7 Levels of Communication
- Gary Keller - Michael J. Maher

How to Win Friends and Influence People The Carpenter
- Dale Carnegie - Jon Gordon

Never Split the Difference The 15 Invaluable Laws of Growth
- Chriss Voss - John C. Maxwell

Sell or Be Sold
- Grant Cardone

GETTING STARTED ON THE BERKSHIRE HATHAWAY HOMESERVICES NATIONAL

REsource CENTER

www.BHHSResource.com

Our national “intranet” site is loaded with tools, training, tips, networking opportunities
and of course marketing!

Marketing REsource
An automatic MLS feed makes its super simple to help you market yourself and your listings.
Fyers, ecards, social media posts, and videos are all included.

Learning Center
Some live and some recorded, this great resource offers a houseful of free classes to help get you started!
You can even sign up to achieve certain designations if you are interested. Don’t miss the eCertification
class found under Certification Programs.

SAGE CRM
Wondering how you will keep track of all of your clients someday? We have the solution,
Sage CRM (Customer Response Management) offers you some of the best lead management,
incubation and marketing capabilities offered in the industry.

The Shop
Need some stuff to get yourself branded or just ready to sell? Purchase postcards, signs,
and promotional items in the Shop.

Social Media - RisMedia
If doing you own social media isn’t your thing, or maybe you are just looking for some ideas? Take a look
at the RisMedia social media offering. Some options are free! By setting this up it can post to your social
media account automatically.

Luxury Collection
If working with high end buyers and sellers is your goal, make yourself familiar with the marketing tools
available. And look forward to the day when you can apply for the special Luxury Collection Specialist
designation. Which is available when you secure 3 transactions in the top 10% of the market
(typically $500,000+ home sale price).

Calendar
Check out the list of upcoming webinars and live casts!



©2021 BHH Affiliates, LLC. An independently owned and operated franchisee of BHH Affiliates, LLC. Berkshire Hathaway HomeServices and the Berkshire Hathaway
HomeServices symbol are registered service marks of Columbia Insurance Company, a Berkshire Hathaway affiliate. Equal Housing Opportunity. Information not verified

or guaranteed. If your home is currently listed with a Broker, this is not a solicitation.