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Real Estate Checklists (for agents)

8/28/2017

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Download our free real estate checklists!

As a real estate agent we know you have to do a lot of juggling… and it’s easy to forget something, or drop it in the cracks. Checklists are a proven system that mega teams and top agents across the country use.
Below are buyer and seller checklists for you as a real estate agent. Like a coming soon ckecklist, or a new buyer checklist.
 
We made a version that goes in your files:
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And a poster version for the wall:
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That folder system is good, but personally I found when they were stapled to a folder... they could get easily forgotten about. So that’s why I used the poster style. I had 4 printed and pinned up on my office wall for the entire team to see and use. Above is what the poster style looks like. The 4 we used were; the new buyer checklist, buyer close checklist, new listing checklist and the seller close checklist.
 
Many agents are more comfortable with paper, but you can download these checklists and import them directly into your database. *Most databases don’t have a checklist feature, so I bet most will still enjoy the paper system. Use whatever works with you.

 
Real estate agent templates and examples to download:
  • New Buyer Checklist – poster 11x17 (.ppt) (.pdf)
  • New Buyer Checklist – file folder sheet 8.5x11 (.docx) (.pdf)
  • Buyer Close Checklist – poster 11x17 (.ppt) (.pdf)
  • Buyer Close Checklist – file folder sheet 8.5x11 (.docx) (.pdf)
  • Listing Coming Soon Checklist – poster 11x17 (.ppt) (.pdf)
  • Listing Coming Soon Checklist – file folder sheet 8.5x11 (.docx) (.pdf)
  • Just Listed Checklist – poster 11x17 (.ppt) (.pdf)
  • Just Listed Checklist – file folder sheet 8.5x11 (.docx) (.pdf)
  • Open House Checklist – poster 11x17 (.ppt) (.pdf)
  • Open House Checklist – file folder sheet 8.5x11 (.docx) (.pdf)
  • Seller Close Checklist – poster 11x17 (.ppt) (.pdf)
  • Seller Close Checklist  – file folder sheet 8.5x11 (.docx) (.pdf)
 
We made different versions for different brands too:
  • Red
  • Blue
  • Orange
  • Purple
  • Teal
  • Yellow
  • Black
 
Want to copy & paste? These lists will get you started:
 
Coming Soon Checklist:
  • Order up sign with coming soon rider
  • Lockbox / keys cut
  • Arranger home staging consultation
  • Take measurements, taxes, condo fees, etc
  • Photographer / video tour
  • Write description, local schools, walk score, etc
  • Get showing instructions
  • Upload video to YouTube
  • Upload video to Facebook page
  • Do a coming soon blog before it hits the MLS
  • “Just Listed” direct mail
  • “Just listed” ads on facebook / Instagram around address
  • Cross-reference our buyers to see if any matches
  • Send email to team RE: new listing w/ client info & listing info
  • Post for free on classified ads ie: Craigslist
  • Add client to database (name, phone, email, address, client notes, spouse, etc)
  • Add to database as a “seller” type
  • Put on office tour?
  • Set listing agent up on “MLS alerts” to new listings / price changes in the area
  • Listing expiring reminder
  • Send “thank you” note
  • Ask for referral
 
New Listing Checklist:
  • Order up sign (open house rider if doing one)
  • Lockbox / keys cut
  • Arranger home staging consultation
  • Take measurements, taxes, condo fees, etc.
  • Photographer / video tour
  • Write description, local schools, walk score, etc.
  • Get showing instructions
  • Post on MLS
  • Upload video to YouTube
  • Upload video to Facebook page
  • Newspaper / Magazines photo & description w/ call-to-action
  • Do a “just listed” blog about the home and the area
  • Email client marketing kit with blog links, photos, videos and my contact info typed to easily share
  • “Just Listed / open house” direct mail
  • “Just listed / open house” ads on Facebook / Instagram around address
  • “Just listed / open house” post on business page and share on personal wall
  • Print materials for house (feature sheets, business cards, sign-in sheets, etc.)
  • Cross-reference our buyers to see if any matches
  • Send email to team RE: new listing w/ client info & listing info
  • Post for free on classified ads i.e.: Craigslist
  • Add client to database (name, phone, email, address, client notes, spouse, etc.)
  • Add to database as a “seller” type
  • Add client to “seller drip / follow up” plan
  • Put on office tour?
  • Set listing agent up on “MLS alerts” to new listings / price changes in the area
  • Set feedback / update reminders
  • Listing expiring reminder
  • Send “thank you” note
  • Ask for referral
 
Open House Checklist:
  • Install open house rider
  • Print off feature sheets, open house sign-in registration
  • Print off all active listings and solds for the area
  • Post open house on MLS and personal website
  • Facebook ads targeting the area
  • Door knocking / prospecting the week before
  • Email marketing
  • Post on classified websites for free
  • Call client to remind and go over mutual expectations / reminders
  • Plan signs for maximum visibility and have proper number of signs
  • Create marketing kit for seller “open house invitations” w/ photos, video, links to site and our contact info to easily share w/ date, time and address
  • Follow up with all buyers / sellers who visited
  • Follow up with sellers w/ feedback
 
Seller Close Checklist:
  • Get copy of offer to other agent
  • Scan email a full copy to client
  • Copy to lawyer
  • Make sure we have the deposit and do a receipt of funds
  • Do trade record and all papers required by office
  • Order sign down 1 week before closing date
  • Install a “SOLD” sign rider
  • Remove lock box, return keys, gather feature sheets and other materials
  • “Just SOLD” direct mail
  • “Just SOLD” ads on facebook / Instagram around address
  • “Just SOLD” post on business page and share on personal wall
  • Update database with new address, missing contact info & notes about deal
  • Add to birthday plan
  • Change from “seller” type to “past client”
  • Remove “seller” drip / follow up and change to “past client”
  • Make client “we moved” cards to hand out with new address
  • Send them “moving checklist” with utility numbers and to-dos
  • Ask for testimonial
  • Ask for referrals
  • Handwritten note / closing gift
  • Call 7 days before
  • Call day of closing
  • Call 3 months later
  • Close file
  • Let manager know if they should be working with us and to call them (recruiting)
 
New Buyer Checklist:
  • Are they working with an agent?
  • Are they pre-approved / financing?
  • Do they need to sell?
  • Are they renting?
  • Add to Database (name, phone, email, address, spouse)
  • Add to database as “Buyer” type
  • Add follow up date
  • Add criteria and client notes to database
  • Set up on “buyer” drip / plan in database
  • Sign buyer contract and do consultation
  • Set up to get matching MLS listing alerts
  • Follow up to make sure they are actually getting the alerts and happy
  • Ask for referral

Buyer Close Checklist:
  • Get copy to other agent
  • Scan email to client
  • Get a copy to the lender
  • Make sure we have the deposit & do a receipt of funds
  • Do a trade record and hand in all required papers to office
  • Suspend client from MLS email alerts
  • Book home inspection
  • Waivers / amendments signed
  • Forward copies waivers / amendments to office and lender
  • Send them “moving checklist” with utility numbers and to-dos
  • Save new address in database
  • Add to MarketWatch (listings and solds around new house)
  • Remove from buyer drip plan and change to long term client plan
  • Change from “buyer” to “past client” in database
  • Add to birthday list
  • Call 7 days before move in
  • Call day of move to check appliances, furnace, AC, etc.
  • Call 3 days after “how’s it going”
  • Call 3 weeks later “following up”
  • Call 3 months later “following up / referral”
  • Facebook ads “just sold”
  • Make client “we moved” cards to hand out with new address
  • Ask for testimonial
  • Ask for referrals
  • Handwritten note / closing gift
  • Set up on “anniversary” reminders – 1 month before date
  • Close file
  • Let manager know if they should be working with us and to call them (recruiting)
 
These are just a start. You should have things to add to the list that’s unique to you, your business, the market you are in and the required paper and procedures. I suggest reviewing these with your manager and team to brainstorm and add your own spin on things.
I hope you use out of these for years to come and I see them pinned to your wall one day. I know they helped me.
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Real Estate Agent Recruiting Video Playlist

2/8/2017

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Call Dan to talk about ideas to grow your brokerage: 905-903-5442


Below is a playlist of recruiting videos. You can skip past the ones you've watched, save the ones you like and generally get inspired on the scripts, tools & ideas for office growth.

If you need help with implementing a marketing strategy, training agents or need s speaker... please contact Dan Wood at 905-903-5442.
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Top real estate tech tools and apps

7/18/2016

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This is my top list of technology tools that real estate agents should be using. Below I cover free music for your videos, design & marketing tools, outsourcing and more!!!

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Company: StockUnlimited
Service: Stock Photography

This is my go to place for royalty free stock photography. Mostly used for your social media, real estate blogs, website and online ads for buyers and sellers.

This is a onetime fee and you get a lifetime membership of unlimited downloading. Just search the type of image you need and download in HD. Perfect for print or web. 90% of my images come from StockUnlimited. Other websites charge you $5-$10 per image (sometimes more).

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Company: Stocksnap.io
Service: Stock Photography

This is a great option for free. You actually don't need to pay anything... but you kinda get what you pay for. Not much.

The selection and quality VS StockUnlimited isn't even a comparison. This is more for testing the waters.

Who knows you might find some hidden gold.

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Company: Pixabay.com
Service: Stock Photography

This one is also 100% free. The quality and number of images is amazing for the price. It not only has photos, but video too! The video clips could be added to your virtual tours.

StockUnlimited is still going to beat it when it comes to searching royalty free images, but it's a free option to try.


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Company: Canva.com
Service: Design and Layout

Canva is a free "drag & drop" design program that agents are using to make feature sheets, Facebook ads & more. Basically anything you need designed could be created using Canva.

They even have templates already done for you and you just switch out the photos with your own. It's 100% free if using your own images. If you use any images from Canva it's $1 per photo. So most of the time I use one of the stock photography sites mentioned above for the images and Canva to put it all together.

It also works on your phone (Apple or Android). Just search the store for the "Canva app"

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Company: Typorama
Service: Social Media - Text to Images

*This only works on iPhone, if you are Android I suggest just using the free Canva app. However if you are a iPhone user... Typorama is like having a graphic designer in your pocket!

Most of you are posting on Instagram and Facebook from your phone. So creating and saving images directly on your mobile device makes a lot of sense. 

Typorama allows you to choose different layouts (like a square Instagram post, or a Facebook rectangle for page posts), it also has unique fonts and layouts that turn you into a real estate marketing wizard - using just your fingers and the touch of a screen!

Canva is free. Typorama you pay for. I use both on my iPhone. Have fun playing :-)

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Company: YouTube section for royalty free music
Service: Popular (FREE) music you can use in your videos

If you use YouTube for your videos you'll notice they get taken down if you use popular music. One way around this is to download music created specifically for you to use on Youtube with these royalty free soundtracks and sound effects: https://www.youtube.com/audiolibrary/music

That section is ok... but if you want current hits go to this link: www.youtube.com/music_policies?show_audio_revshare_guide=yes

Here you'll find a list of popular songs that YouTube will allow you to use! Read the terms for each to make sure it'll work but 90% of the time it will. Just keep the lyrics clean and neutral. Remember you are making the video for the audience... not you + it reflects you and the brand.

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Company: FMA - Free Music Archive
Service: Royalty Free Music for Facebook & YouTube

Having good music in your real estate videos is critical. Finding them and paying for the rights can be costly and time consuming. The good news is I found a free source of royalty free music you can download today!

Like anything 80% will not fit your taste and style... but this link has the top free songs you can use today: freemusicarchive.org/music/charts/all

Always give the artist credit in the description of your videos and read the terms. Not all can be used for commercial purposes. This list however is a good start.

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Company: PowToon.com
Service: Animated Videos

Most of my real estate videos are created using www.powtoon.com 

It makes it easy to make animated videos, explainer videos and those trendy whiteboard videos - especially for real estate agents! Think of your house value page... You could make a animated video explaining "when they fill in the form you'll get back to them with a free home evaluation" :-)

You can try it for free but to remove the powtoon branding and get full features you'll need a subscription. Most agents don't need a monthly subscription so what I suggest is make as many videos as you can in the 1st month and unsubscribe. 4 months later you might need more videos. Just subscribe for another month, make the videos and put the subscription on hold again. You can always downgrade and upgrade as you need.  *Just make sure you are paying monthly and not for the full year up front.

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Company: BombBomb.com - click for free trial
Service: Creating Video & Delivering Video

The biggest frustration REALTORs face with video is the creation and delivery. Many have tried the native camera app but the files turn out to be too big! You also need to upload the videos and attach them. This causes most to avoid the tool all together.

This app allows you to easily create a video & send it with the press of a few buttons. I actually have a 90 day challenge showing agents how to use it for referrals... but you can also use it on the fly for following up with leads or prospecting.

It not only makes video, but you can also make landing pages with it, email drip plans for long term lead conversion or direct prospecting. This is my most used app. Nothing beats it for following up and getting referrals. It's a must for most agents.

​Try it out for free + get the 90 day referral challenge here: www.bombbomb.com/?bbref=BROKERAGENATION

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Company: Upwork.com
Service: Outsourcing, Virtual Assistants & Freelancing

The biggest lesson I learned when hiring my first virtual assistant was: NOT TO HIRE THEM TO DO EVERYTHING!

We all fall in this trap. You hire your first admin (real or virtual) and it becomes like a full time job just keeping them busy... so you end up dumping everything onto them from loading listings to social media, blogs, database, marketing and more!

What I've learned is that it's better to hire specific people with specific strengths and outsource the smaller task. For example I have a video editor who can take 4-6 hours of editing off my plate and I only pay $20. I just send the raw videos and pictures and he edits it to go with my preferred music.

Same thing for my design. When we get a new listing I send the photos and MLS description a different designer (one who specializes in print media) and 24 hours later I have all my marketing done (just listed, just sold, social media, blog, feature sheets, etc).

So now I keep things lean. I have one full-time administrative assistant and outsource the rest. Upwork is a perfect place to find people who specialize on one thing and going forward I just hire them as needed. Per project. I've hired people from Canada, Australia, India and the Philippines.

This is a blog article on outsourcing and the specific tools I use to communicate with people all over the world: www.brokeragenation.com/blog-for-real-estate-agents/full-webinar-recording-virtual-assistants-for-real-estate-agents




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Company: fiverr.com
Service: Outsourcing & Freelancing

Fiverr is like the ghetto cousin of upwork.com - you can get things done for extra cheap but many times you get what you pay for. Both services are a buyer beware situation but fiverr is like the wild-west.

A good example of using this service would be to crop out your photo and remove the background. Something that would take you over a hour to do can be turned around on fiverr for $5. I've personally never been burned on fiverr but I know plenty of people who have. How I look at it is like this: fiverr is for one off jobs and upwork is more for ongoing things.

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Company: SumoMe
Service: List Building & Lead Generation

*Caution: SumoMe is amazing and a must have... but only if you already have traffic. If you don't have any traffic skip this part. However if you do have traffic this is a magic trick that gets us 8% of all traffic to provide contact info!

The two main features we use are called: the list builder and the smart bar.


If I had to only choose one it would be the list builder. It's a handy pop-up that only pops up when the people are already leaving your site. So you might as well try one last time to convert them.

The smart bar has been working for us too. It's a simple email subscription bar that is at the top of every page (including your real estate listings). The two together get us an average of 8% every week. So for every 100 visitors to our website we are adding 8 new people to the database.

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Company: Boomerang for Gmail
Service: Email Follow Up & Scheduling

* Boomerang only works for gmail, so if you aren't using gmail for your work email, get a Google apps for work here. Trust me it makes integrating so much easier in the future. Everything works with Gmail. This tool alone should convince you...

Nothing helps me manage the flood of emails like Boomerang for Gmail. I can remove emails on the go and have them appear tomorrow, or I can type the email now and set it to go out at a future date. You can even set reoccurring messages. Like automated reminders, etc.

A simple example is this: You get a home buyer internet lead from your MLS. It comes to you as a email. That person isn't yet added to your database. You call the lead and they don't answer. You can simply Boomerang it to get it out of your inbox and it'll reappear 3 days later as a reminder. You call the buyer and finally connect. Now you can add them to your database and delete the email... or keep boomeranging them till you connect :-)


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Company: Google Forms
Service: Landing Pages & Lead Generation

Need a landing page that is simple and free? Ideally you should be using your own website or blog, but for many even that isn't simple. Good new: Google Forms are super simple to set up and you can use them as landing pages for things like seller leads (house values) or buyer leads (condos for sale in your city).

It's mobile friendly, free & easy. Other service you pay for should be better but for a free option? It's worth a shot. We tested and it worked for us. Just make sure to watch the video in this article to show how to turn on notifications of the leads.

If you want someone setting up your landing pages and helping with the marketing you might be interested in a real estate seller leads program found here.

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Company: Zapier
Service: Automation & Data

Do you "copy & paste" data from your email to add contacts to your database?

Zapier (zpr.io/WYq) allows you to create rules and automate what happens when people fill in your contact forms.

For example you could sync all your inbound leads into one database!.. or automatically put people on the right follow up plans.

​It works with hundreds of programs and integrates them. I've been using it for years to automate my business and it easily frees up a few hours a week ot things I now have automated. Using this link gets you 100 free tasks a month!

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Company: Trello
Service: Project Management & Cloud Storage

Trello is a free tool I use for managing my team and any active projects on the go. Each member has his/her own board. It's like a to-do list on steroids.

For example you could start a "just listed" folder (called a card in trello) and upload all the photos, virtual tour, listing details, paperwork, etc. Move the card over to your admin who loads it on the MLS, design the marketing and attach for future use.

For repetitive projects you can even have templates. Like a "just listed checklist" that has the same actions taking place with each new client (order sign, install lock box, book open house, ads, direct mail ,etc).

Once a project is done you can simply archive it. This saves all the files into the cloud allowing your team 247 access from any PC, tablet or smart phone!

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Company: Lastpass
Service: Password Protection and Team Access

Lastpass is one of the few things you'll actually need to pay for. Most of tools we use are free but you'll want to pay the yearly fee (it's only $24 a year).

You'll need one account for you & one for your staff. This tool saves ALL your passwords and keeps them safe. Your admin will get ONE master password that works with all your accounts... and should they ever leave you??? You just need to change the master password and it keep all your other passwords active.


It has a team dashboard allowing you full control. *Never email or skype anyone your passwords because they are too easily compromised.

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Company: Jing
Service: Screencasting (recording your computer screen)

Jing allows you to record your computer screen. Capturing both video and images (screen shots).

It's a great tool because it's free, but it you want to make videos for YouTube you'll need to upgrade to Snagit.

I mostly use it when explaining something to someone. It basically makes a mini tutorial. We do weekly seller feedback / reports (showing them how many views they had online, reviews of new listings and sold, explaining paperwork, etc).



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Company: Join.me
Service: Screen Sharing and Webinars

Join.me allows you to instantly share your computer screen with others. 100% free.

Just share your link and anyone with that link can see your screen (if you run the program).

Ideas:
  • Do virtual home value updates with your database.
  • Set up your buyers on the MLS prospect match and have them watch.
  • Go over paperwork.
  • Do a live presentation using powerpoint.
  • Live tech support. 

They have a paid version but most agents don't need it. I've been using it for years.
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REboot seminar materials for landing pages, facebook ads and lead follow up:

3/21/2016

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Real estate seminars that not only provide ideas... but also show the process - from beginning to end!
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Please share this page with managers & offices looking for a speaker such as Dan Wood.

Perfect for:
  • Office Seminars
  • Real Estate Conferences
  • Real Estate Boards & Associations

Call / text: (905) 903-5442
Email 
coaching@danwood.ca

Downloads & Templates:

  • Download the AdCall sheet and follow up template here.
  • ​Download the 90-day referral plan here.

Videos:

In this video I cover landing pages and targeting traffic with Facebook & Instagram.
  • If you need a landing page - click here.
  • ​If you need help setting up your ads - click here.
No matter what database you use. You need a plan. In this video I cover the 3 rules for working ANY database, my AdCall sheet used for taking calls & a 90-day plan for getting referrals from your current database! Downloads are above. In the Download section :-)
If you have a house value page (and most of you  already do... because they come with every real estate website) watch this video to see how I do the targeting, pricing, and the keywords I use when doing Google Adwords for real estate leads. MSG me for help here.
Many of the tools I use include Boomerang for Gmail, BombBomb for real estate, join.me for virtual meetings, meetme.so for booking appointments and so much more. This is just a quick smash up of a few of them!

Related videos + bonus topics...

Download & get all the links here!
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Getting leads and referrals from your data

9/29/2015

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Links mentioned...

Boomerang for gmail allows you to send emails later. You can also check a box that sends it back to you if they don't reply in a specific time (great for remembering deadlines):

http://www.boomeranggmail.com/referral_download.html?ref=vyc8t

BombBomb allows you to easily send personal videos (from gmail, any laptop and mobile devices). This is a video about the 90 day challenge. If you want to download the book it's saved here.

I also mentioned Contactually, Zapier and a few others. I have them all posted here.

Minibuk: http://www.minibuk.com makes those miniture little books. Great for direct mail and branding.

My Ribbon: www.myribbongift.ca is the gift books for $35 that are great for closing gifts. It's a Amway company so just know that. I just buy them in bulk and have sitting on the shelf.

90 Day Challenge: This is everything you need for the 90 day challenge...
  1. Print and save the 90 day game plan
  2. Resister for weekly reminders (only when ready to actually start the program)
  3. If you plan on sending videos you'll need a BombBomb account. If they ask for a promo code enter: BROKERAGENATION (it unlocks the challenge within your new account). You can also do this without it and simply use your phone to make calls & leave voicemail.
Need help or have questions? Join our live Q&A sessions - every Wednesday from 12-12:30 est.

Get ready to start making your calls on Monday. 

PS: Don't do it alone... invite your friends :-)

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Full Webinar Recording: Virtual Assistants for real estate agents

5/19/2015

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Watch how I saved 2 hours a day + the tools I use
by Dan Wood
Getting a real estate virtual assistant can make you ultra productive! This is how to get started...
INTRO:
FULL VIDEO:

Free downloads:

Referral Game Plan
File Size: 75 kb
File Type: docx
Download File

With the time you save... you really should be working your database for referrals. This is a great start :-)
Time Blocking - word doc
File Size: 15 kb
File Type: docx
Download File

I heard our time in life is limited. So I never wanted to waist it. Working, playing & living... so I break down my days to maintain a high performance with my time.
Sign Call Sheet - word doc
File Size: 20 kb
File Type: docx
Download File

In the video I showed a sign call sheet I use for taking notes on leads so I can add them to my database.

Links:

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Record your computer screen with Jing:

I use Jing to capture my instructional videos. You can type out what you want done.... or simply show them :-)

This is a free way to capture your screen. Anything like your desktop, a word document, a database you use... anything!
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Save your personal video for free at screencast.com

Automatically save your recordings from Jing with a free screencast account! The two are a perfect pair. It's one click hosting & super simple :-)
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Project management with Trello:

Work with a team on anything. Manage your projects, tasks, marketing, listings, buyers & sellers too! It's totally free.
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Cloud storage?

I use Trello to hold all my files for projects, but some files I need for everyday access. For that I use Google Drive (because of the free google docs) & I use OneDrive because of the Microsoft files I use... It's just easier.

They all have pros & cons. This handy article might help you decide whats best for you :-)
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Too many passwords? Share them securely with Lastpass:

Everything you do is from a computer. Especially when working with a VA... but how do you share your access with a stranger 12 hours away?

With lastpass you can assign access to your employees & freelancers with a handy dashboard. If they leave?... you can change the access just as easy :-)
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Communicate for free VIA text, video & calling with Skype:

Skype is the main form of communicating with a VA and with the Skype app you have the ability to text them, call internationally (as long as they have it - and they do) and meet in person via video!
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Hire a Virtual Assistant or find a freelancer on Upwork.com

Odeks & eLance merged to create a HUGE database of talent for hire. Find help for smaller projects like design work, or hire ongoing help with your marketing & systems.

Interested in getting a BrokerageNation virtual assistant for $69 a week & saving 2 hours a day? You can find a VA on Upwork on your own or join our partner program... matching 1 VA with 4 agents to split the cost?

I'd like a VA for 2 hours a day...

Questions? Call 905-903-5442 or contact us today:
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Changing Google Adwords to Exact Phrase using brackets [ ]

4/28/2015

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You'll notice some of your AdWords keywords are labled as: "below first page bid"

In this video I show you how to find them & change them from a phrase match to a exact match.

This will lower your cost & increase your quality score!
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Using BIG data with BrokerMetrics

3/3/2015

 
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Join us for a "invitation only" webinar on how BrokerMetrics® is used for brokerages to recruit agents, target office acquisitions and leverage BIG data in your local markets! (USA only)

Agent recruiting:
  • Know for a fact what offices are in a decline (showing possible takeovers).
  • See agent level market share (identifying key players in the areas you serve).
  • Capture actual contact information for direct mail, social media targeting & more.

Office retention:
  • Quickly see your agents year-over-year sales and predict the ones who need help before they leave.
  • Create market stats that show your office strengths (great for agent listing presentations).

Knowing the key data is critical to making smarter marketing decisions when it comes to growing your brokerage.
Request a invitation to the next live session.

    Register for free (get invite):

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Invite me
BrokerMetrics® is a tool of discovery that allows you to query key MLS statistics in ways not available through MLS systems. Used by thousands real estates offices daily, BrokerMetrics® includes all the tools needed to recruit agents, analyze market share, market growth, and market trends.

Nothing is hidden in BrokerMetrics®. The interactive interface allows you to zero in on specific areas of the chart to uncover the data used in the calculations. And, each chart comes with a detailed data spreadsheet. All charts and data sheets are printable and can be easily emailed and exported in a csv format.

BrokerMetrics® has a powerful set of tools to pick from to meet your business needs.

Danny Wood of BrokerageNation is arranging a invitation only webinar to show the power of BrokerMetrics and is not affiliated.


Related...

Agent recruiting videos
Agent recruiting websites

Webinar with Kelly Mitchell & Danny Wood

2/23/2015

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Share with others:

Join Kelly Mitchell & Danny Wood as they share ideas on current marketing for real estate professionals!

Today we cover better ways to share content, getting seller leads, making animated videos, facebook ads & more. See the show notes below.
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Watch full video:

#agentcaff talking about easy ways to let people share YOUR content with @shareaholic http://t.co/7oJeWnfj8Q @AgentCaff @calldanwood

— Dan Wood (@CallDanWood) February 23, 2015

Webinar show notes below...


#agentcaff shows agents they can make animated videos using @PowToon watch example video http://t.co/RZ1wlcgmqB @AgentCaff @calldanwood

— Dan Wood (@CallDanWood) February 23, 2015

Make animated videos:

Agents need to leverage video, but many don't because they don't want to be on film. Did you want to make a animated video? This is an example we made:
These are great for your landing pages, facebook video marketing, your YouTube channel & more.

We used this on our Rookie of the YEARbook landing page!
Try Powtoon for yourself

#agentcaff talking about landing pages. Example to do it yourself: https://t.co/m6uYhGJna5 with @AgentCaff & @calldanwood

— Dan Wood (@CallDanWood) February 23, 2015

Get seller leads for your area:

In the above webinar we talk about getting real estate leads!
  • You can try yourself DIY
  • Or allow us to handle everything for you :-)
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#agentcaff sharing with you how to share content as a #realtor http://t.co/LgyqFniy66 with @sniply @AgentCaff @calldanwood

— Dan Wood (@CallDanWood) February 23, 2015

Sharing content:

Sniply allows agents to share interesting articles and at the same time add your branding and call-to-action!

  • Example of us sharing a YouTube video.
  • Example sharing a news article.
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Get Snip.ly here.
Shareaholic allows you to easily get people to share YOUR content! Try it out. Share this and see how simple it it:
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Get shareaholic for your site.

#agentcaff talks about how the @SumoMe tool gets a 8.8% conversion on my organic traffic! Try it out: http://t.co/r6lCPbQqUN @AgentCaff

— Dan Wood (@CallDanWood) February 24, 2015

Build your database. Get more leads.

Build your database & contact list with Sumome. I personally use the "list builder" & "smart bar" tools. These two things together get me 8.8% of all my traffic to opt-in for getting me emails!

Picture a call-to-action on your website talking about "updated house values", or a "investing seminar" - it's a free way to add a call-to-action on all your pages, listings, blogs, etc.

Try it out. Go to click the URL at the top of this article and it'll pop up. Feel free to subscribe. I won't spam :-)
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Get Sumome for your site.

#agentcaff agents know print isn’t dead! Thinking of doing direct mail? Use @MiniBuk with @AgentCaff @calldanwood http://t.co/QghSTeCHTp

— Dan Wood (@CallDanWood) February 23, 2015

Think print is dead?

These little mini books are perfect for direct mail & farming! They can get printed with your business card & hand have a built in spot for hand written notes!!

They are so small they fit in regular envelopes. Use regular postage and cost less than branded pens & magnets!

Think of using them for:

  • FSBO's - for sale by owners
  • Expired listings if allowed
  • Your database
  • Open houses
  • Door knocking
  • Seminars & events
  • Everything :-)
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MiniBuk pricing.

#agentcaff ideas on advertising on facebook for #realestate: http://t.co/EXUTwsN4iM @AgentCaff @calldanwood

— Dan Wood (@CallDanWood) February 23, 2015

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Comments

Example landing pages for real estate  leads

11/2/2014

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Thinking of doing paid advertising and driving them to a website?

If so watch this video to save thousands by doing a few things right...

Want us to make you one?
Get started.


Landing page ideas:

Have the main topic or keywords at the top left (not your headshot):
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Include a map of the area you already know you are targeting. If you can... make a video relating to that page and show why they should fill in the form and how it helps with what they are looking for:
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Sample videos we used:
Seller video:
Buyer video for after seller registered (thank you page):
Buyer video used on landing pages such as condos, luxury, waterfront, bungalows / ranch, etc:
Below the map & video we included a call-to-action, list of keywords they might have searched, the contact form & a image saying the keyword they searched:
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As a safety we include "related" links that drive to our other landing pages. This is a great way cross link & get lost leads! 
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At the bottom is all your contact info & images of the boards & associations you are part of.

Want internet leads for your area? We can set up the landing pages + your targeted marketing on Google & Facebook!!!

Above was a example landing page layout targeting "investment property" leads but other pages could include:
  • House Values
  • Condos
  • Luxury
  • Waterfront
  • Bungalows / Ranch style homes
  • Relocation
  • Cottage
  • Commercial
  • Becoming a REALTOR (hiring pages)
Click here to get buyer & seller leads in your area.
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Ideas on driving traffic to your real estate websites using Google & Facebook...

    Contact Dan for more info:

    -
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Submit
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Spending too much on advertising? This is how to manage your ads.

10/17/2014

Comments

 

How to pause your Google Adwords:


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To pause, stop or cancel your Google Adwords campaign ads simply:

Log in to: Google Adwords

Click "Campaigns" at the top.

Click the "campaigns tab" in the row of tabs.

The green dot shows what campaigns are running. Simply click the ones you want to pause or delete.

I suggest pausing it that way in the future you can turn it back on without needing to reset up the targeting.

How to pause your Facebook ads:


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To pause, stop or cancel your Facebook ads from running:

Log in to the facebook ads manager:
facebook.com/ads/manage

Click the "delivery" column to see what campaigns are running.

You'll see your ads that are live by having a green dot and the word "active"

If you want to stop the ads just click the check box and delete or flip the switch to pause for future use.

** You might see ads that have the switch ON but the status says "Not Delivering"... These ads are NOT running so don't panic.

Need help setting up your ads?
Consider 1-on-1 coaching to set up your systems.

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Comments

Rule based marketing (or programmatic marketing) for real estate agents

6/29/2014

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Rule based marketing (or programmatic marketing) is getting more & more targeted. It started back with Google PPC and you could set the rules that if a person is in your city & search “homes for sale in (city)” that your ads would appear.

Marketing has evolved since that. Now rules are being created based on our behaviours, what we are looking at, what device we are using, our social media profiles… and so much more!

As a real estate agent you can use rule based marketing to only connect with the RIGHT people, at the RIGHT time :-)

This video shows some examples. 
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Recruiting real estate agents webinar by Dan Wood

5/3/2014

 
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This FREE webinar shows you how to recruit real estate agents online using targeted advertising: 

  • Take the email list you already have and create a facebook audience so you can promote things like: “buyer agents needed”, “company openings”, office announcements such as “look who joined our team”, “office seminars” & “special events” 
  • Position your videos on YouTube… so yours are advertised when people are watching your competitor’s videos such as the “join our brand” videos (who live in your area).
  • Get a rolling list every week of the people who just started going to school for real estate using LinkedIn!
  • Target people in a 45 min radius around each office of people “currently going to school for real estate”
  • Leverage Twitter ad rules so your ads appear to the followers of the brokerages down the street!

Looking to recruit real estate agents to your brokerage? Get a copy of the video showing you how! - Dan Wood

Related videos:

Looking to grow your brokerage? Our agent recruiting programs are territorial!

REBAR Camp Toronto #REBCTO

4/26/2014

Comments

 

Get the video of Danny Woods session "Rule based marketing for agents"

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I can't wait to show agents real examples of how you can set up rule based advertising that only triggers when rules are met - Dan
For example:

  • If a person tweets "moving to toronto" they will see your "search listings" ad!
  • If a person looks at your "house values" page, they start seeing your house value ads on other sites such as YouTube!
  • Creating a facebook audience from the emails you already have!
  • Featuring your listing tours on YouTube when people are in your area looking at listings!

Show up for the live session so you can get the full experience, but register for the video so you don't miss anything.

Time: 10:30-11:15
Room: "UPTOWN"
Topic: Digital advertising for real estate agents
Speaker: Danny Wood

Send me the video!

Want the video after my session? Fill in the form and it's yours!
Comments

Listing sign calls – scripts and follow up

4/1/2014

Comments

 
My article published at Real Estate Magazine (By Dan Wood):
A simple sheet of paper you can download right now will make your sign calls easier. It can be used for Internet leads, open house notes and all ad calls – anything you should be following up on. It’s a free template that you can save and change. It already has the basic sections you need. It covers qualifying questions, saves the contact info, has the buyer and seller questionnaire and includes a simple follow-up plan.

When I was new to the business I was fortunate to get cold leads calling me right away (Internet leads). It was both amazing and a total disaster at the same time. I’d have scrap paper with random notes written all over the place. Many sheets had the notes from multiple calls. I would scribble outlines to group the notes. I’m sure you can relate.

I also didn’t have a database… so follow up was 100 per cent by memory (not a good thing). So I thought investing in a proper CRM (contact management system) would be the fix. The problem was I’d still be answering calls when I wasn’t at a computer or logged in… so most of the time I was back to using paper.

Having a real database is important. I’m not saying this replaces it… but it is a structured way to have the first conversation. Hand the sheet off to your admin, or add them to the database after. But on the call you need to be “in the conversation” and basic pen and paper will always win the race for most agents.

I pre-typed this questionnaire and had it broken down into the main sections. I printed off photocopies – left some in the car, some at home and some at the office. You can start using this today.

Ever notice when you get inbound calls you’re not expecting it? You’re doing something else and not prepared for the call. This “lead capture” sheet will quickly get you back in the game.

The buyer/seller starts the conversation, but you control it by asking questions (the scripts). When the questions are laid out in front of you it’s easy, especially when you are just filling in the blanks.

I always started with the buyer section first because it’s easier to get people talking (dreaming). During that part I’d listen for appropriate timing to ask the qualifying questions (when they want to move, are they working with a real estate agent, are they financed)? If they were selling, you have a place for that too, along with all the questions needed.

No sign call is ever the same, so you need to have a real conversation and not sound like a nervous robot. Using a lead capture sheet allows you to organically make notes as the conversation is taking place.

Have you ever noticed that conversations flow back and forth from buying to qualifying to selling and you only get little parts here and there? It’s not like you can say, “Look man, I’m not done the buyer script so we can’t move on.”

No, you take what you get and bring them back if you can. Lead sheets are great for that. You sound professional, it keeps you on track and it forces you to ask the hard questions you might otherwise skip, such as are they financed and do they have an agent. You don’t want to scare them off, right?

Go ahead and download a copy. There is also a video about this on the homepage at remonline.com. Watch the video and leave comments to tell me what you think about it.

This video shows you how to use this simple system. It also has a cool follow-up trick for those of you who don’t have a database (and those who do, but don’t use it).
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To download the Ad Call Sheet, click here.

To download a Follow-Up Calendar, click here.

Dan Wood is with Brokeragenation.com, training and recruiting company for brokerages looking to grow. He also works with Richard Robbins International (RRi). For coaching, guest speaking and events call RRi toll free: 1-800-298-9587.
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