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.
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:
We made different versions for different brands too: Want to copy & paste? These lists will get you started: Coming Soon Checklist:
New Listing Checklist:
Open House Checklist:
Seller Close Checklist:
New Buyer Checklist:
Buyer Close Checklist:
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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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!!!
Real estate seminars that not only provide ideas... but also show the process - from beginning to end!
Downloads & Templates:Videos:
Related videos + bonus topics...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...
Get ready to start making your calls on Monday. PS: Don't do it alone... invite your friends :-)
Free downloads:
Links:
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!  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:
Office retention:
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.
Related...
Webinar show notes below...
Landing page ideas:Have the main topic or keywords at the top left (not your headshot):  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:  Sample videos we used:
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:  As a safety we include "related" links that drive to our other landing pages. This is a great way cross link & get lost leads!  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:
Click here to get buyer & seller leads in your area.  Ideas on driving traffic to your real estate websites using Google & Facebook...
Need help setting up your ads? |
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 | This FREE webinar shows you how to recruit real estate agents online using targeted advertising:
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!
Get the video of Danny Woods session "Rule based marketing for agents"
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:
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! |
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).
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).
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.
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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