Course curriculum

  • 1

    Session 1: Welcome To Home·ology

    • Welcome From Our Team Leader!

    • Welcome To The Team! + Mental Preparation

    • Main Programs / Software We Use

    • Session 1 Onboarding Checklist + Timeline For Playbook

    • Team Calendar (Only Works on GOOGLE CHROME DESKTOP)

    • Agent Referral Program (2 Options)

    • Review Session 1 with Mentor - 15 MINUTE ZOOM CALL
  • 2

    Session 2: Mindset & Business Planning

    • Lifetime Study Exercise

    • The ULTIMATE Outcome Exercise

    • HOMEWORK: Submit ULTIMATE Outcome Once Completed

    • Vision Board and Vision List Document

    • HOMEWORK: Submit Vision Board and Vision List Document

    • Lead Generation Activities

    • Yearly Agent Business Plan

    • HOMEWORK: Submit Your Yearly Agent Business Plan

    • Review Session 2 with Mentor - 15 MINUTE ZOOM CALL
  • 3

    Session 3: Tracking Your Numbers Using SISU

    • The Importance of Tracking

    • Agent Goals / Expected Numbers To Consistently Hit or Exceed

    • Tracker Definitions

    • SISU Overview

    • Review Session 3 with mentor - 15 MINUTE ZOOM CALL
  • 4

    Session 4: Time Management & Daily Planning

    • Weekly Time Study

    • Agent Master Schedule Overview

    • Winning Your Day With Daily Planning

    • Review Session 4 with Mentor - 15 MINUTE ZOOM CALL
  • 5

    Session 5: Using Follow Up Boss / Ylopo / SISU at a High Level

    • Deep Dive Into Follow Up Boss CRM + Ylopo Website + SISU

    • Follow Up Boss / Ylopo Cheat Sheet

    • Follow Up Boss - Overview Of Lead Audits

    • Review Session 5 with Mentor - 15 MINUTE ZOOM CALL
  • 6

    Session 6: Lead Generation / Prospecting / Scripts / Following Up

    • Lead Generation / Prospecting Fundamentals

    • 6 Components of a Quality Call

    • Following Up With Leads At A High Level

    • Lead Retention & Getting Them Under Contract

    • Scripts / Prequalifying The Buyer

    • Scripts / Prequalifying The Seller

    • MEGA Open House CHECKLIST / DOCUMENTS / SCRIPTS & TIPS

    • Things You Should Know About Online Leads

    • HOMEWORK: Create & Submit Day 1 Buyer Video Text

    • HOMEWORK: Create & Submit Day 3 Buyer Video Text

    • HOMEWORK: Create & Submit Day 11 Buyer Video Text

    • Circle Prospecting / Doorknocking (Just Listed / Just Sold)

    • Review Session 6 with Mentor - 15 MINUTE ZOOM CALL
  • 7

    Session 7: Understanding The Purchase Agreement

    • Logging in to zipForms

    • Understanding The Purchase Agreement / Documents Needed To Submit An Offer

    • Understanding Addendums & Counter Offers

    • Understanding Contingency For Sale of Buyer's Property

    • Setting Up Purchase Agreement Template in zipForms

    • Writing Up a Purchase Agreement In Minutes!

    • How To Use Docusign (Electronic Signatures)

    • HOMEWORK: Write Up A Purchase Agreement

    • HOMEWORK: Send Offer Out For Signatures

    • Review Session 7 with Mentor - 15 MINUTE ZOOM CALL
  • 8

    Session 8: Working With Buyers Effectively

    • Working With Buyers Effectively

    • Buyer Specialist Consultation Process (Step by Step)

    • All Things Loans w/Matthew Cole (Preferred Loan Officer)

    • Showing Homes and What To Bring?

    • Writing Up An Offer

    • Buyer's OFFER ACCEPTED!

    • Common Buyer Tasks Once Under Contract

    • Completing your AVID (Agent Visual Inspection Disclosure)

    • Reviewing Inspections & Disclosures With Buyer

    • Understanding Buyer Contingencies & How They Work

    • Final Walkthrough + Buyer Signing

    • HOMEWORK: Role Play Buyer Consultation With Mentor

    • CHECKPOINT: Submit "Buyer Qualified" Award

    • Review Session 8 with Mentor - 15 MINUTE ZOOM CALL
  • 9

    Session 9: Understanding The Listing Agreement

    • Understanding The Listing Agreement / Documents Needed To List A Home

    • Understanding The Seller Counter Offer / Seller Multiple Counter Offer

    • Understanding Seller's Purchase Of Replacement Property Addendum

    • Setting Up Listing Agreement Template in zipForms

    • Retrieve Tax Records & Save as PDF

    • Writing Up a Listing Agreement In Minutes!

    • HOMEWORK: Write Up A Listing Agreement

    • HOMEWORK: Send Listing Agreement Out For Signatures

    • Review Session 9 with Mentor - 15 MINUTE ZOOM CALL
  • 10

    Session 10: Working With Sellers Effectively

    • Working With Sellers Effectively!

    • Listing Specialist Consultation Process (Step by Step)

    • Executed Listing Agreement + Listing Input Process via FUB x Interface

    • Scripts To Keep Your Seller Client Up-To-Date (Every Tues & Thurs)

    • Script For When You Receive An Offer

    • Seller Client Offer Review Process

    • Seller Under Contract! Contract Fully Executed!

    • Common Seller Tasks Once Under Contract

    • Completing your AVID (Agent Visual Inspection Disclosure)

    • Completing The Seller Property Questionnaire (SPQ) + Transfer Disclosure Statement (TDS)

    • HOMEWORK: Role Play Listing Consultation With Mentor

    • CHECKPOINT: Submit "Listing Qualified" Award

    • Review Session 10 with Mentor - 15 MINUTE ZOOM CALL
  • 11

    Playbook Complete! Lead Flow Training w/Alex

    • Congrats on Finishing The Playbook!