No more forgetting things or running around at the last minute! This manual contains tips, forms, procedures, and checklists to:

• Get full and complete information from sellers and buyers
• Acquire everything needed to list a property
• Coordinate getting a buyer to the point of buying
• Take pending sales through until closing
• Coordinate after-sale systems
• Systematically generate testimonials from clients

It also includes numerous sample letters and checklists – such as “Closing Checklists” for Buyers and Sellers – that can both impress your clients and help the sale go through without a hitch!

Your manual is provided in CD-ROM format, so each form, procedure, and letter is fully customizable!

Table of Contents

Listing Packet

• Listing Packet Information
• Seller Interview Sheet
• Seller Information Sheet
• How Much Does a Buyer Need To Earn to Purchase Your Property?
• Commission Addendum
• Seller Repair Commitment Addendum
• Approximation of Net Proceeds
• There Goes the Neighborhood!
• Showing Instruction Sheet
• Showing Instructions

Listing Packet Information

• Condominium Information Sheet
• Mobile Home Information Sheet
• Vacant Land Information Sheet
• Multi-Family Showing Instructions
• Seller Information – Multi-family
• Multi-Family Showing Instructions
• New Listing Set-Up
• Listing File Set-up Checklist
• Listing Tracking and Listing Contact
• Key Log
• Advertising Preparation Sheet
• Request for Hotline Script
• Listing Maintenance
• Listing Maintenance Checklist
• To Schedule a Showing
• Status Change
• Agreement to Modify Listing Contract
• Tracking for Incoming Calls
• Activity/Showing Sheet
• Past Client Follow-Up Plan – Sellers

Other Listing Forms

• Back on Market Checklist
• Expiring Listing Checklist
• Closed Contract Checklist
• Listing Budget/Expenses
• Advertising Costs
• Preparing for an Open House
• Open House Sign-in Sheet

Sample Letters

• Our Goal Letter
• Our Goal One Month Follow-up Letter
• Broker Letter
• Assistant Introduction Letter
• Begin Marketing Letter
• Two Week Letter
• Ad Copies/Showing Report Letter
• Review Market Position Letter
• Enclosed Recent Ad Letter
• Your House is On the Web!
• Other Ad Copies/Showing Report Letter
• Pleasure Working With You Letter
• Congratulations on Sale of Home Letter
• Thanks for the Appointment Letter
• Thanks for the Listing Letter
• Winterization Letter
• HUD Statement Letter (send in January)

Buyer Forms

• Report Order Call-Back Script
• Lead Sheet
• Prospect Contact Record
• Buyer Information Sheet
• Buyer Interview Questions
• Test and Inspection Recommendations
• List of Contractors
• Buyer File Set-up Checklist
• Buyer Home Worksheet
• Buyer In-Process Sheet
• Buyer Contact Record
• Buyer Budget/Expenses
• Important Dates
• Showing Scheduling Stickers

Basic Office Set-Up

• Listing Packet Boxes
• Office Info Binder
• Lockbox Log
• Sign Log
• Filing
• Fax Feedback Filing System
• Agent’s Fax Feedback Form
• Date/Contact Book
• Showing Box
• HUD Statements to Send Out

Pending File Forms

• Agent To Transaction Coordinator Form
• Attorney Information Form
• Accepted Contract Checklist
• First 10-Day Process
• Files In Progress Checklist
• Performance Evaluation
• Buyer’s Pre-closing Checklist
• Congratulations on getting your offer accepted!
• To Create a Utilities Sheet
• Seller’s Pre-closing Checklist
• Congratulations on your accepted offer!
• Agent Pre-Closing Checklist
• Last 10-Day Process
• Walk-Through Checklist
• At Closing Checklist
• Seller Moving Information

Testimonials

“I have instigated already some of your office systems, I cannot believe after 15 years in real estate it took me half a day to become totally organised. My team and I have been using your system now for about 3 weeks, amazing increase in productivity – good on you.”
Glenn Taylor, Barfoot and Thompson, Whangaparoa, New Zealand

“This is the best system I have ever seen in over 10 years in the real estate industry. I’ve put it in place for my entire company, new and experienced agents alike. All of my agents are producing well as a result of this program. Two thumbs way up!”
Ludwig Pulaski
Ludwig Pulaski Real Estate
Oakdale, CT

“I was very impressed with the detail since I am not a detail-oriented person. I just hired an assistant that will be starting soon, and am looking forward to getting my business more organized. I really liked the sample letters.”
Becky Washam
RE/MAX DFW Associates IV
Flower Mound, TX

We take extreme care creating each of our products, tools and services to ensure that the results you receive exceed your highest expectations.