2. Who
are
you?
Sample of defining who you are:
Neighborhood
Specialist
Expert
Resident
Expert
Advisor
Veteran
Vicinity
Region
Recognized
Leader
Advisor
Community
Authority
4. Marke@ng
/
Exposure
Messages
Market
Community
Why
Choose
Quarterly
Sta@s@cs
&
New
Lis@ngs
News
Me?
Produc@on
Analysis
Media
Are
mailers
worth
expense
for
new
lis@ngs
when
DK
Technology:
anyway?
Lis@ng
Website
Open
House
Face
book
–
Biz
FOR
SALE
Signs
Mailers:
Face
book
-‐
Ad
Tent
Signs
Door
Knocking
(Agent
ID
/
New
Lis@ngs
Blog
(Agent
ID
/
Fliers
Photo??)
OU
LinkedIn
Photo??)
Utube
&
Box
Fliers
TwiWer
5. Sellers
&
Buyers
Seller
Buyer
Evalua=ons
Evalua=on
(wants
/
needs)
CMAs
Website
search
-‐>
email
updates
Calls
(Before,
During,
A[er)
Calls
(Before,
During,
A[er)
Visits
(Docs
signed,
Broker
Tours
&
MLS
searches
recommenda@ons,
status
updates)
Guidance
(To
do
lists
with
dates
–
Show
proper=es
to
prepare
&
to
close
escrow
Property
Exposure
(Fliers,
MLS,
Guidance
(To
do
lists
with
dates
–
Website,
Visual
Tour,
Facebook,
close
escrow
Blog)
6. Farm
Management
Single
Family
Homes
/
Condos
/
Mul=
Unit
Proper=es
Redefine
OO
OU
Maintenance
updates
updates
boundaries
as
needed
OO
OU
Contact
Fliers
Mailers
1/month
1/month
8. Business
Process
Components
Defined
Key
Func=ons
to
SNP
Business
Social
Media
is
changing
the
way
business
func@ons
rela@ve
to
customer
goods
and
services.
Outbound
marke@ng
is
becoming
obsolete
and
inbound
marke@ng
has
taken
it’s
place.
The
world
is
becoming
a
socialmarket.
Informa@on
is
brought
to
the
consumer
via
social
connec@ons,
this
includes
informa@on
about
products
and
services
as
well
as
news
and
other
informa@on.
SNP
provides
the
setup
and
general
marke@ng
guidance
to
the
individual
service
provider.
SNP
provides
a
low
cost,
nuts
and
bolts
mechanism
for
those
who
correctly
focus
on
their
business
and
need
to
outsource
the
set
up
of
this
new
type
of
marke@ng
for
their
business.
Major
Business
Processes:
Market
SNP
Via
Social
General
&
Assess
Service
Clients
Administra=ve
Business
Media
9. Business
Process
L1
1. Market
SNP
2. SERVICE 3. GENERAL & 4 ASSESS
Via
Social
Media
CLIENTS ADMINISTRATIVE BUSINESS
1.1 2.1 3.1 4.1
Manage Blog Collect Customer Track Customers Evaluate Company
Data Goals and Direction
1.2 2.2 3.2 4.2
Manage Manage/Review Manage Financials Evaluate Tool
Facebook (FB) Tool updates effectiveness
1.3 2.3 3.3 4.3
Manage Twitter Manage Guidance Manage Company Evaluate ROI –
Materials Resources Time / $
1.4 2.4 3.4 4.4
Manage Respond to Report Activity
Advertising (FB) Customer
Feedback
10. Understanding
the
Business
Market
RE
Services:
Door
Knocking
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
Door
Lis=ng
Addi=onal
Knocking
Mailers
Adver=sing
Adver=sing
11. Door
Knocking
L2
Note:
Distribu@on
Area
=
An
Individual
Farm
Market
RE
Services
1.1
1. CREATE 2. CREATE FLIER 3. PRINT PER 4. PRINT FOR 5. TRACK
FLIER FRONT BACK SCHEDULE LISTING DISTRIBUTION
1.1 2.1 3.1 4.1 5.1
Determine Identify Farm for Flier Flier Front = New Flier Front = Update Farm XLS
Content/ Listing if Current New Listing with Date and
Template – Why Listing in Farm Count of
Flier Back =
Me & Mkt Data Otherwise = Why Distribution
OR New Listing Me & Mkt Data Data for Farm
of New Listing
1.2 2.2 3.2 4.2 5.2
Update Mkt Data - Search MLS for Area Distribute to Prepare for Provide Report of
Use Agent Data Each Farm at distribution Distribution to
Verbiage and Least 1/Month Mon – Fri Week Agent (1/wk?)
MLS Data of Agent Open
1.3 2.3 3.3 4.3 5.3
New Listing - Copy Data to XLS & Print # Copies
Create New Format Based on Farm
Listing Pic & Data
1.4 2.4 3.4 4.4 5.4
Agent Review Copy Data to MSWord
Flier Back
12. Understanding
the
Business
Market
RE
Services:
Mailers
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
Door
Lis=ng
Addi=onal
Knocking
Mailers
Adver=sing
Adver=sing
13. Mailers
L2
Market
RE
Services
1.2
1. INFORM FARM OF 2. MAINTAIN CONTACT 3. MAINTAIN 4. INFORM OF
NEW LISTING & OH IN WITH OU IN FARMS CONTACT MULTI MULTI UNIT
AREA UNIT OWNERS BENEFITS
INVESTMENT
SEMINAR
1.1 2.1 3.1 4.1
Set up mailer with flier Set up mailer with NEW Set up mailer with Set up mailer with
picture and culled down LISTING info OR WHY ME info WHY ME info & seminar details
version of flier verbiage and statistics statistics
1.2 2.2 3.2 4.2
Identify appropriate Identify appropriate mailing Identify appropriate Determine
mailing list/farm list/farm based on statistics mailing list/farm audience for
on mailer based on statistics seminar
on mailer
1.3 2.3 3.3 4.3
Agent review & submit Agent review & submit Agent review & Agent review &
week prior to 1st OH submit submit
1.4 2.4 3.4 4.4
All returns used to All returns used to update All returns used to All returns used
update farm lists farm lists update farm lists to update farm
lists
14. Understanding
the
Business
Market
RE
Services:
Lis=ng
Adver=sing
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
Door
Lis=ng
Addi=onal
Knocking
Mailers
Adver=sing
Adver=sing
15. Lis@ng
Adver@sing
L2
Market
RE
Services
1.3
1. POST FOR 2. MAILERS TO 3. MLS 4. DOOR 5. OPEN HOUSE
SALE SIGN LOCAL FARM POSTING & OH KNOCKING TENT SIGNS @
NOTIFICATION FLIERS STREET
CORNERS
1.1 2.1 3.1 4.1 5.1
Post For Sale Update Mailer service Update MLS for Flier Front =
sign Monday with property picture property New Listing
before Tour & OH and highlight points including
Flier Back =
pictures, & link
Data for Farm
for virtual tour
of New Listing
1.2 2.2 3.2 4.2 5.2
Identify Farm for Update MLS Prepare for
Mailer every Monday distribution
with OH plans for Mon – Fri Week
the following of Agent Open
weekend & first OH
1.3 2.3 3.3 4.3 5.3
Send mailer out Friday
or Monday prior to
Tour & OH
16. Understanding
the
Business
Market
RE
Services:
Addi=onal
Adver=sing
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
Door
Lis=ng
Addi=onal
Knocking
Mailers
Adver=sing
Adver=sing
17. Addi@onal
Adver@zing
L2
Market
RE
Services
1.4
1. WEBSITE 2. SOCIAL MEDIA 3. PRESENCE 4. OPEN 5. CONTACT
IN THE HOUSES (OH) INFLUENCERS
COMMUNITY WITH
POTENTIAL
CLIENTS
1.1 2.1 3.1 4.1 5.1
Co website Facebook, Blog, Twitter, Involvement in Host an OH every Contact
with all Plaxo all tied together, school & town possible Accountants,
listings all point to website functions weekend Attorneys,
Financial Planners
LinkedIn, Yelp
1.2 2.2 3.2 4.2 5.2
Tracking of Regular posting to Blog Business cards Offer home Current & past
visitors, & Twitter to everyone evaluations for clients for referrals
regular pull of all visitors
Updates to LinkedIn
properties for
Provide fliers
visitors, etc Business page on
with market data
Facebook
located in
Advertising on several rooms
Facebook?
1.3 2.3 3.3 4.3 5.3
Follow up all MLS properties –
contacts from Cancelled &
OH Expired
18. Understanding
the
Business
Client
Services:
New
Lis=ngs
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
New
Lis=ngs
Sale
of
Manage
Manage
Property
Buyers
Investors
19. Manage
Sellers
–
New
Lis@ng
L2
Service
Clients
2.1
1. SIGN LISTING 2. MANAGE 3. PREPARE 4. AGENT 5. OPEN
DOCS INSPECTIONS & LISTING TOUR HOUSES
IMPROVEMENTS MARKETING
1.1 2.1 3.1 4.1 5.1
Agent Set up: Call & arrange required Set up MLS, MLS printouts Set up MLS
Commission, listing price, inspections Copy MSL for (50) weekly
relationship period files
(Termite, House, Roof, Chimney,
etc)
1.2 2.2 3.2 4.2 5.2
Agent Review: Call & arrange required Set up Virtual Disclosure Advertise in
Property condition & improvements (painters, Tour binder News Papers
needs - negotiate flooring carpet or hardwood,
inspections & general maintenance, gardening,
improvements with owner cleaning, staging)
1.3 2.3 3.3 4.3 5.3
Agent get owner Provide schedule to For Sale Sign Agent tour Get OH
signatures for all owner with Fliers coverage coverage
listing docs
1.4 2.4 3.4 4.4 5.4
Scan all listing docs, Agent distribute Agent Tour
& Copy Property fliers via DK food
Profile Report
20. Understanding
the
Business
Client
Services:
Sale
of
Property
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
New
Lis=ngs
Sale
of
Manage
Manage
Property
Buyers
Investors
21. Manage
Sellers
–
Sale
of
Property
L2
Service
Clients
2.2
1. MANAGE OFFER(S) 2. GUIDE SELLER 3. UPDATE 4. CLOSE OUT
THROUGH ESCROW PROPERTY STATUS SALE
TO SALE PENDING
1.1 2.1 3.1 4.1
Agent review offers with Create Seller in Contract Change sign rider to Agent set up seller
seller, determine best one To Do list and letter Pending Sale signing at Title co
1.2 2.2 3.2 4.2
Manage Addendums and Change MLS status Order sign down
Counter offers until final from Active (A) to
acceptance Pending Sale (PS)
1.3 2.3 3.3 4.3
Agent get seller to sign all Update white board – Pick up lock box &
documentation dates: COE & Contingency contractor box
removals
1.4 2.4 3.4 4.4
Submit reporting to Keys to new
office owners
1.5 2.5 3.5 4.5
Update MLS status
to Sold (S)
22. Understanding
the
Business
Client
Services:
Manage
Buyers
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
New
Lis=ngs
Sale
of
Manage
Manage
Property
Buyers
Investors
23. Manage
Buyers
L2
Service
Clients
2.3
1. SET UP 2. RESEARCH 3. MANAGE 4. DRIVE 5. ASSURE
RELATIONSHIP CURRENT OFFERS FUNDING SMOOTH
LISTINGS CLOSING OF CLOSE OF
CONTINGENCIES ESCROW
1.1 2.1 3.1 4.1 5.1
Buyer sign Research current Prepare offers for Assist buyer with Buyer signing
relationship docs listings on MLS desirable title co & securing of at title co
properties loan
1.2 2.2 3.2 4.2 5.2
Agent identify Contact other Negotiate terms via Ensure property Provide Buyer
buyer interests agents to see if addendums & related issues are Keys to their
and priorities any appropriate counter offers fully understood and new home
properties are acceptable
soon to be on the
market
1.3 2.3 3.3 4.3 5.3
Provide list of When offer Buyer sign all
properties and package accepted, property disclosure
preview with prepare buyer for docs, contingency
buyers escrow process removals, etc
1.4 2.4 3.4 4.4 5.4
Report sale with all
disclosure docs etc
24. Understanding
the
Business
Client
Services:
Manage
Investors
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
New
Lis=ngs
Sale
of
Manage
Manage
Property
Buyers
Investors
25. Understanding
the
Business
General
&
Administra=ve:
Maintain
Farm(s)
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
Maintain
Document
Report
Farm(s)
Manage
OHs
Management
Ac=vity
26. Maintain
Farms
L2
General
&
Administra@ve
3.1
1. UPDATE LISTS 2. ALTER FARMS & 3.
BOUNDARIES AS DESIRED
1.1 2.1 3.1
Remove properties of Request additions from Title Co
known RE agents etc
1.2 2.2 3.2
Collect Returned Mailers If new farm, create new file, if
additions to current farm, add to
current file
1.3 2.3 3.3
Look up new owners or OU Delete entries in lists for streets to
change of addresses eliminate if pairing down a farm
1.4 2.4 3.4
Update lists in files Update lists in mailer service
1.5 2.5 3.5
Update lists in mailer
service
27. Understanding
the
Business
General
&
Administra=ve:
Manage
OHs
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
Maintain
Document
Report
Farm(s)
Manage
OHs
Management
Ac=vity
28. Manage
OH
L2
General
&
Administra@ve
3.2
1. REPORT OPEN 2. FIND HOSTS FOR OPEN 3.
HOUSES HOUSES
1.1 2.1 3.1
New listing OH: Report OH Email agents for all OH needing a
to office for ad in News host
Paper
1.2 2.2 3.2
Agent verify with owner OH Provide OH hosts with property
schedule for following flier template
weekend
1.3 2.3 3.3
Set up MLS with OH Track OH schedule and assigned
schedule for following hosts
weekend
1.4 2.4 3.4
Provide OH schedule to agent prior
to weekend
29. Understanding
the
Business
General
&
Administra=ve:
Manage
OHs
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
Maintain
Document
Report
Farm(s)
Manage
OHs
Management
Ac=vity
30. Document
Management
L2
General
&
Administra@ve
3.3
1. PROVIDE 2. COLLECT 4. AUDIT DOCUMENTATION
DOCUMENTATION DOCUMENTATION
1.1 2.1 2.1
Prepare new (unused) listing Collect signed listing Ensure all listing documents
packets for agent documents (client = seller) present, completed, & signed (client =
seller)
1.2 2.2 2.2
Provide copy of signed listing Collect inspection Ensure collection of all inspection
documents to office (client = seller) documents (client = seller) documents (client = seller)
See Report Activity 3.4
1.3 2.3 2.3
Compile disclosure documents Collect signed purchase Ensure all purchase documents
into a packet. Provide for: OH & documents (client = buyer or seller) present, completed, & signed (client =
agents of buyers (client = seller) buyer or seller)
1.4 2.4 2.4
Provide purchase documents to Collect signed disclosure Ensure all disclosure documents
office (client = buyer or seller) documents (client = buyer or seller) present & signed (client = buyer or seller)
See Report Activity 3.4
1.5 2.5 2.5
Provide full set of documents for Collect Receipt of Deposit &
client HUD1 from Title Co (client =
buyer or seller)
31. Understanding
the
Business
General
&
Administra=ve:
Report
Ac=vity
Market
RE
General
&
Assess
Services
Service
Clients
Administra=ve
Business
Maintain
Document
Report
Farm(s)
Manage
OHs
Management
Ac=vity
32. Report
Ac@vity
L2
General
&
Administra@ve
3.4
1. AQUIRE LISTING 2. CONTRACT RATIFIED 3. WEEK PRIOR TO CEO
(SELLER & BUYER)
1.1 2.1 3.1
Copy of all listing docs Copy of all transaction docs – Copy of all signed disclosure
Purchase Contract, Counter offers, documents, Title Co deposit
Addendums receipt, Contingency
Removal docs, Buyer Agency
disclosure doc,
1.2 2.2 3.2
Property address Type & Age, List price, Sale price, COE date,
Seller, List Price, Commission, Apposing agent, Buyer/
Commission, Tour date Seller info, Title Co info, Escrow #,
Property & Finance Contingency
Removal Dates
1.3 2.3 3.3
1.4 2.4 3.4
