Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Align Agent Success
Module 1 - Initiation | Team
Welcome to the Team!
Align - Who We Are
Team Roster and Numbers
Car Insurance - Name REAL as Insured
Lead Tier System
reZEN Profile
Send all system logins to Transaction Coordinator
Align Client Events Calendar
Huddle Schedule + Lead Days
Quiz for Module 1
Section summary
Module 2 - Initiation | Agent
Get Email Set-up and create email signature
Setup/Update Voicemail
Send headshot photo to Katie
Setup V-Card in Phone
Create Zillow Profile
Buyer and Seller Guides
Logos + Marketing Resources
Quiz for Module 2
Module 3 - Business + Branding + Marketing
Team Goals
Personal Goals
Day in the Life (Expectations) (5:44)
Week in the Life (Expectations) (2:39)
Glossary of Terms for Real Estate
If this, than that...
Book Recommendations
California Advertising Rules
Apps to Download
Systems to Bookmark
Canva
Email Templates + How To Create a Templated Email in Gmail
CRMLS/Paragon Practice
Quiz for Module 3
Get added to Lofty for Next Module
Module 4 - Lofty
Introduction to Lofty CRM (4:40)
Editing Your Lofty Account (0:43)
How to Add a Lead/Contact Into Lofty Individually (1:11)
Importing Contacts Into Lofty (0:43)
Finding Your Lofty Phone # (0:25)
Filters & Tags in Lofty (1:17)
How to Set up a Property Alert (1:56)
Smartplans in Lofty (1:17)
Landing Pages in Lofty (0:44)
Quiz for Module 4
Midway Checkpoint
Module 5 - Vendors + Partners
Keep it up...you're halfway there! (0:28)
Align Vendor Partners
Lenders
Title
Escrow
Home Warranty
Home Inspection
Termite
Natural Hazard Disclosures (NHD)
Insurance
Quiz for Module 5
Module 6 - Lead Generation + Prospecting
Scripting
Value Proposition | Elevator pitches
Tips Prospecting
Phone Techniques
Connections to Conversion, Life of a Lead
Objections and Closers to Use
Setting an Appointment
Mindset
Referrals - Client to Client
Referrals - Agent to Agent
Past Client Sphere (Sphere of Influence or SOI)
Requesting Reviews
Social Media Marketing
Open Houses
Lead Follow-Up
Door Knocking
Cold Calling
Prospecting Letters
Lead Pond and Rules
Quiz for Module 6
Module 7 - Implementation | Buyers
Buying Roadmap for Buyers
Types of Homes
Loan Types
Taxes Explained
Closing Costs Explained
Buyer Lead Conversion
What to Bring to a Buyer Consultation
Showings Scripts
Buyer Consultation (8:42)
Escrow Timeline and Process
List of Contracts Needed (8:28)
Buyer Offer (16:27)
How to Fill in Your Buyer's Offer
C.A.R Forms (Zipforms) + Docusign
Quiz for Module 7
Module 8 - Implementation | Sellers
Seller Roadmap
Closing Costs Explained and Net Sheet Example
Listing Appointment
Listing Appointment Example :) (9:25)
Seller Homework
Fair Housing Laws
Listing Contracts and Getting Listings Live (13:19)
Quiz for Module 8
Module 9 - Contracts to Close and Beyond
Unique Offer Verbiage or Market Terms
Commission Disbursement (CDA) and Commission Instructions (CI) | example and explanation (3:41)
Forgot the Details...
Quiz for Module 9
Module 10 - You did it! Congratulations Graduate!
Create Your Business Game Plan
Check In With Christy
Update Social Media Platforms
Setup Wifi/Copier and Printer
Received Office Key and Office Tour
Business Cards
Congratulations!!
Teach online with
Align - Who We Are
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock