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
Past Client Sphere (Sphere of Influence or SOI)
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock