Align Onboarding
Module 1 - Initiation | Team
Available in
days
days
after you enroll
Module 2 - Initiation | Agent
Available in
days
days
after you enroll
Module 3 - Business + Branding + Marketing
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
Module 6 - Lead Generation + Prospecting
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
Module 9 - Contracts to Close and Beyond
Available in
days
days
after you enroll
Module 10 - You did it! Congratulations Graduate!
Available in
days
days
after you enroll