Course curriculum

  • 1

    Module 1: Systems & Getting Started

    • Welcome to the Team!

    • Your Onboarding Document

    • Who's Who

    • Team Systems

    • Team Systems Video

    • Outlook

    • Looker (formerly GDS) Overview

    • Microsoft Teams

    • Microsoft Teams Training Exercise

    • Supplies

    • Supplies continued

    • Tip - Auto Replies on Calls
  • 2

    Module 2: Buyer Consult Training

    • Buyer Consultation Part 1 Top 5’s (1)

    • Buyer Consultation Part 2 Buyer Guide

    • Buyer Consultation Part 3 Paperwork & Disclosures

    • Buyer Consultation Part 4 MLS Search

    • How to Find/ Use Buyer Top 5's

    • Buyer Broker Agreement in Click
  • 3

    Module 3: Infusionsoft (IFS)

    • IFS Dashboard

    • IFS - Contact Page

    • IFS Quick Search

    • IFS Opportunities Page

    • IFS Internal Forms Tab

    • IFS Forms- Buyer Appt Set

    • IFS Forms- Buyer Top 5's & Strategy

    • IFS Sales Stages

    • Setting Your Own Appointments from CINC to IFS
  • 4

    Module 4: CINC (Commissions Inc.)

    • KC Funnel Lead to Met

    • What is CINC?

    • CINC - Navigating the Dashboard

    • CINC Dashboard Quiz

    • CINC - Using the Dialer

    • CINC- Utilizing Filters

    • CINC- Navigating Lead Profiles

    • CINC- Adding Notes

    • CINC Notes Quiz

    • CINC- Setting Reminders

    • CINC Reminders Quiz

    • CINC Best Practices- print this out :)

    • Working Your Top 30 Assigned Leads

    • Understanding the Anatomy of a GREAT Conversation

    • CINC Filters Quiz
  • 5

    Module 6: KC Team Set Appointment Process

    • Confirming Team Set Appointments

    • Set to Met Process - Flow Chart

    • Set to Met - Flow Chart - Downloadable

    • Guidelines to Setting a Qualified Buyer Appt
  • 6

    Module 7: Met to Offer Accepted

    • KC Funnel Met to Sold

    • Fortune is in the Follow-Up - KC Proven Process for Successful Pipeline Follow Up

    • Fortune Is In the Follow-Up Quiz

    • Push Listings to Clients in MLS

    • Showing Agent Process

    • Showing Agent Process Quiz

    • How to Generate a KC Offer Using Click Contracts

    • Reviewing a Click Generated PA

    • AFTER an Accepted Offer - Sending an Executed PA to the VA Team
  • 7

    Module 8: Offer Accepted to Close

    • Accepted Offer- Next Steps- Looping in the VA's

    • Accepted Offer: Next Steps - IFS & Emails

    • Inspection Amendment Example: Muirfield

    • Inspection Case Study Quiz

    • Pending to Closed

    • Pending to Close Quiz

    • Trust Funds Quiz