Virtual Transaction Coordinator For Real Estate Agents

Build a Team, Delegate Tasks, Monitor Results Remotely & Deliver Extraordinary Service to Clients by Using GoogleDocs

What you’ll learn
You will be able to create a TEAM that really works TOGETHER!
You will be able to easily manage 5, 10 or more closings per month!
You will sleep at night without all that worrying!
You will deliver service that encourages REFERRALS!
You will keep agents, escrow and lenders ACCOUNTABLE!
Requirements
Computer
gmail account to access Google Sheets
Smart phone or notepad to access Google Sheets
Desire to grow your real estate business
Description
In this course you will down-load a Google-Docs spreadsheet that you will use for the rest of your real estate career. This spreadsheet is included in the tuition for this course and does not cost the $30 – $90 per MONTH that many real estate CRMs charge. This course will cover the 3 basic components of the TRANS-TRAC System: 1.) TRANSACTION BOARD – originally created on a 4’x8′ white-board the author hung on his office wall to manage 10 closings per month, this board is now digitized and can be shared between agents in the field and transaction coordinators in the office. 2.) PROCEDURES MANUAL – linked to each of the steps on the board are detailed (and customizable) instructions for completing every step need from the time you get a listing or purchase contract signed right through cashing your commission check. 3.) CONTACT SHEET – also linked to the transaction board are detailed contact sheets for each transaction, giving you and/or your assistant(s) fingertip-access to important phone numbers, emails, escrow #’s and more… This course will walk you through every step of building and managing a thriving real estate business.

Overview

Section 1: Introduction to The TRANS-TRAC System for Real Estate Agents

Lecture 1 Welcome & Overview

Section 2: The System Components

Lecture 2 How to Download, Save & Share TRANS-TRAC TEMPLATE

Lecture 3 Component 1: The Transaction Sheet

Lecture 4 Component 2: The Property Details/Contact Sheets

Lecture 5 Component 3: The Procedures Manual Sheets

Section 3: Working The System

Lecture 6 Working The System As A Team

Lecture 7 Working The System As A New Agent

Section 4: The Procedures Manual Detailed Instructions

Lecture 8 Locating The Property Address

Lecture 9 Determining The Client Name

Lecture 10 List and Sold Prices

Lecture 11 When Does The Listing Contract Go Into Effect?

Lecture 12 When Does The Listing Contract Expire?

Lecture 13 How To Submit The Listing To Your MLS

Lecture 14 How To Get Required Listing Copies To Seller & Broker

Lecture 15 How To Get Yard Sign Installed

Lecture 16 How To Get Lockbox Installed

Lecture 17 Updating CRM For A Listing

Lecture 18 How To Produce & Distribute Marketing Flyers

Lecture 19 How To Determine The Effective Date Of A Purchase Agreement

Lecture 20 How To Determine The Contracted “Close Of Escrow” (COE) Date

Lecture 21 Calculating The Due Diligence Date

Lecture 22 How To Open Escrow

Lecture 23 How To Get Required Sales Copies To Client & Broker

Lecture 24 Updating CRM For A Sale

Lecture 25 How To Obtain, Review & Approve The CIC/HOA Documents

Lecture 26 How To Schedule & Complete The Appraisal

Lecture 27 How To Schedule & Complete The Inspection(s)

Lecture 28 How To Obtain, Review & Approve The CC&R’s, Escrow & Commission Instructions

Lecture 29 How To Order The Home Warranty

Lecture 30 How To Schedule & Complete Seller’s Escrow Appointment

Lecture 31 How To Schedule & Complete Buyer’s Escrow Appointment

Lecture 32 How To Schedule & Complete The Walk-Through Appointment

Lecture 33 How To Obtain, Review & Process The Closing Package

Lecture 34 How To Remove The Yard Sign

Lecture 35 How To Remove The Lockbox

Lecture 36 Updating CRM For Closing & Follow-Up

Lecture 37 Closing Gift Suggestions

Lecture 38 How To Archive The File

Section 5: Conclusion and Thank You

Lecture 39 Wishing you luck & Stay in Contact

Section 6: Updates & Revisions

Lecture 40 Adding Links within system & Adding additional contacts, such as Attorneys

Lecture 41 v.2.0 – UPGRADE: Automatic Calculation of DAYS LEFT for Due Diligence

This system is for real estate agents, not the general public.,If you are ready to hire an assistant, this system will help you minimize training time, freeing you up to work directly with clients!,If you have a team, this system will help you work efficiently with them!,If you are busy and small details are getting missed (ever lose a lockbox?), this system will keep you on track!,If you want to make sure there are no delays to your closings, this system will help you get paid on time!,If you are closing 5 to 10 (or more) transactions per month, you definitely need this system.,If you are an experienced agent, and you close only 1 to 3 transactions per month, you do not need this.,If you are a new agent, this system will guide you step-by-step from the time you get a contract signed up to cashing your commission check!