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Core Training - Coggle Diagram

- - - - I’m not licensed yet
      - I’m in real estate school
      - Less than 12 months
      - 1-2 years
      - 2-5 years
      - 5 years +
    - - Fleet
      - Flex
      - Flow
  - - - Which courses are required (and in what order)
    - - Timeline expected
- - - - All
        
        Personal Info Sheet
        
        Skyslope Setup
        
        ICA
        
        RR HR
      - Unlicensed
        
        Sign Unlicensed assistant duties
        
        Affiliate agreement
      - New Agent
        
        NRED
        
        License Application
      - Seasoned Agent
        
        NRED
        
        GLVAR Transfer Forms
    - - Unlicensed
      - New Agent
      - Seasoned Agent
  - - - General Admin (working on your business)
        
        Onboarding
        
        Training Center 101
        
        What is the Training Center
        
        Why do we use it (why is the way it’s setup important)
        
        How to use the Training Center
        
        The Real Estate Business Model Explanation
        
        Now here’s some examples
        
        Who is RR
        
        About RR
        
        Career Paths
        
        Where to Get Help
        
        Training that talks about this page
        
        The RR Team
        
        1-2 minute bio
        Who are you
        What you help with
        How to get that help
        
        Owner
        
        Ehren Alessi
        
        Broker
        
        Mark Wildes
        
        Sales Manager
        
        Office Manager
        
        Celine
        
        Recruiter
        
        Philip Weir
        
        Team Leader
        
        Chuck Romero
        
        Transaction Coordinator
        
        Ann Drometer
        
        Vendors & Partners
        
        1-2 minute bio
        
        Who are you
        
        What you help with
        
        How to get that help
        
        Partners
        
        Real Estate Growth Hackers
        
        Inside Real Estate
        
        SWBC
        
        Stewart Title
        
        Home Inspection
        
        American Home Shield
        
        Vendors
        
        Setting Up Your Business
        
        What is this
        
        The foundations for getting your business going
        
        Why is it important
        
        Do it right the first time
        
        How
        
        Branding
        
        What
        
        Why
        
        How
        
        Under Resolution Realty
        
        On Your Own
        
        You have your own business
        
        Style Guidelines
        
        4 more items...
        
        Preferred Vendors
        
        Domain
        
        Keep it simple
        
        Names
        
        Your Name Real Estate
        
        Your Name Realty
        
        Your Name Group
        
        Your Name Team
        
        Email
        
        Setup
        
        Gsuite
        
        3 more items...
        
        Address
        
        1 more item...
        
        Signature
        
        2 more items...
        
        Dedicate Business Line
        
        Google Voice
        
        What
        
        Why
        
        How
        
        Setup Voicemail
        
        What
        
        Why
        
        How
        
        2 more items...
        
        Headshot
        
        What
        
        Why
        
        How
        
        Key requirements
        
        Preferred Vendors
        
        Bio
        
        What
        
        Why
        
        How
        
        Template/Framework
        
        Now
        
        Examples
        
        Order Business Cards & Name Badge
        
        Just point people in the right direction
        
        Calendly
        
        What
        
        Why
        
        How
        
        Now
        
        Technology
        
        SISU
        
        SISU 101
        
        What is SISU
        
        Why do we use it
        
        How do we use it
        
        What daily weekly monthly goals are
        
        How much production you want to do as a RE Agent annually
        
        Now here’s some examples
        
        NOTE: Documents on RRMarketingCenter
        
        Goal Setting Meeting with Sales Manager
        
        (Calendar link)
        
        Have meeting
        
        Set Goals
        
        Meet People In Office
        
        Sales manager marks SISU Course as completed
        
        Ready for SISU Team Events
        
        TeamUp Calendar
        
        TeamUp 101
        
        What is TeamUP
        
        Why do we Use It
        
        How do we Use it
        
        Don’t go to class until you pass course
        
        Classes are always changing, we try to keep the descriptions about each class updated.
        
        Break down key classes
        
        3 more items...
        
        Now here’s some examples
        
        Unlocks the ability to go to classes
        
        KVCore
        
        KVCore 101
        
        What is KVCore
        
        Why do we Use It
        
        How do we Use It
        
        Now here’s some examples
        
        Unlocks access to KVCore Profile (get that from sales manager)
        
        Unlocks access to KVCore TeamUp Trainings
        
        RR Marketing Center
        
        RR Marketing Center 101
        
        What is RR Marketing Center
        
        Why do we Use It
        
        How do we Use It
        
        Now here’s some examples
        
        Unlocks RR Marketing Center - Get Login for Sales Manager
        
        Real Estate Growth Hackers
        
        REGH 101
        
        What is Real Estate Growth Hackers
        
        Why do we Use It
        
        How do we Use It
        
        Now here’s some examples
        
        Unlocks REGH IC Setup
        
        Unlocks REGH IC Classes
        
        Mojo
        
        Mojo 101
        
        What is MOJO
        
        Why do we Use It
        
        How do we Use It
        
        Now here’s some examples
        
        NOTE: Document on RRMarketingCenter
        
        Unlocks access to MOJO
        
        Unlocks access to MOJO Classes
        
        Skyslope
        
        Skyslope 101
        
        What is Skyslope
        
        Why do we Use It
        
        How do we Use It
        
        Now here’s some examples
        
        Note: PPX on RRMarketing Center
        
        Unlocks skyslope classes
        
        Private Facebook Group
        
        Private Facebook Group 101
        
        Like FB Page
        
        Completing this - unlocks next major phases
        
        Optional Stuff
        
        100k in 12 Months Fast Track Apprenticeship Roadmap
        
        Roadmap for the Class
        
        Coaching for the Follow up
        
        Time Blocking & Business Productivity
        
        Time Blocking
        
        What
        
        Why
        
        How
        
        General Ideas
        
        Now
        
        Email Management
      - Able to Create Business
        
        Able to Lead Generate
        
        Mega Open House
        
        Training Course
        
        Mega Open House Documents
        
        OPEN HOUSE PROTOCOL AND SIGN COMPANY INFORMATION
        
        In person Course
        
        Open house 101 class
        
        Trigger Shadow Open House
        
        Open House 201 (farming)
        
        Guide to Farming
        
        Training Course
        
        Notes are in Teamup under SOI & Farming
        
        In Person
        
        Social Media Setup & Branding
        
        Able to convert leads to appointments
        
        Prospecting & Scripts 101
        
        Able to Convert Sellers to Appointment (scripts)
        
        Able to Convert Buyers to Appointment (scripts)
        
        Prospecting and Scripts
        
        In Person
        
        Prospecting Class (Scrips, Roleplaying, Objects)
        
        Able to convert appointments to contracts
        
        Able to Convert Listing Appointments
        
        Listing Appointments 101
        
        Listing Process Document in RRMarketing Center
        
        Listing Presentation Flyer
        
        Listing Presentation Packet
        
        Able to convert Buyer Appointments
        
        Buyer Appointments 101
        
        Buyer Guide
        
        Escrow Closing Process Documents
      - Able to Service Business
        
        Able to Work with Buyers
        
        Able to Show Homes
        
        Able to Write and Negotiate Contracts
        
        Buyer Bootcamp 101
        
        What is Buyer Bootcamp 1
        
        Why is is Important
        
        How do you get access to it
        
        Go through the powerpoint, get familiar with the upcoming classes
        
        Now go find the time for the next class
        
        In Person Bootcamp 1
        
        Buyer Consult
        
        Getting Loan Approval Qual
        
         Buyer’s Representation Documents (What is required within 48 hrs)
        
         Buyer’s Templates
        
         Go thru the Buyer’s Duties Owed, Supplemental List Duties Owed, Notice of Broker’s Compensation (Transaction Fee),
        
         Comparative Market Analysis (CMA)
        
        Trigger - schedule shadow appointment
        
        Able to Work with Sellers
        
        Able to Market Listings
        
        Preparing for Real Estate Photos Doc in RRMarketing Center
        
        Able to Negotiate Offers
        
        Seller Bootcamp 101
        
        What is Working with seller Bootcamp
        
        Why is is Important
        
        How do you get access to it
        
        Now go find the time for the next class
        
        In Person BC2
        
        Taking the listing & connecting with the seller.
        
        Sellers forms to prep in Transaction Desk.
        
        Writing the listing agreement-checklist of forms.
        
        Click this link to access the listing presentation:
        
        Triggers schedule shadow listing appointment
        
        Other General Necessities
        
        BC 3
        
        Pre Bootcamp
        
        In person
        
        NC 3: Creating templates in Transaction Desk.
        
        Authentisign - (sending documents out for electronic signatures).
        
        Misc form, documents or disclosures you might have to use somewhere in your career.
        
        Q & A - Disclosures, Offers, Negotiations, Contingencies & Closings.
        
        Click this link to access RR & SkySlope training manual:
        
        How to use Sentrilock System (Sentrilock Instructions)
        
        How to navigate the MLS listing sheets
        
        After Bootcamp
        
        Purchase sentrilock
        
        Vendors
        
        Able to Coordinate Sale to Closing
- - - - Lead Generation
        
        Foundational Concepts
        
        Prospecting - go and get the leads
        
        Marketing - get the leads to come to you
        
        Farming
        
        SOI
        
        Friends & Family
        
        Past Clients
        
        Open Houses
        
        Phone Prospecting
        
        Niches
        
        Sellers
        
        Equity position (Traditional Sale)
        
        Length of Ownership
        
        Owner Occupants (Turn Over Rate)
        
        Investors/Multi Property Owners
        
        Absentee Owners
        
        investors
        
        Distressed
        
        Shortsales
        
        Underwater
        
        Bankruptcy
        
        Tax Problems
        
        Pre-forclosure (NOD)
        
        FSBOs
        
        Expireds/Withrdawn
        
        Probates
        
        Divorce
        
        Buyers
        
        First Time Home Buyers
        
        Relocation
        
        Both
        
        Empty Nesters
        
        Move-Up Buyers
        
        New Kid
        
        New Marriage
        
        New Job/Promotion
        
        Tactics
        
        Paid
        
        Facebook Ads
        
        Videos
        
        Text/Picture
        
        Messenger Bots
        
        Retargeting
        
        YouTube Ads
        
        Retargeting
        
        Google PPC
        
        Retargeting
        
        Search Portals
        
        Zillow
        
        Trulia
        
        Realtor
        
        Free/Organic
        
        Social Prospecting
        
        Networking
        
        Cold Calling
        
        Blend
        
        Referral Websites
        
        SOI/Farming/Advertising
        
        Marketing Group Coaching Call
        
        MegaOpen House Training (BC 4)
        
        Lead Generation
        
        Scripting
      - Mojo - Learn about Triple Dialer - Prospecting, Role-play, niches to call etc..
        
        Blend of Prospecting & Scripts
      - KVCore
      - Convert to Appointment (Scripts & Processes to Get Meetings)
      - Convert to Contract (Buyer & Listing Appointments)
    - - Show homes to Buyers | Market Listings
      - Write & Negotiate Contracts
      - Coordinate the Sale to Closing
        
        AHS - American Home Shield Class - Home Warranty
      - Home Inspection Training
      - Stewart Title & Escrow - Prelims & Liability
      - SWBC Mortgage Training
      - Skyslope & MLS Training - BC3 (BootCamp 3)
        Creating Templates in Transaction Desk
        Authentisign
        Q&A for offers disclosure, contingencies
        MLS is and how to Navigate it
        Skyslope - transaction management to state compliant
    - - Weekly Market Update
    - - Weekly Market Update
      - SOI/Farming/Advertising
      - Marketing Group Coaching Call
      - Home Inspection Training
      - Mojo - Learn about Triple Dialer - Prospecting, Role-play, niches to call etc..
      - Stewart Title & Escrow - Prelims & Liability
      - AHS - American Home Shield Class - Home Warranty
      - SWBC Mortgage Training
      - KVCore
      - Skyslope & MLS Training - BC3 (BootCamp 3)
        
        Creating Templates in Transaction Desk
        
        Authentisign
        
        Q&A for offers disclosure, contingencies
        
        MLS is and how to Navigate it
        
        Skyslope - transaction management to state compliant
      - MegaOpen House Training (BC 4)
      - Working with Buyers (BC 1)
        
        Buyer Consultations
        
        Loan approval
        
        Buyer representation & documents
        
        Buyer Templates - How to build a template for all of your disclosures
        
        Market Conditions and Preparing a CMA
        
        Preapproval and Lending guidelines
        
        Buyer Presentation (Appointment)
      - Working with Sellers (BC 2)
        
        Taking a listing & connecting with the seller
        
        Seller forms in transaction desk
        
        Writing a listing agreement & Checklist of forms
        
        Workflow (what’s required for a listing appointment)
        
        LIsting Presentation (appointment)
        
        Market conditions