

Quick CMA
1. Filter: Within 5km of the home
2. Filter: Active, Conditional, Pending and Closed past 30 days
3. Highlight the listings that match the home most closely (Number of bedrooms, bathrooms, sq.ft, style, location etc. Note the sold listings that match most closely, including finsihes and estimate the potential listings value.
4. Highlight the listings within 500m
5. Create an auto email setup to the website editor (2darbyhiles@gmail.com) Subject line "New appointment presentation request" include the appointment time, the property address and your contact info at the top of the body text.
Home History
1. Go here and sign in: https://iam.itsorealestate.ca/idp/login
2. Click the search bar at the top "Enter Shorthand or MLS#"
3. Type the street number and name, click on the suggestion that comes up if it is correct
4. Find the most recent listing/sale of the property, download it, study it and sent it to the website editor.
5. Google the home address and spend some time going through the pages looking for past problems, history, benefits etc. Make note of all noteworthy info.
6. Google neighborhood and repeat the above step
7. Ask your broker Darby (705) 984-5760 or Steve Stoutt (705)327-8867 what if anything they know about the property/neighborhood
Market Stats
1. City: # of Active Listings, CDOM Median, Close price by sq.ft, Close price to list price ratio, Months of Inventory, # of Sales, Sale Price Median
2. Neighborhood: # of Active Listings, CDOM Median, Close price by sq.ft, Close price to list price ratio, Months of Inventory, # of Sales, Sale Price Median
Brokerage Stats
1. Filter stats: List/Sell brokerage is LAREMAX Re/max Orillia Realty (1996)
2. Past 3 months: # of Active Listings, CDOM Median, Close price by sq.ft, Close price to list price ratio, Sale Price Median, # of Sales(past 12 months).
Send to Website Editor
Send all of the above info/documents(include the appointment time, the property address and your contact info at the top of the body text.) to the website editor (2darbyhiles@gmail.com) atleast 24 hours before the appointment and follow up to get the url for your presentation. If your appointment is sooner than 24 hours call (705)984-5760 to ensure that your presentation is created in time.
Pre-fill Forms
1. Form 200: Listing Agreement 1-2 week exclusive
2. Form 200: Listing Agreement 4 month MLS
3. Form 810: Working with a Realtor
4. FINTRAC - Individual Identification Information Record
5. Form 220: Seller Property Information Statement
6. Form 244: Seller's Direction RE: Property/Offers
7. MLS Property Information Form (Fill from the last listing, go over the form with the seller to make sure it is still accurate and fully complete)
8. Sentrilock - Lockbox no lockbox
9. Sentrilock - Lockbox Usage Form
10. Showing Time Listing Form
Appointment
1. Bring Notepad
2. Tour Home and take notes of the home details and everything they say
3. Go to presentation and kill it, really care about them, listen, ask questions and take notes. Use socratic interviewing to show them why our service is right for them, don't try to sell them, get them to see for themselves that we are the right and only viable option, they will eventually come to the conclusion on their own and be eager to get started.
4. Get all forms signed either on paper, docusign or authentisign or email all of the prefilled forms to yourself and use your phone or tablet and the app adobe fill and sign to get them to sign/fill the form. (Sign listing agreements first)
Post-Appointment
1. Send all signed forms to team leader (2darbyhiles@gmail.com) and pickup a lockbox and a sign(with post)
2. Send the listing agreement, working with a realtor, the property information form, the sentrilock form, showing time form to the front desk (frontdesk@remaxorillia.com)
3. Assign the lockbox serial number through itso and sentrikey app and assign the lockbox and update showing instructions through the sentrikey app).
4. Notify the ISA for that lead and let them know that they have signed
5. ISA is to update the lead status, start a deal in the CRM and contact the new client with congrats and excitement that we were able to help them and send a link to their listing, make sure they know that they can contact you anytime with requests or questions in case they can't get a hold of their listing agent. Send them our gift/referral generating booklet/package. Setup a report sending schedule to the client through the realtor.ca member app.
*Upon accepting an offer send a copy of the listing, the trade record sheet, an agreement of purchase and sale, receipt of funds, and FINTRAC to the deal co-ordinator (Carol Blackett carol@remaxorillia.com)
Realtor.ca Listing/Itsorealestate Listing/Online Syndication
1. Go here and sign in: https://iam.itsorealestate.ca/idp/login
2. Go to Add/Edit
3. Add new listing
4. Start with a blank listing (or fill from previous listing)
5. Fill Out all form points
6. Save as Incomplete
7. Get Broker to review the listing
8. Publish/submit listing when listing is approved and on the contract start date
Darbyhiles.ca Listing
1. Send MLS Property Info Form to the website editor (currently 2darbyhiles@gmail.com)
2. Note any important upgrades/ most desirable traits of the home/location
3. Follow up the day after to get the url for your social media, client etc.
Social Media Listings
1. Send MLS Property Info Form to the social media manager (currently 2darbyhiles@gmail.com)
2. Note any important upgrades/ most desirable traits of the home/location
Toronto Board Listing
1. Go here and sign in: https://treb.clareityiam.net/idp/login
2. Go to Add/Edit
3. Add new listing
4. Start with a blank listing
5. Fill Out form
6. Save as Incomplete
7. Get Broker to review the listing
8. Publish listing when listing is approved
Professional Staging Consultation
1. Contact Amber Roulston from Simcoe Staging (705)828-0265 or amber@simcoestaging.com
2. Book the closest date and time she has available and when your clients will be able to attend.
3. Pay her the fee, Should be $100-175
Professional Photography
1. Contact Wylie Ford- https://wylieford.com 705-309-9686 or info@WylieFord.com
2. Book the closest date and time they have available after the staging consultation and make sure we will have the photos atleast 24 hours before the listing goes live on MLS.
3. Pay them their fee when they send invoice
Virtual Staging
1. Contact Wylie Ford- https://wylieford.com 705-309-9686 or info@WylieFord.com
2. Book the closest date and time they have available after the staging consultation and make sure we will have the photos atleast 24 hours before the listing goes live on MLS.
3. Pay them their fee
Virtual Tour
1. Contact Wylie Ford- https://wylieford.com 705-309-9686 or info@WylieFord.com
2. Book the closest date and time they have available(to come film the video) after the staging consultation and make sure we will have the video atleast 24 hours before the listing goes live on MLS.
3. Pay them their fee
Floorplans
1. Contact Wylie Ford- https://wylieford.com 705-309-9686 or info@WylieFord.com
2. Book the closest date and time they have available after the staging consultation and make sure we will have the floorplans atleast 24 hours before the listing goes live on MLS.
3. Pay them their fee
Database of Buyers
1. Send MLS Property Info Form to the email marketing director (currently 2darbyhiles@gmail.com)
2. Note any important upgrades/ most desirable traits of the home/location
Top Buyer Software
1. The reverse prospecting function in the MLS system will automatically send the listing when it goes live to those that have auto emails with matching criteria.
Top Buyer Agents
1. Go here and sign in: https://iam.itsorealestate.ca/idp/login
2. Go to My Listings Section
3. Go to My Office Active Listings
4. Find your listing in the list
5. Select your listing by checking the box
6. At the bottom, click the reverse prospecting button
7. The system will generate a list of agents that have auto emails set up with matching criteria
8. Send each agent a text, email and call if you do not get an answer
9. Once they reply, let them know the offer date, when they can schedule a showing and the most desirable feautures of the home as well as how much they would earn on the deal.
Unbranded Marketing
1. Send MLS Property Info Form to the marketing co-ordinator (currently 2darbyhiles@gmail.com)
2. Note any important upgrades/ most desirable traits of the home/location
Neighborhood Blitz
1. Send MLS Property Info Form to the marketing co-ordinator (currently 2darbyhiles@gmail.com)
2. Note any important upgrades/ most desirable traits of the home/location
* Doorhangers, post cards and direct mail, takes 3-14 days
Web Marketing Blitz
1. Send MLS Property Info Form to the marketing co-ordinator (currently 2darbyhiles@gmail.com)
2. Note any important upgrades/ most desirable traits of the home/location
Referral System
1. Send MLS Property Info Form to the marketing co-ordinator and email director (currently 2darbyhiles@gmail.com)
2. Note any important upgrades/ most desirable traits of the home/location
*Sent to email/text database, retargeting group on facebook and google, published on the Darbyhiles.ca listing & sent to agent database with potential commission earnings
24 Hour Talking Ad
1. Send MLS Property Info Form to the marketing co-ordinator (currently 2darbyhiles@gmail.com)
2. Note any important upgrades/ most desirable traits of the home/location
*Need sign sticker created with unique itele centre number
Marketing co-ordinator to contact http://www.speedysigns.ca/ContactUs
4337 Burnside Line Orillia, Ontario Canada L3V 6H4 705-326-3080 | Phone
3. Pick up the finished sign and place on the property beside/below the main yard sign
Smooth Transition Program
1. Discuss with the marketing co-ordinator what we are or should offer as incentive to purchase that listing (currently 2darbyhiles@gmail.com)
2. Note the most undesirable traits of the home/location
3. What is currently trending/desirable
4. If it is a seller's market than this is not neccessary
Best Buyer Magnets/Look books(booklets) or Brochures
1. Send the MLS Property info form to the marketing co-ordinator (currently 2darbyhiles@gmail.com)
2. Note the most desirable traits of the home/location
3. Pay marketing co-ordinator for the order or negotiate deal terms with team leader and deal coordinator.
*Marketing co-ordinator is to co-ordinate/create personalized buyer packages for showings/open houses using either vistaprint or contact
705-309-9686