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. 

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

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

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.

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

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)

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)

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

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. 

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

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

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

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

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

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

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

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

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. 

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. 

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

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

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

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

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

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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

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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

info@WylieFord.com

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Booklet should include: Listing Info /desires(Including high quality photos), Financing details for the listing, buying tips, market stats, comparable homes for sale/sold. 

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For luxury homes over $1M, use https://sureprintanddesign.ca/short-run-book-printing-calculator?btype=board&bw_pages=12&c_pages=8&qty=12#shortrun_cntnr or similar high quality book service. 

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1. Send the filled out forms to the front desk
2. Schedule a time to pick up a lockbox with Melissa (Serial number gets sent to the front desk with showing instructions)
3. Check and test the listing through your showingtime app
4. Setup, check and test the lockbox through the Sentrilock app
5. Bring the lockbox to the listing and lock to the door handle, railing etc, note where it is in the agent remarks for both the toronto board and the itsorealestate listing. 

 

1. Send the MLS Property info form to the website editor and include the clients names and phone number which will be the url extension(currently 2darbyhiles@gmail.com) 
2. Website editor will create a dashboard for the clients with both market stats and listing stats, there will also be free resources and a link to their listing on realtor.ca. 
3. Follow up the day after to verify the url and get the password, then contact the client and share the link to their personal dashboard with the password
4. Every night, use the realtor.ca member app and send the listing stats to the website editor. 

 

1. Use the info from the presentation and the problems with overpricing​
2. Provide an asking price and the strategy behind it (use examples of comparables that sold vs. those that didn't(expired) or haven't(active, ideally with high DOM)
3. Highlight buyers mindset and place them in the buyer's seat
 

1. To qualify buyers that called the office/you/the ISA converted from the 24 hour talking ad about the listing & have appointments with them and get a showing scheduled if they qualify(pre-approved for more than the asking price or can be quickly)
2. Show the listing to the buyers that do not already have an agent or contact their agent to get a showing scheduled if they do have one. 

 

If the listing has been on the market longer than 30 days this is a viable option
1. Collect the agents info who have previously viewed the property or previous buyers if they do not have an agent. 
2. Create(include a clause to avoid multiple offers getting accepted) and sign an agreement of purchase and sale with the seller clients (explain that it is essentially an exclusive price drop and disclosure of terms they would accept in order to avoid showing a price drop on the listing and getting low ball offers)
3. Present the offer to the agent or the buyer and explain why the sellers are presenting this offer. 
 

1. Notify the ISA for that lead that they are now a client and a listing
2. ISA is to create a new ID/Exension for that client
3. ISA is to monitor the itele centre account and send messages to the appropriate agent or employee or if it something they can answer/provide than they are to respond to the client and document the conversation whether it is a text, call or email in the notes for that contact/lead.