September 7, 2022
Mortgage Representative Job Description A mortgage representative can be a strategic relationship for a real estate team when the role is defined around clear communication, responsible handoffs and a consistent
September 7, 2022
Mentor Agreement Template A mentor agreement makes the working relationship easier to manage by naming the mentor’s responsibilities, the manager’s handoffs and the records that show what support was delivered.
September 7, 2022
Interview Questions for Agents A recruiting interview should help both people decide whether the working relationship fits. Start by explaining your role, asking permission to take notes and inviting the
September 7, 2022
Team Accountability Secret Accountability becomes workable when a team can see the expected work, the current status and the next conversation. A simple operating rhythm gives people a fair chance
September 7, 2022
Recruiter Compensation Exhibit A recruiter compensation exhibit turns a broad employment conversation into an operating document: it names the role, separates fixed and variable pay, records qualification rules and explains
September 7, 2022
Marketing and Advertising Budget A marketing budget is easier to use when each line has a purpose, an owner and a time period. The worksheet for this article organizes planned
September 7, 2022
Project ROI Worksheet A project ROI worksheet can make a proposed project, software purchase or marketing spend easier to evaluate. Start by making the decision explicit: what are you considering,
September 7, 2022
Brokerage Modeling Excel File A brokerage model is useful when a leader can see how assumptions affect the company’s possible economics. The worksheet described here is designed for a brokerage
September 7, 2022
Testimonial Recruiting Campaign A testimonial recruiting campaign gives prospective agents a clearer view of how current team members experience an organization. The strongest stories are specific, approved by the person
August 26, 2022
Brand Awareness and Recruiting Plan A recruiting plan gives prospective agents a coherent way to understand how a brokerage works. Build the message around the values, benefits, proof and invitations