All plans and letters will be automatically
loaded into Agent Office, all at once, using the "Content Import" function
of Agent Office. 7 clicks, and you'll be ready to get
organized! If you've never been to 'Plan Manager', go to 'Go', 'Plan
Manager', to see this screen in your Agent Office.
Just go down the list and delete the activities
you don't need!
All the letters will be automatically stored in
your letter library. Instructions to edit each and every one are contained
in the 'Notes' of the activities that call for the letters. The notes give
you click-by-click instructions, and even tell you exactly which letter to edit,
and how to edit it.
Launch your plans and relax! Just imagine
walking into your office each day, logging in to Agent Office, and having a
to-do list that looks like this in front of you - automatically generated
when you launch the plans!
The majority of the activities in these plans
have 'Notes" in them that tell you how to do whatever the activity is.
Following this image are some examples of what's in the notes.
This is the full note from the Activity above:
A letter to review some things that need to be/should have been done
in preparation for settlement. Over the years, you get different questions from
the sellers about preparing for settlement. Some, pretty strange :-) I sent this
letter for several reasons. Obviously it's good customer service, but it's
impressive to the sellers to answer their questions before they know they have
them. Another reason was to avoid unnecessary calls from them that essentially
wasted my time. Some of the issues in the letter are not appropriate for your
market. Use the concept of this letter to work for you in your market. To edit
this letter; open the Word Processor and click on 'File', 'Open', 'Form Letter',
key a 'G' into the 'Lookup Category' field to get down to the Gary David Hall
Letters, find the 'Seller Prep-I' letter, double click on it to open it. Make
your changes, and save it.
The following are some Activity 'Descriptions',
and the notes in them:
Title Report in? Do you review the
title report for any possible issues? When do you do it? When you are a buyer
agent, consider this. There is now legal precedent involving an agent that did
not afford his Buyer Client the opportunity to review the legal description
prior to executing an offer. The agent lost in court, when it turned out there
was something objectionable to the buyer/s. Some markets have a clause in the
Agreement of Sale that addresses marketability of title, and some address the
issue on the Seller's Disclosure, but they do not cover it completely. Depending
upon your market, and when the title is reviewed by the buyer/s, you may want to
consider how you can approach this issue in the context of risk reduction.
Change Contact Category to 'Seller-Active':
In my classes I teach how I
categorized buyers and sellers into 8 categories by using the "Categories" button on
the contact screen. While it may seem like overkill at first; after a
while I broke them down into this many, because I kept finding that I could not
break down mailings the way I sometimes wanted to.:
1.Seller Prospect - self explanatory
2. Seller Active - listed, but no contract yet
3. Seller Pending - under contract, awaiting settlement
4. Seller Past - closed/settled
5. Buyer Prospect - self explanatory
6. Buyer Active - in your car, but no contract yet
7. Buyer Pending - have a contract and awaiting settlement
8. Buyer Past - closed/settled
And one more - Settled/Closed 200X (new one each year)
Submit Listing Contract - File a Copy:
Whether or not you have a separate activity for each piece of paperwork depends
upon a couple things. If your office will not accept your new listing file if it
does not have ALL the paperwork in it, then maybe you don't need to do a
separate activity for each form. If they have a minimum set of paperwork, but not
all, then create an activity for the ones that are not mandatory, so you don't
forget them. BUT - keep in mind that if you are going to send the Seller/s a
'Client Report', that the more detail spelled out - the more impressive it is.
Directions to print the 'Client Report' come later.
Print & Mail 'Client Listing Report': To
print a client listing report: From the 'Listing Module', click on 'Report',
'Listing', 'Client Listing Report', 'OK', UN-check 'Scheduled', and 'Plans'. The
reason I say this is because I think it is more visually impressive for the
client to see the list grow each time you send them another report, as opposed
to seeing the list stay the same, but with only completion dates added. You may
also decide to UN-check 'Showings', and send that as a separate report.
The challenge with sending this report out is that if it is sent, say every
week, or every other week, that after the first week to 2 weeks, the vast
majority of the activity is done. You'll notice that after the first couple
weeks, many of the activities seem to be 'fluff'. They are! They're there to
give the perception that you are still 'doing' something.
These are only a handful of the
hundreds of 'Notes' that are in the majority of the 'Activities' in the plans!
Click here to order
Description of the
Agent Office Activity Plans Package
Detailed Content of Each Plan
List of Letters
These Plans & Letters are
available for OTHER programs too!
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