Screen Shots

Screen Shots

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!

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Description of the Agent Office Activity Plans Package

Detailed Content of Each Plan

List of Letters

Introduction/Instructions

Ordering Information

Letters Only

These Plans & Letters are available for OTHER programs too!

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