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.

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!

All of the activities in these plans have 'Notes" in them that tell you how to find & edit the letters with 'click by click' instructions. Following this image is an example 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.

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Do it right! Get organized by getting the

Complete Activity Plans, instead of just the letters.

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