What is Trans-Plans?

What is the Agent Office Activity Plans Package?

These two sets of plans, comprised of over 500 tasks per set, install in 7 clicks, and already have the overwhelming majority, if not virtually all of the tasks you need to do, calls you need to make, and the associated letters you need, to facilitate the transactions.

IMPORTANT NOTE: These plans are NOT just 'Transaction Management'. They include MANY more details associated with a listing and sale.

Are we there yet? Are we there yet?

Are you where you want to be with regards to being organized in your listing and sales transactions? When you take a listing, or sell a home, are you confident that the bulk of the transaction will flow smoothly, without details falling through the cracks? Or do you wake you up at night thinking - "Oh bleep, did I.......(fill in the blank)?"

If you have someone doing your transaction management, how much do they do? They don't do everything you need to track throughout your listing, or your side of the sales transaction. Do they remind you to; track your client in Agent Office & change their 'categories'; print out a closing report; send all the relevant letters, mail 'just Listed' or 'Just Sold' post cards, key the change of addresses & phone numbers into AO, turn on & off their utilities, submit all the appropriate paperwork, make follow-up calls, CHECK ON the transaction coordinator, and much more.

Was your original intention when you bought Agent Office, to get better organized? If you haven't put together your Activity Plans for Listing & Sales Transaction Management in the Plan Manager yet, what's going to change to make that happen?

'Trans-Plans' will make it happen!

I've taught many hundreds of agents how to create "Activity Plans" in Agent Office. VERY few of them have ever made the time to sit down and create the activity plans that will help them organize their listing & sales transactions, and/or provide an automated list to tell their assistant/team what is expected of them. Why? Because it is extremely time consuming to create the lists of activities, and write the letters that you need to go with them. These two sets of plans, comprised of over 500 tasks per set, install in 7 clicks, and already have the overwhelming majority, if not virtually all of the tasks you need to do, calls you need to make, and the associated letters you need, to facilitate the transactions. One set sends letters that are from 'us, and one set sends letters that are from 'me'. The majority of the activities in the plans have 'Notes' in them, that describe click-by-click; how to edit that letter for that activity; how to print the report in that activity; where to key the information; how to categorize people; what that activity is telling you to do; and much more. It could be called a 'Dynamic Operations Manual'.

click here for more information, how they were originated, what else they will do for you, etc...

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These Plans & Letters are available for OTHER programs too!

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