I'm excited about providing my trans-Plans for Advantage Xi. They work better in it, than any other program I've created them for. The main reasons are the ability to hook 'Parties' to the activities, along with the ability to automatically change 'Classifications', among other things. - Gary

These plans and letters get loaded into Advantage Xi, and included in the plans are drip mail/email campaigns to thank referrers, keep your clients informed and therefore calmed down, always asking for referrals at the same time.

They were initially created for the Pennsylvania market, but by working one on one implementing them with agents and teams in many states, they have been expanded to include many other markets throughout the country including New Jersey, New York, Delaware, Maryland, Ohio, Illinois, Nevada, Missouri, Mississippi, California, Hawaii, Washington, Florida, Texas, and Massachusetts. The point is that they will probably cover at least 95% of what you do in your market, no matter which state you are in. Tailoring the balance of them to meet your market's needs is easy compared to starting from scratch.

FINALLY!  A set of activity plans, and the associated letters, for taking a listing, or selling a property, and taking it to closing.  This is the ONLY package available for listing & sale transaction management plans of which we are aware.

I've taught many hundreds of agents how to create "Activity Plans".  VERY few of them have ever made the time to sit down and create the activity plans that will help them organize their business, tell their assistant what they need to do, and set themselves up to be able to sell their business as a turn-key operation.

The concept is to simply go down through the list of tasks, letters, promotional pieces, and phone calls, and simply delete any activity that you do not need, or is not appropriate for the way you run your business.  While these activity plans can't possibly include every single thing every agent does through their transaction, they include the vast majority of them.  They have been compiled from many different agent's activity plans in many different markets around the country, including Canada and Hawaii, and should make the job of creating your activity plans infinitely easier - and most importantly - much faster!

The package consists of everything mentioned above, plus documentation with each activity, explaining each activity, and many tips about how to build and use the plans, far beyond just launching them.

Following is a list showing each plan, and what it is comprised of.  Click on the links to see examples of some of the tasks & letters in the plans.

Residential Listing Plan

• 4 Calls

• 71 To-Do’s

• 0 Appointments

• 5 Letter/E-Mail

Listing Price Adjustment

• 0 Call

• 19 To-do’s

• 1 Appointment

• 1 Letter/E-Mail

Closing - My Buyer

• 34 Calls

• 69 To-Do’s

• 0 Appointments

• 18 Letter/E-Mail

Closing - My Seller

• 14 Call

• 97 To-Do’s

• 0 Appointments

• 16 Mail

Closing - Both Sides

• 46 Calls

• 94 To-Do’s

• 0 Appointments

• 29 Mail

The letters you receive will be written in both - From 'me' not 'us', and - From 'us' not 'me' - formats.  You use the ones that are appropriate for you.

"Personally, I think your letters are extremely well crafted, and, as I mentioned above, they cover situations we run into every day in the real world.  Having spent a couple hours making sure Florida market idiosyncrasies are covered, I appreciate all the more the tremendous amount of work that went into this effort. You are truly amazing!  I talk you up at every opportunity. Hopefully, it will result in some business being sent your way."

Thank You for The Listing Letter

MLS Copy Cover Letter

Marketing Recommendation Checklist Letter

Thank You to an Unlicensed Person for the Referral Letter

Thank You To An Agent for the Referral Letter

Price Adjustment Letter

Closing Information Form

Seller After Contract Letter

Thank You to Agent for Referring Someone Letter

Thank You to an Unlicensed Person for a Seller Referral Letter

Seller Preparation for Closing Letter

Closing Inspection Explanation Letter

Closing Inspection Checklist

Closing Inspection Explanation to Co-op Agent Letter

Transaction Status Checklist Letter

Everything is Proceeding Smoothly Letter

Seller Address & Birthday Information Form

Seller after Closing Letter

Thank You to a an Unlicensed Person for the Referral After the Closing Letter

Thank You To An Agent For A Referral After the Closing Letter

Hope You're Sleeping Soundly in Your New Home Letter

Hope All is Well Letter (if seller did not buy right away)

Thank You to Co-op Letter

Evaluation Questionnaire Letter

Buyer After Contract Letter

Thank You to Agent for Referring Someone

Thank You to an Unlicensed Person for a Referral

Buyer Preparation for Settlement Letter

Closing Inspection Explanation for Your Client Letter

Closing Inspection Checklist

Closing Inspection Explanation to Co-op Letter

Transaction Status Checklist Letter

Everything is Proceeding Smoothly Letter

Buyer After Closing Letter

Thank You to a Unlicensed Person for the Referral After the Closing Letter

Thank You To An Agent For A Referral After the Closing Letter

Hope You're Sleeping Soundly in Your New Home Letter

Thank You to Co-op Letter

Evaluation Questionnaire Letter

The same letters are used in this plan, as are in the above "Closing - My Seller" and "Closing - my Buyer" plans.

The plans will be e-mailed to you within 1 business day after receipt of payment.

If you have ANY questions whatsoever, please talk to us before ordering.  215.345.5222. Thank you.