Get up to "Tech-Speed"

Agent Office Training

 

"If you're like most agents I've worked with, you have a very difficult time, making  the time to institute the technology changes you want.  In this 2 day program - we finally sit down and organize your operation!  The more times I do this, the more it becomes obvious that the thing agents most value, is forcing themselves to sit down for 2 days and literally put into effect, a plan to run their operation.  Not talk about it, but literally put it into effect."

 

Gary David Hall

 

 

 

PLEASE UNDERSTAND - I am not going to just TEACH you how to do the following.  When we're done, all this will be DONE!  And when we're done - you will have an easy to follow 60+ page manual I've created specifically for this program, with "screen shots" of how to proceed with each step in your new system!

 

NOTE:  For a comparison of Agent Office vs. Top Producer, click on Online Agent vs. Top Producer

 

 

Back to top

 

Success Stories:

 

Hi Gary, I wanted to follow up with you regarding the success of our Agent Office software and especially the "Activity Plans" that you helped us to implement.

 

As you know, we have for some time been operating with extensive manual "check lists". The check lists we designed were created with two main objectives. First to enable us to work as a complete team, and second as a complete management tool for our client's entire real estate process.

 

With your help, we were able to fully automate our own 432 step process into the Agent Office system. Having used the system now for over a year, I can attest to you the success it has had on our business. Being able to launch plans (not check lists) has made our operation much more efficient and complete. Those in the office responsible for managing client files no longer need to improvise and second guess the process. Each step is automatically set up on their desktop w/ step by step procedures as a reference if they need it.

 

Our office manager has been able to alter the plans as needed, enhancing our ability to customize a particular client's process or to simply edit a plan for efficiency. Our entire business model's servicing process is in Agent Office and is the tool of choice in our company. I want to thank you for your expertise and guidance in helping us to automate our servicing process.

 

It has made a world of difference to all of us and most importantly helped our client's receive a thorough and completely managed real estate process.

 

If fully servicing a client is important, I recommend the real estate professional automate their process. No more hand written notes, no more "to do's" falling through the cracks, no more embarrassing phone calls of what was forgotten, no more sleepless nights wondering what was done or left undone. It is all there, in the system, documented and professionally managed.

 

Bill Luke, Luke Real Estate - Delaware

"...My experience of your training of Agent Office is that you are thorough, totally competent, patient (which is essential), maintain a sense of humor, add value from your own data base of real estate documents and personal real estate experience, and a valuable asset in the essential dialogue of setting up a real estate office contact/day to day business management program. You are also generous with your time and have a lot of stamina to get the job/goals accomplished.  As to the use of GoToMeeting, it is quite simply about 99% as good as being in the same room with you; no drawback or diminished effectiveness whatsoever. I appreciate all your effort."

 

Robbie Dein, C21 Royal Maui Properties - Hawaii

 

"I wanted to thank you for the excellent Agent 2000 training session. Over the years, I have been to countless software training programs. Typically, you would sit for hours, mesmerized by the incredible capabilities of the program, anxious to return to your office to implement. Once back in the office, you would forget those "easy steps" to adapt the program to your own needs. Within days, you would have forgotten what you had learned and abandon the use of the program.

 

Tech-Speed is entirely different. The direct contact and personalized program provided both content and usable information. As a result of your training, we have launched a fully functional Agent 2000, customized for our specific needs.

 

Originally, I was skeptical of the price. Since completing the training and implementing your program, I know the training is a bargain!"

 

Please feel free to have other "skeptics" contact me for information.

 

Walt Wensel, RE/MAX Patriots - Pennsylvania

 

 

"I am so thankful that I found out about your Tech-Speed program.  It was the answer to my Team’s flagrant offense of purchasing technology, installing software, and then not spending any time or resources on training and integration.

 

Your approach, with a hands-on and on-site visit is in my opinion the ONLY ONE that works.  Classes don’t.  Books don’t.  Tutorials don’t.  You showed my team and myself how to do it, and why we ought to do it.  It was the best money I have spent on my business this year and I endorse you and your company without hesitation.

 

Gary – feel free to use my name as a reference and until the next time we have you out here – keep up the good work!"

 

Jon Modene, Broker/Owner ABR, RE/MAX Masters - Indiana

"Gary, I can't thank you enough for helping me understand the role technology would play in increasing my sales and systems. The time that you spent pulling all the loose ends together for me, and explaining and simplifying it all has proven to be invaluable.  I have gone from throwing internet leads in the trash, to being the first one to respond. The familiarity that you have with the products for real estate professional's helps what was once overwhelming become fun and exciting.  Thanks again."

Leslie McDonnell  - RE/MAX Suburban - #1 Illinois RE/MAX Agent in 2004

"I have been using and teaching Online Agent - Agent 2000 - Agent Office since 1995.  I used a similar product to help me get to 45 transactions a year when I was a RE/MAX agent from 1989 through 1995.  Later, I was hired by an agent to automate his operation.  He and his team did 140 transactions the year I was with him. One of my tasks was to learn Online Agent/Agent Office, set it up to run his business, and then train him and his team on how to use it.  I have trained agents, teams, and the entire Southeastern PA & Delaware RE/MAX Region how to use it  since then.  Through all this, I have developed a truly thorough grasp of what you can do with it, and what you can't."

 

Gary David Hall, e-PRO Certified Trainer, RECS, GRI

 

Back to top

 

          

First an outline, then the details,

 

         When we are done, you will be able to:

  • Have a complete system to do any kind of mailing, and track listings and sales from start to finish.  When you, or your assistant walks in, in the morning, an automatically generated list of to-do's, calls, and mailings, will insure that no routine detail with any listing or closing, falls through the cracks.

  • This allows for quicker and easier training of assistants, and no-one being irreplaceable.  Do you have an in-office "Conveyancer", or other people that do some of the work for you ala carte?  What happens when they leave, or something happens to them?  Using your own system ensures that the fate of your business will not be in your head, or anyone else's.  Your entire operation will be run from, and backed up on, your own computer.  THIS IS THE ONLY WAY YOU CAN HAVE COMPLETE CONTROL OF YOUR BUSINESS!

  • This establishes your business as a turn-key operation for anyone wanting to purchase your business in the future.

  • Save time and money by e-mailing some of your periodic mailings, instead of "snail mailing" them.  You don't have to differentiate, the system will do it for you!

  • Be automatically reminded to send birthday cards, anniversary cards, or anything else like them to past clients

  • Print all the form letter follow-ups and thank you's due out that day, with one click of a button

  • E-mail all your follow-ups with one click

  • Automatically create brochures and post cards for listings, brokers open houses, open houses, price reductions, new listing fliers, etc

  • Automatically create bi-weekly reports, detailing your efforts, to all of your sellers, with a few clicks.

  • Automatically create reports to anyone that needs information for closing (ie: title company, front office, etc.)

  • Generate an accurate report that tells you where your business has come from in the past 12 months

  • Generate a report for your listing appointments that shows your prospective clients exactly what it is that you will be doing for them, and give them the comfort of showing them proof positive of your organization, and professionalism. 

 

Back to top

Complete Set-up of Agent Office/Agent 2000*

 

In ONLY 2 Days:

 

Activity Launches:

          

The Activity Plans that come with the software try to be generic, which is impossible, and take much time to customize.  We start by deleting them, and creating ones that fit the way YOU do business.  Activity launches for all the important phases of your business.  We will work with plans I have, that are a compilation of all the plans from all the people I've worked with.  Pick and choose the activities that apply to your way of doing business, and incorporate the two. 

  • Residential Listing – launched from the listing date

  • Price Adjustment

  • Seller from contract date - launched from the AOS date

  • Seller from closing date - launched from settlement date

  • Buyer from contract date - launched from the AOS date

  • Buyer from closing date - launched from the settlement date

  • Both sides from contract date - launched from the AOS date

  • Both sides from closing date - launched from settlement date

 

Back to top

 

 

Letters:

 

 1)     Format all letters to fit your stationary

 2)     Some of my letters are 2 pages.  You need to know that before you print, so you can put in a blank 2nd page.  When my letters come up to be printed – they tell you they’re 2 pages!

 3)     Import the following letters:

 

Residential Listing Plan:

 

Thank You for The Listing Letter

MLS Copy Cover Letter

Monthly Utility & Insurance Cost Form

Marketing Recommendation Checklist Letter

Thank You to an Unlicensed Person for the Referral Letter

Thank You To An Agent for the Referral Letter

Property Brochure/Fact Sheet Template

 

Listing Price Adjustment:

 

Price Adjustment Letter

 

Seller from Contract date:

 

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 from Closing Date:

 

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 from Contract Date:

 

Buyer After Contract Letter

Thank You to Agent for Referring Someone

Thank You to an Unlicensed Person for a Referral

 

Buyer from Closing Date:

 

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 Address & Birthday Information Form

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

 

Both Sides from Contract Date:

 

The same letters are used in this plan, as are in the above "Seller from Contract Date" and "Buyer from Contract Date" plans.

 

Both Sides from Closing Date:

 

The same letters are used in this plan, as are in the above "Seller from Closing Date" and "Buyer from Closing Date" plans.

 

 

 

Back to top

 

Data Merge Forms:

 

I have created custom forms that utilize the data-merge capabilities of Agent Office.  I’ll import whatever you need that I already have, or customize (for a fee) the forms for you.  Every time you do an AOS, your office, title companies, mortgage companies, and other agents, require information from you.  By entering that information one time, in the listing module, and the contact module, you can then print forms that have all that information on them.  This eliminates the need to fill out many different forms with the same information, or answer the questions on the phone.  Just fax the form and be done with it.  Some examples include: 

  • Cap Sheet – has everything from the parcel number to the commission splits.  The “Parties” involved come from a “Client Closing Report”.  It will have all the parties involved with their name, phone, and fax numbers.

  • Follow-up Data Sheet – Print this and take it to settlement.  It puts the existing seller’s or buyer’s names and addresses in automatically, and they fill in their permanent new address and phone number, or temporary new address and phone number, with a date of anticipated permanent move, and their birth dates.  It’s a professional looking way to get the info you need, and a good way not to forget to get it.

  • New Listing Form – Property, price, township, sellers, list date, expiration date, showing instructions, etc.

Back to top

 

 

Reports:

  • Commissions – year to date

  • Phone Lists

  • Agent & Client Closing

  • Listing Update

  • Showings

“Categories” in the Contact Module:

  • We will key in a typical list of all the different ones you need.  I've perfected 9 essential categories for you to be able to find EXACTLY which part of your sphere of influence you want.

“Other” field in Contact Manager:

  • Key in “Ancillary Services”

“User Defined Fields” in Contact Module

  • We will label the fields you need for the data-merge forms and Property Brochures

 “Contact Types” in Sold Module:

  • We will key in a typical list of all the different ones you need

“User Defined Fields” in Listing Module

  • We will label the fields you need for the data-merge forms and Property Brochures

System Maintenance:

 

How many times have you been informed that there are tasks that should you be performing on a regular basis, in order to keep your computer running smoothly, and more quickly?  Index, pack, check for corrupt files, backing up, Scan Disk, Disk Defragmenter, Anti-Virus Data Updates.  We will create “Activities” in Agent Office, that will insure you do what’s necessary in there.  I will also set up your “Task Scheduler” in Windows, to run periodic maintenance when it should be done.  You won’t have to know much.  It will just come up, and tell you what buttons to press!

 

 

*  NOTE:  Please recognize that all of the following programs are the same one, just "branded" differently;  RE/MAX Agent 2000/Realty Executive's - Executive Agent and Keller Williams Online Agent.  The generic name USED to be Online Agent.  It is now Agent Office.

 

 

 

 

Back to top

 

Fee for this service on-site is $3,000 + all expenses.

Fee for this service online is $2,000.

 

An alternative to the travel expenses is doing the program using GoToMeeting which is free to you, requires no installation of software, and is extremely easy to use, saving the expenses. 

 

NOTE:  This fee includes unlimited calls to Gary with future questions on how to use your program.

 

 

Contact us - 215.345.5222

HOME - SITE MAP - ABOUT US - SUCCESS STORIES - AGENT OFFICE SOFTWARE - AGENT OFFICE SUCCESS STORIES - AGENT OFFICE ACTIVITY PLANS - TRANS-PLANS - AGENT OFFICE TIPS - OUR SERVICES - REAL ESTATE CONTACT MANAGEMENT SOFTWARE - RE-ACTION NEWS - AGENT TOOLS - AGENT OFFICE ONLINE TRAINING - TOP PRODUCER SOFTWARE - AGENT OFFICE INTERACTIVE ONLINE CLASSES - ONLINE TRAINING & TECH SUPPORT  - REAL ESTATE TECHNOLOGY SEMINARS - CUSTOM FORMS - MY BLOG

 

Created and Maintained by Gary David Hall - Copyright 2000-2006 RE-ACT