Get up to "Tech-Speed"

 

Automate your listing and closing processes from listing contract to post closing follow-up.

 

This is not a class you attend to learn how to do something. This is 100% live  on-site or online implementation. This is finally getting it done and behind you, and moving on to a much easier life.

 

I visited Bill's office for two days and we completely automated his operation, which was an eight person team with paper lists. One year later he e-mailed me unsolicited - here is what he had to say:

 

"Hi Gary, I wanted to follow up with you regarding the success of our implementation of our Activity Plans.

 

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 CRM. 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 our CRM 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

 

If If you have Top Producer, Agent Office, Active Agent for Outlook, IXACT Contact, or AdvantageXi, Trans-Plans are included and will be installed as a starting point, saving time. If not, we simply start from scratch with whatever CRM you use, using the plans as a written template. I will consult free online to see what can be done to organize you with your CRM if it is other than the above listed ones.

"If you're like most agents I've worked with, you have a very difficult time making  the time to automate your listing and closing processes.  In this 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 about this program is that it forces you to sit down with me and literally put into effect a plan to organize your transactions from start to finish.  Not just talk about it, but literally put it into effect in your CRM. When we are done, you will have put the task of getting organized for listings and closings behind you."     Gary David Hall

 

      

What this will accomplish:

  • The ability to walk in in the morning to an automatically generated list of to-do's, calls, and mailings, insuring 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 run what you do, and monitor what others do for you. THIS IS THE ONLY WAY YOU CAN HAVE COMPLETE CONTROL OF YOUR BUSINESS!

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

  • 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 listing and closing communications with one click

  • Automatically generate reports detailing your efforts to all of your clients with a few clicks.

  • Generate a report for your listing appointments and initial buyer consultations 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.

 

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Activity Plans:

          

Together using Trans-Plans as a template we will create plans that fit the way you do business.  Trans-Plans are a compilation of all the plans from all the people I have worked with around the country. We will pick and choose the activities that apply to your way of doing business, and incorporate the two to create five plans: 

  • Residential Listing – launched from the listing date

  • Price Adjustment

  • Closing when you are on the sellers side of the transaction

  • Closing when you are on the buyers side of the transaction

  • Closing when you have both sides of the transaction

 

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Letters:

 

Install 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

 

Sellers side:

 

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

 

Buyers side:

 

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 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:

 

The same letters are used in this plan, as are in the above "Sellers side and Buyers side plans.

 

 

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Success Stories:

 

 

Online - "...My experience of your training... 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

 

 

On site - "I wanted to thank you for the excellent...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 CRM, 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

 

 

On site - "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

On site - "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

 

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The cost:

 

This is not like installing software. This is about making decisions about how and what you want to do to process your listings and closings. It should take one to two days to complete, depending upon how detailed you want to to get, how quickly you move along, or how quickly you allow me to move you along. I have worked with very decisive people and everything moves along quickly. I have also worked with people who have a tendency to want to put a lot of thought into each activity. If you are like that, it's OK. You are likely a very detail oriented person and that is good to an extent. I will do my best to keep us moving at a desirable pace.

 

On-site is $2,000/8 hour day + all expenses. No partial days.

Online using GoToMeeting is $1,500/8 hour day. Partial days will be billed accordingly.

 

 

 

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