FREE Forms and Resources

We are firm believers in contracts – don’t we require one for every house that we sell? So it is even more important that we have them for all of our employees that protect us and our company that we have worked so hard to build. As Aways we strongly recommend that you have these reviewed by you own local legal counsel before using.

Various topical presentations

Various topical presentations

A simple Excel file that you can use to calculate agent commissions and office fees

Various topical presentations

Various topical presentations

Using a floor time schedule is probably the worst way to distribute leads and typically results in the lowest conversion rates. It should only be used when you do not have a full time receptionist/call coordinator and need your phones and office covered.

A great way to drive additional production is to have agents earn the right to receive company generated leads by participating in and performing activities that are beneficial to their own production efforts.

Managers and Recruiters are the backbone of a company and also have greater knowledge of your business than anyone else – Having them under a very tight non-compete and non-disclosure contract is of the utmost importance – Here is a sample that you may use.

It is always best to have compensation for your Managers and Recruiters tied directly to “Performance” and in the case of a Manager / Recruiter – the three main items are Recruiting, Retention, and Production – this method and formula ensures that they perform on all three levels.

Various topical presentations

Various topical presentations

Various topical presentations

Various topical presentations

Various topical presentations

Various topical presentations

Various topical presentations

New Sales associates – be they: new licensees or experienced agents are still new to your company and a strong orientation process will smooth the transition for them and help them to become productive sooner while also serving to make them more comfortable and feel a part of your office.

Various topical presentations

This form has quite a few uses – from having all of the information on your agent in case of an emergency, to marketing efforts and photos, as well as using it to follow up and build a relationship with them. Sending their children birthday cards from the company and inviting their children to company events is a wonderful way to keep them happy and involved and is a key to retaining good agents.

It is very important that all clients receive excellent service at all times. Arrangements should always be made whenever an agent is away from the office for an extended period of time, as to who will be covering for them and what the financial arrangements are for the covering agent with respect to these clients. Having this done in advance with a clear understanding of both who will be covering for them and what the actual financial considerations are - in writing - ahead of time will ensure that the company’s clients are well taken care of that you as the broker will not be caught in the middle of monetary disputes between agents later….

Here is a sample that you can use for your agents and salespeople – you may also have one tailored to your state / location provided by your local board as well that you may wish to use. In either event – always make sure to have these types of agreements reviewed by both your legal and your tax consultant before using.

The design of real estate offices has changed dramatically over the last 20 years. With a transition from “every agent gets a desk” to a more customizable and virtual working environment. The move toward smaller, more efficient offices is necessary to remain profitable in today’s environment while being able to accommodate more agents. With more and more agents working from home and/or “Mobile”. This design is the best compromise for costs, agent count, and production. 2000-3000 sq. ft. of space can now accommodate 100-120 agents, as less than 5% of your agents will typically be in the office at any given time. This is a basic layout and design for an office in a “professional” building.

Various topical presentations

Various topical presentations

Tracking transactions and sources is very important for targeting marketing dollars and improving production. This should be done within your office management system but here is a form if you do not have a system and are doing things manually.

This is a sample and you can write these anyway that you like – the important thing is that you have one and use one. Even if you have managers underneath you - a personal letter from you is a must for all new associates and sets the proper tone in advance for a lasting relationship