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Realty Direct Orientation

Starting your Business Today 2011. Realty Direct Orientation. Agenda. Introductions Realty Direct – The Company Overview Brokerage Logistics Business Plan for You Realty Direct Technology 60 – Day Training Program LUNCH BREAK Leads and Lead Management Sales Driver REO and BPO Training.

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Realty Direct Orientation

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  1. Starting your Business Today 2011 Realty Direct Orientation

  2. Agenda • Introductions • Realty Direct – The Company Overview • Brokerage Logistics • Business Plan for You • Realty Direct Technology • 60 – Day Training Program LUNCH BREAK • Leads and Lead Management • Sales Driver • REO and BPO Training

  3. Realty Direct • Offices Nationwide – California, Florida, Utah, Massachusetts, Maryland, Washington DC, Virginia • National Franchise – Recognized in Top 500 – 2006 and 2008 • Corporate Provides Websites, Webinars, Corporate Newsletters, Lead Management Software, Email and many other services • Realty Direct Connection Quarterly Newsletter – About new services, webinars, and other new items

  4. Brokerage Logistics

  5. Brokerage Logistics • “Realty Direct Welcome Email” • Links to Technology (Email Setup on Your Smart Phone) • Business Card Proof • E&O Policy, W9, Policy Manual and Sign off Sheet • Brokerage MRIS Code: • RLTD1 and RLTD3 • Brokerage Name: • Virginia (Realty Direct LLC) • MD/DC it is (Realty Direct Inc) • Brokerage Contact and Support Information: • Main Office Address: • 44330 Premier Plaza, Suite 210, Ashburn, Virginia 20147 • Wendy D Powers – Principal Broker – wendy@realtydirect.com • Mobile – 703.963.6212

  6. Brokerage Offices and Access Realty Direct Mclean 7601 Lewinsville Road Suite 306 Mclean, Virginia 22102 • Office - Card • Wireless –global306 • Computers - realtydirect • Folders – Kitchen in Cabinet • Supplies- Kitchen in Cabinet • Printer - Kitchen • Fax – Front in Reception Area • Copier – Kitchen • Kitchen – Supplied with Drinks Realty Direct Ashburn 44330 Premier Plaza Suite 210 Ashburn, Virginia 20147 • Office - Keycode • Wireless – 7033272428 • Computers - realtydirect • Folders – Kitchen • Supplies- Front Desk Under Printer and Fax • Printer - Front in Reception Area • Fax – Front in Reception Area • Copier – Kitchen • Kitchen – Supplied with Drinks • Balloons, Ribbon – Kitchen • Directionals – Closet • Marketing Supplies - Kitchen

  7. Support Services • Task Requests – Fax, Training, etc • Ashburn Office: 703.327.2428 and Mclean Office: 703.556.8606 • Email: agentrequest@realtydirect.com • Direct Deposit • Request Form • Takes 1-2 Weeks to Setup • Special Training Sessions – Systems, etc • Schedule with Office Support • BPO Support • Schedule with Office Support • Marketing of Homes • Magazine Mailer every 2 weeks • Offices and Conference Rooms • Offices always available for agents • Conference Rooms – please schedule with office ONLY for settlements or long periods of time

  8. Startup Checklist • Office: • Access Code or Card • Mailbox Setup • Tour • Forms Guidance • Technology Access • Marketing Materials: • Business Cards • Sales Brochures • Listing Brochures • Folders • Open House Items • Lockboxes – if needed

  9. Misc. • Ordering Sign/Lockboxes = $25 Up and Down • Agentrequest@realtydirect.com • Allow up to 48 hours for install after request • Taken from next commission check • Signs and Lockboxes available for self install • Commission Checks • Pick up every Friday • Can be deposited into your bank account - let us know • Can be mailed to you • Ordering Open House Kits • One Set per Year (Directionals) • Balloons, etc are available • Reorder Business Cards • Request to agentrequest@realtydirect.com (1000 per year free)

  10. Brokerage Form Review Process

  11. Brokerage Documents Req’d • Agency Disclosures • Brokerage Disclosure Form – First Contact/First Substantial Discussion • Buyer Agreement • Listing Agreement • Tenant Agreement • Documents • Agency Disclosures • Each Executed Contract/Agreement • HUD1

  12. Special Notes • Short Sales – Escrows Deposited, Please use an attorney negotiator, and Use special addendums • HUD Properties – Make sure to register on hudhomestore.com and use this as a major source of information • Rentals – We do not hold ANY security deposits for landlords • Property Management – We do not do this at Realty Direct. We have great property management company vendors to select from. • No notes for escrows EVER.

  13. Fair Housing – Same Process for Everyone • Probably the most important is the Fair Housing Act. Basically, it was designed to prevent discrimination. Fair Housing Act legislation was contained in the Civil Rights Act of 1968 and modified by the Fair Housing Amendments Act of 1988. There are seven classes protected by the Fair Housing Act. They are: • Race • Color • Religion • National Origin • Sex • Handicap • Familial Status State Specific Protected Classes – VA – Elderly; DC – Income • Practice • Same Process for Everyone • Keep Notes on Working with Clients • Treat everyone as you would treat yourself… • All advertising should have fair housing symbol

  14. Vendors • Affiliated with Equititle Title Company • Travel to the office • Many Locations to Settle in • Attorneys are bilingual • Remember to use EPA Approved Repair Specialist for home repairs if home was built prior 1978 • HMS requires a formal disclosure now when ordering HMS Warranty • Verizon – Reward Program

  15. Starting your Business Today Business Planning

  16. Business Planning • Step 1: Identify Your Goal (Self Employed, Leverage and Business Owner) • Individual Agent - Full Time or Part Time • Team Goal • Step 2: Put Together Your Toolset to Reach Your Goal • Training Programs • Mentor Programs • Step 3: Begin to Work Your Business • Conduct Sessions • Work with Leads • Work Referrals • Step 4: Manage Your Business to Success • Review Pipelines • Use Automation • Step 5: Review and Improve • Get Feedback

  17. Example of a Business Plan • Goal: Make $75,000 this Year • Plan: Close 10 Buyer Leads ($6000) and 15 Rental Leads ($1000) • ToolSet: Setup phone to get Realty Direct leads daily, post 2 Ads online daily to generate leads, attend 1 webinar a week, schedule to meet with team support group once a month • Implement: Buyer program includes 8 items, send automatic alerts to each customer, send each the special home buying guide, send each customer a feedback form, use lead management and activity manager daily • Review: Take each customer feedback form and reevaluate my buyer program to include the most important items to my customers, send each customer a thank you card and ask for a referral, and think of one new real estate item to add to my toolset to help me grow my business

  18. Opportunities • Realty Direct Lead Program • Realty Direct Bank Affiliations • REOs • BPOs • Rentals • Government Program Liaisons • Lawyer Affiliations • Government Data and Sources of Information • Relationships with Commercial Realtors • Online Opportunities • Networks – AREAA, NAHREP

  19. Starting your Business Today Technology Tools

  20. Realty Direct Systems: Sales Driver Sales Driver • Lead Management (Sales Center)- Leads are entered and lead information is provided • CRM (Automated Email Campaign Manager) – Email Campaign System • Activity Manager – List Follow-Up Lead Activities • Document Manager – Submit Forms to Brokerage • University – Training and Webinars located here • Marketing Portal and Intranet – Order brochures, etc. • Websites – Website Templates and Wizard for Changing Website

  21. Realty Direct Systems: Email • Email - Large storage area, able to forward yourself • Full Google Professional Docs System • Full Website Capabilities within Google – Web Pages, etc.

  22. Realty Direct Systems: Websites • Exceptional SEO • Robust CMS • Lead Generation Pages Included and Integrated with your Lead Management Acct

  23. Starting your Business Today Knowledge Transfer/Training

  24. Your 60 –Day Training Program 60-Day Training Program – 15 Additional Hours • MENTOR SESSION (within 6-8 Weeks) – Contact Office to Schedule • Agent Launch - U • Short Sales - U • Winning Listing Presentations - U • CMA Training - Webinar • HUD Training - Webinar • Website Training - Webinar • CRM Training - Webinar • Document Manager Training – U • BPO Training – Class • Settlement/HUD-1 Training – Webinar • State Specific Contract Training – Webinars

  25. Learning Sources and Communications • Office Build Your Business Workshops – Technology or Program specific to grow your self lead generation sources. – Every 6 Weeks • Weekly Office Email – Includes new policy updates, training classes, market information – REQUIRED READ • Contract Classes • Loan Programs • Special Training Programs • New Policy Changes • Office Mentor Meetings – Review compliance items, training needed, and progress on your real estate career • RDFC Webinars – New Programs, New Technology, New Services – in Realty Direct Connection Newsletter Quarterly

  26. Break

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