ADMIN

SCRE DOCS

Policies / Procedures (link out from this doc)
List of Fees
Independent Contractor Form
Business Cards

ANNUAL EXPENSES

SAR Membership
MLS access / month
CTMecontracts
ShowingTime
Supra lockbox
Continuing Education (can get through SAR membership)
Business cards
Realtor yard signs / open house signs
Follow Up Boss
Follow Up Boss Dialer
Desk Fee
Renew CO license (every 3 years)
E&O Insurance
Other MLS’s (i.e. REColorado, Eagle County)

SAR

Trainings
Annual Conventions
Ethics (every 4 years)
MLS
Link to website
Showing Time

FORMS

Realtor open house feedback form
Buyers open house feedback form
Checklist for listing a property
Checklist to do once under contract
Checklist for docs needed once closed on property
Doc to give to potential Sellers
Doc to give potential Buyers
Referral Doc
Feedback Email
Deadlines in contract doc

E-BOOKS

Summit County

Eagle County

Other

CONTRACTS

Always use latest forms and know any guidelines may be out of date. Be sure to make sure you are up to date on latest information.

Buyer Disclosure
Amend/Extend
Listing Agreement
Referral Agreement

MISC

Open Houses
CAR Hotline
CTM E-Contracts
Continuing Education
Lockboxes
Photographers
All about Inspections
Continuing Education
Phone System
Email

BEST PRACTICES

Email marketing (Send valuable information)
Tools to offer clients
Specialize in area / types of properties
Respond within 5 minutes (can have some automations set up – try to call as soon as possible)
Try to reach within 10 days – call different times of the day, text, don’t have to leave message each time
Change from STAGE LEAD to correct stage after make contact; otherwise change to UNRESPONSIVE or CONTACT (have AP for each and determine which you want to trigger through an automation)