Help Site

Blueprints 9

• 10 Day CRM Blueprint
• 10-10-20 Your Sellers Blueprint
• 10-10-20 Your Buyers Blueprint
• Absentee Owner Blueprint
• Expired Listings Blueprint

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Buyer Brokerage Agreement + Sitzer Burnett Case News & Info {VIDEOS} 1

• Buyer Brokerage Agreement, Sitzer Burnett Case News & Info {VIDEOS}

Advertising Info 4

• Tampa Bay Business & Wealth Media Kit
• Prestige Magazine Media Kit
• Dupont Magazine Media Kit
• Luxury Home Magazine Media Kit

Agent Bios 3

• Tips For Writing A Great Agent Bio
• Agent Bio / Agent Profile Questionnaire
• Agent Bio Template

Asset Management 12

• Asset Management Prospecting Bootcamp
• Asset Management Marketing Checklist
• Asset Management Prospecting Bootcamp - Monday Activities
• Asset Management Prospecting Bootcamp - Tuesday Activities
• Asset Management Prospecting Bootcamp - Wednesday Activities

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Asset Showcase 12

• Asset Showcase: Buyer's Guide
• Asset Showcase: Luxury Kit
• Asset Showcase: Marketing REsource
• Asset Showcase: Remine
• Asset Showcase: Seller's Guide

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Branding Assets & Guidelines 7

• Colors
• BHHS Brand Guidelines
• BHHS Brand Architectural Guidelines
• Logo Files
• Fonts

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Core Services 0

Home Partners Of America Program 1

• About the Home Partners of America Lease Purchase Program

International Exposure 3

• Juwai: The Basics
• Global Exposure
• Juwai: Upgrade Your Listings

Listing & Company Flyers 4

• Listing Flyers
• Just Sold Flyers
• General Marketing Flyers
• Transaction Management Fee (Flyer + VIDEO)

Listing Presentations & CMAs 13

• My BHHS Experienced Team Flyer
• Seller's Guide - English
• Seller's Guide - Spanish
• Buyer's Guide - English
• Buyer's Guide - Spanish

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Marketing Department Role 1

• About The Marketing Department

Open Houses 3

• How To: Hosting A VIRTUAL Open House
• How To: Facebook LIVE Tips & Boosting A Facebook Event
• Open House Sign In Sheet

Photos & Artwork 1

• 7 Tips For Better Photography

Signage 2

• Our Signage Policies & Procedures
• Ordering Additional Signs & Riders

Social Media 9

• Social Media Calendar Template
• Where to find our social media swag
• Update Your Facebook Cover Photo
• Creating a Facebook Business Page
• How to get the most out of Social Media {VIDEO}

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Your Agent Website 1

• Your Agent Website

Relocation Guide 1

• Relocation Guide - Digital Flipbook

Sphere of Influence 1

• “30 Touches” for every customer in less than 5 minutes

General Marketing 5

• The Wheel Of Awesome
• Farming a Neighborhood
• Building Your Ecosystem {Checklist + Video}
• Mission Elevate | 26 Tips to Elevate the Customer Experience
• Off-Market Property Letters & Method

Commercial 1

• Property Valuation Postcards

Multiple Offers 1

• Multiple Offers Documents

3D Photography 1

• About 3D Photography

ACE - Your Automated Creative Expert 1

• ACE - Automated Creative Expert

CHALK Digital (formerly Adwerx) - Online Advertising Program 4

• Intro To CHALK Digital (formerly Adwerx) - Everything You Need To Know!
• CHALK Digital Listing Presentation Video
• CHALK Digital (formerly Adwerx) - What You Need To Do For Every Listing/Seller!
• CHALK Digital - How Add A Seller's Email Address

Agent Personal Assistant 1

• About Agent Personal Assistant

BHHS REsource Center 1

• How To Update Your National Profile

Percy (Buyside) 1

• Percy (formerly Buyside)

Cab Corner 1

• Cab Corner

Dotloop: Quick Reference 4

• Dotloop: Quick Tips & Tricks
• Dotloop: Document Workflow
• Dotloop: Agent Basics 101 {VIDEO}
• Dotloop: Agent Intermediate 201 {VIDEO}

Dotloop: For Agents- The Basics 12

• Dotloop: Agent Training Manual
• Dotloop: Agent FAQ
• Dotloop: Having Trouble Logging in?
• Dotloop: Account Setup
• Dotloop: Managing My Account

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Dotloop: For Agents- Managing Your Loops 6

• Dotloop: Your First Loop {VIDEOS}
• Dotloop: People & Contacts {VIDEO}
• Dotloop: Managing People in a Loop
• Dotloop: Creating and Managing a Listing
• Dotloop: Making An Offer {VIDEO}

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Dotloop: For Agents- Within A Loop 16

• Dotloop: Document Editor
• Dotloop: Working With Interactive Documents
• Dotloop: Working With Templates {VIDEOS}
• Dotloop: Sharing Documents
• Dotloop: Messaging & How to Contact your Compliance Coordinator

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MADI - Marketing & Design Inspiration 7

• MADI vs ACE - Which should I use?
• MADI - Top Tips & Tricks
• What is MADI?
• How do I get help with MADI?
• MADI Training Webinar {VIDEO}

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Marketing REsource 1

• What is Marketing REsource?

Misc Vendors 3

• Getting started with Calendly - FOR AGENTS
• Getting started with Calendly - FOR STAFF
• June 2023 Systems Transition "I Used To" Flyers

Testimonial Tree 18

• How To Get The Most Out Of Testimonial Tree
• Collect a Testimonial Using Your Personalized Link through a Personal Email
• Adding a Collection Link to Your Email (Gmail)
• Share Testimonials on Social Networks
• Testimonial Image Generation

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Capstone Title - Agent One 1

• About Capstone Title's Agent One App

KvCORE 1

• KvCORE Help & Info

RealMailers 2

• RealMailers Postcard Program (including automated Just Listed postcards!)
• Real Mailers

Auctions 2

• FAQ on Auctions and the Accelerated Marketing Division
• How an Auction works (Flyer)

Our Brand Promise 4

• Brand Promise Intro w/Casey {VIDEOS}
• The Brand Promise Guide
• Brand Promise Social Media Graphics
• Brand Promise document for consumers

New Homes & Builder Relations 0

Charities & Causes 2

• Sunshine Kids
• Cabernet Sleigh - Most Needed Items List for Agents

Corporate Services 2

• Outgoing Referral Form
• What Relocation Services Can Do For You

Facebook Group 1

• Join Our Company Facebook Group!

Home Warranty 3

• 2-10 Home Warranty Seller Coverage
• 2-10 Home Warranty Guide to Services
• 2-10 Home Warranty Buyer & Seller Flyer

iBuyer Program - QuickBuy 4

• Get The QuickBuy App!
• QuickBuy Program Information
• QuickBuy App Intro {VIDEO}
• QuickBuy Marketing Materials

Insurance & Tax Docs 3

• W9 (W-9) for BHHS Florida Properties Group
• Agent Health Insurance
• 2023 COI General Liability Insurance

Moving Discounts 0

Programs For Agents 4

• Welcome & Tech Specialists
• Mentor Program Details
• Up And Running Task List & Digital Assessment and Strategy
• Employee Perks Program

Policy Manuals 1

• Policy & Procedures Manual

Tropical Realty Referrals 1

• Referral Agent Program - Tropical Realty Referrals

Utility Helpers 2

• What is Utility Helpers?
• Utility Helpers Consumer Flyer

REO & HUD 1

• Our HUD/NAID Company Number or ID

Mortgage 1

• PLS Mortgage Flyers

General Info 1

• 2024 Events & Training Calendar

Post Licensing & Continuing Education 1

• The CE Shop - Online Classes w/discounts available!

Berkshire Hathaway University 7

• BHU Class #2 - Quick Start Checklist
• BHU Class #4 - Quick Start Checklist
• BHU Class #6 - Quick Start Checklist
• BHU Class #8 - Quick Start Checklist
• BHU Textbook

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CEO Workshop - Presentations & Materials 27

• CEO Workshop 2019 - {VIDEO} Recap
• CEO Workshop 2019 -What's Happening In Tampa Bay {VIDEO}
• CEO Workshop 2019 -Strategies For Building A Successful Business Page {VIDEO}
• CEO Workshop 2019 -Legal Roundtable: Disclosures {VIDEO}
• CEO Workshop 2019 -Facebook On Steroids {VIDEO}

View all 27

Contracts 2

• Escalation Clause
• Sample Email Upon Executed Contract

GROW Magazine 1

• GROW Magazine

Lead Generation Training Series 15

• Lead Generation: Farming a Neighborhood {VIDEO}
• Lead Generation: Maximize Your Open House {VIDEO}
• Lead Generation: Real Estate Reviews for Consistency {VIDEO}
• Lead Generation: Focused & Creative Mailers {VIDEO}
• Lead Generation: Working With Outside Vendors To Win More Listings {VIDEO}

View all 15

Legal Summit 1

• Legal Summit 2020 - Contracts & Disclosures {VIDEO}

Luxury 2.0 34

• Luxury 2.0: HOME
• Luxury 2.0: How You Win Them
• Luxury 2.0: How You Win Them - Pre-Marketing Activities
• Luxury 2.0: How You Win Them - The Marketing Presentation
• Luxury 2.0: How You Service Them

View all 34

Marketing Road Show Resources 10

• Marketing Road Show 1Q 2021
• How To: Locate Absentee (or Non Occupant) Owners
• Leveraging Your Ecosystem
• Weekly Ninja Routine Sheet
• How To: Datamine using Remine

View all 10

Misc Classes & Videos 3

• Getting to the Prosperous Future with Steve Murray {VIDEO}
• Commercial 101
• Sample Phishing Email

Ninja 12

• What is Ninja Selling?
• Ninja Flow
• Ninja Inspriation
• The Ninja 9
• Do Not Disturb, Ninja Style

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Property Management 4

• Introduction to Property Management {VIDEO}
• Property Management Agent Referrals
• Our Rental Policy
• Property Management - Rent Payments

Prospecting Systems, Scripts & Templates 18

• Daily Prospecting Task List (Residential)
• REFERRAL REQUEST LETTER OPTIONS
• Social Scripts for Private Messages
• Scripts - Pre-Qualification Listing (Mike Ferry)
• Scripts - One Minute Presentation (Mike Ferry)

View all 18

Succession Planning 1

• Planning for a profitable succession

Working With Buyers 2

• Buyer Questionnaire / Buyer Wish List
• Buyer Checklist & Service Protocol

Working With Sellers 3

• Seller Marketing Plan And Listing Protocol
• Sellers Home Prep Checklist
• Pre-Listing Seller Interview

The Luxury Market 2

• Wall Street Journal (WSJ) & Mansion Global Luxury Advertising
• Luxury Must-Do Checklist

Business Planning 2

• One Page Business Plan
• REALTOR Success Plan Booklet & Evaluation Sheet

Networking System 1

• Networking System for Real Estate Agents

General Training & Info 15

• 60 Day Success Plan (Commercial)
• Building Commercial Business In Your Local Marketplace
• Commercial Buyer Finding
• Commercial Daily Prospecting Task List
• Commercial Division Referral Form

View all 15

Specialties 4

• Commercial Product Specialities - Apartment Buildings / Multi-Family
• Commercial Product Specialties - Industrial Properties
• Commercial Product Specialties - Office Buildings
• Commercial Product Specialties - Retail Properties

Marketing 7

• Commercial Signage for Residential Agents
• Direct Mail Guidelines (Commercial)
• Email Marketing Guidelines (Commercial)
• How to Design a Commercial Marketing Plan
• Commercial Signage Guidelines

View all 7

LandVision 3

• Landvision Help & Resources
• Landvision Training Webinar - August 2020
• Landvision Training Webinar - November 2020

Lipsey 2

• 5 Steps to Access the Lipsey Training Videos
• Selling by Phone (Commercial - Lipsey)

Top Dog 1

• Top Dog Training Program (Commercial)

Property Valuation Week 0

The Cabbies 1

• How to Promote The Cabbies

Challenges 2

• Level Up Listing Challenge
• 28 Ways To Close More Deals

Hall of Legends: Legendary Awards 2

• How to Ask for Nominations
• Hall of Legends: How to Ask for Votes!

Drivers 3

• Install Printer Drivers
• Installing the Konica printers on a Mac
• Printing from iPads & iPhones

Make an Offer Weekend (MAOW) 1

• Make an Offer Weekend - Letter & Waiver to Sellers