On the final day of class, we’ll focus on putting your Forever Plan into action. We’ll wrap up with a review of the closing process, including Title Commitments and Closing Statements. Then, we’ll explore impactful marketing strategies and dive into active and passive prospecting to help you build momentum and grow your business—all leading to your graduation celebration!
Your To Do List:
Task | Resources |
| The Final Steps: Closing a Real Estate Transaction | This class provides a clear overview of Title Commitments and Closing Statements to wrap up your training. You'll learn how to read and explain these documents, so you can confidently guide your clients through the final steps of the transaction. |
| Continue prospecting. Send out a minimum of 20 announcement cards to your Sphere of Influence announcing your affiliation with Berkshire Hathaway Florida Properties Group. | See your Market President or Agent Ambassador for the announcement cards, postage and what to write if needed. |
| Utilize the 8 x 8 Farming Campaign to build a relationship with a neighborhood. See your manager to choose an area. | Click the link here to review the campaign. |
Live Real Estate Reviews: The Key to Staying Top-of-Mind and Building Trust Live Real Estate Reviews are a powerful and underutilized strategy for building long-term business in real estate. More than just a home valuation, they offer a personalized, insightful conversation that strengthens relationships and positions you as a trusted advisor—not just a salesperson. This positions you as a helpful resource, not just someone who shows up when they’re ready to buy or sell. | When you offer a real estate review—especially live, either in-person or virtually—you’re giving your customer a comprehensive, no-pressure update on their home’s value and local market trends. Let's discuss the approach (use F.O.R.D) and how using recommended scripts can help you make a difference. Ninja recommends 2 reviews per week. Login to Cab Corner and look at the Real Estate Review Blueprint. |
| By now you should have 25 contacts (adding 5 per day) in your database. The challenge is to add 25 more contacts. | Remember to track your activity! |
| Continue calling and using your script to your Sphere of Influence. Once you get through everyone, it will be time to start back at the beginning of your list. Personally call everyone in your SOI at least 4 times per year. | Go back to your Sphere of Influence and resend a request message for a "Character Reference". If you are a newer agent this type of testimonial will enhance your credibility on your website. You may also create a post in MADI to promote this feedback on social media. |
| During our Round Table discussions, we’ll break down the difference between active and passive prospecting. You'll learn how to use both strategies to build a balanced and effective lead generation plan. | Our roundtable discussions are organized into topic "buckets"—clear focus areas that allow participants to dive deep into key subjects without feeling overwhelmed. Each bucket represents a central theme or challenge, giving the group space to collaborate, share ideas, and offer solutions within a defined context. |
What is your secret sauce? Your ability to do something unique that makes your new business special. Specifically, something that will give you a competitive advantage. Do you have past investment experience, do you own and manage properties? Do you take professional photos or offer decorating services? | Think about "What Makes You Different" from other agents in the market. How would you present yourself to a potential client? Your elevator pitch should be a brief (think 30 seconds!) way of introducing yourself, getting across a key point or two about your service, or your areas of interest. This will help you make a connection with someone. |
| Graduation | Photographs will be provided after class by email. |
Nine Habits for Success
- Daily Gratitudes
- Show up!
- Stop opening my email first. Resist the addiction! Instead, do one hour of productive work first. Work “On” my business in the morning. Work "in" my business in the afternoon.
- Write two personal thank you notes.
- Focus on my Hot List daily.
- “Who can I write a contract with this week?”
- Focus on my Warm List daily- work to convert this to your hot list!
- Focus on my Customer Service Calls weekly.
- Schedule two Real Estate Reviews this week.
- Schedule 50 live contacts this week.
- Update my database for property matches (weekly)
Moving Forward
- Get rid of bad habits and time wasters! Work on your mindset! Success is a habit!
- Celebrate your success! Reward yourself! Have fun! Push your limits!
- Take the VIRTUAL SESSION - Your Forever Tech Toolkit. Sign up here.
- To continue your training, schedule an appointment with your Market President to assist you with planning your business goals. The business plan will include specific strategies for generating leads, marketing properties, and closing deals. It will also outline your budget and target income. Review our one-page Business Plan.
The Law of Prosperity
My financial success will be equal to the quality and quantity of SERVICE that I render to others!
Thank you and Congratulations for completing Forever Agent University.
The only goals you can’t achieve are those you won’t reach for!