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You will find samples of documents in this resource center used by top producers in all areas of their real estate businesses. Use these forms as a starting place to implement into your business. Feel free to either use them word-for-word or change them to meet your specific needs.

There are many checklists, forms and systems to choose from along with customizable documents which you can customize to fit your real estate needs. Click here for more information.

Click here to download the buyer questionnaire form mentioned in Howards speaking events.
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   Sample   12 Month Past Customer Mailing Plan by Leslie McDonnell

   Sample   21 Point Action Plan
  • Larry Kendall's: Are you running a business as a business?
   Sample   30 Day Buyer Checklist by Leslie McDonnell

   Sample   35 questions and suggestions to help your home sell faster
Kristan Cole's list of how to get a home ready for showings from the outside in.
  • Start outside! She details everything to look for around the exterior of the home.
  • Basic cosmetics are then addressed.
  • She suggests clearing the clutter and brightening the lighting in every room.
  • And finally, what to do right before "showtime" is covered.
   Sample   88 possible types of turbulence or stunts we could encounter
Kristan Cole's list of most of the common issues a seller might encounter.
  • She starts out by saying that as their REALTOR, it's her job to help them through the process of selling their home with the fewest aggravations.
  • Buyer/borrower troubles are listed.
  • Objections that the seller themselves may have are covered.
  • Possible delays with other REALTORS, the property itself, and other vendors are explained.
   Sample   95 Day After List Service Program -- Crockett
Crockett system for following up after the listing, with samples of each step
  • Interpreting Client Feedback
  • Listing Letters
  • Scripts for Listing Follow-Up
  • Teamwork Thank You Card
   Sample   Absorption Rate
Absorption rate defined with a script explaining it to a client.
  • Absorption rate definition.
  • Script explaining absorption rates.
   Sample   Accompanied Showings Checklist
A five page business plan worksheet.

   Sample   Accompanied Showings Checklist
January 2007 CLUB System's Article.
  • Systems for showings.
   Sample   Active Client List by Leslie McDonnell

   Sample   Added Value Postcard
Farming postcard offering "freebies" to good clients.
  • Post card/letter offering a "gift".
  • Purpose of card is to thank clients (follow up).
  • Can be used as a continued contact plan and asking for a referral
  • Partnering up with other businesses to expand marketing efforts.
   Sample   Advanced Buyer Follow-Up Materials #1
Advanced Buyer University Follow-Up
  • Stealth Site Marketing PostCard part 1
   Sample   Advanced Buyer Follow-Up Materials #2
Advanced Buyer University Follow-Up
  • Stealth Site Marketing Postcard part 2
   Sample   Adventures In Reading
There is the reading program.
  • Gives back to the community by engaging kids in reading
  • Creates a reason for you to follow up with past clients
  • Fosters client-for-life loyalty
  • Gets your clients referring others to you
   Sample   Advertise Your Team
Personal and professional information about each team member.
  • Photo with name, title, and bio of team member.
  • Team goals and uniqueness.
  • Introduces the roles of each person and why that's a benefit to the client.
  • Gives team a sense of ownership and importance.
   Sample   After the Paperwork Whats Next by Leslie McDonnell

   Sample   Ann Bishop's Life Balance: 11 Points
  • 11 tips to balance your work and professional life
   Sample   Ball Game Thank You Card by Leslie McDonnell

   Sample   Bookmark
A bookmark for the reading program
  • Added value for the child reading the book
  • Keeps your name in front of the client
   Sample   Breakthrough Worksheet
This sheet walks through a four-step process for shifting smoothly between breakdown and breakthrough.
  • Acknowledge the breakdown.
  • Expand your thinking.
  • Choose a new perspective.
  • Take action aligned with your new perspective.
   Sample   Brenda Rawls Seller's Homework
A detailed assignment sheet for Sellers to prepare their homes.

   Sample   Business Planning Worksheet
A five page business plan worksheet.

   Sample   Business Planning Worksheet
January 2007 CLUB System's Article.
  • Systems for showings.
   Sample   Business Tracking Form - Units for Year
A one page tracker form to help visualize transaction goals.
  • List transaction goals.
  • Physically check off/color in each transaction.
  • Month end totals and YTD totals
  • Keeps entire team visually aware of progress.
   Sample   Buyer Agent Accountability Form
Buyer Specialist Accountability Form

   Customizable   Buyer Agent Hiring Contract
  • Company/team responsibilities to buyer agent are explained.
  • Fees are outlined & contract specifics are covered.
  • Includes non-competitive clause.
  • Click here to see a PDF version of this document.
   Sample   Buyer Form
Houston One-Day 2004

   Customizable   Buyer Questionnaire
Form to record potential listing or buyer information.
  • Section on marketing tracking information.
  • Color-coded for ease of reference.
  • Gathers important client information, to enhance follow-up.
  • Click here to see a PDF version of this document.
   Sample   Buyers Remorse pills
A comical Medicine bottle
  • Medicine bottle filled with candies
  • Instructs client to take 2 and relax
  • Brings humor to a potentially stressful situation
  • Answers the "second thoughts" objection up front
   Sample   Cain Company Investment Seminar
Tom Cain's Investment Seminar
  • See also:
  • Investment Postcard
  • Seminar Evaluation Form
   Customizable   Call-in Forms for Buyers
Form to record potential buyer information.
  • Section on marketing tracking information.
  • Color-coded for ease of reference.
  • Gathers important client information to enhance follow-up.
  • Click here to see a PDF version of this document.
   Customizable   Call-in Forms for Sellers
Form to record potential listing information.
  • Section on marketing tracking information.
  • Color-coded for ease of reference.
  • Gathers important client information to enhance follow-up.
  • Click here to see a PDF version of this document.
   Sample   Certificates
Certificates for the reading program
  • Creates a sense of accomplishment for the child
  • Draws attention from those who might see it
  • Anchors the program, and you, in the client's mind
   Sample   Children's Coloring Book
Rick Edler's children's coloring book
  • Mentioned at a live Howard speaking event.
   Sample   Children's Listing Contract
An opportunity for the children to discuss their feelings about the move.
  • A brief explanation of the listing and selling process.
  • A discussion of the contributions which they can make to assist in selling their home.
  • A review of rewards and incentives.
  • Getting the commitment of the children - recruiting them for the team!
   Sample   Chris Bird's Eye on the Bottom Line Reference Materials
"Eye on the Bottom Line" information that Chris Bird refers to in the 2002 STAR POWER Club Bonus, side 2.
  • 2002 Bonus CD/Tape Reference Materials, pages 1-6.
  • Taken from the 2002 Annual Conference Chat Group, Eye on the Bottom Line.
  • Pages 1-4 show an example of a tax return, which Chris refers to during his session.
  • Pages 5 shows a list of how long to keep records and a chart of periods of limitations. Page 6 focuses on net income and preparing a cash flow report.
   Sample   Chris Bird's Hot Tax Deductions Reference Materials
Hot tax deduction information that Chris Bird refers to in the 2002 STAR POWER Club Bonus, side 1.
  • 2002 Bonus CD/Tape Reference Materials, pages 1-9.
  • Taken from the 2002 Annual Conference Chat Group on Hot Tax Deductions.
  • Includes car expenses, depreciation, and categories for expenses.
  • Also includes an example of a heavy sport-utility-vehilcle deduction and two other depreciaiton examples.
   Sample   Client Appreciation Events
A step by step guide for having a client appreciation party.
  • Contains numerous different ideas for the type of party you can through.
  • Touches on the entire process of an event
  • Includes tips to ensure a successful event
   Sample   Conduct a "Client Survey Supper"
A list of questions to use on a client survey.
  • Mentioned at a live Howard speaking event.
   Sample   Conduct an "Annual Review"
A list of questions to determine a clients motivation for buying/selling.
  • Mentioned at a live Howard speaking event.
   Sample   Congratulations Letter
Letters for closing + new home purchase
  • Question & answer style
  • Manage expectations of clients
  • Client communication tool
  • Survey & checklist tool
   Sample   Crockett Market Update
A monthly Market Update from the Crockett Team, as mentioned in the May Newsletter
  • Reassures sellers that it's not a bad time to be selling a home.
  • Gives up-to-date statistics from NAR about recent home purchases.
  • Make it clear that each sellers home needs to be positioned and preseted correctly to the market.
  • They explain their marketing approach and how it will benefit their sellers.
   Sample   Crockett's "She Said She'd Call Me in the Morning...I Wish I Had Called the Crockett Team First" ad
Newspaper ad featuring a man looking forelorn and sad, with the caption, "She said she'd call me in the morning."
  • Part of the "I should have called the Crockett Team first campaign.
  • Black and red newspaper ad, playing off the idea that the man was promised everything from an agent and then she forgot about him.
  • 6" x 10 1/2" ad with red-screened background, black-and-white photo, balck and red print, and a full-color photo of the Crocketts.
  • It really does make a difference which REALTOR you choose to sell your home, and this ad helps tell why.
   Sample   Dash, The
The Dash Poem by Linda Ellis
  • The "Simple Truths" of why we were put on this Earth.
   Sample   Didn't Get Listing Survey
Survey form used for improving service and additional feedback.
  • A paragraph congratulating seller for listing home.
  • Several open-ended questions provide specific feedback.
  • Area of additional information that could help improve service.
  • Establishes integrity with seller and leads to later referral business.
   Sample   DiSC Personality Profiles
Basic explanations of the 4 styles applying to the business.
  • Identifying the DISC styles.
  • Applying the DISC principles to internal operations.
  • Understanding role vs. identity
  • Applying to print materials and dialogue.
   Sample   DiSC Test
DiSC Test
  • Quick Personality Test
  • Hunter-Wells International will professionally score (contact info is on form itself)
   Sample   Domis Team Staff Meeting
Outline for Team Meeting
  • Agenda
  • Updates
  • Checklists and Forms
  • Raving Fan System
   Sample   Easy Exit Listing Agreement
Easy out for sellers to terminate listing.
  • Simple agreement signed by both parties.
  • Listing can be canceled if seller is not satisfied
  • Agent's intentions to work diligently are expressed.
  • Provide piece of mind for seller - no hassles.
   Customizable   Employment Contract
Contract for hiring administrative support.
  • Covers paid holidays, sick days & vacation days.
  • Includes pay structure and additional benefits.
  • Has a non-compete clause to protect Rainmaker.
  • Click here to see a PDF version of this document.
   Sample   Ethical Selling Chat Session Notes
Session notes from "Ethical Selling"chat group
  • Terms to avoid in advertising
  • Protecting your commission and the right to arbitration
  • Exaggeration, misrepresentation or concealment
  • disclosures as required by the Code of Ethics
   Sample   Expired
Crockett Team Expired System
  • Letters
  • Post Cards
  • Contacts
  • Time Line Checklist
   Sample   Explaining Feedback to the Seller
Dialogue to educate the seller regarding buyer feedback
  • Specific reasons feedback is given.
  • How to interpret the feedback.
  • Statistics on pricing correctly and the benefits of.
  • Educates sellers and makes price reductions easier.
   Sample   F.O.R.D.
Line of questioning to establish rapport and gain insight to client needs.
  • F-Family Questions, O-Occupation, R-Recreation, D-Dreams
  • Gives structure for getting to know clients better.
  • Shows people you care about them.
  • Helps you maintain control of conversation.
   Sample   Fee For Service Menu
Detailed lists for marketing and closing tasks broken down to minutes.
  • Marketing tasks listed and given a value in minutes.
  • Closing action items listed and given a value in minutes.
  • Each section is totaled to give the average minutes worked in 30 days.
  • Assists in handling fee objections.
   Sample   Flower Order Form
Post Listing "WOW".
  • Mentioned at a live Howard speaking event.
   Sample   FSBO
Crockett FSBO Program
  • Letters
  • Post Cards
  • Contacts
  • Time Line Checklist
   Sample   FSBO Program
Detailed FSBO program including letters and marketing ideas.
  • Tasks broken down to days due.
  • "Needle in the haystack" marketing idea explained.
  • Letter inviting seller to meet with agent.
  • Vendor resource for "popcorn" marketing theme.
   Sample   Gaspard Team, The - Customer Questionaire
A brief questionaire to gather customer information
  • A good way to find out important dates of customers
  • Grow your database with reliable contacts
   Sample   Gayle Henderson's 16 C's to a successful life
Book List
  • 16 Bullet Points
  • Book and Author Reference
  • Great Shelf Life
   Sample   Give Kids a Chance

   Sample   Guaranteed Sale Program
Program that buys home from client who purchases your listing.
  • Agreement page explaining program details.
  • Information sheet to gather specific data.
  • Estimated proceeds worksheet.
  • Sample ads promoting as point of difference.
   Sample   Habitat for Humanity brochure
Steve Westmark's materials from the Habitat for Humanity presentation.
  • This brochure details the focus of Habitat for Humanity.
  • It explains how Habitat for Humanity builds houses alongside those who need them.
  • This was part of the presentation given by Steve Westmark at the 2002 Star Advance.
  • For more information about Habitat for Humanity, visit their Web site at www.habitat.org.
   Sample   Habitat for Humanity fact sheet and map
Steve Westmark's materials from the Habitat for Humanity presentation.
  • This flyer details the focus of Habitat for Humanity.
  • It explains how Habitat for Humanity builds houses alongside those who need them.
  • This was part of the presentation given by Steve Westmark at the 2002 Star Advance.
  • For more information about Habitat for Humanity, visit their Web site at www.habitat.org.
   Sample   Habitat for Humanity flyer for D.C.
Steve Westmark's materials from the Habitat for Humanity presentation.
  • This flyer details the focus of Habitat for Humanity in the D.C. area.
  • It explains how Habitat for Humanity builds houses alongside those who need them.
  • This was part of the presentation given by Steve Westmark at the 2002 Star Advance.
  • For more information about Habitat for Humanity, visit their Web site at www.habitat.org.
   Sample   Home Seller's Survival Kit
Char MacCallum's poem card to include with the survival kit she gives her sellers.
  • Lists each of the items included in the kit.
  • They are printed 4-up on card stock.
  • Can be made up ahead of time for quick delivery when needed.
   Sample   Homes Magazine/Personalized
A Selection of pages from Leslie Edward's 16-page homes magazine
  • Attention-grabbing headlines and articles
  • Matches buyers with the properties they're looking for
  • Home improvement tips
  • College investing suggestions
   Sample   Homeseller's Guide
A 4-page selection from Leslie Edward's 41-page HomeSeller's Guide
  • Introduction and Leslie's promies to her listing clients
  • The team advantage
  • Leslie's points of difference
  • A list of items that sellers should make available to Leslie at the listing interview
   Sample   Housewarming Party
The Mahers House Warming Party Checklist

   Sample   How are we doing, 30 days
Kristan Cole's customer feedback questionnaire.
  • She asks for feedback on the service her sellers have received so far.
  • They can comment on the communication, number of showings, and frequency of advertising.
  • They are asked to give a general rating on the service they have received.
  • A self-addressed, stamped envelope is included as well.
   Sample   Importance of Intelligent Pricing
Explains the benefits of pricing right and the dangers of overpricing
  • Selling price vs. Timing graph
  • Price vs. Percent of buyers available graph
   Customizable   Interview Question for Hiring Team Members
Questions to use to determine if a potential team member will fit.
  • Questions to gain insight into past positive experiences.
  • Questions that probe into negative past experiences.
  • Questions regarding decision process.
  • Click here to see a PDF version of this document.
   Sample   Investment Postcard
Tom Cain's Investment Postcard
  • See also:
  • Cain Company Investment Seminar
  • Seminar Evaluation Form
  • Spread awareness about your seminar with a postcard
   Sample   Its All Mental
Insights into how to excell in Real Estate
  • 10 Traits of a positive thinker
  • Positive Thinking Quiz
  • 5 Basic Principals of Consciousness
  • Daily Activity Record
   Sample   IVR Systems / Sample Ad
How to market a specific area with IVR and Ads
  • Information ad containing the box number to enter to obtain information.
  • Instructions on how to set up a basic IVR plan.
  • Message is updated to include current availability.
  • Message contains amenities and features of property with price range - exact address is not given.
   Customizable   Job Description Closing Manager
Job description from team chat "Do What Now?"
  • Identifies all tasks of position
  • Also covers expected performance and behavior
  • Click here to see a PDF version of this document.
   Customizable   Job Description Listing Coordinator
Job description from team chat "Do What Now?"
  • Identifies all tasks of position
  • Also covers expected performance and behavior
  • Click here to see a PDF version of this document.
   Customizable   Job Description Office Manager
Job description from team chat "Do What Now?"
  • Identifies all tasks of position
  • Also covers expected performance and behavior
  • Click here to see a PDF version of this document.
   Sample   Judy Johns' Fall Greetings flyer
Judy John's Fall Greetings flyer, with letter and pumpkin recipe
  • This is a sample of a personal letter Judy Johns sends to her market area each fall.
  • She's included a picture of her grandchildren for a very personal touch.
  • She also encloses with the letter a magnet that lists 101 ways to praise a child.
  • The flyer is 8 1/2" x 11" on glossy stock with black and orange print.
   Sample   Just Completed Ad Copy
Kristan Cole's letter informing sellers of their advertising schedule.
  • She mentions the MLS and her Homes and Land magazine.
  • She distributes Feature Brochures throughout her office.
  • She gives the seller an opportunity to proof the advertising before it runs.
  • She includes her Web-site address so they can find their listing easily.
   Sample   Kathy Irvine's "We Wish We'd Called Kathy First" postcards
"Make the Right Call" postcard campaign from Kathy Irvine.
  • Make the Right Call is used for all cards in this campaign.
  • Each card carries a testimonial from a client who wishes that they had called Kathy before trying to list their own home.
  • The cards are simple, 8 1/2" x 11", with black, red, and blue print.
  • They can easily be printed in-house and sent at any time to anyone.
   Sample   Kickin' For College!
A scholarship campaign.
  • Procedure list for staff regarding set-up.
  • High school students have a chance to win college scholarship.
  • Students provide address for information for parent follow up.
  • Conducted at home football games with eligible kickers wearing "Team REALTOR®" T-shirt.
   Sample   Larry Kendall Potential Clients Form
Larry Kendall's Potential Client Questionnaire

   Sample   Larry Kendall's Market Report
Larry Kendall's Market Report

   Sample   Leslie McDonnell Slides

   Sample   Letter
A letter for the reading program
  • Introduces the program
  • Details the expectations and rewards of the program
   Sample   Listing Data Sheet
A form for all of the pertinent data for any listing.
  • Contains all contact information for each homeowner.
  • Includes children, pet, and lockbox information.
  • Mortgage details are listed, as well as second mortgage information.
  • Space is provided for buyer incentives and referral sources.
   Sample   Listing Form
Houston One-Day 2004

   Sample   Listing Service Action Plan 1
Action plan shown at team chat "Crank Up the Systems"
  • Covers 197 days of activities for properties listed
  • Details what, who, and when in line-item format
  • Ensures thorough follow-up with sellers
   Sample   Listing Service Action Plan 2
Action plan shown at team chat "Crank Up the Systems"
  • Covers 197 days of activities for properties listed
  • Details what, who, and when in line-item format
  • Ensures thorough follow-up with sellers
   Sample   Listing Service Action Plan 3
Action plan shown at team chat "Crank Up the Systems"
  • Covers 197 days of activities for properties listed
  • Details what, who, and when in line-item format
  • Ensures thorough follow-up with sellers
   Sample   Listing Service Action Plan 4
Action plan shown at team chat "Crank Up the Systems"
  • Covers 197 days of activities for properties listed
  • Details what, who, and when in line-item format
  • Ensures thorough follow-up with sellers
   Sample   Listing system - Smooth Move program
Program to encourage pre-inspection and repairs of listings.
  • Professional inspection in a variety of areas in home.
  • Seller provides a 1-year home warranty (limited)
  • Includes authorize form to provide services.
  • Eliminates headache at time of offer.
   Sample   Low No Cost Marketing
Session Extra's from Conference
  • Daily Activity Record
  • Prospecting / Tracking
  • Just Listed / Just Sold
   Sample   Maher Team, The - Buyer e-mail drip campaign
Buyer Prospect Email Drip Campaign
  • Keep in touch with clients
  • Stay top of mind throughout home searching process
   Sample   Marketing Tracking Spreadsheet
Month by month marketing plan for the year.
  • Spreadsheet type system is used to record tasks.
  • Tasks are broken down into specific days.
  • Main marketing item for the month is listed for each area targeted.
  • Eliminates monthly frustration and enhances planning.
   Sample   Mastering Tract New Construction Sales
Evelo Team "How To" to becoming a new construction specialist.
  • What product knowledge is absolutely a must
  • How to get to know your builder
  • How to let buyers know that you are the new home specialist
   Sample   Mayer / Collins Market Report
Mayer / Collns Market Report

   Sample   Mike Watkins Estimate Sheet

   Sample   Moving Truck Usage Forms
Johns Team Moving Van Forms
  • Operating Tips
  • Reservation Procedure
  • Check -in and -out Instructions
  • Release Form
   Sample   Name and Address Request Form
Name and Adress request form
  • Tom Cain's contact form example
   Sample   New Construction
Session Outline
  • Two Rules of Real Estate
  • Questions to Ask
  • Home Builder Sources
  • New Construction sample Listings
   Sample   New Home Construction Status Report
Evelo Team New Home Construction Status Report
  • Complete list of wall steps in the home-building process
  • All timelines and schedules are tracked
  • A list of all meetings with the builders and designers is included
   Sample   Objections
Houston One-Day 2004

   Sample   Open House Checklist
Weekly checklist for open house, broken down into daily tasks.
  • Set-up ideas and procedures.
  • Marketing plans and systems.
  • Section for agents feedback
  • Follow-up system for seller.
   Sample   Open House Guest Pass
An open house guest pass
  • Mentioned at a live Howard speaking event.
   Customizable   Open House Survey
Survey to gauge customers interest level.
  • Marketing tracking section.
  • Specific questions regarding the viewed home.
  • General financial questions.
  • Click here to see a PDF version of this document.
   Sample   Open House Tips by Leslie McDonnell

   Sample   Post-closing Survey
Form used to rate and comment on team performance.
  • Questions concerning contact with agent specifically.
  • Rating scale covering a variety of tasks and services.
  • Open-ended questions to allow for feedback.
  • Creates opportunity to ask for referrals.
   Sample   Post-Sale Follow-Up System -- Crockett
Crockett system for following up after the sale, with examples
  • Post-Sale Follow-Up System Step-by-Step
  • Crockett Utilities Letter
  • Crockett Address Labels for New Home-Buyers
  • Crockett Intro of Escrow Manager Postcard
   Sample   Postcard Networking
Handout from Marsha Sell at Conference
  • Warm contact to keep you top-of-mind with other agents
  • Your slogan, image, and contact info on one side
  • Heart-level story on the flip side creates shelf life
  • Your personal signature adds a caring touch
   Sample   Postcards 1
Houston One-Day 2004

   Sample   Postcards 2
Houston One-Day 2004

   Sample   Preferred Partner PowerPoint Presentation
Complete PowerPoint presentation of the results from the Yost's Preferred Partner Program
  • Reasons why to partner with the Yosts
  • Expectations and frequently asked questions
  • How to become a preferred partner
  • Recommended reading list
   Sample   Prepare a Home Book Shell
A list of items that should be included in a Home Book shell.
  • Mentioned at a live Howard speaking event.
   Sample   Press Campaign
Complete outline and samples for a press campaign
  • Never underestimate the power of PR
  • Includes press release, media alert
  • Great ideas for charitable sponsorships
  • Results showing the success of the campaign
   Customizable   Press Release: 2003 Annual Conference
Post - Conference Attendee Press Release
  • Describes the benefits to your clients
  • Written in third-person to enhance credibility
  • Includes call to action (direct response marketing)
  • Click here to see a PDF version of this document.
   Sample   Pricing Target
Bulls-eye graphic for pricing dialogue, developed by STAR POWER STAR Nancy Jenkins..
  • Emphasizes the importance of getting offers, what is happening when offers aren’t obtained, and why pricing the home right in the first place is of value.
  • Success when pricing a home is knowing your statistics, establishing a common objective, and having an arsenal of great dialogues memorized.
  • The target represents zones of pricing over the right asking price and what types of buyers (offers) you will attract in each zone.
  • What you want to do is price the house in the center of the target in order to get offers.
   Sample   pricing visual fishing
The fishing Selling Example
  • Visual aid to support the pricing dialogue on successful fishing
  • Anchors the script, and makes it easier for clients to understand
   Sample   Project Time Log
Log to record and organize tasks and information
  • Day calendar format with space listed for task/project.
  • Simple coding system to organize activities.
  • Space provided for comments regarding distractions.
  • Allows you to identify time wasters and reorganize work flow.
   Sample   Prospecting System - 21 day chicken soup
A full year campaign for customer contact
  • One page "feel good" story from Chicken Soup or similar book.
  • Add "We love referrals".
  • Place to introduce team.
  • "Compliments of …" with your contact information (address, phone, e-mail, fax, etc.)
   Sample   Prospecting System - 8 in 8
Client follow-up campaign to build name recognition.
  • Added value item mailed weekly for 7 weeks.
  • Phone call placed on 8th week.
  • F.O.R.D. method used to enhance flow of discussion.
  • Buys you a spot, top of mind, with clients.
   Sample   Questions to Ask Other Agents
Questions for customers to ask when interviewing multiple real estate agents.
  • Form is set up to compare agent's features and experience.
  • Area provided for competition information.
  • Area to provide information about self (experience, credentials, etc.)
  • List of 14 questions that are helpful to ask when searching for a REALTOR®.
   Sample   Randall, Tom Calendar for June 03 Club
Star Tom Randall's annual calendar, mailed to his client base.
  • The front of the calendar is customized with a picture of each home.
  • Inside are pockets for receipts or recipes.
  • Recipes are included with each month of the year.
  • Useful information, such as weights and measures and birthstones, are included as well.
   Sample   Real Estate Agent Interview Questionnaire
Real Estate Agent Interview Questionnaire
  • To attach with your 2003 Conference Press Release
   Sample   Realtor Package
REALTOR Package
  • Mentioned at a live Howard speaking event.
   Sample   Reason to List Postcard by Leslie McDonnell

   Sample   Referral Follow Up
Form for keeping track of all referrals placed and received
  • Created in MS Excel for ease of tracking and tabulating
  • Provides at-a-glance update on open referrals
  • Ensures you don't lose track and not get paid
   Sample   Rental Forms
Rental forms from chat group
  • Every document you'll need to successfully manage rentals
  • Applications and agreements for new renters
  • Evictions and repair agreements
  • Vendor, broker, and management agreements
   Sample   Review Market
Kristan Cole's letter informing her sellers of the feedback received on their home.
  • She encloses a summary of the activity on the home.
  • She mentions pricing, and then two options are given.
  • Option one: reduce the price to become more competitive.
  • Option two: leave the price as is and prepare for a longer time on the market.
   Sample   Sample Classified Ad's
STAR POWER® Systems classified ad.
  • Sample classified ad's to hire a team member.
   Sample   Santa Letter
Second part to the santa letter campaign.
  • This is a copy of the letter sent to the children of your clients or future clients
   Sample   Santa Letter Form
A letter sent to the parents of the child to get information about the children for the santa letter.
  • Have your clients or future clients fill this out for their children.
  • See Santa Letter for 2nd part of mailing.
   Sample   Satisfaction Survey
Customer Service Survey
  • Marketing home feedback
  • Pro-active communication
  • Tool for creating 'raving fans'
  • Contact after listing
   Sample   Seminar Evaluation Form
Tom Cain's Seminar Evaluation Form
  • See also:
  • Cain Company Investment Seminar
  • Investment Postcard
   Sample   Service Questionnaire
Survey to check in with sellers to see how they feel about the service you provide.
  • Cover letter emphasizes the business mission and the value of the clients' input
  • Keeps the questions brief and few to increase chance of response
  • Includes a self-addressed, stamped envelope to encourage return
  • Allows you to make changes during the process to keep the sellers loyal
   Sample   Six Top Home-Selling Mistakes Identified
Six Top Home-Selling Mistakes Identified
  • To attach with your 2003 Conference Press Release
   Sample   Spirit of Disney Award
Peer-nominated recognition for outstanding actions.
  • Comical graphics add fun and excitement
  • Awarded at team meetings
  • Description of specific action they're being awarded for
  • Laminated to increase shelf life
   Sample   Staging Home Seller Checklist
Action items for seller to follow to prepare home for showings.
  • Safety reminders for sellers.
  • Areas of home that need special attention.
  • Proper procedures for dealing with other brokers and buyers.
  • All contact information is on one easy-to-read location.
   Sample   Starting Over in a New Market
Martha Hendrick's Tips for starting as a new agent in a new market
  • Tips for networking
  • Ideas for getting to know the market
  • Marketing savvy suggestions
   Sample   Steve Westmark's Market Report
Steve Westmark's Market Report

   Sample   Suggested Reading
Suggested readings for the reading program
  • Gives kids a place to start
  • Shows you pay attention to the children's feedback
  • Establishes you as a resource beyond real estate
   Sample   Sweet 16 Questions
16 questions to get the seller to answer
  • Larry Kendall's Sweet 16 questions
   Sample   Systems Info
Procedure for processing listings from team chat "Crank Up the Systems"
  • Checklist covers listing process internally
  • A to Z range of steps
  • References additional resources to consult
   Sample   Team Advance Agenda
Outline for areas of interest to be discussed regarding team's goals.
  • Review and update policies and procedures.
  • Marketing proposals - changes and additions.
  • Explore customer service efforts.
  • Visit past goals and set future team / individual goals.
   Customizable   Team Favorites Questionnaire
Fill in the blank survey to get to know your team.
  • Specific information about self & family members.
  • Area to list hobbies.
  • Questions regarding what motivates them to succeed.
  • Click here to see a PDF version of this document.
   Sample   Team Incentive Web Miles Program
A point system for team members to earn rewards.
  • Outlines rewards available and points required
  • Includes penalty/deduction system for nonperformance and errors
  • Allows you to give greater rewards to more productive people.
  • Tracked by team members and levels the playing field.
   Sample   Technology Tips
Handout from chat "Tech Tips for the Tech Challenged"
  • Includes website enhancements
  • Information on Kellee Heldoorn's preferred vendors
  • Covers color printer and handheld device choices
  • Phones and pages also addressed
   Sample   Thanks for the Listing
Kristan Cole's letter thanking her sellers for selecting her.
  • She introduces her listing specialist and client care manager.
  • She always asks that they contact her with any questions or concerns they may have.
   Sample   Things you need to know
Kristan Cole's detailed overview of what a seller can expect through the listing and selling process.
  • One purpose of the list is to answer objections or concerns before they even come up.
  • She explains how the home will be marketed, showing appointments, and how to avoid "no shows.".
  • Open houses and how to prepare the home for showings are explained in detail.
  • Her entire team is introduced so the seller can know who to expect to hear from.
   Sample   Third Party Title Company Script
Scripts for your Title company to use.
  • Mentioned at a live Howard speaking event.
   Sample   Thoughts on Pricing by Leslie McDonnell

   Sample   Tracking Business Results
Notes from session to help you better track your business results
  • One-page summary of what is important to track
  • Samples of how data is tracked
  • Reports generated from data
  • Graphing business sources
   Sample   Tribute to my Competitors
Paragraph that acknowledges the value of having competitors within the industry to keep one on top of their game.
  • Can be incorporated in pre-list book
  • Send as a flyer to past clients, sphere of influence
  • Run as an ad as a thank you to fellow real estate agents
  • Sets you apart from your peers in a positive light
   Sample   Truck Press Release 2
This press release announces the addition of a moving truck for use by your market.
  • Great tool for gaining free publicity
  • Leverages the use of your truck
  • Promotes benefit to the consumer
  • May help generate additional business
   Sample   Truman’s Expired Listing Package1
Part 1 of Truman Ball's Expired Campaign

   Sample   Truman’s Expired Listing Package2
Part 2 of Truman Ball's Expired Campaign

   Sample   Tupper Briggs Market Update

   Sample   Ultimate Systems
Outline from Conference Session
  • Databasew System Overview
  • 5 Corner Stones of Client Base
  • Client Profile Information
  • Action Plans and Schedules
   Sample   Understanding the Real Estate Market
Kristan Cole's recomendations for possible price adjustments.
  • Three scenarios are given: no showings, showings but no offers, and close sales.
  • Each scenario has a corresponding price reduction suggestion.
  • Statistics are given for how many offers to expect after so many showings.
  • Also listed is how any showings to expect.
   Sample   VVIP Valentine letter
Lastly a valentine
  • Establishes for the client free extra services
  • Includes a laminated card for them to carry
  • Makes the client feel special and important
   Sample   Wealth Building Strategies
Top 10 Strategies Presented at Conference
  • Debt Reduction
  • Investment Properties
  • Invest Portion of Net
  • Retirement
   Sample   Web Site Building
Session slides from "Building an Effective Internet Presence"
  • Cost-effective ways to establish your initial web presence
  • Techniques for keeping the site fresh and bringing clients back
  • Must-have resources that create value on your site
  • Marketing your web presence effectively
   Sample   What Should the Buyer Know by Leslie McDonnell

   Sample   What To Expect
Eleven Post-Card mailings
  • Keep in touch with your seller
  • Tips to help sell their home
  • Manage Expectations
  • Pro-active approach to stay connected
   Sample   What to expect before closing
Kristan Cole's detailed explaination of the closing process.
  • Each step of the process is explained and the seller is told what to expect.
  • Details such as the lock box, inspections, and utilities are covered.
  • What to bring to closing and who will be there is included.
  • Final details concerning insurance and escrows amounts are explained as well.
   Sample   What Your Home is Worth by Leslie McDonnell

   Sample   Wheel of Life

   Sample   Work Order
Communication piece to ensure tasks are completed.
  • List of common tasks that can be circled to indicate action.
  • The responsible party is named and who is requesting it.
  • Client information and special instructions are detailed.
  • Color coded hot pink to make it highly visible.
   Sample   Writing Ads for a New Listing
Gaining seller input about their house to include in ad.
  • List up-grades and favorite features?
  • What should be the highlighted features?
  • Puts seller in control of ad, reducing later complaints.
  • Gives buyers a first-hand perspective.
   Sample   Your home's first impression
Kristan Cole's letter to her sellers explaining how important a first impression is when showing their home.
  • She attaches a list of clues to selling homes: 35 questions and suggestions to help your home sell faster.
  • If they have a question about their home's condition, they are invited to Kristan at any time.
   Sample   Your property is online
Kristan Cole's letter to her sellers detailing how they can view their listing online.
  • A step-by-step procedure is given for accessing the seller's listing information.
  • Kristan even offers the use of her office for anyone without Internet access at home.



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