Course curriculum
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1
Session 1: Welcome to PHT!
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Welcome to the Pemberton Family!
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Overview
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Office and General Resources
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The Company: Pemberton Homes Organization Chart
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Meet Our Staff
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PHT Roster
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2
Session 1: Getting Started with eXp
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First Steps to Joining
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eXp Onboarding - Apps and Resources
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3
Session 1: Getting Started with Pemberton Homes
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Pemberton Homes Vision
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Groups and Apps
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ISAs and CRM
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Getting Organized
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Marketing Steps to Take Right Away
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4
Session 2: Buyer Leads - Zillow
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Zillow Profile
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Zillow Flex
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Zillow ALM Video
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Zillow ALM Strategies
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Zillow ALM - Print for your desk
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Zillow Scripts - ALM
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Confirming Your Appointment with Video
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Zillow Pipeline Management Video
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5
Session 2: Buyer Leads - General
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Ylopo
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Managing Your Prospects in Sierra
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Prospecting to Lead Ponds in Sierra
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How to Set up Your MLS Portal
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6
Session 2: Scripts/Prospecting
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Buyer Objections
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Closing Scripts
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Training Call with Parker on Buyer Scripts/Tips and Tricks
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Lead Follow Up Scripts
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Tips for Prospecting
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More Tips
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DISC Assessment
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Buyer Leads – Zillow
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7
Session 2: Before, During, and After An Appointment
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Preparing For Your Appointment
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During the Appointment
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Follow Up/Next Steps After a First Meeting.
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Concluding the Appt Video Example
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PHT Buyer Presentation
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8
Session 3: Loan Programs
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Where to start - Lender or Real Estate Agent?
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PHT Partner Lenders
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Home Loan Basics
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Conventional Loans
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FHA Loans
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VA Loans
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VA Loans - Q&A
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USDA Loans
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Comparing Different Loan Programs
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Cash Offers
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Up-Front Costs of Buying
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Get Knock Certified
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9
Our Partners (Lending, Inspectors, Title)
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A Video From FLEX President, Colin Smith
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Insurance Partner- Insurance Resource Group
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Affiliated Business Arrangement Form
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10
Session 3: Offer to Contract
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The Perfect Purchase Agreement
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PA Continued
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Clauses
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Closing Costs/Points
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New Construction
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Crafting the Offer
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Example PA- Video
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11
Session 3: Contract to Close
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How to Turn in a Completed Purchase Agreement
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Inspectors
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Encroachments
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Encroachment Examples
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Review the Settlement Statement
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ALTA
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PHT Moving Truck
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Final Walk Through
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THANK YOU Video (after close)
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Getting a Review From Your Client
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Client Review Template
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12
Session 4 - Listings
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PHT Listing Presentation
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Listing Contracts
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Clear Cooperation Policy
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13
Session 4 - Commission
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What Happens After Closing?
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Sample Split Sheet
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Team Lead Splits
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14
Session 5 - What's Next?
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How to Set Your Schedule - Working IN vs. ON Your Business
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100 Point Day
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Suggested Reading
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Mentor/Mentee Program
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Where to Go When You Need Help
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Congratulations and Let's Get Started Selling!
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Final Quiz
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15
Creative Ways to Create Business
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50 ways to get new listings NOW!
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