The initial customer contact is an essential part of the sales process. This questionnaire ensures that you are prepared for a buyer’s appointment and better able to convert a customer into a client.

Before you attend a buyer’s appointment, make sure you have everything you need. This checklist ensures that you are ready for the appointment and that you don’t overlook information. When you are prepared and ready to be of service, you have a better chance of engaging the client.

This detailed questionnaire helps you gather information about client needs, preferences and qualifications. This form is a guide to helping you understand what is important to your client, what they plan to buy and what they can afford.  This form helps ensure your time is best spent with clients who are qualified to buy.

Use this comprehensive checklist to manage the sale. This will help ensure you consistently follow the same procedure for each sales transaction and provide your clients with the same level of service without missing details. There are differences between the tasks you perform for a detached sales transaction compared to a strata listing transaction.

This checklist will help ensure you consistently follow the same procedure for each sales transaction and provide your clients with the same level of service without missing details. There are differences between the tasks you perform for a detached sales transaction compared to a strata listing transaction.

Use this comprehensive checklist to manage the sale. This will help ensure you consistently follow the same procedure for each sales transaction and provide your clients with the same level of service without missing details. There are differences between the tasks you perform for a detached sales transaction compared to a strata listing transaction.

This checklist will help ensure you consistently follow the same procedure for each sales transaction and provide your clients with the same level of service without missing details. There are differences between the tasks you perform for a detached sales transaction compared to a strata listing transaction.

Improve the efficiency in your office by making your files easier to find, retrieve and organize. We have created a general template for you to print labels for your files. These labels go on your file folders to help organize your operation in a simple and clear manner. Our template is made to fit store bought labels size: Avery 5161/8161 (4” x 1” dimensions).

Improve the efficiency in your office by making your files easier to find, retrieve and organize. We have created a general template for you to print labels for your files. These labels go on your file folders to help organize your operation in a simple and clear manner. Our template is made to fit store bought labels size: Avery 5161/8161 (4” x 1” dimensions).

Improve the efficiency in your office by making your files easier to find, retrieve and organize. We have created a general template for you to print labels for your files. These labels go on your file folders to help organize your operation in a simple and clear manner. Our template is made to fit store bought labels size: Avery 5161/8161 (4” x 1” dimensions).

Improve the efficiency in your office by making your files easier to find, retrieve and organize. We have created a general template for you to print labels for your files. These labels go on your file folders to help organize your operation in a simple and clear manner. Our template is made to fit store bought labels size: Avery 5161/8161 (4” x 1” dimensions).

Before you attend an offer presentation, make sure you have everything you need. This checklist ensures that you’re ready for the presentation and haven’t overlooked information.

Do you have everything you need before meeting with clients or REALTORS®? This checklist ensures that you are prepared for the appointment and haven’t overlooked information.

FrontGive your clients personalized cards containing information about their new home to hand out to friends, to announce their new purchase and to inform key organizations about their address change. These simple business cards showcase your buyers’ new home and address and also serve as a way for you to showcase how competent you and your team are – down to the smallest detail. We provide you with two template versions to use.

BackThe back of your clients’ moving cards template are personalized with your contact information so that when your clients hand out their announcement, each of their contacts receive your information.

Our template is made to fit store bought business cards: Business Card Paper (2" x 3 ½" dimensions).

There’s no question moving can be a stressful. Impress your clients by providing a moving checklist to keep them focused and on task.

To improve your business, you need to understand and evaluate your service and performance. This feedback form is designed to support you in gathering information so that you can better evaluate your clients’ experience and feedback. You can also use feedback in a testimonial to your service (provided you get permission from the client).