ORIENTATION

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1. ORIENTATION SCORECARDS

0. AGREEMENTS

0

00 POSSIBLE

ACTIVITY

GRASP

OBJECTIVE

SCORE

POINTS

COMMITMENT / ACTION / STAGE

Must

Yes

Business Plan

10

________

NA

Must

Yes

Marketing Plan

10

________

NA

Must

Yes

Business Cards

10

________

NA

Must

Yes

Website

10

________

NA

Must

Yes

Real Estate Contracts

10

________

NA

Must

Yes

Earnest Money

10

________

NA

Must

Yes

Compliance

10

________

NA

Must

Yes

Sellers

10

________

NA

Must

Yes

Buyers

10

________

NA

Must

Yes

Title Report

10

________

NA

Must

Yes

Inspection Report

10

________

NA

Must

Yes

Appraisal

10

________

NA

Must

Yes

Credit Help

10

________

NA

Must

Yes

Email

10

________

NA

Must

Yes

$199 Transaction Fee

10

________

NA

Must

Yes

Appointments

10

________

NA

Must

Yes

Advertising Policy

10

________

NA

Must

Yes

Co-Advertising Policy

10

________

NA

Must

Yes

Communication Agreement

10

________

NA

Must

Yes

Company Procedures

10

________

NA

Must

Yes

Transaction Coordinators

10

________

NA

Must

Yes

Personal Assistant

10

________

NA

Must

Yes

Showing Agent

10

________

NA

Must

Yes

Other Agents Helping Clients

10

________

NA

Must

Yes

$150 Referral Fee

10

________

NA

Must

Yes

Marketing Material

10

________

NA

Must

Yes

Print Material

10

________

NA

Must

Yes

Database

10

________

NA

Must

Yes

Domain

10

________

NA

Must

Yes

Company Website

10

________

NA

Must

Yes

Personal Website

10

________

NA

Must

Yes

Social Media

10

________

NA

Must

Yes

Newsletter

10

________

NA

Must

Yes

Compensation Plan

10

________

NA

Must

Yes

Payroll

10

________

NA

Must

Yes

Bank Account & Routing

10

________

NA

Must

Yes

Preferred Lender

10

________

NA

Must

Yes

Loan Officers

10

________

NA

Must

Yes

Professional Standards

10

________

NA

Must

Yes

Seller Checklist

10

________

NA

Must

Yes

Buyer Checklist

10

________

NA

Must

Yes

Title - Brokerage Commission

10

________

NA

Must

Yes

Awards & Rewards

10

________

NA

Must

Yes

Open

10

________

NA

Must

Yes

Open

10

________

NA

Must

Yes

Radon Test

10

________

NA

Must

Yes

Home Warranty

10

________

NA

OPEN DOCUMENTS

Name of Example