Training Presentations (Click on PIC)

Harvard Lead Engagement Study (PDF)

Harvard Lead Engagement Study (PDF)

Harvard Lead Engagement Study (PDF)

Learn from the Harvard Business School study on Lead Engagement!

Overcoming Common Objections (PDF)

Harvard Lead Engagement Study (PDF)

Harvard Lead Engagement Study (PDF)

Practice how to overcome common sales objections.

Lead Engagement Basics (PDF)

Harvard Lead Engagement Study (PDF)

Call Center / ISA Process (PDF)

Learn how to best engage leads in Follow Up Boss

Call Center / ISA Process (PDF)

Call Center / ISA Process (PDF)

Call Center / ISA Process (PDF)

Learn how the Call Center / ISA Team Works.

How to Pitch a Lender (PDF)

Call Center / ISA Process (PDF)

How to Pitch a Lender (PDF)

Learn what to say to convey the great value our lenders provide!

Follow Up Boss Lead Stages

Call Center / ISA Process (PDF)

How to Pitch a Lender (PDF)

Learn how to use the FUB lead Stages correctly!

Listing Presentation

Listing Presentation

Check out this great Listing Presentation for Potential Sellers!

YLOPO Basics (PDF)

Listing Presentation

Learn the Basics of YLOPO

What to do with a Lead?

Easy workflow for Lead Engagement!

Transaction Management Tips (PDF)

Showing and Managing Agent Roadmap

A basic checklist for important items to be aware of during the transaction.

Showing and Managing Agent Roadmap

Showing and Managing Agent Roadmap

Showing and Managing Agent Roadmap

Check out these tips for success for Showing Agents and Managing Agents