Broker Essential Documents - 10 items

                Policy and Procedure Manual

                Independent Contractor Agreement

                Agent Sign-on Agreement

                Strategic Plan

                Financial Record Keeping Master (Excel)

                Budgeting Master (Excel)

                Company Image Marketing Plan

                Marketing Idea Generation Sheet

                Code of Ethics Summary

                Fair Housing Poster

 

Forms and More -  Over 100 items

Contract Related

                Buyer Exclusive Employment Agreement

                Buyer Agreement, limited services

                Buyer Agreement, One time showing

                Contract Information Form

                Documents Acknowledgement for Buyers (Publisher)

                Documents Acknowledgement for Sellers (Publisher)

                Possible clauses or forms

                Request for loan information

                Request for loan payoff information

                Mutual Release of Contract

                Related Business Disclosure

Administrative

                Contract Related

                Contract Cover Letter

                Bills Cover Letter

                Communication Log

                Contract Counter Offers

                Payment Sheet (Publisher)

                Seller Related

                Guest Book Pages (Publisher)

                Listing Report (Excel)

                Seller Quality Assurance Form (Publisher)

                Sign in Sheet (Publisher)

                Buyer Related

                Buyer Control Sheet, 2 up (Publisher)

                Buyer Control Sheet (Publisher)

                Buyer Quality Assurance Form (Publisher)

                Show List

                Agent Related

                Monthly Market Report (Publisher)

                Monthly Activity Report (Publisher)

                Referral Form

                REO Bills Chart

                Agent Account Statement

                Summary of Agent Accounts

                General

                Phone Log (Publisher)

                Computer Permission Form

                Permission to Call Form

                Prospect Sign-In Sheet

Trust Account

                Trust Account Ledger

                Trust Account Transaction Ledger

 

 Recruiting Forms

                Agent Information and Checklist

                Experienced Agent Interview Sheet

                New Agent Interview Sheet

                Agent Sales History Record (Publisher)

                Company Sales History Record (Publisher)

Recruiting Materials            

                Associate with the Future (Publisher)

                Benefits

                5 Recruiting Brochures (Publisher)

                Costs for New Agents

                Six Free Reports (Publisher)

                Fundamentals

                What it takes

 

Organization

                Closings (Excel)

                Company Activities (Excel)

                Past Clients (Excel)

Pages for Organizational Books            

                14 for 4 x 6 book

                16 for 4 x 8 book

                15 for 9 x 11 book

                (most of pages are in Publisher)

 

Help for Agents

                Agent Business Planning Guide (Publisher)

                Switch Sheet

                Results Oriented Activity Indicator

               

                Basic Business Building Plan

                Past Client Survey

 

Bonus Idea for Brokers

                Profit Sharing Plan