HOMEBASE Dugout

HOMEBASE MISSON STATEMENT

With more than 50 real estate agents across San Diego, Palm Springs, and Riverside, and a team of dynamic leaders and support staff, HOMEBASE Real Estate's mission is to empower and enrich the lives of our clients and communities through exceptional real estate services. We are passionately committed to placing our clients' needs and dreams at the forefront of our decisions, always prioritizing relationships and trust. Our foundation is built on the core values of contribution and integrity. Together, we strive to create a legacy of positive influence in the neighborhoods we serve and elevate the real estate experience for our clients.

We're not just REALTORS, what makes us different is that we're made up of skilled Veterans, Bilinguists, Former Sales Executives, Business Owners and Savvy Marketers that live in the communities we serve.

CORE VALUES

1) Be the Solution, Come from Contribution

2) CEO Mindset

3) Clients Before Profit

4) Give Back

5) Operate with Integrity

DID YOU HEAR? WE'RE MEGA!

One of the many benefits of being a HOMEBASE Real Estate Agent is being on a Mega Icon Team. This means that you ONLY pay our broker, eXp Realty, a $4,000/yr cap and a lower transaction fee vs. a $16,000/yr cap as a solo agent, or a $8,000/yr cap on a regular team. Reaching Mega Icon status was no easy task - we had to reach $40 million in sales and 175 transactions within a 12 month period. Today, we're a $100 million/year team! You can read all about our story here: https://life.exprealty.com/two-san-diego-teams-merge-homebase/ 

DOWNLOAD PDF CHECKLIST

We've designed this value-packed, 5-day onboarding course with one goal in mind - to ensure you have the tools to be successful in your business so you can begin doing deals in your first 30-60 days! The course is chronological, so please begin at the top and work your way down. Download PDFs for future use, watch the videos, and carefully read the details and follow instruction for each topic.

ONBOARDING SCHEDULE

- Begins 2nd full week of every month, Monday-Friday

          - DAY 1 (Mon) - begin HOMEBASE Dugout online training

          - DAY 2 (Tues) - finish HOMEBAE Dugout training

          - DAY 3 (Wed 10am-1pm) - in office, contracts, lending

          - DAY 4 (Thur 10am-1pm) - in office, agent marketing

          - DAY 5 (Fri 10am-1pm) - in office, sales, scripts

*SUBJECT TO CHANGE - select onboarding months are subject to 100% virtual trainings and schedule changes

SAN DIEGO OFFICE ACCESS

- Address - 900 N Cuyamaca St, Suite 205, El Cajon 92020

- Parking lot door code - 1980

- Office door code - 8550, press lock button

- Office door lock - press lock button

WEEKLY MEETINGS - add those that apply to your calendar

- San Diego Team Meetings - Tuesday, 11:00am-1:00pm, office 

- Riverside Team Meetings - Wednesday, 10:00am, Zoom

zoom.myrehomebase.com 

- Fast Forward Group Mastermind - Monday, 10:00am-11:00am, Zoom or Facebook Live. See below to ask to join Fast Forward Movement FB Page for mastermind access.

JOIN OUR TEAM FACEBOOK GROUP

HOMEBASE Real Estate https://www.facebook.com/groups/854809552368771 

JOIN REAL ESTATE FACEBOOK GROUPS (SD ONLY)

- San Diego Real Estate Friends https://www.facebook.com/groups/305434169470161/ 

- San Diego Coming Soon/Off Market Listings https://www.facebook.com/groups/sandiegocomingsoon/ 

- Fast Forward Movement @ eXp Realty https://www.facebook.com/groups/897564130412224 

SET UP PROFILES

- FollowUpBoss - email Ron at Ron@myrehomebase.com for access with subject line "FollowUpBoss Setup"

- Ylopo - fill out form so we can add you to the website and set up your personal HOMEBASE search site (Party ID: 20309 // select Yes to all N/Y questions): https://ylopo.formstack.com/forms/agent_profile_page_questionnaire 

- Zillow Agent Profile - make sure you set up an AGENT profile, not a regular Zillow profile. Claim HOMEBASE Real Estate as your team https://www.zillow.com/agent-resources/blog/create-a-free-agent-profile/ 

- Facebook Business Page - https://www.facebook.com/business/help/473994396650734 

SET UP YOUR EMAIL

- Gmail - [firstname]SellsSoCal@gmail.com

- Email Signature - email Nikki at marketing@myrehomebase.com

UPDATE YOUR VOICEMAIL

Here's a script, if you'd like: "Hi, you’ve reached (YourName) with HOMEBASE Real Estate. Sorry I missed you, but please leave your name and number and I'll return your call as quickly as possible. You can also send a text message for a quick reply. Thank you and have a great day!" 

BOOKMARK APPLICABLE WEBSITES:

myrehomebase.com - team website 

exprealty.okta.com - here you can access eXp resources, including eXp Enterprise (your hub for YTD sales, GCI, etc)., eXp Canva templates (we have a separate HOMEBASE Canva with team templates), Morgan Stanley (stock options), eXp World, and so much more. Your login will be your eXp email.

car.org - Car.org is California Association of Realtors and where you go to write offers

PSAR Login - MLS access & association resources (*if PSAR is your local association)

SDAR Login - MLS acc ess & association resources (*if SDAR is your local association)

FollowUpBoss - FollowUpBoss is our CRM where we communicate with leads and send listings, emails, texts and calls

Ylopo Stars - Ylopo is linked with FollowUpBoss and how our clients view homes on our search site

Business Tracker - We update our business tracker weekly during our team meetings. It's a great time to discuss and listen to challenges and wins with clients, transactions, and the market

ASK FOR REVIEWS 

Ask friends, family and/or coworkers for reviews. If you haven't transacted, that's ok! Request reviews that speak to your character, work ethic, etc. Future clients are going to Google you, so you want to have 5-star reviews that give them confidence in using you and your HOMEBASE team. Provide your Zillow review and Google Business (if you have it) review links to reviewers and have them copy/paste and publish to both pages. 

DOWNLOAD APPS & LOGIN/CREATE PROFILES

- FollowUpBoss

- Premier Agent (Zillow agent app)

- RPR (MLS, on your phone)

- ShowingTime (schedule showings)

- SentriKey RE (San Diego County lockbox access)

- Supra (Riverside County lockbox access)

- PrimeStreet

- FidelityAgentONE (net sheets)

LOCKBOXES

- SentriKey - Used in all of San Diego County. There is an annual fee. 

- Supra - Used in all of Riverside County. You'll have to have access if you show in Temecula, Murrieta, Lake Elsinore, Winchester, Palm Springs, etc. There is a monthly fee.

Click "Preview" to view Agent Tier details

TEAM ORG

- Ron Burner, Team Lead & REALTOR

- Nikki Acker, Marketing Director

- Cara Gorrill, Contracts & Transaction Manager & REALTOR

- Cristina Castillo, Virtual Assistant

Our clients benefit from having a dynamic leadership team and 40 agents in their corner at every step of the real estate process!

WHO TO GO TO

- Amber - pre-escrow negotiations, offer strategy, tough client/agent conversations, listing appointments

- Ron - in-escrow negotiations, company lead assistance, market/loan data, CRM assistance

- Nikki - marketing & personal brand building, SOI lead growth strategy, social media, sponsorships & events, digital/print marketing

- Cara - contracts (ie writing offers) & transaction management, navigating first 3 transactions, opening escrow for listings, listing photography & MLS input

- Cristina - new listing/just sold graphics, agent review graphics, leadership admin assistance

AGENT MARKETING KIT

HOMEBASE provides our agents with:

- Listing Presentation

- Seller Guide

- Buyer VIP Consultation 

- Buyer Guide

- For Sale Signs (after 3rd listing)

- Team Open House Signs

- Marketing Templates (flyers, business cards, etc.)

- SD Content Studio (coming soon!)

- FollowUpBoss CRM

- Ylopo w/ Retargeting Ads (buyers)

- Fello (sellers)

- Canva Access

- & more!

DOWNLOADS & GRAB-N-GO PACKETS

We've curated Grab-n-Go packets for your buyer and seller appointments that make it easy to look polished and professional, even when you're short on time. These will be accessible in office. Variations include:

- Buyer Guides - use for meeting with new buyer leads, open houses

- Seller Guides - use for door knocking, open houses

- Listing Presentation - listing appointments

- Buyer VIP Consultation - in person buyer consultations at office or on-site

TEMPLATES YOU CAN EDIT

You can access Canva 24/7 to edit marketing templates, including:

- Email Signature

- Business Cards

- Social Media Templates

- Open House Flyers

- Just Listed/Just Sold Flyers

- Self Branded Buyer/Seller Guides

TAKE A LOOK! CANVA LOGIN

https://www.canva.com/ 

Username: AmberSellsSanDiego@gmail.com

Password: Marketing25$

**Important: Always 'Duplicate' a template to start your own design. Templates will always say 'DO NOT EDIT'. You can find HOMEBASE Templates in the HOMEBASE folder.

WEEKLY SOCIAL MEDIA POSTS

A benefit of joining HOMEBASE is marketing everyone's listing as your own. Each week, we email any new listings to you with your headshot for you to share on your own social media platforms. Remember, perception is everything! Even if it's not your listing or escrow, you want people to perceive that you're busy/experienced so they're motivated to work with you. 

*IMPORTANT* MARKETING COMPLIANCE

Advertising Guidance - eXp Policies and CA DRE Requirements: On all marketing, advertising, signs, business cards, websites, social media profiles & posts, email signatures, the following must be included:

- Your name or team name or properly registered DBA (see DBA handout in the CA Welcome Center for details)

- Your DRE #

- Our company name (logo) + eXp Realty logo of equal size

- If multiple agent names are used, all DRE #’s must be included

- DRE #’s must be easy to locate and cannot be the smallest font used on the item

Use the content studio any day, any time! Your social media is your digital business card. It's your brand. And it's the best way to reach your target consumer (for FREE). We heavily encourage and TRAIN our agents on the latest social media strategy to convert users into followers, and followers into leads.

Need content ideas?

Click Preview, then View, to download our Agent Instagram Strategy

Still not sure where to start?

Email Malena: Marketing@myrehomebase.com

A key benefit of joining HOMEBASE is receiving in-bound leads. All company leads are 50/50 splits. HOMEBASE uses its portion of the split to reinvest in additional lead sources to grow your business so you're transacting at a higher volume!

Below are company lead sources and scripts. We'll train you how to consult with buyer and seller leads, and have created Buyer and Seller Guides, VIP Programs, and more that we're review with you to sell your client on working exclusively with you.

ZILLOW

We are Zillow Flex Agents, which means we receive leads clicking on Zillow's website who are requesting property tours. Once you answer a call, follow the ALM model:

A - Set the Appointment. "Hi, this is (Your Name) with HOMEBASE Real Estate. I see you're interested in 123 Main St. When are you available today to go take a look?"

L - Location. "In addition to this home, are there others in the area that you'd like to see today?"

M - Motivation. "What about this home caught your eye?"

Close It Up. "Terrific. I’ll give the homeowner a call to set up our appointment and will give you a call back to confirm. As I mentioned, my name is (Name) with HOMEBASE Real Estate. As a heads up, Zillow will be sending you a survey to ensure I was able to address all of your needs. Have I done this for you? Great, if you can let them know, I would really appreciate it.” 

Important: Zillow measures our team's success daily by tracking our answer rate, appointments met, conversions and other metrics. It's important to always be updating your leads' status (ie. spoke with customer, appointment set, showing homes, etc)

FOR TECHNICAL ISSUES WITH APP OR CONNECTIONS:

1. Dial Zillow Partner Support at 888-466-3501

2. Press “1” when the system does not recognize your phone number

3. Type in "619-438-8574”

4. Press “1” to confirm the entry from step 3

5. Press “1” for technical support

PRIMESTREET

Primestreet is a new speed-to-lead platform. See Ron during onboarding.

Watch video

FollowUpBoss (FUB) is our Customer Relationship Management (CRM) system. It's a smart-system our team invests in that uses AI to communicate with buyer and seller leads via text and email, send listing alerts, track transaction progress, create smart plans to re-engage warm and cold leads, provides anaylitics and reporting, and so much more! There's only one of you, so having a CRM like FUB enables your AI to be your communicator and keep your business growing. 

Anytime you receive a new company lead (ie Zillow) or Open House lead, it will automatically put that lead into FUB. You can also manually enter leads into the your FUB. It's important for you to track all leads and transactions in FUB so we can keep an accurate log of pending and closed transactions - this helps us submit accurate numbers for things like awards so we can win together as a team! 

You will receive your very own FUB phone number to communicate with leads, which you can access in your settings. Text and calls are housed within the app. Anytime you receive an inbound call from a lead, it will indicate that the call is from FUB to avoid any confusion.

For any FollowUpBoss questions, contact Ron.

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Ruuster is connects our CRM, MLS, website, and client portal into one system to help us convert more leads from our existing database. It automatically re-engages cold leads with personalized property alerts, lets agents search MLS listings directly inside Follow Up Boss, and gives clients a branded portal to communicate and search homes. Watch this recording for a full walkthrough of the platform and how to use it in your day-to-day workflow.

Watch video

Fello is our homeowner database that provides sellers with real-time home valuations and cash offers. It also provides our agents with detailed insights that give valid angles for follow up when a person interacts with their home value, such as existing interest rate, equity and loan balance. Fello is integrated with FUB.

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In this video, I guide you through the process of filling out essential forms for real estate transactions. We focus on the buyer representation form, emphasizing the importance of broker compensation and key details like representation periods and property types. Make sure to complete these forms before showing homes to clients. 

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In this video, I walk you through the recent changes in the residential purchase agreement, specifically focusing on filling out the buyer section and ensuring correct brokerage information. Remember to check for dual agency status and accurately input details from the cover sheet. I also highlight the significance of confirming the close of escrow date with the lender and selecting the appropriate loan type. Make sure to watch this to ensure a smooth transaction process!

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In this video, I explain the detailed process of filling out a real estate transaction form, focusing on crucial sections like seller credits, commission details, contingencies, and allocation of costs. I provide insights on negotiating contingencies, handling included and excluded items, and correctly allocating costs between the seller and buyer. Pay close attention to the specific instructions to ensure a smooth real estate transaction. 

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In this video, I guide you through the key sections of a Real Estate Purchase Agreement (RPA) and highlight important details you need to know when dealing with various property types and disclosures. Pay attention to tenant addendums, manufactured homes, septic well properties, and buyer trust considerations. I also explain the significance of filling out forms correctly, especially for VA and FHA loans. 

Step 1: Always call the listing agent prior to writing your offer. This does 2 things: 1) establish rapport 2) gains you valuable insight for how to advise your clients and write your offer. Ask what's important to the sellers, review timelines, tell them a little about your buyers and how you and your team will make this a smooth transaction for everyone! 

Step 2: Obtain your buyer's preapproval and proof of funds. You'll want to have their lender send a preapproval specifically for the offer amount. Their proof of funds can be a screenshot of a bank account(s) totaling enough funds to cover their down payment and closing costs. This needs to include their bank name or logo, client last name, date and balance. Black out account number.

Step 3 (optional): Email offers@myrehomebase.com with the home address and listing agent name/phone number. You can obtain these details on the MLS listing. Amber and Ron receive these emails and will let you know if they have a relationship with the agent. If yes, they'll reach out to them! Relationships are key in this industry, and using this method has helped get our agents' offers accepted over multiple offers (even if they weren't the highest bidder!).

Step 4: Once you've reviewed offer strategy and details with your client, send the offer for DocuSign. 

Step 5: Package your offer. You'll attached the purchase agreement (RPA) and supporting contracts, preapproval and proof of funds to your email offer. Your clients may also choose to write a letter to the seller, although this isn't always acceptable. Your email should CC the buyer's lender and April (TC), and should include key elements:

- Subject Line - "OFFER - 123 Main St"

- Intro paragraph - provide brief context about your client and their excitement for the home

- Bulleted Offer Summary - purchase price, financing, COE, contingency timelines

- Let them know you've copied their lender and your TC

- Closing paragraph asking agent to confirm receipt

Step 6: Call or text the agent to review the offer and let them know it's in their inbox. Make sure to keep communicating with them so you can inform your client every step of the way. Good luck!

Watch video

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Download our Standard Operating Procedures for a step-by-step breakdown of our team's listing procedures

BOOKMARK THESE LINKS

- Cognito (Pre-Listing): https://www.cognitoforms.com/HOMEBASERealEstate/listingappointment 

- Cognito (Post-Listing): https://www.cognitoforms.com/HOMEBASERealEstate/NewHomebaseListing 

LISTING PRESENTATION TRAINING

Amber schedules regular trainings sessions to role play the listing presentation process. She is also available to attend your first listing appointment with you to ensure a smooth appointment and a signed agreement! For questions, reach out to Amber.

DOWNLOAD PDF

IMPORTANT TERMS TO KNOW IN ESCROW:

APPRAISAL - Assessment of the property's market value by a licensed appraiser, for the purpose of obtaining a mortgage.

ASSESSED VALUE - Value placed upon property for property tax purposes by the Tax Collector.

CLOSING COSTS - Expenses incidental to a sale of real estate, such as loan fees, appraisal fees, title insurance and escrow fees. On average, these total approximately 1.5-2% of the purchase price.

CLOSING STATEMENT - The statement which lists the financial settlement between Buyer and Seller, and the costs each must pay.

CONTINGENCY - Certain criteria that have to be met in order to finalize the sale.

CONVENTIONAL MORTGAGE - A mortgage of Deed of Trust not obtained under a government insured program such as FHA or VA.

CREDIT - Money given to a Buyer from a Seller through escrow at closing. Seller credits can only be used towards Closing Costs or buying down the Buyer's interest rate. 

ESCROW - A neutral third party that handles the transfer of any money during the sale of a home from initial deposit to final funding and closing.

EARNEST MONEY DEPOSIT - Buyers in California usually deposit 1-3% of the purchase price to show that the Buyer is serious about purchasing the home. It is usually refundable in the event a contingency in the sales contract cannot be met.

FIXED RATE MORTGAGE - A loan in which the interest rate and monthly payment do not change.

HOME WARRANTY - A policy that covers certain repairs (i.e. plumbing/heating) of a newly purchased home for a period of time, typically one year.

PRELIMINARY TITLE REPORT - A report showing the condition of title before a sale or loan transaction. After completion of the transaction, a new title insurance policy will be issued.

TITLE INSURANCE - Insurance to protect the Buyer and lender against losses arising from disputes over the ownership of a property.

RECORDING FEES - Money paid to the lender for recording a home sale with local authorities, thereby making it part of the public records.

Nobody loves scripts, we get it! But they're essential to your business. Think of them as a roadmap. Every conversation with your clients is going to be different, but scripts allow you to always be closing, educating and setting the next step to maximize every conversation. After all, we're in sales!

We roleplay scripts often, usually in our weekly Friday trainings. You'll also review scripts and roleplay them with Amber in your Agent Onboarding Bootcamp at the office (1st Wednesday, Thursday and Friday of each month). 

BOOKMARK THIS LINK

https://drive.google.com/drive/u/2/folders/1OOdtZI-EQQcdvtGkBoRPw9gB14fRrbZG 

If you have a client looking for property or selling property out of the area/state, we always say we have a great agent to refer to in a market. It's the easiest way for you to get a 25%-35% referral fee, for little effort. As the team for recommendations...there is a good chance someone has previously worked with another agent or we have a highly recommended referral through our eXp FastForward network.

Step 1: Find two agents that service that area (two is better than one because it gives your client the choice to choose and you don't lose out on the referral).

Ask our team - chances are our team has already vetted a referral agent in the market you need.

Fast Forward Movement Facebook Group - this is a great resource to post in and ask who we have in xx market.

Step 2: Speak with the referral agent and ask that 35% referral is ok. Remember, this is a lead they wouldn't otherwise have and they would likely pay a 50/50 split on a company lead, so it's a win-win for the both of you.

Step 3: Send referral paperwork to eXp for signatures. Ask Cara for assistance finding paperwork.

For California agents check here for the details on broker name, Tax ID, etc. Use CAR form RFA- Referral Fee Agreement.

Step 4: Send paperwork to agent you are referring the business to. 

Step 5: Make the introduction client to agent(s)

Step 6: Add to your CRM a reminder to followup with agent(s) you referred them to. I usually text the agent once a month to check in. Not all referrals end up turning into something. 

ALL ABOUT OPEN HOUSES

Successful open houses all starts with picking the right property. Too expensive and you will have little to no guests, too cheap and you will find the wrong buyers. Always go for an average price for your marketplace and a home that is brand new on the market or just had a significant price reduction. 

Good location. Less than three turns off the main road. Unique homes have higher attendance. Buyers, neighbors, etc love looking at the new houses.

Make your open house fun. Music, mimosas, beer in the backyard. Make it a party!

WHEN DO I HOST AN OPEN HOUSE?

10am-6pm Friday/Saturday/Sunday. We usually hold them open for 2-3 hours on Saturday or Sunday 12-2 or 11-2. This varies depending on holidays or current events.

WHERE DO I FIND AN OPEN HOUSE?

Check the team (#1!!). Always look to see what listings the team has available for open houses first, if there are none available then proceed to finding one using the MLS, targeting new listings within 7 days...vacant homes are best.

First find an area that is in your farm or around a recently sold home by the team to create additiona exposure (and business for YOU). Next go to Paragon and search for properties that have come on the market in the last three weeks. A lot of larger brokerages such as Keller Williams and Coldwell Banker won't let other non-brokerage agents hold open their properties, so it's best to target eXp listings or smaller brokerages with homes that are vacant rather than owner occupied. Contact the agent and ask if they need anyone for an open that week. A great text that works is the below. Copy and paste this into your notes on your phone so you can just copy and paste the text when sending it out to multiple agents.

TEXT

 Hi Name,

 My name is ____, I'm a local realtor with HOMEBASE Real Estate. I came across your listing on 123 Main St. I'd love the opportunity to hold it open this weekend if it's available? I'll be sure to give you showing feedback for the buyer's that do come in. I will also be actively advertising the open house through door knocking, facebook and other social media platforms. Let me know if you need someone for this weekend or of any other listings you may have in the future. Thanks for your time.

CREATE BUZZ AROUND YOUR OPEN HOUSE

Post about your open house on your social channels. Be sure to post it on the Facebook community page and on nextdoor.com, which is an online site built to connect neighbors. Also, make sure the open house is posted on the MLS. In your social media posts don’t post the price. It leaves people to message you. If people message you, then you know they are possibly looking for a home :)

BEFORE OPEN HOUSES:

Marketing

- Post coming soon on social media — Within 24hrs of receiving photos

- Invitations designed and ready to mail — 6 business days from OH 

- Mail invitations — 5 business days from OH 

- Upload Video, Photos, specs & description on Firepoint featured listing page with call to action— 2 business days from OH date (track and measure results)

- Open house flyers approved and printed — 2 business days from OH date

- Morning of Open House- Post Property premiere info on social media with a house image and the time.

- Shop for Catering/Food - 10 business days from OH

- Print open house Flyers - 2 business days from OH

- Print sign up sheet - 2 business days from OH

- Make sure it is added to MLS - 1-2 business days before open house

- Have OH kit, water bottles in car - 1 day before OH

Items you will need for a successful open house:

- Signs (at least 10-20 signs placed in visible corners) You can sign out signs from the office. They are located in the hall closet.

- Sign In - https://theburnerteam.com/open-house 

- Flyers and business cards with flyer stand

- Water or refreshment of choice

- Some type of food (when the listing is another company’s listing , limit to cookies or other snacks. 

- Ambient music

- Check Inventory including items that should always be in your vehicle:

    - Buyer agreements

    - Listing agreements

    - Comfortable shoes

Day of the Open House

1. Have an intention

2. How many conversations will I have? How many emails and contact info will I gather? How many appointments will I book?

3. Place signs

4. Open blinds, turn on lights, open windows or turn on AC

5. Go Live on FB and post on social media

6. Say your affirmations, smile and get ready for a powerful Open House!

Be sure to have your team there ready to help. Have one person who puts out the signs, another set up and have your lender work the door.

Set up a capture system. Be sure that you have an tablet to easily obtain information. Your lender should be in charge of this and should greet everyone who walks in the door.

Ditch the MLS print out and have a booklet with all the info and stats on the house. Also have the other houses in the neighborhood that are for sale.

Place your business cards all over the home in little stacks. 

Don’t try and sell anyone – the people will come to you for that. Your job is to establish a relationship with everyone that walks in the door. Keep a notebook in a drawer and write down notes on each person, so you can refer back to it when you follow up.

Establishing relationships – not trying to sell anyone – be memorable – great every person – keep a notebook in the drawer (take notes on each person this way you have information for your follow up call) and send everyone a video.

When People Walk In

“How did you hear...what brought you into...are you currently renting? - get a positive answer more yes yes yes

Provide value at the open house

How are you today? 

How did you hear about the open house? 

Read Body language

Only sign in when you have rapport

Hand them 3 flyers

Property

Meet your agent flyer - add Zillow Premier agent info with social media

Flyer for other open houses in the area you are holding: include youtube photo for open house. Even if it’s other agents

You are trying to sell them A HOUSE (not that house)

 Know the tax rate

Know the inventory

Know how fast things are selling

Print out all homes in the area and organize by price and vacancy...set appointment for after open house…

After the Open House

Now that you have had a successful open house. It is time to continue building relationships.

Thank everyone who attended your open house by sending them a video through your Follow Up Boss number. Send video from inside the open house.

For those people who expressed an interest in the home or in working with you, send them a hand written note. This is where your notebook comes in handy, refer back to it and make your note even more personalized.

Lock the house, clean up and turn off lights

Place lock box with keys

Pick up all signs and check inventory

Track and measure conversations and appointments in CTE

Create follow up plan for open house leads- call/text/email

If another company’s listing, send listing agent feedback. If HOMEBASE listing, provide the listing agent with guest’s feedback of the property.

Veterans National Mortgage (*ALL BUYERS EXCEPT ZILLOW FLEX LEADS)

Loan Officer: Dave Holland

Phone: 619-581-5450 

Email: dave@vnmloan.com

Zillow Home Loans (*ALL ZILLOW FLEX LEADS)

See "Meet Your Designated Team" graphic

Fidelity National Title

Sales Executive: Cody Day

Phone: (619) 922-9644

Email: Cody.Day@fnf.com

Alliance Escrow

Escrow Officer: Sara Karaginides

Phone: 619-202-4916

Email: SaraK@allianceescrowinc.com

All broker questions to be directed to the broker. You can easily get in touch with the broker through eXp World and then select the appropriate state. You may also contact:

eXp BROKER EMAILS:

Deborah Penny, Broker - ca.broker@exprealty.net

DocuSigns - ca.sign@exprealty.net

Transactions - ca.transactions@exprealty.net

Compliance - compliance@exprealty.net

Marketing - marketing@exprealty.net 

CAR LEGAL HOTLINE:

For legal questions - 213-739-8282

TEAM CONTACTS:

Amber Welch - 619-718-1017

Ron Burner - 619-438-8574

Malena Boetel - 619-535-8026

Cara Gorrill - 760-560-7342

At HOMEBASE Real Estate we understand the value of understanding people. The DISC profile gives us a broad idea of personalities and behavioral styles of people. We strongly recommend reading the book, Versatile Selling, by Wilson Learning. It's important to know the personalities and behaviors of your current and future clients in order to know how to respond and navigate a situation to come to the conclusion you want. Check out the four types of people below...

1. Driver - These types of behavioral styles are results oriented, like to be in charge/make decisions. 

 2. Influencer/Expressive - Fast paced, like risk and are people focused, very collaborative and like to work together in teams.

 3. Supporter/Amiable - People focused, risk averse, good with building one on one relationships, like pace and consistency.

 4. Calculator/Analytic- Data driven, very analytical, detail and time oriented.

Know who you are working with...

Driver:

Jobs - Attorney, CEO, Military - leaders, enjoy risk, conflict

Colors - Red, black, and white

Home Decor - Imaculate, minimalist, modern

Communication - short/sweet, no emojis

Influencer/Expressive:

Jobs - Realtors, hospitality, performers, artists

Colors - Palette bright, primary colors

Home Decor - Bohem, art, bright, natural light, plants always, space for entertaining, sound system

Communication - Emojis, emotional words, go off on tangents

Supporter/Amiable:

Jobs - Counselor, nurse, teacher, and therapists

Colors - Neutral, pastels

Home Decor - Family photos, inspirational art, Calendar, check lists, pets

Communication - Grammatically correct, anal about grammar/punctuation, they are cautious and slow talkers - wait for them to think before talking, hard to read

Calculator/Analytic:

Jobs - Engineer, finance, research, IT, double/triple check, move slowly

Colors - Kacky, sloppy

Home Decor - Big TV, gamers, lots of tech, man cave, books, older car, older furniture

Communication - Detail oriented, very specific, dropping numbers/stats

**Several of our agents have a copy of the book, so you may choose to borrow in lieu of purchasing**