STEP 3: Welcome to Key Associates Signature Realty Start Building Your Business

Agent required registration for training programs:

• AMPLIFY (production & lead generation execution)

o Registration Required (Schedule this for a time after RISE is completed.)

Course Overview:

This four-session training series, hosted by Karlton Utter, is designed to help agents operate at a higher level in today’s market. You’ll learn how to interpret market data with confidence, navigate negotiations more effectively, structure your schedule for consistent production, and elevate your buyer and listing consultations.

Each session focuses on practical strategies to help you build authority, strengthen client relationships, and grow your business with intention.

📍 Registration Required to Enroll!

TO GET THE JOIN LINK & PROGRAM ACCESS, YOU MUST REGISTER USING THE LINK ABOVE.

The official access details will be sent directly to the email address used during registration.

Your confirmation email will include a button/link to add the recurring event to your calendar — be sure to complete this step so you never miss a session or deadline.

You will then use the details emailed to you to complete the weekly requirements.

This training helps agents define what they want from their real estate business while developing the mindset, accountability, and structure needed for success. Agents will create a strategy for their first year in real estate, set realistic goals, and learn how to track their progress and performance along the way.

Topics include goal setting, business planning, accountability, consistency, activity tracking, and creating habits that support long-term growth and success.

This training teaches agents how to properly manage and maintain a healthy real estate pipeline. Agents will learn the importance of consistent follow-up, organization, lead management, and pipeline accountability to ensure opportunities are not missed.

Topics include pipeline stages, follow-up expectations, communication standards, lead organization, tracking conversations, and building daily habits that keep business moving forward consistently.

This training teaches agents how to successfully plan, market, and host effective open houses that generate leads and create opportunities for future business. Agents will learn best practices for preparation, guest engagement, follow-up, and converting open house visitors into clients.

Topics include open house setup, safety, marketing strategies, visitor interaction, lead capture, follow-up systems, and maximizing the value of every event.

This training focuses on mastering the first 30 seconds of any real estate conversation—whether it’s a cold call, follow-up, or inbound lead response. In those critical opening moments, your tone, confidence, and structure determine whether you earn trust or lose the opportunity.

You’ll learn how to “own the call” by clearly positioning yourself, creating immediate engagement, and guiding the conversation with purpose instead of pressure.

We also break down LPMAMA, a simple but powerful framework used to uncover motivation and qualify leads efficiently:

Location

Price

Motivation

Agent

Mortgage

Appointment

Together, these two skills help you move from awkward or scripted conversations to confident, controlled dialogues that naturally lead to appointments and conversions.

This training explains why using a CRM and transaction system is essential for building a consistent and scalable real estate business. Agents will learn how to use Follow Up Boss to organize leads, manage follow-up, and stay on top of conversations, and how Ruuster supports tracking deals and keeping transactions moving smoothly.

The focus is on building daily habits inside the systems so nothing falls through the cracks and every opportunity is properly tracked and followed up on.

This training walks agents through the home buying process from start to finish with a focus on the lender’s role in the transaction. Agents will learn how buyers are pre-approved, how financing impacts timelines, and how to better guide clients through each step of the purchase.

Topics include pre-approval, loan types, budgeting, underwriting, appraisal, and closing. Agents will also learn how to communicate effectively with lenders to keep transactions on track and set proper client expectations throughout the process.

Thinkific is an online learning management system where agents can access and review all training materials they’ve completed so far. It allows them to go back at any time and look up courses, videos, screenshots, and other resources from their onboarding and ongoing education, ensuring they always have a central place to reference key information as they grow in their role.

Purpose:

This plan is designed to help new real estate agents build consistent daily habits, generate early pipeline activity, and develop strong foundational skills in lead generation, client communication, and transaction flow. The focus is execution, not theory.

Shilo is a backend coaching and performance tool integrated with Follow Up Boss CRM that evaluates agent phone calls, provides a performance score, and delivers actionable feedback to improve conversion rates. It highlights strengths and areas for improvement and gives specific guidance to help agents enhance their communication and follow-up. Shilo also supports role-playing and scripting practice to help agents refine conversations, strengthen objection handling, and build consistency in their sales approach.

Agents should complete a minimum of 100 roleplays per week. It is highly recommended agents complete 20 roleplays each day before starting prospecting calls to reinforce scripting, build confidence, and improve execution in live conversations.

Agents should meet for 1:1 accountability based on production levels. 

Weekly 1:1 sessions – New agents or agents under $2.5M production 

Bi-weekly 1:1 sessions – Agents producing $2.5M–$6M

Monthly 1:1 sessions – Agents producing over $6M