Organisation Flashcards
What are the 4 key aspects to getting organised as an estate agent?
1.) Organise your workspace
2.) Organise your information
3.) Organise your time
4.) Set goals for yourself
Why should an estate agent keep a tidy workspace?
To enable you to locate information quickly.
What should you create different in-trays for?
Different types of information.
Why should you separate urgent documents that require urgent action from files that are just stored for reference?
Urgent documents need to be accessible throughout the day.
Why should you arrange your client files alphabetically in a lockable cabinet?
So folders are easy to locate and so your data is kept safe.
Why should you display any relevant awards and certificates on your office walls?
These help clients see you are professional and successful.
What should an estate agent have access to at all times?
A pen, paper and a diary.
When will you know your system is succeeding?
When you have a happy boss, happy clients, and you are exceeding your income goal.
How many places should you keep one client’s information?
In one place.
How can you record your clients information & your contact with them?
Create a template document.
Which details should a client information form include?
1.) A log of all phone calls & details you have discussed
2.) The action items that you need to complete
3.) Details of the type of property that they are looking for or selling
Audit trail?
A record of the changes that have been made to a file.
What is a critical audit trail for any legal proceedings?
The client information form.
What is the first step of scheduling your days as an estate agent?
1.) Define your priorities. These should be revenue-generating activities that sell houses.
What is the second step of scheduling your days as an estate agent?
2.) Use a calendar to plan out your day. Block out client meetings, phone calls, follow-up on actions, and managing critical paperwork required for closing sales.
What is the third step of scheduling your days as an estate agent?
3.) Find a dedicated time each day to plan out the next working day.
What is the fourth step of scheduling your days as an estate agent?
4.) Ask yourself what could go wrong & make sure you give yourself the best chance of completing house sales.
(Goals) What should you spend your first week as an estate agent doing? What should you do after?
- Learn about the profession and the options available.
- Decide on your short, medium and long term goals.
What does joining a professional body for estate agents allow you access to?
- Networking opportunities
- Training and optional qualifications
- Access to awards programmes
2 examples of active bodies?
1.) The national association of estate agents
2.) The guild of property professionals
Why should you spend time with successful estate agents? What should you then do to bring you close to your goals?
- To notice what they do to achieve their results.
- Mirror the behaviours that feel authentic to you.
What are the 13 critical success factors to assess yourself against?
1.) Job title
2.) Job description
3.) Time in job role
4.) Attitude
5.) Work habits
6.) Judgement
7.) Appearance
8.) Professionalism
9.) Job knowledge
10.) Creativity
11.) Connecting with other people
12.) Communication skills
13.) Growth potential
It’s essential to track the number of…
…sales and listings that you create and the income you generate as a result.
What is especially important to let people know if you aren’t part of a big business with a big marketing budget?
Let people know you are an estate agent.
4 ways to find clients?
1.) Sending messages to family, friends and acquaintances.
2.) Networking in person at local community groups.
3.) Join online community groups.
4.) Get a story in the local news.
