Caldwell Group EDU | Your Path to Success
23 Building Blocks for Launching Your Real Estate Career
Module 1 | Caldwell Group Orientation, Culture & Keys to Success |
In this orientation module, we will cover The Caldwell Group's culture and establish the training program's expectations. Learn the keys to a lasting real estate career and six steps to new agent success. | |
Unit 1 | Lesson 1 - Are YOU Ready for Business? |
Unit 2 | Lesson 2 - Our Training Method |
Unit 3 | Lesson 3 - Our Culture |
Unit 4 | Lesson 4 - Being Successful in Your Real Estate Career |
Unit 5 | Lesson 5 - Six Steps to New Agent Success |
Unit 6 | Lesson 6 - It's Game Time |
Unit 7 | Module 1 - Bonus Message from Rich Brodkin |
Module 2 | Business Plan, Goal Setting and the Sales Buffet |
In this module you will establish clearly defined, SMART goals for your business and all areas of your life. You will also create your real estate business plan and be introduced to the sales buffet of over 50 activities to generate leads. | |
Unit 1 | Lesson 1 - Overview & Dowloads |
Unit 2 | Lesson 2 - The Realtor Business Plan |
Unit 3 | Lesson 3 - Setting Your Real Estate Career Goals |
Unit 4 | Lesson 4 - Setting Smart Goals And Career Objectives |
Unit 5 | Lesson 5 - Create Your Business Action Plan |
Unit 6 | Lesson 6 - The Sales & Marketing Buffet |
Unit 7 | Lesson 7 - It's Game Time! |
Module 3 | Power of Your Database and Sphere of Influence |
Develop your initial sphere of influence and connect with them to introduce your real estate services. Learn how to successfully maintain and grow your database to effectively generate leads and repeat and referral business. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: Know Your Unique Value Proposition |
Unit 3 | Lesson 3: Build Your Sphere of Influence List & Setup your CRM |
Unit 4 | Lesson 4: Keys to Successful Database Management |
Unit 5 | Lesson 5: Create Your Connect 35 Program |
Unit 6 | Lesson 6: It's Game Time! |
Unit 7 | BONUS: How to Request Reviews from Clients for Facebook, Google and Zillow |
Module 4 | Lead Generation and Conversion |
In this module you will learn to develop the habit of prospecting as a cornerstone for your long-term success in the real estate business. Discover the variety of methods and strategies for lead generation and proactive prospecting to attract more business. Discover the keys to lead conversion and how to implement them in your business. | |
Unit 1 | Lesson 1 - Overview & Downloads |
Unit 2 | Lesson 2 - The Heart of All Real Success |
Unit 3 | Lesson 3 - Lead Generation Tips, Myths and Truths |
Unit 4 | Lesson 4 - The Real Estate Lead Generation Business |
Unit 5 | Lesson 5 - Lead Conversion Strategies |
Unit 6 | Lesson 6 - Converting Leads to Closed Transactions |
Unit 7 | Lesson 7 - It's Game Time! |
Module 5 | Understanding Personality & Communication Styles in Sales |
In this module we will review the four core personality styles and three primary communication preferences in people and how it translates to better sales and customer service. It starts with understanding your styles and preferences first. Learn how to build rapport and communicate effectively with the different personality types. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: The Colors Personality Test |
Unit 3 | Lesson 3: DISC Personality Profile |
Unit 4 | Lesson 4: Three Ways People Communicate |
Unit 5 | Lesson 5: Applying this Knowledge to Sales |
Unit 6 | Lesson 6: It's Game Time! |
Module 6 | Effective Open Houses |
Open Houses are one of the most cost effective, productive and profitable uses of your time when conducted properly. In this module, you will discover how to effectively prepare, conduct and follow-up after an open house. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: Open for Business Mindset |
Unit 3 | Lesson 3: Open House Selection and Preparation |
Unit 4 | Lesson 4: Marketing & Advertising the Open House |
Unit 5 | Lesson 5: Conducting the Open House & Follow-Up |
Unit 6 | Lesson 6: It's Game Time! |
Module 7 | MLS - Matrix |
In this training you will learn how to use the MLS software (Matrix) to search and save properties for your buyers, add contacts and . Learn how to read an MLS printout and the various reports/printouts. | |
Unit 1 | Lesson 1: Overview |
Unit 2 | Lesson 2: Matrix Basics |
Unit 3 | Lesson 3: Setting Up a Buyer Search |
Unit 4 | Lesson 4: Reading the MLS Printout / Variations |
Unit 5 | Lesson 5: It's Game Time! |
Module 8 | Buyer Consultation, Showing Properties and Closing for the Sale |
In this training module, you will learn how to qualify a prospective buyer and conduct a consultation to determine their wants and needs. We will also demonstrate the art of showing properties to your buyers that lead to closing for a sale. | |
Unit 1 | Lesson 1: Overview and Downloads |
Unit 2 | Lesson 2: Setting the Appointment |
Unit 3 | Lesson 3: The Buyer Consultation |
Unit 4 | Lesson 4: Selecting Homes to Tour |
Unit 5 | Lesson 5: Conducting the Buyer Home Tour |
Unit 6 | Lesson 6: Closing the Sale & Offer Presentation |
Unit 7 | Lesson 7: It’s Game Time! |
Module 9 | Residential Purchase Agreement Kit |
In this workshop, we will review in detail the residential purchase agreement and all required addenda and documents for a complete sales package. | |
Unit 1 | Lesson 1 - Overview & Downloads |
Unit 2 | Lesson 2: Duties Owed & Group Duties Owed Disclosure |
Unit 3 | Lesson 3: The Residential Purchase Agreement |
Unit 4 | Lesson 4: Buyer Disclosure Forms |
Unit 5 | Lesson 5: It's Game Time! |
Module 10 | Mortgage & Financing |
Understanding the basics of mortgages and the loan process will increase your confidence and allow you to structure better offers and counteroffers when representing your clients. In this class, we will cover financing fundamentals including Conventional, FHA, VA and other loan programs, buyer qualification and the loan approval process. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: Pre-Qualification/Pre-Approval & Making the Offer |
Unit 3 | Lesson 3: Full Application |
Unit 4 | Lesson 4: Submit to Processing |
Unit 5 | Lesson 5: Underwriting & Clearing Conditions to Close |
Unit 6 | Lesson 6: Closing / Funding |
Unit 7 | Lesson 7: It’s Game Time! |
Module 11 | Working with Sellers & The Listing Presentation |
This module will cover how to find and qualify sellers; prepare for the listing presentation, customize the Listing & Marketing Proposal, and conduct the actual listing presentation with the sellers. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: Pre-Qualify the Seller & Listing Preparation |
Unit 3 | Lesson 3: Conducting the Listing Presentation |
Unit 4 | Lesson 4: Servicing the Listing |
Unit 5 | Lesson 5: The Listing Presentation |
Unit 6 | Lesson 6: Pre-Listing Package (Optional) |
Unit 7 | Lesson 7: It’s Game Time! |
Module 12 | Listing Kit |
Step-by-step video tutorials show you how to complete all the required forms and disclosures for a complete listing package – from the Listing Agreement to the Agency Disclosure (Duties Owed) to all additional disclosures and addenda. | |
Unit 1 | Lesson 1: Overview & Listing Checklist |
Unit 2 | Lesson 2: Duties Owed & Group Duties Owed Disclosure |
Unit 3 | Lesson 3: The Listing (Brokerage) Agreement |
Unit 4 | Lesson 4: Seller Disclosure Forms |
Unit 5 | Lesson 5: It's Game Time! |
Module 13 | CMA & Pricing Properties to Sell |
In this module, you will learn all about the comparative market analysis (CMA). Discover the keys to success for researching and selecting the best “comps” for a subject property and pricing a listing to sell. Video tutorials demonstrating how to use the MLS and CMA functions are included. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: What is a Comparative Market Analysis? |
Unit 3 | Lesson 3: Selecting Properties for the CMA |
Unit 4 | Lesson 4: Using the MLS & CMA Software |
Unit 5 | Lesson 5: It's Game Time! |
Module 14 | Personal & Listing Marketing |
Develop and implement effective marketing plans to promote both your listings and your services as a real estate professional. We will cover all the tools and strategies to market and advertise your listings both online and offline. Discover personal marketing ideas and techniques to promote your business. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: Fundamentals of Marketing |
Unit 3 | Lesson 3: Traditional Marketing |
Unit 4 | Lesson 4: Online Marketing Strategies |
Unit 5 | Lesson 5: Marketing & Advertising Your Listings |
Unit 6 | Lesson 6: It's Game Time! |
Module 15 | Farming for Listings |
In this training you will learn how to effectively research, select and jump-start a geographical farm and then how to consistently market to the homeowners to cultivate future listings. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: What is Farming? |
Unit 3 | Lesson 3: Selecting Your Farm |
Unit 4 | Lesson 4: Jump Start Your Farm & Ongoing Marketing Plan |
Unit 5 | Lesson 5 : Leveraging Your Farm for Success |
Unit 6 | Lesson 6: It's Game Time! |
Module 16 | Life of an Escrow & Preliminary Title Report |
In this module you will learn the entire escrow and closing process from A to Z. Topics covered include: opening escrow, escrow instructions, reading and understanding the preliminary title report, clearing liens or clouds on title, and the closing appointment. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: Overview of the Escrow Process |
Unit 3 | Lesson 3: Understanding Title Insurance |
Unit 4 | Lesson 4: What the Lender Does |
Unit 5 | Lesson 5: Your Role During the Escrow Process |
Unit 6 | Lesson 6: It’s Game Time! |
Module 17 | Checklist to Get Paid |
Don’t overlook this module, as you will get excellent tips, insights and instruction on how to stay organized during your transactions so that you will have no delay in getting paid! Learn how to submit a new transaction to TBRG and what documents are required in your transaction file to be in compliance. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: For Every Hour Spent Organizing, an Hour is Earned |
Unit 3 | Lesson 3: Transactions & Files |
Unit 4 | Lesson 4: File Submission |
Unit 5 | Lesson 5: Tips & Tricks |
Unit 6 | Lesson 6: How to Know When Your Check is Available for Pickup |
Module 18 | Negotiation Techniques |
Learn the tactics and strategies to becoming a successful negotiator in this training module. We will cover the types of buyers and sellers and how to work more effectively with each and also how to handle multiple offer scenarios. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson2: Negotiation Strategies and Tactics |
Unit 3 | Lesson 3: Types of Buyers and Sellers |
Unit 4 | Lesson 4: Multiple Offer Strategies |
Unit 5 | Lesson 5: It's Game Time! |
Module 19 | Scripts and Objection Handling |
Practicing scripts, dialogues and objection handing techniques for common scenarios with buyers and sellers is critical for your overall success. In this module, we provide a variety of scripts for you to download, customize and practice. Watch Rich Brodkin and Team Manager Adam Jackson role-play closing for the appointment and overcoming common objections. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: Scripts, Dialogues & Objections |
Unit 3 | Lesson 3: Working with Buyers Role-Play |
Unit 4 | Lesson 4: Working with Sellers Role-Play |
Unit 5 | Lesson 5: Set Expectations & Answer the Lead Calls |
Unit 6 | Lesson 6: It's Game Time! |
Module 20 | Expireds-FSBO’s-NOD’s-Withdrawals |
In this training you will learn specific strategies on working with Expired or Withdrawn Listings, For Sale By Owners, and other target markets like distressed properties. Scripts, dialogues, sample letters are included to help you implement a prospecting and follow-up system. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: Expired & Withdrawn Listings |
Unit 3 | Lesson 3: For Sale By Owner Technique |
Unit 4 | Lesson 4: Prospecting NODs and Distressed Properties |
Unit 5 | Lesson 5: It's Game Time! |
Module 21 | Selling New Homes |
In this module you will discover the benefits of knowing the new construction market when working with buyers. Topics covered include: why sell new homes, selling the benefits to the buyer, why your buyer needs buyer representation, finding the right property, the new home sales process and marketing new homes. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: Why Sell New Homes? |
Unit 3 | Lesson 3: Why Use a Realtor? |
Unit 4 | Lesson 4: Finding the Right Property |
Unit 5 | Lesson 5: The New Homes Process |
Unit 6 | Lesson 6: Marketing New Homes |
Unit 7 | Lesson 7: It's Game Time! |
Module 22 | Social Media Marketing |
In this module you will learn how to create and execute a social media marketing strategy that will be most effective for you. We will cover establishing your overall goals for social media in your business and discovering which platforms are recommended. Overviews of LinkedIn, Facebook, Twitter, Instagram, Google+, Twitter and You Tube are included. | |
Unit 1 | Lesson 1: Overview & Downloads |
Unit 2 | Lesson 2: Identify Your Objectives and Goals for Social Media |
Unit 3 | Lesson 3: Overview of the Primary Social Media Platforms to Use |
Unit 4 | Lesson 4: Online Reputation Management – You Are Being Googled! |
Unit 5 | Lesson 5: What Type of Content to Post |
Unit 6 | Lesson 6: Using a Content Calendar & Scheduling Tools |
Unit 7 | Lesson 7: Facebook for Business Tutorial |
Unit 8 | Lesson 8: LinkedIn All-Star Profile Tutorial |
Unit 9 | Lesson 9: It’s Game Time |
Module 23 | Mastering kvCORE Website, CRM & Lead Generation |
In this module, you will learn the basics to advanced tactics for getting the most our of your kvCORE platform and lead generation system. Watch tutorial videos on the features and areas: Profile Setup & Dashboard settings, Adding Contacts, Website settings, Marketing Autopilot, SMART campaigns, Advanced Email Editor & Newsletter and more. | |
Unit 1 | Completing Your Profile |
Unit 2 | Your SMART CRM - Overview, Organization and Using Filters |
Unit 3 | Website Settings |
Unit 4 | Marketing Autopilot Overview |
Unit 5 | How to Use the kvCORE Mobile App |
Unit 6 | Introducing Your Contacts to Your Website & How to Use It! |
Unit 7 | Millions Mapped APP |
Unit 8 | Using the Open House App |
Unit 9 | Email Marketing with kvCORE |
Unit 10 | Advanced Email Editor - Schedule Mass Emails |
Unit 11 | Customize the Newsletter & Create a Blog Post |
Unit 12 | Listings in kvCORE - How to Filter, View and Share |
Unit 13 | Best Practices with kvCORE - Daily Checklist for Lead Gen & Conversion |
Unit 14 | Lead Engine Overview |
Unit 15 | Facebook Advertising Basics with kvCORE |
Unit 16 | Facebook Lead Generation Ads |
Unit 17 | Understanding the Business Analytics |
Unit 18 | Creating Custom Text Codes |
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