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
Powered By WP Courseware

Manager Training Progress

Module 1 Recruiting Agents to Your Team+
Unit 1 Module 1 Overview & Downloads
Unit 2 The 7-Step Attraction Model
Unit 3 Affiliation Proposal (Recruiting Presentation)
Unit 4 Leverage the Career Page & Social Media
Unit 5 Five Steps to an Effective Interview
Unit 6 90 Day Plan to Onboard New Team Associate
Unit 7 Retaining Quality, Productive Professionals
Unit 8 Let’s Get to Work!
Module 2 Understanding Communication & Personality Styles+
Unit 1 Lesson 1 - Overview & Downloads
Unit 2 Lesson 2 - The Four Personality Styles
Unit 3 Lesson 3 - Three Ways People Communicate
Unit 4 Lesson 4 - How to Manage the Four Personality Styles
Unit 5 Lesson 5 - The DISC Assessment
Unit 6 Lesson 6 - The Colors Personality Test
Unit 7 Lesson 7 - Neuro-Linguistic Programming (NLP) Basics
Unit 8 Lesson 8 - Let’s Get to Work!
Module 3 Top Producer 8i for Your Business, Recruiting & Coaching+
Unit 1 Lesson 1 - Overview & Downloads
Unit 2 Lesson 2: Configuring Your Account & All Settings
Unit 3 Lesson 3: Dashboard Overview; Housing Trends Newsletter & Action Plan
Unit 4 Lesson 4: Contacts: Importing, Adding, Types, Lead Sources and Search
Unit 5 Lesson 5: Creating Your Recruiting Action Plans
Unit 6 Lesson 6: Leverage Top Producer CRM to Coach and Retain Your Agents
Unit 7 Lesson 7: Let’s Get to Work!
Module 4 Coaching Agents to Success+
Unit 1 Lesson 1: Overview & Downloads
Unit 2 Lesson2 - Business Coaching Principles & Key Skills
Unit 3 Lesson 3 - The Coaching Process
Unit 4 Lesson 4 - The 90-Day Onboarding Manual
Unit 5 Lesson 5 - Leadership & Culture
Unit 6 Lesson 6 - How to Run and Effective Team Meeting
Unit 7 Lesson 7 - Let's Get to Work!
Module 5 Effective Time Management & Organization Strategies+
Unit 1 Lesson 1: Overview & Downloads
Unit 2 Lesson 2: Manager Perfect Week and Time-Blocking
Unit 3 Lesson 3: Getting Things Done (GTD)
Unit 4 Lesson 4: Evernote for Business
Unit 5 Lesson 5: Productivity Tools & Apps
Unit 6 Lesson 6: Let’s Get to Work!
Module 6 Mastering LinkedIn for Recruiting & Business Building+
Unit 1 Lesson 1 - Overview & Downloads
Unit 2 Lesson 2 - How to Create an All-Star LinkedIn Profile
Unit 3 Lesson 3 - How to Get More Recommendations
Unit 4 Lesson 4 - Leverage the Publisher Platform
Unit 5 Lesson 5 - Use Advanced Search to Connect for Business & Recruiting
Unit 6 Lesson 6 - The Daily 5 Connection Plan
Unit 7 Lesson 7 - Let’s Get to Work!
Powered By WP Courseware