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    BROKER PRACTICES

    BROKER PRACTICESBROKER PRACTICESBROKER PRACTICES

    REAL ESTATE BROKERAGE LICENSING, CONSULTING, COACHING, AND TRAINING

    If you are a broker or team leader, we can help you license a new corporate entity, as well as stabilize, systemize, and optimize your operations to help you improve production and retention.


    If you are an agent looking to improve your business, we can help you learn how to treat your profession as a business, as well as advocate for clients, handle objections, complete paperwork, and navigate a transaction from open to close.


    If you are in the middle of an escrow that is about to fall apart, we can breathe life into the transaction, deescalate personalities, and help you usher your transaction to the best outcome available. 


    HELPING OUR COMMUNITY OF ENTREPRENEURIAL BROKERS & AGENTS

    Support: Coaching & Training

    Ala Carte Services: Compliance & Conversion

    Support: Coaching & Training


    - Broker Practices Office Wide Support

    - Agent Growth Series

    - Team Growth Series 

    - Multifamily Growth Series

    - Small Business Commercial Growth Series


    Get Started

    Licensing: Brokerage in a Box

    Ala Carte Services: Compliance & Conversion

    Support: Coaching & Training


    - Independent Real Estate Brokerage Startup

    - Broker-Escrow Add-on 

    - Loan Brokerage Startup 

    - Independent Escrow Company Startup

    - Brokerage Merger & Acquisitions Support

    Get Started

    Ala Carte Services: Compliance & Conversion

    Ala Carte Services: Compliance & Conversion

    Ala Carte Services: Compliance & Conversion


    - DBA / Team Name Registration


    - Script Edits

     

    - Marketing Compliance Review


    - Impasse Breakthrough Support 


    get Started

    SUPPORT: COACHING & tRAINING

    Broker Practices Office Wide Support

    + Initial Consultation

    + Unlimited Remote Consultation and Guidance for Brokers, Agents, Leadership, and Staff

    + Document and Communications Review

    + Standard and Custom Forms Training

    +Subscription to Practice Update Emails

    + Latest Revised and New Forms Updates (CAR & AIR Forms)

    + Prospecting, Presenting, Closing

    + Transaction Mechanics

    + Negotiation Frameworks

    + Representation Agreements

    + Purchase Agreements

    + Lease Agreements

    + Options to Purchase

    + Contingent Contracts

    + Customized Solutions

    + Disclosure Obligations

    Agent Growth Series

    + Initial Consultation

    + Essential Growth Skillsets

    + Organizing for bandwidth

    + Process Mapping

    + Monetizing Opportunity

    + Initial Prospecting Training

    + Nurturing Opportunity

    + Mining for Opportunity

    + Securing Listing opportunities

    + Securing Buyer Opportunities

    + Presenting & Closing Aids

    + Seller Service processes

    + Buyer Service processes

    + Transactional Service processes

    + Comping and Pricing Properties

    + Writing Contracts, Offers, Counter Offers, Addenda, and Amendments

    + Preparing Disclosures

    + Getting through escrow

    + Getting property ready for market

    + Off Market Playbook

    + On Market Playbook

    + Open House Sequence

    + Appraisal Workup & Rebutting the Appraisal

    + Conducting Due Diligence

    + Bargaining Power & Negotiations

    + Testimonials & Post-Close nurturing for Repeat & Referral Business

    Team Growth Series

    + Initial Consultation

    + Custom coaching sessions

    + Access Additional Lead Sources

    + Structure and Administration

    + Establish Operations Processes

    + Empower People through Delegation

    + Harness Tech Solutions & Integrations

    + Improve Recruiting & Retention

    + Inspire Sales Management

    + Optimize Operations Management

    + Access Ancillary Income

    + Achieve Growth & Marketability

    Multifamily Growth Series

    + Initial Consultation

    + Custom coaching sessions

    + Multifamily Investment Overview

    + Conducting Due Diligence

    + Arranging Financing

    + Analyzing Operation

    + Value Add Repositioning

    + Understanding Rent control

    + Pricing property and opportunity

    + Underwriting investment

    + Cash flow modeling

    + 1031 transactions

    Licensing: Brokerage in a Box

    Independent Real Estate Brokerage Startup

    + Initial Consultation

    + CA DRE Licensing Application

    + DBA: County Filing & DRE Approval

    + Office policy manual

    + Broker supervision policy

    + Independent Contractor Agreements

    + Team agreements

    + Software stacks advisory

    + Risk Management solutions

    + Visual conversion stacks

    + Processes and workflows

    + Compliance and checklists

    + 90 day launch plan

    + Broker-Owned Escrow Add-On Available

    Loan Brokerage Startup

    + Initial Consultation

    + NMLS Licensing Application

    + Site visit preparation for credit and tax return pulls

    + Appraisal vendor setup

    + DBA: County Filing

    + Office policy manual

    + Broker supervision policy

    + Loan Officer and Processor Agreements

    + Wholesale Broker Applications

    + Software stacks advisory

    + Risk Management solutions

    + Visual conversion stacks

    + Processes and workflows

    + Compliance and checklists

    + 90 day launch plan

    Independent Escrow Company Startup

    + Initial Consultation

    + CA Licensing Application

    + Site visit preparation

    + Fidelity bonding facilitation

    + DBA: County Filing

    + Office policy manual

    + Escrow Officer and Assistant Agreements

    + Software stacks advisory

    + Risk Management solutions

    + Processes and workflows

    + Compliance and checklists

    + 90 day launch plan

    Brokerage Merger & Acquisitions Support

    + Asset acquisition support

    + 90 day transition plan

    + Transfer of listing and related documents

    + Transfer of representation and related documents

    + Transition FAQ template

    + Systems setup Order of operations guide

    + Compliance and checklists

    ALA CARTE SERVICES

    DBA / Team Name Registration & DRE Compliance

    + Name availability Search

    + County Registration

    + Publication

    + DRE approval paperwork

    Find out more

    Contact Us

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