Type of Services | CVP Virtual

Autoplay
Autocomplete

Previous Lesson Complete and Continue

Coordination Virtual Playbook

0-Navigating the Course

Start Here! (2:40)
Meet your Coach
Own Your TC Journey: Expectations & Action
A word from your Coach (Video) (4:56)
Email Support
1-1 Coaching Session

1-Business Talk

Business Setup Roadmap (28:09)
Branding First Steps (7:20)
Legal Templates (50:55)
Cybersecurity (25:48)
Type of Services (14:52)
Pricing Your Services (7:51)
Payment Methods (6:26)
Dream Big! (10:45)

2-But First, Let's Talk Real Estate

Understanding the Pre-Contract Journey (3:08)
Contract to Close and Beyond (121:07)
Roles & Key Players
Industry Terms

3-What Exactly is a TC?

Understanding TC, LC, and REA Roles. (4:31)
The Two Paths of a TC: In-House vs. Independent (2:32)
Licensed vs Unlicensed (2:00)
NAR and Real Estate Commission

4-Systems and Tools

Tech Stack (33:35)
Task Management (101:35)
Task Templates
Email Templates
Transaction Summary
Intake Forms (19:48)
Onboarding Process (22:06)

5-Processing a File

Contracts (16:24)
Broker Compliance (14:32)
Compliance Review - Skyslope (16:44)
Compliance Review - Dotloop (14:42)
Commission Disbursement Authorization
Processing a File
Processing a File - Contract review for signatures (10:08)
Processing a File - Contract review in general (10:55)
Processing a File - Acceptance date (4:11)
Processing a File - Creating a property (new file) in OTC (7:13)
Processing a File - Understanding date rules (5:08)
Processing a File - Filling out property details (6:46)
Processing a File - Calculating due dates (21:11)
Processing a File - Contacts and roles (3:11)
Processing a File - Intro emails (21:53)
Processing a File - Transaction summary (One sheet) (6:43)
Processing a File - Wire instructions + Inspection (9:38)
Processing a File - MLS status change (2:07)
Processing a File - EMD (3:42)
Processing a File - Inspection due date reminder (3:00)
Processing a File - Ordering appraisal (0:45)
Processing a File - Title Work (Commitment, Lien Search and HOA Estoppel) (4:48)
Processing a File - Repairs follow up (3:20)
Processing a File - Appraisal + Insurance (4:18)
Processing a File - Home warranty + Appraisal Report (2:40)
Processing a File - Missing docs (11:12)
Processing a File - Loan approval (0:56)
Processing a File - Broker approval (0:55)
Processing a File - Utilities (1:30)
Processing a File - Preliminary ALTA/HUD/Closing Statment (1:06)
Processing a File - Commmission Disbursement Authorization (CDA) (1:35)
Processing a File - Final walk through and Closing schedule (3:38)
Processing a File - Beyond closing tasks (2:13)
Processing a File - Reminders (11:38)

6-Marketing Your TC Services

Your Ideal Client & Value Proposition (2:49)
Business Cards & Networking Events (4:25)
The Opposite Side (1:03)
Open Houses (1:15)
LinkedIn (0:34)
Discovery Calls
Cold Calling
Marketing for Introverts

7-Growing Your TC Biz

Communication
Growing Pains
Mindset (4:48)

Resources

Course Master Checklist
Downloables

Thank You!

Final Steps

BONUS - Past Group Coaching Replays

Group Coaching Replays: What You Need to Know
Group Coaching Replay #1 (76:46)
Group Coaching Replay #2 (94:21)
Group Coaching Replay #3 (76:25)
Group Coaching Replay #4 (84:37)
Group Coaching Replay #5 (86:19)
Group Coaching Replay #6 (72:09)
Group Coaching Replay #7 (95:18)
Group Coaching Replay #8 (62:27)
Group Coaching Replay #9 (77:46)
Group Coaching Replay #10 (69:14)
Group Coaching Replay #11 (72:30)
Group Coaching Replay #12 (104:10)

BONUS - 12 Week Year Workshop

12 Week Year Workshop - BONUS! (95:57)

Teach online with

Type of Services

Lesson content locked

If you're already enrolled, you'll need to login.

Enroll in Course to Unlock