Module 5 ~ Lesson 8

Lesson 8: Team Leads, Production and Escrow Tracking

Accountability and Setting Expectations

  • Lead by example
  • Create an environment and awareness of why
  • Weekly reporting and updates on
    • Status of assigned leads
    • Clients under contract – status of the escrow
    • New contracts written, accepted, escrows opened
    • Closings
  • Team meetings – accountability and reporting by each team member

Leverage your Real Estate Software Solution(s)

Are you using the full capability of your CRM software platform(s)?

  • Top Producer has excellent reporting functions to measure your productivity, listings, closings
  • Lead Gen platforms like Commissions Inc , kvCORE also have reporting features to track your lead pipeline, conversions and more

Team Tracking Tools from Module 2 – Real Estate Team Builder

  • Team Production Tracking Template
  • Team Commission Tracking Template
  • Lead Tracking Report
  • Lead Conversion Tracking Form
  • TA Commission Disbursement Form
  • Escrow Tracking Report
  • Team Annual Production Wrap-Up Worksheet
  • Database Growth Tracking Worksheet
  • Vacationing Agent Form
  • Internal Team Referral Examples

If you have not already done so, go to the Module 4 Overview page and download the Workbook, Slide Decks, and all related Documents for this module.

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