New Sponsor On-boarding Process

Welcome! The following describes the on-boarding process for new Real Estate Agent and Lender Sponsors.

Originally, I had planned for this to be my own internal checklist for what to do to bring a new Sponsor onboard, but it occurred to me that many Sponsors would like to see what I actually want new Real Estate Agents and Lenders that work with my Nomad clients to know. So, this has become a hybrid of things I should do when someone new comes onboard and also sharing what I’d recommend people working with my Nomad clients should know.

I will try to share with you the things that we are doing when you decide to become a Sponsor and some things you may want to do as a new Sponsor to get the most out of your sponsorship.

• James: Upgrade Sponsor to “Co-Organizer” on Meetup. Email Sponsor from Meetup to let them know this change has been made.
• James: Add custom title on meetup as “Real Estate Agent Sponsor” or “Lender Sponsor”.
• James: Add tags in our CRM as “Nomad Sponsor”, “Market: City, ST” and delete tags for “Nomad Sponsor – Interested” and “Nomad Volunteer – Interested” if they exist.

Prior To Being Hired

• Read and sign Confidentiality and Non-Disclosure Agreement
• Take DISC profile and submit your results.

Immediately Upon Hiring

• Tammy: setup in Gusto (payroll service)
• Please read James Orr Real Estate Services LLC Office Policy Manual
• Sign “ACKNOWLEDGEMENT OF RECEIPT AND UNDERSTANDING” for Office Policy Manual
• Please read “Policy On Brokerage Relationships”
• Managing Broker: Sign “ACKNOWLEDGEMENT OF RECEIPT AND UNDERSTANDING” for Office Policy Manual, give employee a copy and file copy in “Documents/James Orr Real Estate Services LLC/Office Manual”

Culture

• Read previous JORES newsletters
• Acknowledge: JORES stands for James Orr Real Estate Services LLC
• Acknowledge: JORES website is JamesOrr.com
• Read the comments about the Nomad book
• Acknowledge: NCREA stands for Northern Colorado Real Estate Advisor YYYY book (where YYYY is the year of the version)
• Read the comments about the NCREA book
• Read the comments about the “Windsor, Colorado Nomad with Lease Option Exit” Nomad book
• Acknowledge: NCREIG stands for Northern Colorado Real Estate Investor Club
• Acknowledge: NCREIG website is NCREIG.com (it points to the Meetup website)
• Acknowledge: NCREIG meetings are on Wednesdays at 6 PM
• Acknowledge: we keep computers password protected
• Acknowledge: business computer should be used for business only
• Acknowledge: in general we prefer to send separate, discrete emails on individual topics rather than send large, combined emails on several topics
• Acknowledge: especially for internal emails, ideally one topic per email
• Acknowledge: we prefer you use Chrome for your web browser

Setup

• Install Chrome
• Add “Auto BCC for Gmail” for both CCing [email protected], [email protected] and BCCing your unique Highrise dropbox email address
• Install “mailto” extension for Gmail
• Email signature
• Forward [email protected] to a new business email address (and [email protected])
• Add as person to Basecamp 2 (our Checklist system)
• Add photo to Basecamp 2
• Allow to “can create new projects” on Basecamp 2
• Add as person on “Make Offer” template in Basecamp
• Add as person on “New Listing” template in Basecamp
• Add as person on “Offer Received on Listing” template in Basecamp
• Add as user to Highrise (our CRM)
• Share “Buyers” in Dropbox
• Pin “Buyers” to sidebar in Windows Explorer
• Share “Sellers” in Dropbox
• Pin “Sellers > Active” to sidebar in Windows Explorer
• Share “Contract Forms and Brochures” in Dropbox
• Pin “Contract Forms and Brochures” to sidebar in Windows Explorer
• Install Office 365
• Order new business cards
• Voicemail message
• DocuSign
• Grant access to JamesOrr.com
• Grant special access to JamesOrr.com/agents/
• Sign up for IRES
• Allow user to “mimic” me in IRES
• Install Nitro PDF
• Update voicemail message
• Install Webroot anti-virus
• Add to any existing Basecamp projects (as needed)

Proficiency – Writing Offers

Write offer using our checklist.

• Write offer on SFH MLS #778896 for list price
• Write offer using our checklist on SFH MLS #807354 for list price
• Write offer on condo MLS #812643 for list price
• Write offer using our checklist on SFH MLS #813010 for $5K over list price
• Write offer on SFH MLS #813170 with FHA financing at list price
• Write offer using our checklist on 8-plex MLS #801574 – no appraisal

Proficiency – Setting up Property Searches on IRES for Clients

• Setup property search for James for all of Fort Collins
• Setup property search for James for multi-family properties in Fort Collins and Loveland
• Setup property search for James for all properties in Huntington Hills subdivision in Fort Collins
• Setup property search for James for 3 or more bedrooms, 2 or more bathrooms in Loveland priced between $250K and $450K

Proficiency – Determining Value and Comparable Sales

Determine value and run comparable sales as if it was for a client. Email Tammy and James the email you might email a client describing what you did and your estimate of value.

• Run comps on 703 Yarnell Ct, Fort Collins, CO 80525
• Run comps on 1201 Pomona St, Units A-D, Fort Collins, CO 80521
• Run comps on 1200 Alford St, Fort Collins, CO 80524
• Run comps on 3448 Hampton Dr, Fort Collins, CO 80525
• Run comps on 344 Chipman Dr, Windsor, CO 80550
• Run comps on 2214 Mackinac St, Fort Collins, CO 80524
• Run comps on 436 Routt Dr, Loveland, CO 80538
• Run comps on 2340 Fountain Dr, Loveland, CO 80538
• Run comps on 1906 Welch St, Fort Collins, CO 80525
• Run comps on 4445 Shubert Dr, Loveland, CO 80538
• Run comps on 1707 Cheyenne Ave, Loveland, CO 80538

Proficiency – Setting up Showings

• Setup a showing for a single vacant property
• Setup a showing for 3 vacant properties in Loveland

On-Going Education

• Read “Go Giver”
• Read “Ninja Selling” by Larry Kendall
• Read “The One Thing” by Gary Keller, et al
• Listen to “Ninja Selling” audio course
• Take Dodd’s CE class on contracts
• IRES classes https://ires-net.com/training-calendar/

Eventually, I will be adding this process to our dynamic checklist system. Please be patient… there’s a lot to do and this is a relatively low priority.