CRM Best Practice 101 CITY INSIGHT HOUSTON • July 23, 2019 Hubspot is a Customer Manager Relationship tool (CRM) that we use for our office. It is crucial that you use Hubspot to add all your clients, prospects, and all your relationships. There is a way to categorize it all and will serve you as a organization/reminder tool, and where you will upload all your contracts for you to get paid. That is why it is important to use Hubspot. This video gives you the directions on how to add your contacts and [...]
City Insight Houston: Agent Beginners Manual Part 1 CITY INSIGHT HOUSTON • November 30, 2018 City Insight Houston Realty: Agents Beginner Manual Part 1 We are here for you and will teach you everything we know. There is no unique order to follow in all these steps, your commitment and creativity are key when starting as a real estate agent. This is only one of the tools to assist you in. Stay proactive, interactive, and have fun! Things agents need to do at the beginning: Set up a HAR account (about $400). It is based [...]
Taking a Listing Appointment CITY INSIGHT HOUSTON • January, 28 Taking a Listing Appointment Start by going over your list of leads and book an appointment with the owner of the house. Next, go on Slack to add the information and notes about the client. This everyone's job for now. Add notes and say something like "Hey, I'll take this one!" Once confirmed, it will be removed from the list in the channel for you to keep. Add it all now to Hubspot and include all the notes like the life cycle. [...]
Loan Assistance Programs and Differences CITY INSIGHT HOUSTON • April 24, 2019 3 Most common type of loans for your client: Conventional Loan Conventional Limit is $484,000 that your client can qualify for on a home loan and requires only one spouse's credit pull. Federal Housing Administration loan FHA Limit is $331,200 Veterans Assistance Loan Both FHA and VA loans require the credit will be required from both spouses. Typical credit requirements for a loan are 620 minimum credit. There are 2 new assistance programs that the client can also qualify for, TDHCA and SETH [...]
2 Hour Continued Education Course CITY INSIGHT HOUSTON • December 3, 2018 Marketing Concepts I GROWING BUILDER BUSINESS Provider#10025 Instructor#5152 “E.L. Craine” firstname.lastname@example.org (713)992-7460 Business Development ?INCOME GOAL $30,000.00 $125,000 x 12 $250,000 x 6 $500,000 x 3 MUST INCLUDE NEW CONSTRUCTION SALES To Generate Market Credibility To Figure If Your Traditional Marketing Works Why Should I Work With You To Develop A Marketing Plan Do You Have A Shotgun or Sniper Marketing Approach? To Create Reciprocally Beneficial Partnerships THE REAL ESTATE PROFESSIONAL Why Should I Work With You? Are You Growing [...]
Lending 101 CITY INSIGHT HOUSTON • NOV 26, 2018 A loan application is like a puzzle. You must have all pieces to receive “Loan Approval.” Why pre-qualify? Identify the sales price range Make sure buyer is comfortable with financing numbers and terms (monthly payment, down payment etc.) Don’t waste your time & gas! Make sure you are working with a qualified buyer! Pre-Qualification A pre-qualification is not an “Approval” – it is stating that based on a credit review and the borrowers stated income and assets they qualify within the acceptable guidelines for a [...]
Lead Generating and Setting Up a Lease Listing. CITY INSIGHT HOUSTON • November 12, 2018 Lead Generating and Setting Up a Lease Listing Zoom Meeting recap for November 12, 2018 Class. To your growth and success.
CITY INSIGHT HOUSTON • October 22, 2018 Income-producing Activities- Create And Contact Your Lists The “Help List” This is someone you don't know but suspect you can help. You need 10 new leads to get in front of every single week to pitch your services. These people will go into your Help List. The "Fight Club" After your meeting with a “help list” lead, it takes 7-15 meetings to close a business deal. Push them to take action & "fight" to earn their business. Reach out to 15 people per week. The "New Client/Current Client Conversation" [...]