Office Systems Training

Schedule

Videos

Event Rules ★ Network & Build Relationships ★ Focus ★ Have Fun...

Developing Into The Complete Investor

Software Programs You Must Learn ★ Operating System ★ Windows 7 / Vista / Snow Leopard ★ Excel ★ Word ★ Powerpoint / Keynote ★ Quickbooks ★ Camtasia / Screen Flow / iMovie ★ Word Press ★ Google Calendar / Docs

Social Networking Platforms You Must Master ★ Facebook ★ Twitter ★ Linked In

Online Websites ★ Multiple Listing Service ★ Zillow, Trulia, Cyberhomes ★ Property Card Websites ★ Tax Assessors Database & Property Records ★ Craigslist ★ Elance.com / odesk.com

Divisions of the Business ★ Marketing Division ★ Acquisition Division ★ Loss Mitigation Division ★ Financing Division ★ Project Management Division ★ Sales Division ★ Property Management Division ★ Business Management Division ★ Business Development Division

Skill Sets to Be Developed ★ Curiosity ★ Strategic with Your Time ★ Communication & Networking Skills ★ Negotiation & Sales ★ Comfort with Technology ★ Management Skills ★ Systemic Thinking

Time Blocking for Full Time Investors 8:00 to 9:00AM – Education 9:00 to 11:00AM – Deal Follow Up 11:00 to 1:00PM – Deal Evaluation 1:00 to 3:00PM – Business Building 3:00 to 5:00PM – Project Management 5:00 to 6:00PM – Marketing & Organization

Hiring Your First Assistant

Assistant ★ Marketing Fulfillment ★ Pre-screening Seller Leads ★ Pre-screening Buyer Leads ★ Database Entry & Website Updates ★ Networking Events ★ Errand Running & Mail Management

Assistant - Marketing Fulfillment ★ Bandit Sign Campaigns ★ Pre-Foreclosure Door Packets ★ Direct Mail Fulfillment Campaigns ★ Agent Relationship Campaigns ★ MLS Daily Searches / Auctions ★ Daily Twitter & Facebook Updates ★ Online Campaigns ★ Craigslist Ads - Rewrite & Post ★ Video Ads - Tag & Post ★ Blogging - Weekly Blog Post

Assistant - PreScreening Seller Leads ★ Prescreen leads & put into FreedomSoft ★ Create Comp Packages ★ Run MLS comparables - Save PDF ★ Pull Property card ★ Run Non-MLS Comparables ★ Grade the Lead & Exit Strategy ★ Print Comp Package ★ Refer Leads to Other Parties ★ Set Appointments & Report on Leads

Take Incoming Leads

Print Comp Packet w/ Attachments

Assistant - PreScreening Buyer Leads ★ Prescreen buyer leads & put into FreedomSoft ★ Create buyer profiles ★ Basic mortgage application information ★ Transfer leads to mortgage broker ★ Nurture buyers ★ Non-sales ready buyers into campaigns ★ List Building ★ Generate buyer leads online

Take Incoming Buyer Leads

Assistant - Database Entry & Website Updates ★ Database Entry ★ Update Seller/Buyer leads in FreedomSoft ★ Three new relationships a week ★ Report on contacts added each week ★ Website Updates ★ Update properties for sale ★ Execute marketing campaigns ★ Advertise properties for sale ★ Add new content to site

Assistant - Networking Events ★ Attend one to two networking events a week ★ Create new relationships ★ Create new buyer leads ★ Auctions ★ Create new buyer leads ★ Make offers

Assistant - Errands & Mail Management ★ Errands ★ Anything that will FREE up more time ★ Mail Managment ★ Sorting Mail ★ Bill Paying

Assistant - Pay Scale ★ $15 an hour ★ 3-6 months Them ★ $35,000 a year ★ Incentive Scales ★ 1% of property values sold - Retail Deals ★ $500 a closing for - Wholesale Deals ★ $500 a closing for - Buy & Hold Deals

Preparing to Hire Someone

Hiring Employee Keys ★ Create a Job Description ★ Make sure the position fits the personality ★ Mind Map Out Job Responsibilities ★ Always have default jobs ★ Do Not Fill Slots w/ Underachievers ★ Deadly to Businesses ★ Create Positions for Talented People

Qualities I Look For  Ability to Sell  Supreme Organization  Ability to Handle People & Communicate  Ability to Follow a System  Tech Savvy  Hard Working  Interest in the Business  Ability to Complete Projects

Finding & Screening Employees

Finding Employees  Business Associates You Have Dealt With  Referrals from Other Sources  Craigslist.org  Online Resources

Interviewing Employees

Employee Training

Software Training ★ Operating System ★ Windows 7 / Vista / Snow Leopard ★ Excel ★ Word ★ Powerpoint / Keynote ★ Quickbooks ★ Camtasia / Screen Flow / iMovie ★ Word Press ★ Google Calendar / Docs

Real Estate & Business Training ★ Books ★ “E-Myth Revisited” – Michael Gerber ★ “Secrets of Closing the Sale” – Zig Ziglar ★ Marketing Course ★ Wholesaling Course ★ Rehabbing Course

Essential Office Training ★ Answering Phones ★ Taking Incoming Seller Leads ★ Taking Incoming Buyer Leads ★ Pulling Comps on Properties ★ Evaluating Deal Basics ★ Hold Weekly Trainings!

Training Philosophy ★ Hold Weekly Sessions ★ Create Ongoing Educational Plans ★ Don’t Hold Back ★ Specialize for the Position ★ Let key employees create income streams

Office Environment ★ Work space environments are important ★ Training by listening ★ Technology Set Up ★ Foster communication & competition

The Million Dollar Office

“If you think you can do a thing or your think you can’t do a thing…your right!” – Henry Ford

Struggle, Confusion, Constant Work Consistent Work with Payoff Financial Freedom Technician Manager Entrepreneur True Freedom

Million Dollar Office ★ Business Owner - Entrepreneur ★ Assistant/Marketing Director - Technician ★ Head of Acquisitions - Technician ★ Loss Mitigator - Technician ★ Project Manager - Technician ★ Head of Sales - Technician ★ Office Manager - Manager

Head of Acquisitions

★ Main Job Description ★ Wholesale, Rehab, Rental - Acquistions ★ Lead Management - Sellers ★ Deal Evaluation ★ Contract Management ★ Acquisition Processing ★ Processing checklists, due-diligence, title work, seller communication, attorney-title company communication, closing preparation

Head of Acquisitions - Reporting ★ Weekly Reporting ★ Leads taken ★ REO’s/MLS/Auction Properties Analyzed ★ Seller Meetings Taken & Closed ★ Offers Made ★ Contract Stages of Existing Deals

Head of Acquisitions - Pay Scale ★ $20 an hour ★ 3-6 months Them ★ $40,000 ★ Incentive Scales ★ 10% of Wholesale Deal Profit ★ 1 to 2% of Rehab Deals or 5 -10% of Profit ★ $500 a closing for - Buy & Hold Deals

Loss Mitigator

★ Main Job Description ★ Short Sale Negotiations ★ Lead Management - Short Sale Leads ★ Short Sale Deal Evaluation ★ Loss Mitigation ★ Gather seller paperwork, create short sale package, communicate with bank, handle BPO, handle the closing

Loss Mitigator - Reporting ★ Weekly Reporting ★ New leads taken ★ New files under contract ★ Stages of existing short sale files ★ Short sales accepted

Loss Mitigator - Pay Scale ★ $18 to $20 an hour ★ 3-6 months Them ★ $35,000 to $40,000 ★ Incentive Scales ★ 10% of Wholesale Deal Profit ★ 1 to 2% of Rehab Deals or 5 -10% of Profit ★ $500 a closing for - Buy & Hold Deals ★ $250 per listing sale

Project Manager

★ Main Job Description ★ Project Management for Rehab Deals ★ Property Manager ★ Contractor Team Building ★ Rehab Management ★ Property Management - 15 units or less

Project Manager - Reporting ★ Weekly Reporting ★ New rehabs ★ Stages of existing rehabs ★ Construction budgeting ★ Monthly rental updates/vacancies

Project Manager - Pay Scale ★ $18 to $20 an hour ★ 3-6 months Them ★ $35,000 to $40,000 ★ Incentive Scales ★ 1 to 2% of Rehab Deals or 5 -10% of Profit

Head of Sales

★ Main Job Description ★ Sell Retail & Wholesale Properties ★ Sell Listings ★ Build Your Buyers List ★ Marketing for Buyers ★ Property Showings ★ Buyer Contract Management ★ Sales Processing ★ Project Management / Acquisitions if not busy

Head of Sales - Reporting ★ Weekly Reporting ★ Buyers list growth ★ New properties for sale ★ Marketing plan ★ Stages of existing closings ★ Listings sold

Head of Sales - Pay Scale ★ $18 to $20 an hour ★ 3-6 months Them ★ $35,000 to $40,000 ★ Incentive Scales ★ 1 to 2% of sales ★ Straight commission if they do listings

Office Manager

★ Main Job Description ★ Employee Management & Training ★ Office Management & Organization ★ Marketing Management ★ Acquisition Lead Management ★ Sales Processing Management ★ Bookeeping/Payroll ★ Meetings & Business Development

Office Manager - Reporting ★ Weekly Reporting ★ Business Owner Meeting ★ Employee Problems ★ Payroll & Monthly P&L’s ★ Training Systems

Office Manager - Pay Scale ★ $25 to $30 an hour ★ 3-6 months Them ★ $50,000 to $75,000 ★ Incentives based on profitability

Business Owner

★ Main Job Description ★ Entrepreneur ★ Business Development ★ Accounting & Legal ★ Future Income Streams ★ Business Processes & System Development ★ Staff Training & Education ★ Strategic Networking

Business Owner - Reporting ★ Weekly Reporting ★ New Business Processes ★ Future Business Opportunities ★ Financial Reporting & Pay Scales ★ Problem Trouble Shooting

Other Positions

Interns Bookkeeper Property Manager Virtual Assistants - Marketing Fulfillment Bandit Sign/Door Knockers/Temps

Creating Marketng Fulfillment Plans

Goal Setting

Why Goals Aren’t Set 1. They Hold You Accountable 2. Not Knowing What Steps to Take 3. Life Appears and Interrupts Us 4. Lack of Commitment 5. Seems Hokey

Goal Setting For Your Office  Weekly Goals  Numeric Goals  Accountability to Others

Weekly Goals

Business Goals -“IN” Your Business Goals  Direct Revenue Goals  2 Houses a Week Under Contract  2 Listings a Week Under Contract  Other Examples  10 Leads a Week  10 Offers on Properties

Business Development Goals -“ON” Your Business Goals  Goals to Work “On” Your Business  6 Hours Working on Door Knocking System  Create System for Research to Grab a List to Direct Mail To

Education Goals Depends on Your Schedule Depends on Your Schedule Depends on Your Modality of Learning Depends on Your Modality of Learning 1 Book a Week 1 Book a Week 4 CD’s a Week 4 CD’s a Week

Holding Yourself Accountable  Post Your Goals  Tell Others Your Goals  Create Rewards for Monthly Goals  Create Penalties for Not Achieving Goals

Weekly Goals 1 st Year 40% Marketing Development & Education 40% Marketing Development & Education 20% Wholesaling Business Systems 20% Wholesaling Business Systems 10% Rehabbing Business Systems 10% Rehabbing Business Systems 10% Other Niche Education 10% Other Niche Education 10% Networking & Forming Relationships 10% Networking & Forming Relationships 5% Technology 5% Technology 5% Team Development 5% Team Development