lipmangroup
withclickable underlined content
We earnestly believe that you deserve more – more (and better) tools, more training, more opportunities, more freedom, and more of what brings you joy.
RE/MAXHOMESANDESTATES
Welcome home to RE/MAX Homes and Estates, Lipman Group We are thrilled to have you as part of our family! Please take the time to review this booklet in detail These tools, resources, and workflows are designed to help you launch and grow your business with Lipman Group We suggest bookmarking each section, adding your own notes, and jotting down any questions you have for our staff. We cannot wait to watch your next chapter unfold!
theoffice
Address: 2002 Richard Jones Road, Suite C-104 Nashville, TN 37215
Phone:
615.463.3333
Hours: Monday - Friday 9:30AM - 3:30PM
Agent Work Stations:
Available to Lipman Group REALTORS® at all times – includes access to highspeed internet, computers, a copier, printer, scanner, and fax machine, plus lead opportunities via Lipman Group office walk-ins and call-ins
EMILY MAHER Marketing & Admin Coordinator
OLIVIA JORGENSEN Marketing Manager CEO, Broker, Owner
LARRY LIPMAN Principal Managing Broker
ANNA ALTIC
KENDRA NITZ Senior Financial Officer
Support Staff
The Lipman Group Support Staff is here to serve you and help you overcome a diverse array of challenges, from answering simple questions like how to log into our systems to more complex obstacles like yearly business planning.
Standard Business Hours
There will be a staff member in the office during our standard business hours
The company phone will be attended to from 8:30AM to 5:00PM
Keys & Alarm
You will be assigned a numbered key and an alarm code for utilizing the office outside of standard business hours Our Marketing/Admin Coordinator will show you exactly how to operate each Your alarm code is the last four digits of your social security number Keypads at the front and back doors provide instructions for arming and disarming the system
Conference Rooms
We have front and back conference rooms available for you to use for independent work or real estate-related meetings If you are interested in reserving one of these spaces for a meeting, please contact an office team member beforehand
Mail Addressed to You
Each agent has a blue mail folder near our office's printer room. Any mail we receive addressed to you will be found in this folder. Your packages will be left in the cart beneath your folder.
Printing and Scanning
Black + White or Color Copies have no cost However, there is a charge of $025 per copy if printed on card stock
internal communications
Contacting Our Support Staff
Anna Altic anna@lipmanhomesandestatescom
+1 (615) 423-7267
Larry Lipman lawrencemlipman@gmailcom
Kendra Nitz kendra@lipmanhomesandestatescom
+1 (423) 322-5467
Olivia Jorgensen olivia@lipmanhomesandestatescom
when Managing Broker is not available)
+1 (260) 445-2328 +1 (651) 319-7980
Emily Maher emily@lipmanhomesandestatescom
Contacting the Lipman Group Community
Group
Our company's Facebook Group is called Lipman Group Connections Here, our agents ask questions, communicate with one another, and share ideas Company announcements and reminders are also posted You will receive an invite to join
If you are unable to attend a sales meeting, you can always join the “Facebook LIVE” in the Lipman Group Connections Facebook Group Recordings of these sales meetings will also be posted here
Updates and Internal Annoucements
Emailing/Announcements
All emails you receive from the office team will come from the email addresses list We will also send out company-wide emails from said addresses
Intra-Office Text Announcements
Internal Announcements and Reminders will come from this phone number: 6153804570 We recommend you save this number on your phone
Weekly Newsletter
Our weekly Lipman Newsletter is distributed to all our agents every Tuesday by 5:00PM This newsletter contains Upcoming Dates, Sales Meeting Recaps, RE/MAX Training Opportunities, Volunteer Opportunities, Marketing Team Updates, Internal Market Updates, and Lipman Point System Standings
eventsandhappenings
Monthly In-Office Training Opportunities
FIRST WEEK OF THE MONTH
Contracts and Forms
In the first week of the month, our Managing Broker leads a training session, refreshing our agents on the materials available to you, changes in contracts, and when to use what There is also a time for robust open discussion on troubleshooting difficult or uncommon situations
SECOND WEEK OF THE MONTH
Sales Meeting
On the second Tuesday of each month, our Managing Broker hosts a sales meeting comprised of:
Industry-Specific Guest Speakers
Upcoming Events/Internal Announcements
Marketing Updates Industry Updates
Marketing Data/Trends
Internal Coming Soon’s & Buyer Needs
THIRD WEEK OF THE MONTH
Real Estate Hot Topics
The gift of real estate is that it is always changing During the third week of the month, Lipman Group hosts an educational opportunity to dive into what is trending in the industry and offer guidance on how to navigate said topic
LAST WEEK OF THE MONTH
Marketing Tools and Best Practices
During the last Tuesday of the month, the marketing team hosts a class introducing new and relevant marketing tools/best practices and how to seamlessly integrate them into your business systems
*Unless mentioned otherwise, every in-office training opportunity will be held on Tuesday at 10:30AM.
These opportunities will always be offered in person (in the Lipman Group Office) and online through Zoom. The link to join can be found in the Agent Events Calendar as well as in the Lipman Newsletter under Upcoming Dates. If you are unable to attend, a recording of the training can be found in the Lipman Newsletter for that week.
Internal Events and Opportunties
Google Calendar
You’ll receive an email notification, allowing you access to our “Agent Events Calendar.” This calendar is meant to reserve the conference room, share office events and trainings, provide Agent Meeting dates, Zoom links, and more!
Quarterly Volunteer Opportunities
We partner with Hands On Nashville to ensure that our agents have an opportunity to be regularly serving the community. You’ll receive internal communication a few weeks prior to each service day to sign up.
Social Media Content Days
Twice per month, the marketing team hosts whomever would like to participate in a social media video content day in which you will have 30 minutes in front of the camera to record content. Directed by our social media manager, you’re in good hands even if video is not your forte.
Holiday Celebrations
On select holidays, the support staff puts on a celebration for our agents to gather and celebrate the season as a Lipman Group family. Whether we are playing games in the office, sharing a meal, or putting together client gifts, we encourage you to come and enjoy these special events!
basicsystems
Getting You Set Up for Success
remax.net
(look for an email)
During your orientation, you will be added to the RE/MAX system. You should receive a welcome email from RE/MAX Headquarters 1-3 days after you are signed up If you do not receive this email, please check your spam folder If you don’t find it, let a staff member know, and they will reach out to RE/MAX and have them resend it With your remaxnet account, you will receive your vanity remaxnet email address as well as a plethora of tools provided by RE/MAX in MAX/Center.
maxtech.boldtrail.com
(look for an email)
This is the backend of your complimentary agent website. You will receive a welcome email with your username and password from BoldTrail. The site combines world-class lead generation, CRM technology, and consumer-facing websites You will use your MAX/Center username and password to access your account The web address to get to your backend is maxtechboldtrailcom You can also work with the marketing team to create a URL vanity address for your individual website
brokersumo.com
(look for an email)
During your orientation, our Senior Financial Officer will add you to BrokerSumo You should receive an email from BrokerSumo to finish setting up your account With this account, you can track your production as well as utilize direct deposit.
Egnyte
thelipmangroup.egnyte.com
access to assets and storage
This is our cloud digital storage system. The admin will use this as their storage center for highresolution images, video files, and marketing. There is a general username and password for this account, which is one of the documents attached to this email You can put this on your phone as well; the app is called Egnyte
Username: lipmanrealtors | Password: LipmanGroup2022 (do NOT change)
Once opened, click the “Ima Lipman” file, and you will see your individual agent file under this
Google Drive
rem.ax/googledriveaccess
access to assets and storage
During your orientation, our staff will add you to a Google group called RE/MAX Homes and Estates You will not receive a notification for this You will simply gain access to our Google Drive where you will find up-to-date social content, marketing assets, vendor lists, market data, and so much more
Dotloop
dotloop.com
(look for an email)
This is transaction management software that intends to help you and the office gain complete control over all transactions and manage them much more conveniently It offers functional features that are essential to a real estate business: managing transactions, adding new listings and transactions, creating document checklists, accessing forms, contacts, and useful links, storing and accessing archives, and getting documents signed digitally
You will receive an email inviting you to log in, create a profile, and set your password If you already have a Dotloop profile, our Manager Broker will email over instructions on how to sync your existing Dotloop account
companyperks
Points System & Lipman Dollars
“Lipman Points” are accumulated by competing agents throughout the course of an entire year. The idea is to offer incentives to participate in events, training opportunities, and overall company culture.
At the end of the year, the top three agents with the highest point total will be awarded Lipman Dollars, which can be redeemed for the following: RE/MAX Fee, Office Fee, R4 Admission, Print/Digitial Advertising, Signs, Business Cards, Marketing Materials, or Lifestyel Photos Note: Lipman Dollars can also be awarded throughout the year at the discretion of the support staff
RE/MAX Perks at Work
Perks at Work – By leveraging the purchasing power of our membership with RE/MAX, you can save on almost everything you want to buy, including travel, food, electronics, tickets, and more.
In addition, earn points for every dollar you spend and get even more savings You can sign up for this through your RE/MAX account or on the website provided
We highly encourage you to take advantage of this program, brought to us by RE/MAX Headquarters
Nashville’s Chamber of Commerce Membership
Since 1847, the Nashville Area Chamber of Commerce has united the Middle Tennessee business community to make our region the best place to live, work, and grow, providing a “home” to collaborate, innovate, and drive civic engagement to harness the power of community and advance our region This membership allows you to enjoy all the benefits of the Nashville Chamber of Commerce, including event attendance and networking opportunities To learn more visit their website: nashvillechamber.com
RE/MAX National & International Referrals
With over 140,000 RE/MAX REALTORS® in over 110 countries/territories, there really is no limit to how far your business can grow. Through MAX/Center, you will have access to the Referral Network as well as Global Referrals (two separate apps in remax.net).
By attending regional RE/MAX events and national conferences (like R4), you can start growing these agent-to-agent business relationships into lifelong opportunities to increase your earnings potential
introtomarketing
The Power of Brand Consistency
Registered Company Name:
Our full company name is RE/MAX Homes and Estates, Lipman Group For all marketing purposes, our DBA or legally registered name is RE/MAX Homes and Estates, which is required on all marketing materials distributed by our marketing department or our agents We add (comma) Lipman Group as this name holds a highly-regarded reputation in the local marketplace.
Brand Fonts:
Montserrat
NoRestrictions
Brand Color Palette:
Baskerville Display PT Gotham Bold Gotham Medium Lato Headings (alllowercaseor alluppercase) Headingsand Subheadings Subheadings CopyandDisclaimers
Company Logos:
Click HERE for the various downloadable versions of our company logo
Branded Agent Materials
Listing Support (pg.15-17)
Monthly Sphere Targeting (pg 18)
Farming & Prospecting (pg.19)
Getting You Branded & Launched
White-Glove Marketing Services
Social Media Content Creation (pg 20)
Print & Digital Advertising (pg.21)
Monthly Best Practices Training (pg 7)
Agent-Lead Custom Collateral (pg.22)
Updated Agent Headshots (if applicable)
Updated Agent Bio (if applicable)
Branded Signs
Branded Business Cards:
Print (no headshot)
Print (headshot included) Digital
Branded Email Signature
Branded Facebook Cover Photo | Branded LinkedIn Cover Photo
Branded Name Badge
Branded Notecards:
Option 1 | Option 2 | Option 3 | Option 4 | Option 5
Branded Letterhead
Branded Bio Sheet (use at agent’s discretion)
Branded Buyer’s Guide
Branded Listing Presentation
‘New Hire’ Announcement Company Social Media Post
‘New Hire’ Announcement Company Blog Post
Semi-Custom Social Media Post (posted on the agent’s platforms)
Sphere Announcement E-blast
Sphere Announcement Direct Mailer
Sphere Announcement Letter
Full-Service Marketing For Your Listings
Requirements
( A ) Before the marketing team begins on any listing request, they must have received a downloadable version of the professional photography for said listing ( B ) Additionally, the listing must be in Realtracs–incomplete is fine, as long as the listing details are completed
Submitting Your Requests
In Dotloop, you will find a Marketing Request Form This is a comprehensive list of our offerings for marketing your listing Simply fill out this templated form and send it over to marketing@lipmanhomesandestatescom
Your Request Form Is Received
You will get an email from the marketing team within 24 hours of your Marketing Request Form being submitted This email will include a list of what you requested, as well as a timeline for each project
Standard Listings
DigitalExposureontheLipmanGroupWebsite
DigitalExposureonRE/MAXcom
DigitalExposureonRE/MAXGlobal
PropertyVideoExposureonLipmanGroup'sYoutubePage
SocialMediaPropertyFeatureonLipmanGroup’sSocialMedia
SocialMediaPropertyVideoReelonLipmanGroup’sSocialMedia
Two-WeekTargetedInternet/SocialMediaCampaign 4,000impressionsguaranteed
PropertyWebsiteDesignedtoFunnelLeads
Luxury Add-Ons
DigitalExposureonMansionGlobal (US listingisover$1million)
EmailMassMarketing(10,587Recipients)
ComingSoonE-blast
JustListedE-blast
NowAvailableE-blast-WeeksAfterBeingListed PriceImprovementE-blast InclusioninCompanyOpenHouseE-blast
CustomSocialMediaGraphic
FeaturedListingBlogPost
DistributedviatheLipmanGroupBlog
ListingAnnouncementDirectMailer
PropertyFlyer
PropertyFeatureSheet
Two-PagePropertyBrochure
Four-PagePropertyBrochure
AdditionalWeeksofTargetedInternet/SocialMediaCampaign
Custom-DesignedZipcodeTargetedAdforFeederMarkets
NASHToday DigitalAdvertisingOpportunities
NegotiatedbytheLipmanGroupMarketingTeam
Nfocus DigitalAdvertising
WebsiteAds
EditorialNewsletterInclusion
ExclusiveEmailCampaign
StyleBlueprint DigitalAdvertising
RealEstateSponsoredArticle
SBWeekendFeature
Distributedto31,000-32,000Subscribers
WebsiteAds
12,500ImpressionsGuaranteed
EmailMassMarketing(10,587Recipients) E-MagazineE-blast
FeederMarketE-blast
906RE/MAXAgentRecipientsin Nashville’sFeederMarkets
SocialMediaFeaturedListingStoryon LipmanGroupSocialMediaPlatforms
On-SiteVideo/SocailMediaContentCapture withtheLipmanGroupMarketingTeam LuxuryHomeMagazineCo-OpPrint Advertising
LuxuryHomeMagazine DigitalAdvertising
SubmittedSocialMediaListingFeature
SubmittedSocialMediaTour
NationalHomepageFeature
marketingoperations
Timelines and Turnarounds
To best serve you, we like to set clear expectations with our agents ahead of time That way, you can plan ahead and contact the marketing team accordingly Time frames for various requested projects within the marketing department are as follows:
TemplatedBrochures: 2 Full Business Days
Templated Email Campaigns: 2 Full Business Days
Custom Social Media Designs: 3 Full Business Days
Custom E-magazines: 5 Full Business Days *
Custom Ads: 5 Full Business Days **
Templated Direct Mail: 3 Full Business Days
Custom Direct Mail: 5 Full Business Days
The Proofing Process
*E-magazinesareavailableforstagedlistingswith a price point of $850,000 or higher, of which has beenprofessionallyphotographed
**Customized ads are not guaranteed to be designed by the marketing department; it will be a case-by-case situation The agents must provide all details, including specs, deadlines, and contact information,forthepublishertosubmitthead
Note: The timelines listed are the maximum times youwillhavetowaitforaprooftobesenttoyou It is our policy to get proofing to you as promptly as possible If you have a unique situation with a request, we are always willing to work with your timeline to ensure your marketing needs are met tothebestofourability
The marketing team will inform you when your proof is expected to be sent over for review and agent approval. If the marketing department feels they cannot meet the general time frame listed above, they will let you know upon accepting your request. The marketing team asks that you email your marketing requests to marketing@lipmanhomesandestates.com.
All marketing pieces need to be proofed by the agent and will be ordered upon the agent’s FINAL approval The marketing team will request an appointment to discuss larger and/or custom marketing projects
All marketing that is created outside the Lipman Group Marketing Department is required to be proofed and have approval from the Marketing Manager This is so all disclaimer requirements and TREC guidelines are adhered to and to ensure that all external marketing efforts are aligned with our brand standards
Company-Generated Distribution Lists
Company Generated Lists are privileged lists The usage is determined by the company and best practices Any lists provided by the company to be used by Lipman Associates are determined by the marketing team and can be determined on a case-by-case basis Our Middle Tennessee REALTORS® list can be used up to once per week If an agent would like to send an email to this list, and resend it multiple times, the marketing team may take the following actions: (A) Send to Full MD TN List (B)The second send will be to those who opened the first email (C) The third send will be sent to the ones who clicked on the first and second emails that were sent The limit on the same email is 3 times with the above procedure
Monthly Sphere Targeting
Our email marketing is designed to take the pressure off of you getting your monthly sphere touches. We will assemble creative, relevant, and original content and distribute it to the Primary Sphere we have on file for you in a platform called Rezora. Here, the marketing team manages your account and updates your lists. However, you will also have access to this account where you can track who opened what and if they clicked on any of the content provided. We simply ask that you do not change your username or password for our team to be able to retain access.
External Newsletter
Sent on Your Behalf via Rezora
Our external newsletter consists of local market data, local events to attend, and featured digital articles targeting homeowners, buyers, sellers, and Greater Nashville residents. This is sent to your “Primary Sphere” through Rezora on the 15th of every month.
Sent on Your Behalf via Rezora
Our holiday e-blasts are sent to your “Primary Sphere” through Rezora on the morning of said holiday with a warm holiday greeting included
Three-Fold Monthly Drip Campaign
Email(SentonYourBehalfviaRezora)
Helpingyoustayintouchwithyoursphere,thise-blastisonlyapieceofathree-partmonthlycampaign We encourageyoutoutilizeallthreepartsforthemaximumimpact.Thiscampaignisstrategicallydesignedto divideyoursphereintofourmarketsegmentstoachievehyper-targetingusingpsychographiccategories (values,lifestyles,interests,priorities,andmotives) Withinthefirstweekofeachmonth,youwillreceivean emailnotifyingyouofthecurrentmonth’scampaigntopicandtheassetsyouhaveaccessto Youwillalso receiveapreviewoftheemail/e-blastbeingsentoutonyourbehalf
SocialPost(AvailabletoYouintheLipmanGroupAgent’sGoogleDrive)
OurGoogleDrivewillprovideyouwithasocialpostgraphicandcaptiontopost ThisFREEcontentcreates continuityacrossallyourmarketingeffortsandshouldonlytakeyouamomenttopost!
3 DirectMailer/Postcard(OrderedandSentatYourRequestthroughXpressdocs)
DirectMailersarecreatedeachmonthforyoutosendtoyoursphereofinfluence Allyouhavetodoisreplyto themonthlydripcampaignemailthatyouwouldliketosendthepostcardtoyoursphereandthemarketing teamtakescareoftherest,orderingandsendingoutyourpostcardfirst-class
Youwillreceiveanemailatleast24hourspriortoeache-blast’sscheduledtimeofdistributionforyoutobeableto opt-outifnecessary.Ifyourequestprintmarketing,youareresponsibleforthepaymentofthosenon-digitalassets.
Farming and Prospecting
Developing Your Strategy
Anytime you want to start “farming” a neighborhood or geo-specific demographic, we encourage you to consider these two things: ( A ) It can take up to 12 touches for your mailing recipients to become familiar with your name and content ( B ) Consistency is KING Therefore, you should expect this to be a long-term strategy with a consistent financial contribution Typically, our agents farm neighborhoods they have bought or sold in previously, OR they farm their own neighborhood If you have NEVER farmed before, we suggest you start with one of these two strategies That way, the chances that your recipients are already familiar with you or have seen your sign in the neighborhood are higher.
Exectution
We recommend starting with either a “SOLD in Your Neighborhood” postcard OR an introductory postcard This warms up your audience Then, we develop your long-term strategy using a combination of the Drip Campaign content, giveaways, and a holiday greeting card of sorts From there, we will simply send you proofs each month of your postcards and you give the green light
Social Media Content Creation
Content Available to You
EVERYTHING posted on our social media platforms is available for you to post This includes homes for sale, market data, home improvement tips, etc
Accessing Our Content
You can access our content through the Lipman Newsletter under “Social Content Library” This will link you to Google Drive, where you will find our content organized by month for your convenience, with post photos/graphics and captions for you to use at your discretion
Help Creating Your Own Content
Each week, our Social Media Manager creates a prompt for you in the Lipman Newsletter under “Social Media Planning.” This section provides you with ideas to stay engaged, prompts for simple content creation, and updates on new trends to try in your accounts
Two FREE Graphics Per Month
Each month, the marketing team offers two totally custom graphics, saving you time and money Simply email us with your idea, and we will bring it to life within three full business days. Many agents utilize these graphics as templates for getting their social media fully branded.
FREE Video Content
REALTOR® Talks with Lipman Group is designed to give you an opportunity to showcase your expertise and personality These take place in the Lipman Group Office at NO COST to you Our social media manager will schedule your video filming day and edit your content for you Your videos will then be distributed on our social media accounts in which we will invite you to “collaborate” to maximize exposure Plus, you get 100 Lipman Points for every REALTOR® Talks video you film.
Print Advertising
Digital Advertising
Co-Op Advertising ($)
If you have a luxury listing and would like to participate in our bi-monthly co-op advertising opportunity with Luxury Home Magazine, you can either check that box on your Market Request Form in Dotloop OR respond to our Marketing Manager’s mass email To advertise in the magazine, your listing must be $900,000 or higher You may include SOLD listings on both the seller’s and buyer’s side of which you represented
Investment Per Listing
$250 per listing | $199 per listing for 2 or more
Included in the Ad Design
Your listing(s), contact information, and headshot
Automatic Advertising for Your Listings (FREE)
Each property you list with Lipman Group will receive two FREE weeks of digital advertising through Adwerx with a guaranteed 4,000-impression minimum Their technology targets potential buyers within a 15-mile radius of your listing’s address You also have the option of adding your seller’s email address to the campaign so that they receive daily ad performance data.
Advertising Your Listings with Property Boost ($)
Embedded into the backend of your BoldTrail agent website is a lead generation platform called “Property Boost” This technology advertises your listing on Instagram and Facebook to which lead information will come straight into your BoldTrail dashboard to be managed by you You can also add your seller’s email address to the campaign so that they receive daily ad performance data.
Sphere Advertising ($)
Through Adwerx, you have the option to target your sphere with a custom ad designed by our marketing team To achieve this, you’ll want to set up a meeting with our Marketing Manager
Agent-Lead Custom Collateral
Scheduling Your Customization Meeting
If you have an idea for something that we don’t already offer, NO WORRIES! We are always here to help bring your ideas to life and further develop your brand You can request a meeting with the marketing team by emailing marketing@lipmanhomesandestatescom From there, we will get you scheduled and begin the journey toward a custom campaign, asset, etc Keep in mind that although our marketing team’s goal is to provide you with exceptional service, there are some projects that we will not be able to accommodate because of time or resource restrictions
Custom Project Timelines
Timelines for each custom project that is not included in our list of offerings are set by our Marketing Manager on a case-by-case basis Therefore, before you leave your initial meeting, the marketing team will set clear expectations for proofing If we are assisting in a custom project that requires a third party, it is up to you, the agent, to communicate deadlines and specifications clearly
volunteer opportunities
Make ‘Cause Marketing’ A Part of Your Strategy
You're always there for your clients And your community. At the core of giving back as a REALTOR® is the fundamental belief in the interconnectedness of the community. REALTORS® are not just sellers of properties or representatives in a transaction; they are integral members of the neighborhoods they serve. By engaging in acts of service, you demonstrate your commitment to the well-being and prosperity of Greater Nashville This commitment goes beyond the transactional nature of the real estate business and embodies a genuine desire to improve the lives of those around you Whether it's supporting local charities, participating in community events, or volunteering time and resources, selfless servant leadership creates a ripple effect that strengthens the fabric of our community
In an industry where trust, credibility, and reputation are paramount, your dedication to giving back sets you apart from competitors Clients are more likely to choose a REALTOR® who is not only knowledgeable about the market but also actively engaged in supporting Greater Nashville. That is why, at Lipman Group, we provide a wide array of opportunities to reveal your heart in this way.
When you become a “RE/MAX Miracle Agent”, you pledge to support families in your community and your local children's hospital Become a Miracle Agent by donating on behalf of your clients after every home sale and create lasting relationships Through this, you’ll gain access to market assets that you can “sprinkle” throughout your month-to-month marketing efforts Show your current and prospective clients that you are working for a cause.
You will also have the opportunity to send an Honor Card to your clients letting them know a donation has been made on their behalf–which usually is done at closing. On your office closing form, simply check that you would like to send an honor card to your clients, and the Office Support Team will take care of the rest!
Marketing Benefits/Advantages
You’ll have access to unique branding and marketing tools
You’ll gain story-telling opportunities that speak to the heart of your business.
You’re a more “memorable” agent
Thirty years after its launch, Hands on Nashville connects thousands of volunteers to more than 300 service projects each month many of them aimed to provide creative solutions to some of our community's most pressing needs Volunteers are essential to continuing this important work, which is why Lipman Group gathers together to serve the people of Nashville every quarter It is selfless work like this that bonds our Lipman Group affiliates/REALTORS® into a family of servant leaders.
Lipman Group volunteers through Hands on Nashville each quarter to ensure that we are doing our part as a Nashville original. This kind of community support provides an authentic way to show your sphere of influence your commitment to serving the Greater Nashville community
You will also receive a button each time you volunteer that we encourage you to make a staple for your social media “Volunteer Day” featured content
thefinancialside
Notes From Our Senior Financial Officer
Closings
(look for an email)
Kendra will review all documents in DotLoop when you submit them for review She will be the one looking over them all and making sure everything is correct! We ask that you submit documents at least 3 days before closing, so she can make sure everything is correct! It is helpful if you change the status to "under contract" and add the closing date and sales price to the file as soon as it goes under contract; that way it will be on her radar There is a closing form uploaded in all the files for you to fill out before closing This form helps Kendra know when things are closing, where the client/lead source came from, and if there is a referral fee she needs to pay out
There is a part of the closing form for you to fill out if you would like to send a Children's Miracle Network Honor Card to your client There is also a section at the bottom to select if you want to send out just-sold postcards and add your client's information so the marketing team can add them to your sphere in Rezora We like to make everything as easy as possible for you!
Agent Billing
Agent bills are sent out on the 15th of each month and are due no later than the 15th of the following month. There are 3 payment options: ( 1 )You can pay by check, ( 2 ) you can add in your banking information for an auto-draft each month, or ( 3 ) you can pay with a credit card.
Sending in a check and adding your banking information is FREE for you to use, but there is a 4% credit card fee for using a credit card. This fee is from Quickbooks and I will add it to your bill each month if you choose to pay by credit card You can call Kendra and she will discuss your options with you if you prefer! Kendra can also take your banking information, save it in QuickBooks, and put you on autopay if you would like that option
Commission Checks and Closings
Kendra has added you to Brokersumo This is where she process all closings and commission checks You will be receiving an email from BrokerSumo to set up your direct deposit Direct deposit does take two full business days to clear your account once payment is submitted You can select a faster speed if you would like through your BrokerSumo profile if you would like, but Kendra can always print you a physical check as well
IFYOUWANT SOME THING you’ve never had
youmustbewilling todosomethingyou’ve something NEVERDONE
— Thomas Jefferson
weekonechecklist
Transitioning You into Lipman Group
Get Familiar with Lipman Group
Read through the marketing section of this guidebook and familiarize yourself with our offerings, policies, and procedures Additionally, take notes and write down questions you have for our marketing team.
Send Your Headshot & Bio to the Marketing Team
Please send your current headshot and bio to the marketing team at marketing@lipmanhomeandestatescom If you do not have a current headshot, the marketing team can connect you with some of our trusted photographers If you do not have a current bio, the marketing team can help with copywriting You may make these requests by emailing marketing@lipmanhomesandestatescom
Schedule Your Initial Marketing Meeting
Reach out to our Marketing Manager (olivia@lipmanhomesandestates.com) to schedule your first marketing meeting. During this meeting, we will go over some of the key examples of our marketing tools, offerings, and assets referenced in this guidebook We will also go over your agent transition plan, ensuring by the end of the week, you are fully branded
Update Your Social Media Accounts
Be sure to update your social media accounts (Facebook personal and business page, Instagram, LinkedIn, X, TikTok, etc.) announcing that you are now a Lipman Group REALTOR®! Additionally, follow us so you don’t miss a minute of the action. Follow Us: Facebook | Instagram | LinkedIn | Youtube
Update Your Profiles on Public Real Estate Sites
Be sure to update your industry accounts now that you are a Lipman Group REALTOR®
Update: Zillow | Realtorcom | Trulia
Activate System Profiles
You will get an email to activate the following: (see pages 9 - 10 for reference)
RE/MAX.net (MAXCenter)
BoldTrail Dotloop
You will simply log in to activate the following: Realtracs
BrokerSumo
Confirm Internal Communications
To ensure that you are officially in the Lipman Group loop, please confirm the following: You received the Lipman Group Internal Newsletter on Tuesday
You received the Monday morning Weekly Roundup text message
You received your office key and have been trained on the office alarm system
You have been invited to join the Lipman Group Connections Facebook Group
You have access to the Lipman Agent
Google Drive
You have access to the Lipman Group
Google Calendar
Organize Your Sphere of Influence List
Because your Agent Transition Plan includes sphere announcements, we encourage you to gather your sphere of influence into a single spreadsheet You can then email this over (in a CSV file) to the marketing team, and we will begin deploying your automatic monthly sphere touches. If you update this list at any point, please let us know. You will also have the option to add clients to your sphere list in Rezora on your closing doc – check yes, and we will do the rest.
If you need help organizing your contacts, download this template: Database Template
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Your Second Lap Around
Complete Your General Profile Setups:
Once you get into MAX/Center, click on your profile in the top right corner and COMPLETELY update all eight sections of your profile with an updated bio/headshot, designations, specialties, etc.
Make sure your current bio and headshot are added to any Week One Checklist platforms that still need it
Add your customized email signature to your email platform
Complete Your Profile Set Up in the Global Referrals App (Access Within MAX/Center)
Under Apps in MAX/Center, you’ll find “Global Referrals.” This will take you to a website called goiconnectcom Once on this website, click on the Global Referrals tile Then, in the top righthand corner, COMPLETELY update your profile
Complete Your Profile Set Up in BoldTrail (Access Within MAX/Center)
Under Apps in MAX/Center, you’ll find a tile titled “Platform: MAXTech powered by BoldTrail” Once on this website, click in the top right-hand corner ad COMPLETELY update your profile
Note that if an item is greyed out, that means it is updated in MAX/Center rather than in BoldTrail
Begin Your Training in BoldTrail
Under Apps in MAX/Center, you’ll find a tile titled “Platform: MAXTech powered by BoldTrail.” Once on this website, go to the navigation bar on the left-hand side. At the bottom, you’ll find “Training and Support.” Click the option that says “Training and Learning Path.” Then select “Agent Quick Start” and complete this course.
Gather Your Sphere of Influence
If you have completed getting your database into a CSV file and have forwarded it to the marketing team, you can add this same CSV file to Bold Trail To access the bulk upload option, click on the tile in the middle top of your dashboard under playbooks named Gather your Sphere This playbook will walk you through adding your entire database to the platform You may also request marketing to complete this step for you
“Each day is a treasure chest filled with limitless opportunities; take joy in checking many off your list”
~ Steve Maraboli
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Gaining Momentum and Confidence
Start BoldTrail Agent Advanced Email/Pages Tool
This course will take a deeper dive into Bold Trail’s email capabilities such as automation and teaches you how to customize your agent website, create landing pages, and drive traffic to your site. To access this course in Bold Trail go to the third square/tile near the top right of your dashboard labeled System Training. To the right of the words System Training click on the link for Learning Portal. Once in the portal search for “BoldTrail Advanced” and the course will be ready to enroll in.
Complete Dotloop Getting Started
Dotloop is our tool for managing all transaction documents, e-signing, and compliance with TREC This course will help you navigate the platform, set up your notification preferences, and give you a basic understanding of its functionality To access the course, log in to Dotloop and click on your account in the top right-hand corner Near the bottom of the dropdown screen, click on the Help Center and then click on the Getting Started Tile
Finalize Customizing your Website
After completing the advanced Bold Trail class, you will be equipped to make changes to the flow, functionality, and content on your site so that it stands out from the crowd. Please note that the website you have has already been carefully designed by your team of professional marketers If you would like to make MAJOR changes to your website such as the templateplease contact our Marketing Manager prior to doing so as some changes will undo what our team has completed on your behalf
Visit Work Your Sphere in BoldTrail’s Playbooks and Start Organizing Methods of Outreach
After completing the Agent Quick Start in Bold Trail, you will know there are a few different tools to help you stay engaged with your sphere The easiest way to get started is through the playbooks tile in the top middle of your dashboard Click on the tile called Work your Sphere and it will prompt you with daily tasks to both clean up missing information as well as set your contacts up for personalized points of contact We recommend you incorporate the Work Your Sphere Playbook into your weekly nurture activities
the sky is the limit
keepmovingfoward!
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Wrapping up the Final Details
Opt-in to RE/MAX Concierge
RE/MAX Concierge is a brand new lead generation option within the RE/MAX ecosystem This program is optional as you will pay a 35% referral fee on any closed leads. These leads are those that have entered RE/MAX’s primary public website. These leads will be qualified and developed by RE/MAX until they need to be assigned to a licensed agent. To opt in, go to the top right-hand corner of your dashboard and click on the marketplace button next to your profile. You will have to scroll a ways down to the Tile labeled Max/Tech Lead Concierge and click Opt-In You will be prompted to fill out the agreement and next steps
Access Tech Foundations for RE/MAX and Complete the Course:
Log in to RE/MAXnet (your Max Center dashboard) and click on the Learning and Education Tile This is the RE/MAX university portal that offers tons of self-paced training, live classes, and CE We recommend you click on the TEchnology Training link under the quick links on the left-hand side of your dashboard This course will expose you to additional tools within the RE/MAX ecosystem that can help expand your reach or operate more efficiently. Notes
F I N I S H
Reach Out to Kendra About Compliance and How to Submit Documents:
Now that you have a basic understanding of dot loop’s functionality, schedule a call or meeting with Kendra to discuss how and when to submit documents for review and the items she needs to get you paid as quickly as possible If you have not set up direct deposit yet, she can assist with that as well Finally, be sure to check in with her about our protocol for delivering trust money and our Dotloop integrated tool for the electronic submission of trust money via Earnest
Your Last Steps:
Revisit any tasks you were unable to complete during this one-month onboarding process and make a plan to get them completed. Schedule a time with Anna to discuss any further needs you may have beyond onboarding support.
Approach every day knowing you offer value because you are not only prepared and ready to attract clients, but you intend to be their fiercest advocate and most skilled problem solver
