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Taking a 30,000 ft. view of your move to help provide a seamless transition; starting 30-45 days out.
Strategies to announce the big change with your SOI/database and leverage the move as momentum.
Success
Laying the framework of your business with Real, and the transfer of your license and any pending deals.
Find continued success by utilizing the many tools Real provides and by participating in all the ways to collaborate.
Real (NASDAQ: REAX) is a real estate experience company working to make life’s most complex transaction simple. The fast-growing company combines essential real estate, lending, and closing services with powerful technology to deliver a single seamless end-to-end consumer experience, guided by trusted agents. With a presence throughout the U.S. and Canada, Real supports more than 12,000 agents who use its digital brokerage platform and tight-knit professional community to power their own forward-thinking businesses.
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Review stock opportunities and cap options.
Complete the Application to initiate the transition
Join Real Broker , fill out ICA Agreement & pay $249 app fee
If a team, create a Google sheet of all team members moving over with their license number, expiration date, cap plan, and referring team member.
Greg Hunter: GregHunter@Motivrei.com Days out
Connect with The Motiv Group on transition date targets and plan.
30 Days out
Plan out your changes through the marketing center: https://marketing.onereal.com/ Design signage and business cards and get them ordered.
Be sure to have state broker’s approval if using custom design other than the provided templates.
Advertising Compliance Guide
Identify & create a list of ALL digital and print locations that will need to be updated (websites, email signatures, buyer guides, social media, etc)
Have all team members complete their applications with REAL.
Review upcoming listings that will go live after transition and resign to REAL
Real’s support team will make onboarding a simple process & will guide you every step of the way. Here is what to expect:
Identify what the plan is for any pending transactions.
All pre-signed listings should be resigned as REAL or ‘Change of Broker’ form filled out.
Work with the Onboarding team at Real to get license transferred:
Change Responsible broker on WA
DOL: e-licensing portal here
This process may take a couple days to reflect the changes.
Change your branding on all digital and print assets.
Update your email signature. Update Online portals. Facebook, instagram, Linkedin, & lead portals
SOCIAL MEDIA
The community, the collaboration, and the support are what drives the One Culture. But, the technology is the engine that our business thrives on and our clients will love. Share the news with them!
DATABASE MARKETING PIECE 1 2 3
Create an announcement to share on your social platforms
Premade customizable canva templates can be found in the marketing center
Email and text past clients/SOI about the exciting news and what it means for your business.
If you do Geofarming, create a marketing piece around the change & how it benefits them.
Leverage all the amazing tools Real offers for your continued success.
Login on your desktop & download the app to receive notifications. Get active, contribute to conversations, & make connections.
Consider joining the following REAL groups in Workplace:
Break Room:
This is our town hall. General announcements, questions, friendly conversations, & the perfect place to introduce yourself to your new Real Family.
Referral Central:
Send & receive requests for referral partners.
Real Academy:
Make sure to download the reZEN app & get familiar with:
Tracking your Equity
Tracking transactions
Tracking rev share
Tracking your network
All Real sponsored training sessions are posted here. I recommend checking weekly to add at least 2 training sessions a month for growth opportunities and building better relationships across the platform.
Marketing Group: Community of agent driven marketing questions and conversations. Your State Group:
Your Managing brokers use this platform to provide state specific insight, information, requirements, and events.
OTHER:
There is a wide variety of groups, so search around and see which ones you like!
Be sure to take advantage of the technology Real has in place to help support your business.
Real’s proprietary e-signature software to replace DocuSign
Extensive CRM offered at just $40/month (formerly known as Chime)
LEO 2.0
Save costs on e-signature softwares & streamline the signing process all within your Real Dashboard.
CRM with IDX capabilities for a professional front facing consumer site with built in follow up tools. Simply notify support during the onboarding process if you are interested.
Reals’ very own AI to help assist you 24/7
Get live support any time of day by asking the new AI assistant LEO for answers to any questions in real time.
Look ahead to the schedule of live masterminds, or search through hundreds of past recordings on any topic.
Google Business Profile
Trainings to optimize your profile to get more visibility & more leads.
This is an extensive educational tool that covers everything you need in order to be successful. Here are just a few I enjoy:
Sales Training Lead Generation Social Media
Learn from agents who make millions solely from social media.
From door knocking to cold calling scripts and follow ups to convert at a high level
Dive into the many different lead pillars and get tactical playbooks to implement in your business.
20,000+ Licensed Agents
Real is now in all 50 states and 4 Provinces in Canada.
Take advantage of the extensive network Real has by creating friendships/connections with agents across the US.
TIP: Utilize migration data to see where people from your market are moving to and create marketing campaigns explaining the advantage you provide clients looking to make an Out-of-State move.
