Welcome to our family.
Selling Associate
Lets get acquainted. The foundations that the business was built on are the same principles that we invest in today. There is no finish line, our active curiosity towards the future provides us with the challenge to innovate and improve. We lead the market, by offering a seamless experience for both vendor and purchaser. We are committed to investing in a team that strives for excellence that embraces the learning opportunities that come with the strength of Australia’s no 1 selling brand.
We are proud to welcome you to our team.
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Our people are our greatest investment. The purpose of this booklet is to onboard you and provide you with as much knowledge as we can to commence your journey.We know that empowering you with skills and knowledge is the springboard to your success.
1.
Overview of your role
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2.
Workflow charts
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3.
Renumeration
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4.
Corporate Training
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Overview of your role Sales Admin is an integral part of the sales process, the legalities around buying and selling require diligence to the process. The systems and processes we use to support the sales journey have been developed in accordance with our obligation under the Property and Stock agent ACT and the best business practices developed by our agency. Our processes are critical in developing trust and extending excellent customer service. Our client’s experience is what they will remember in years to come when selecting an agent.
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Onboarding We are committed to ensuring that you reach your potential and your career aspirations, and the sales admin position is a career or a springboard. Depending on your Goals and career aspirations you may decide on Sales Admin Support or develop the skills to become a Sales Associate and one day a lead agent. We know from experience that it is imperative that you master the sales Admin process and develop exceptional prospecting skills before pursuing any further aspirations. The Department Sales Admin Support team member is engaged to support our lead agents through all aspects of the sales process. This booklet includes all checklists outlining the task associated with the requirement along with helpful flowcharts.
Agency Sales Support Ray White Goulburn Sales admin support is employed to assist multiple agents and to provide admin support for the agency. Please note that a Sales Admin Support or Sales Admin Associate that is employed by a lead agent to carry out their Admin support or associate role is paid by the lead agent. Ray White Goulburn administers the payroll however it is important that you are aware that you are employed by that agent to grow their portfolio whilst developing the skills to eventually meet your own career objectives. The prospecting that you are undertaking is to grow your lead agent’s portfolio. The skills that you acquire throughout this journey will provide you with the tools that are required to become a successful lead agent.
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Listing Workflow Start
Prospecting
Book appraisal
Comparative Sales
Prepare Agency agreement & marketing campaign
Check Agency Agreement is compliant
Prepare Digital folder in S Drive
Distribute Agency Agreement
Listing Presentation
Managing agent notified for rental properties
Prepare marketing invoice
VPA Admin: invoice vendors, ordering through & paying suppliers
Book photography, floorplan copy, property video & drones
Enter listing campaign into Vault
Ensuring council water, strata rates have been received
Prepare & send entry notices, intent to sell & photo consent
Facilitate photos being taken
Publish property to online portals
OFI's Buyer notes, vendor updates
Vendor report & admin support
Prepare new agency agreement before expiry
Negotiate Sale
Lead Agent Sales Administration / Associate 7
Marketing Workflow Start
Prepare window cards, DL flyers, brochures
Monitor campaign items as per marketing schedule
Create Just Sold DL flyers & distribute
Book Signs
Social Media
Prepare Open Home folders
Arrange Just Listed DL flyers & distribute
Ensure signboard is
Approve or request changes to marketing
installed
Arrange signboard removal
Lead Agent Sales Administration / Associate 8
Contracts Workflow Start
Request of contracts or contract prep for new listing
Prepare sales advice or prepare contract
Follow contract conditions throughout
Facilitate P&B and
Prepare sale details to prepare contracts
Email all parties involved: vendor, purchased & solicitor
or valuations
Liasing with all solicitors through to unconditional.
Ensure all details are entered into Vault
Update Vault & Trust Ledger accounts
Updating Vault all parties unconditional
Prepare for settlement
Pre settlement inspection
Hand over keys & settlement gift
Settlement confirmation, advise agent & confirm keys can be released
Arrange settlement gifts
Verify balance held for settlement and email settlement statement to all parties
Disburse funds from trust acount
Lead Agent Sales Administration / Associate 9
Settlement Workflow Start
Receipt deposit into Vault
Email trust receipt to purchaser
Confirm deposit held with solicitor
Prepare settlement funds from trust for disbursement
Prepare statement showing commission payable & balance to vendor
Call vendor to verbally confirm bank details
Email vendor requesting bank details to transfer balance of deposit
Calculate agent commission
Email settlement statement to vendor & vendor's solicitor
Confirm settlement time on day prior
Receive settlement confirmation
Prepare trust funds for dispursement
Complete settlement checklist
Advise vendors that funds have been dispersed
Sales Administration / Associate 10
Renumeration What is my remuneration package for the Sales Admin Support Role? We work under the Real Estate Industry award. Depending on your previous industry experience you will commence on the award rate for your position. We are committed to providing our employees with the best training opportunities. This will commence with the completion of your Certificate of Registration and then after a qualifying period we will provide you with the opportunity to complete your Certificate IV in Real Estate Practises, Class 2 and Class 1. The above tasks form the tasks associated with your remuneration package. The following bonus system is provided to supplement your income and provide you with the opportunity to perform the tasks that are required to become a lead agent. To be eligible for the bonus system you will be required to provide your weekly call and appraisal list to evidence your calls. All checklists must be completed and will be checked for compliance each month.
Database Nurturing Appraisals
Minimum 5 booked appraisals per week
Listing Bonus
$250
Sold Bonus
5% of net comm
Loanmarket Referral
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Minimum 20 Calls per day
(When you introduce a buyer)
20%
How can you increase your bonus? By securing appraisals. How do I secure appraisals?
Complete your Nurture Cloud calls every day Complete your magic 50's Talking to prospective buyers at open homes Door knocking Friends and family Join sporting and community events Networking
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Training Ray White Journey Programs We know that providing training is key to your success and at Ray White Goulburn we are committed to providing you with the best training our industry has to offer:
RAY WHITE COMPASS Learning Principles:
Building a pipeline, prospecting, OFI & buyer management, booking appraisals, pipeline management & vendor reports
Who is it for?
Associates & Agents new to the industry
When is it?
Three intakes a year starting in February, June & October
EMERGE Learning Principles:
Pipeline, Listing Presentations, Closing and Objectives, Stock Management, Auction Mastery and Negotiation
Who is it for?
Agents averaging 10-30 sales per year
When is it?
Two intakes each year, starting in February and August
PATHWAYS
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Learning Principles:
Business Audit, Leadership, Communication, Profit, the business of Real Estate
Who is it for?
Experienced agents, Premier status or above, looking to take their business to the next level
When is it?
Two intakes a year in each state, starting in February & August
ONE SYSTEM AND DIGITAL TRAINING Vault Basics
The fundamentals of using VaultRE our CRM
Who is it for?
Anyone new to Ray White
When is it?
The first Wednesday of the month, via Zoom
Vault Advanced
How to run your business more efficiently with Vault
Who is it for?
Administrators, Office Managers, Principals
When is it?
The third Wednesday of the month, via Zoom
Welcome to NurtureCloud Who is it for?
Agents & Associates
When is it?
Once a month, February - November, online via Zoom
NurtureCloud Tips & Tricks Who is it for?
Agents & Associates
When is it?
Once a month, February - November, online via Zoom
Managing my day with NurtureCloud Who is it for?
Agents & Associates
When is it?
Once a month, February - November, online via Zoom
Advanced NurtureCloud Who is it for?
Principals, Lead Administrators, Agents & Associates
When is it?
Once a month, February - November, online via Zoom
Tech Talk Who is it for?
Principals, Administrators, Agents & Associates
When is it?
Once a month, February - November, online via Zoom
Managing a changing market Who is it for?
Principals, Agents & Associates
When is it?
Once a month, February - November, online via Zoom
Vault Trust Accounting Who is it for?
Administrators responsible for managing trust through VaultRE
When is it?
Second Thursday of every month, online via Zoom
Get ready for Real Estate of Origin Who is it for?
Principals, Administrators, Agents & Associates
When is it?
This session is run twice before each event, online via Zoom 14
Ray White Goulburn 199 Auburn Street, Goulburn, NSW, 2580 T 02 4821 3788 E goulburn.nsw@raywhite.com www.raywhitegoulburn.com.au