Copy of Misty Business Bible

Page 1


My Mission to Help the Families of Texas

MISTY’S MISSION

I amdedicatedtotransformingtherealestateexperiencethroughthe powerofrelationships,unwaveringintegrity,andadrivenapproachto excellence.Ibelievethatbuildingstrong,lastingconnectionswithour clients,partners,andcommunityisthefoundationofmysuccess.

Mycommitmenttointegrityensuresthateveryinteractionis characterizedbytransparency,honesty,andtrust.Drivenbya relentlesspursuitofexcellence,Istrivetoexceedexpectations, deliveringoutstandingresultsandcreatingexceptionalvalueinevery transaction Together,wearefosteringvibrantcommunities,families, andlastinglegacies.

As an epique agent, we receive more training, tools, and technology than anyone in the industry.

We attract only the absolute best agentsintheworldtotakecareof ourclientsfromstarttofinish.

Clients get an instant, automated, home valuation using our AIBased Comparative Algorithm that looks at more than just your neighborhood. At

Our Core Values

BuildingRelationships:

Weprioritizelong-lastingconnections.Whetherit’swithclients, colleagues,orpartners,weinvestinmeaningfulrelationshipsthat standthetestoftime.

Helpingpeopleisourcommitmentthatextendsbeyond transactions.Weengageperson-to-person,assistingothersin reachingtheirnextlifestage.

IntegrityandDedication:

BusinessPresence:Wemaintainastrongandpositivepresence inthebusinessworld. Westriveforexcellencetbringthevery besttoourclients

Ethics:Weputclientsfirst,adheringunwaveringlytothebusiness codeofethics.Ourmotivationisunwavering,andour dependabilityisunmatched.

EmpathyandBeingDependable:

Empathy:Weunderstandwhatfamiliesaregoingthrough.We stepintotheirshoes,connectwiththeirfeelings,andremain open-mindedandsupportive.

BeingtheGo-ToPerson:We’rethereliablepointofcontact. Wheneversomeoneneedsassistance,theyknowtheycancount onustoprovideresourcesandsolutions.

Kindness:Ourcaringandkindnessextendtoeveryonewe encounter.Weapproachinteractionswithwarmthand compassion.

The Families We Serve

MistybringsthehighestlevelofserviceasanEipqueRealty agentwithefficiency,high-levelcommunication,and integrityineveryaspectofhowweserveyou.

WE BRING OUR BEST TO THESE FAMILIES:

Divorcee or single-parents

Job/military relocation

First time buyers

Empty nesters needing to downsize

Family growing and need to upsize

Misty’ s Team

Ourteamhasestablishedthehighestlevelofresourcesto bringthehighestlevelofoutcomesforourclients.

TEAM MEMBERS AND RESOURCES AVAILABLE:

CEO/Owners: Misty Leverett-Estrada

Lender - Matt Cavanaugh and Amy Rodrigez

Title - Old Republic and WFG

Transaction Coordinator: Stephanie Ditto

Financial Advisor - Ben Hickman and Matt Hester

Inspector - Casa Lago

Appraiser - Jeff Coultes

Plumber - Jacob Northam

Handyman - Roody Reyna

Electrical - Kennan Koenig

Real Estate Photographer - Mary Bou

Stager - Jan Kidder

MISTY’S TEAM PERFORMANCE SUCCESS FORMULA

Planning

Discovery Preparation: Collaborate with the client to develop a comprehensive list of discovery questions tailored to their new home search Provide the finalized questionnaire in both Word and Excel formats for their convenience.

Budget Development: Assist the client in creating a detailed budget plan. Offer a structured budget template, available in Excel or through Edward Jones, to facilitate financial planning.

Timeline Coordination: Utilize Acuity to establish a clear timeline that outlines the steps necessary to execute the plan effectively.

Meeting Scheduling: Arrange for regular check-ins and milestone meetings through Acuity. Implement automated email reminders to ensure consistent communication.

Service & Guidance

Plan Progress Review: Evaluate the completion status of the items outlined in the plan.

Financial Management: Continue to monitor and adjust the budget as needed.

Personal Circumstances Update: Keep abreast of any changes in the client’s divorce proceedings

Market Analysis: Provide regular updates on housing market trends and implications for the client’s search.

Timeline Adjustment: Reassess and modify check-in schedules to align with the client’s progress and needs.

Monitoring

Credit Evaluation: Conduct periodic credit checks to assess the client’s financial standing.

Interest Rate Review: Analyze current interest rates to ensure the client’s financial plan remains advantageous

Lender Consultation

Lender Readiness: Prepare the client for discussions with the lender by reviewing their credit status and evaluating prevailing interest rates

This structured approach ensures that each phase of the client engagement is handled with precision and care, reflecting the high standards of professionalism and service excellence.

At Epique Realty, our core philosophy is making our people feel welcome. We’ve meticulously woven together our company’s culture to serve our real estate clients at the highest level. Misty EstradaLeverett is more than just a real estate firm; it’s an accessible community built around the love of good company and the journey of finding the perfect home. Through our business practice of innovative marketing strategies and client-focused services, we elevate the home buying and selling experience in everything we do.

We pride ourselves on offering a suite of comprehensive services that encapsulate our unwavering commitment to excellence. Our dedication to providing an unparalleled experience is at the heart of everything we do.

Your trust in us reinforces our core values of integrity, dedication, and innovation principles that guide our every action I invite you to embrace the ethos that makes our brand truly distinctive. You, as the client, are the lifeblood of our community, contributing extraordinary experiences every day. Together, we create not just transactions, but lasting relationships built on a foundation of exceptional service.

Warmest Regards,

MISTY’S TEAM PERFORMANCE SUCCESS FORMULA

Teammemberprocessforclientengagementtocreateclarityofpath andoutcomeforourclients.

Phase 1: Lead Generation

Establish a Facebook group for divorced parents as a resource platform and create a dedicated Facebook page Engage with Divorce Care by coordinating with Micah for support resources

Network with divorce attorneys such as Catherine James, Morgan (with CC), and Stacey Goodbread to provide legal insights.

Connect with women’s groups including Connect, NB Girlfriend Club, Boss Babes, and Pocha Dots to foster community support Collaborate with financial advisors like Ben Hickman and Matt Hester for financial guidance and planning.

Phase 2: Connecting

Arrange one-on-one meetings at local coffee shops and implement an online scheduler with automated text and email reminders for appointments.

Set up an online scheduler for phone consultations, complete with text and email reminders to ensure timely communication. Participate in Divorce Care classes at Faith Alive Church and sign up for small group sessions.

Utilize networking events to announce availability for participation in additional events, effectively piggybacking on these opportunities to expand outreach.

Phase 3: Planning

Discovery Preparation: Collaborate with the client to develop a comprehensive list of discovery questions tailored to their new home search Provide the finalized questionnaire in both Word and Excel formats for their convenience.

Budget Development: Assist the client in creating a detailed budget plan. Offer a structured budget template, available in Excel or through Edward Jones, to facilitate financial planning.

Timeline Coordination: Utilize Acuity to establish a clear timeline that outlines the steps necessary to execute the plan effectively.

Meeting Scheduling: Arrange for regular check-ins and milestone meetings through Acuity. Implement automated email reminders to ensure consistent communication.

Phase 4: Service & Guidance

Plan Progress Review: Evaluate the completion status of the items outlined in the plan.

Financial Management: Continue to monitor and adjust the budget as needed.

Personal Circumstances Update: Keep abreast of any changes in the client’s divorce proceedings

Market Analysis: Provide regular updates on housing market trends and implications for the client’s search.

Timeline Adjustment: Reassess and modify check-in schedules to align with the client’s progress and needs.

Phase 5: Monitoring

Credit Evaluation: Conduct periodic credit checks to assess the client’s financial standing.

Interest Rate Review: Analyze current interest rates to ensure the client’s financial plan remains advantageous

Phase 6: Lender Consultation

Lender Readiness: Prepare the client for discussions with the lender by reviewing their credit status and evaluating prevailing interest rates

This structured approach ensures that each phase of the client engagement is handled with precision and care, reflecting the high standards of professionalism and service excellence.

We bring the highest level of training by clarifying roles and procedures focused on efficiency, high-level communication, and integrity in all real estate practices As a valued member of Misty Estrada-Leverett, you are integral to our shared journey toward excellence. Your commitment, dedication, and unique contributions resonate deeply within ourvibrantcommunity.

Please allow us to underscore the importance of your role. In our team, you are not just a participant; you are the pulse the vital force propelling us toward excellence. Your active involvement, insightful perspectives, and fervor for our mission generate an impact beyond individual accomplishments Collectively, we craft a masterpiece of distinction, with each individual’s contribution enhancing the greater whole

We eagerly anticipate the celebration of our collective milestones and the joint elevation of our standards. Our current objectives include:

Expanding our real estate portfolio

Enhancing client satisfaction rates

Increasing market share

Advancing community engagement initiatives

Implementing cutting-edge real estate technologies

Working with Misty Estrada-Leverett transcends the typical boundaries of the industry; it embodies a crusade for connection and belonging. We champion core values of inclusivity, service, and innovation.

Our commitment lies in furnishing you with the necessary tools, strategies, and expertise to fortify your position as a member of our team We extend our heartfelt gratitude for your indispensable contribution to our community. Your dedication is the cornerstone of our shared vision, and your involvement enriches every step of our collective ascent As we progress in unison, rest assured that you are appreciated, honored, and fundamental to our triumph.

With warm regards,

BEST PRACTICES FOR HOW TO USE YOUR BUSINESS BIBLE

Client Engagement Packet: Pages 1-7

Empower your client interactions with our meticulously crafted Client Engagement Packet Designed for pivotal prospecting stages, this packet serves as a tangible extension of your brand’s excellence. Presenting this sophisticated guide to potential clients not only distinguishes you from competitors but also fosters a connection that encourages them to choose your services

As clients embark on their journey with you, this packet becomes an invaluable resource. Urge them to utilize it as a comprehensive reference throughout the various processes they will navigate in partnership with you This proactive approach will not only streamline communication but also instill confidence and peace of mind

Team Integration Manual: Pages 1-6, 9-14

Welcome new team members with our Team Integration Manual, a foundational element of their onboarding experience. This manual encapsulates the essence of your organization, detailing the core values, philosophical underpinnings, and the exemplary standards expected when managing client relationships.

This handbook is an essential tool for aligning new recruits with the ethos that defines your team’s interaction with clients, ensuring a seamless integration into your corporate culture

Marketing Consistency Guide: All Pages

The entirety of this Business Bible is at the disposal of your marketing division, ensuring uniformity in all external communications It is crafted to resonate with your unique style and approach, providing a solid foundation for your messaging as you engage with prospective clients and broaden your brand’s influence across various platforms.

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