Team Integration Packet - Misty Leverett-Estrada Business Bible

Page 1


MISTY LEVERETT-ESTRADA REALTOR

DESIGNATIONS

MRE -Military/Relocation Expert

Single Parents/ Divorcee Resource

Graduate of the Realtor Institute

NEW BRAUNFELS, TX

Veramendi, Surrounding Neighborhoods, and Hill Country Areas

“My Mission is to Help the Families of Texas”

MistyLeverettisnotjustarealestateagent;she'saseasonedprofessionalwithapassionfor helpingpeoplefindtheirdreamhomesandachievetheirrealestategoals.Withanimpressive 12-yeartrackrecordintheindustry,Mistyhasestablishedherselfasatrustedandreliable nameintheworldofrealestate.YearsofExperienceandExpertiseMisty'sjourneyinthereal estateindustrybeganoveradecadeago,andhercommitmenttoexcellencehasonlygrown strongerwithtime.Herextensiveexperiencehasequippedherwithanin-depthunderstanding oftheever-changingrealestatemarket,givingherauniqueedgeinassistingbothbuyersand sellers

ADualSpecialist-OneofMisty'skeystrengthsisherabilitytoworkseamlesslywithboth buyersandsellers Sherecognizesthateachclient'sneedsandgoalsareunique,andshe tailorsherapproachaccordingly

AClient-CenteredApproach-Misty'ssuccessintherealestateindustrycanbeattributedto herunwaveringcommitmenttoherclients

LocalKnowledgeandGlobalReach-Havingspentoveradecadeservingclientsinthereal estatemarket,Mistypossessesanunparalleledknowledgeofthelocalcommunitiesand neighborhoods Herconnectionsandresourcesextendbeyondjustthelocalmarket,givingher aglobalreachthatbenefitsclientslookingtobuyorsellpropertyinvariouslocations

AwardsandRecognition-Misty'sdedicationandcommitmenttoherclientshavenotgone unnoticed Overtheyears,shehasreceivednumerousawardsandaccoladeswithinthe industryforheroutstandingperformanceandcustomersatisfaction Theseaccoladesarea testamenttoherprofessionalismandherabilitytoconsistentlydeliverexceptionalresults

Mostus Realty is dedicated to transforming the real estate experience through the power of relationships,unwaveringintegrity,and a driven approach to excellence. We believe building strong, lasting connections with our clients, partners, and community is the foundation of mysuccess

Our commitment to integrity ensures that every interaction is characterized by transparency, honesty, and trust Driven by a relentless pursuit of excellence, we strive to exceed expectations, delivering outstanding resultsandcreatingexceptionalvalue in every transaction. Together, we are fosteringvibrantcommunities,families, andlastinglegacies.

Our Core Values

BuildingRelationships:

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

Helpingpeopleisourcommitmentthatextendsbeyond transactions Weengageperson-to-person,assistingothersin reachingtheirnextlifestage.

IntegrityandDedication:

BusinessPresence:Wemaintainastrongandpositivepresence inthebusinessworld. Westriveforexcellencetobringthevery 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

MistybringsthehighestlevelofserviceasaMotus RealtyGroupagentwithefficiency,high-level communication,andintegrityineveryaspectof howweserveyou.

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 needing 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

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 Polka 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.

MISTY’S TEAM PERFORMANCE SUCCESS FORMULA CONT

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

Webringthehighestleveloftrainingby clarifying roles and procedures focused on efficiency, high-level communication, and integrity in all real estatepractices.

As a valued member of the Motus Realty Group Team, you are integral to our shared journey toward excellence. Your commitment, dedication, and unique contributions resonate deeply withinourvibrantcommunity

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 the Motus Realty Group Team transcends the typical boundaries of the industry; it embodies a crusade for connection and belonging. We champion the core values of building relationships, integrity, and dedication

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,

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.
Team Integration Packet - Misty Leverett-Estrada Business Bible by www.bleinstitute.com - Issuu