Training + CRM
Training Department updates come out weekly in this e-publication
What is The Buzz
The name of my Tucker Mortgage Rep is....
Who is... Mike Holl, Ryan Schulte, David McCoige, etc.
A meeting with a buyer BEFORE you show them homes?
What is a Buyer Consultation / Buyer Assessment
A meeting you have with a seller to talk about listing their home, hopefully getting the listing contract signed.
What is a listing appointment
An important date relating to a contact in the Tucker CRM where you can automate reminders
What is birthday/move-in anniversary
FC Tucker's Title Company
What is Title Services
The commission co-op percentage on page 1 of the listing contract?
What is 3.5%
The name of the showing service widely used to schedule showings in Central Indiana
What is Centralized Showing Service (CSS)
Something you should prepare for a listing appointment
Listing presentation / CMA / comps / tax records / old listing, old photos / Google your client / dialogues / client intake sheet, questionairre / contracts
In the Tucker CRM, these "groups" allow you to identify, group, sort and filter your contacts. Fully customizable
What are Contact Groups
Place where Tucker Mortgage Underwriting happens
What is Indianapolis, IN / Locally / Across the parking lot / 9201 N Meridian St
This person completes the Seller's Disclosure - either via dotloop or in ink.
Who is the seller
A clause that allows your buyer's offer to escalate to a higher number in the even of multiple offers
What is an Escalation Clause
The number of days your listing must go on the BLC from go-live date
What is 2 days
Full Leap completion gives you how many CE hours?
What is 30
Number of FC Tucker offices in Indiana
What is 47 (33 state-wide, 14 metro)
Buyer: "Calculate my taxes due at closing!"
"I pay $600 semi-annually and we close 3/15/2019"
What is $1450
1st half 2018: $600
2nd half 2018: $600
1/1-3/15/2019: $250
This document modifies the purchase agreement
What is Amendment
The document you would use to modify your listing contract (i.e. to change listing price or go-live date)
What is Amendment
A class that the Training Department is holding before the end of the year
Many Answers!
The group of home related vendors affiliated with FC Tucker, available at no charge to you, your clients and your contacts
What is Home Services
Google's equivalent of Microsoft Word, Excel and PowerPoint
What are Google Docs, Sheets and Slides (all free!!)
This document adds to the Purchase Agreement
What is Addendum
The cutoff year for needing to complete a Lead Based Paint Disclosure
What is 1978