Disclosure
Does signing the Investor Acknowledgement require the buyer to purchase a property?
No. It sets up the relationship, acknowledges the process, and authorizes RFP communications / Marketplace access.
What is the Marketplace?
The buyer-facing platform where investors can view RFP inventory and property information in one consolidated place.
What should you do in Salesforce before adding or calling a buyer?
Use Global Search first.
What financing does RFP accept?
Cash or hard money only.
What is the minimum sales & disclosure standard for the first 90 days?
Minimum 3 sales; 90 disclosures.
What are the 3 steps required to fully disclose / onboard a buyer?
Qualify them → send Marketplace invite → buyer completes Investor Intake / Acknowledgement Form.
How does someone get access to our Marketplace?
Their Investor Advisor qualifies them and sends a Marketplace invite from Salesforce; the investor completes the buy box questions + Investor Acknowledgement Form.
Which contact statuses are protected / off-limits for claiming?
Onboarded / Disclosed, Buyer, Repeat Buyer, VIP.
A buyer says, "I'll ACH the deposit right now." What do you say?
No ACH. Approved methods are wire, Zelle, or cashier's check under the current process.
Who should you go to first for a routine "How do I handle this buyer?" question?
Team Lead.
A buyer asks, "What am I agreeing to?" Name 3 things covered in the acknowledgement.
Any 3: non-representation, buyer due diligence, equitable interest, as-is sales, marketing restrictions, violation penalties, risk of loss, electronic signatures, communication consent.
Name 3 things an investor can see or do in the Marketplace.
Any 3: all inventory in one place, photos, property information, local comparables, property match, calculators, term-sheet requests.
You discover halfway through a call that the investor is already disclosed to another Advisor. What should you do?
Stop trying to win the buyer, let them know who their contact is, and disengage appropriately.
What 3 things are required to officially lock / call a property sold?
Signed contract + $7,500 deposit + proof of contract / deposit posted to the team group.
What fees are buyers typically responsible for outside of purchase price? (Bonus points: how much?)
$895 admin fee, 1–1.5% closing costs, title costs, Realtor fees.
After a buyer completes the Marketplace invite form, what happens automatically?
Their status changes to "Disclosed Investor."
Name 2 additional value-add features or future Marketplace capabilities discussed in training
Any 2: term-sheet requests through Homebldr, buyerproperty matching, Realtor / vendor network, Floor & Decor benefits, other future buyer tools / resources.
A contact is in New status and was last updated 36 hours ago. Can you claim them?
No. They need to be inactive for more than 48 hours under the current process.
Why does RFP collect the deposit directly?
The assignment structure — it gives us better control over the funds if a legitimate title or closing issue occurs.
Name 2 TREC policies that all Realtors must abide by.
(1) No selling outside the brokerage. (2) No getting paid outside the brokerage.
What are the consequences if a buyer or agent violates the marketing restrictions in the Investor Acknowledgement Form?
$10,000 fine per occurrence.
How do you send a Marketplace invite in Salesforce?
Open the new contact; click the "Working" tab; click "Mark Stage as Complete"; send the invite from the middle right of the page next to Marketplace.
Where do you go in Salesforce to check whether a contact is claimable?
Home Page tab → Claimable / Not Claimable section.
Why do we only sell to end buyers?
Build direct relationships, cleaner execution, better control, less risk, prevent double closes.
Name 5 characteristics of a great agent
Show up, do the work, move with urgency, get coached, stay in the fight (accept similar).