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BLUEPOINT TRACKING FORM2 Level I2 Level II3 Level III4 Level IV5BLUEPOINT COURSE DETAILS6ACTIVITIES CHECKLIST13PUTTING TRAINING TO WORK!16Be sure to download the latest version of the guide, from the Managing Broker Academy (MBA) Portal before beginning a planning session.BLUEPOINT TRACKING FORMNAME: DATE: CURRENT LEVEL:tracking form level iUnlicensed individuals with whom you are currently in contact.CORE Course /ActivityDATE ASSIGNEDDATE COMPLETEDMANAGER’SINITIALSNEXT ACTIONColdwell Banker Works – Take a TourColdwell Banker Works – eMarketing TourColdwell Banker Consumer WebsiteBLUEPOINT TRACKING FORMNAME: DATE:CURRENT LEVEL:tracking form level iINewly licensed Sales Professionals with < 12 months in real estate or < 10 units who have been registered in CREST/EDG.CORE Course /ActivityDATE ASSIGNEDDATE COMPLETEDMANAGER’SINITIALSNEXT ACTIONColdwell Banker Works – Take a TourColdwell Banker Works – eMarketing TourColdwell Banker Consumer WebsiteeFastStartFastStart Self-Study ModulesBOO$TCBU OverviewBusiness Skills (SkillSoft)eMarketing Video SeriesColdwell Banker ON LOCATIONThe (Real) State of Mobile (White Paper by Gustavo Gonzalez)BLUEPOINT TRACKING FORMNAME: DATE:CURRENT LEVEL:tracking form level iIIProfessionals with 1-2 years in real estate or with 11-20 annual units who have been registered in CREST/EDG.CORE Course /ActivityDATE ASSIGNEDDATE COMPLETEDMANAGER’SINITIALSNEXT ACTIONColdwell Banker Works – Take a TourColdwell Banker Works – eMarketing TourColdwell Banker Consumer WebsiteFastStart Self-Study ModulesBOO$TOPTIONAL Course /ActivityDATE ASSIGNEDDATE COMPLETEDMANAGER’SINITIALSNEXT ACTIONCBU OverviewBusiness Skills (SkillSoft)eMarketing Video SeriesColdwell Banker ON LOCATIONThe (Real) State of Mobile (White Paper by Gustavo Gonzalez)Previews Property SpecialistABR (Accredited Buyer Representative)BLUEPOINT TRACKING FORMNAME: DATE:CURRENT LEVEL:tracking form level ivExperienced Professionals with 21 annual units who have been registered in CREST/EDG.CORE Course /ActivityDATE ASSIGNEDDATE COMPLETEDMANAGER’SINITIALSNEXT ACTIONColdwell Banker Works – Take a TourColdwell Banker Works – eMarketing TourColdwell Banker Consumer WebsiteCBU OverviewOPTIONAL Course /ActivityDATE ASSIGNEDDATE COMPLETEDMANAGER’SINITIALSNEXT ACTIONBusiness Skills (SkillSoft)eMarketing Video SeriesColdwell Banker ON LOCATIONThe (Real) State of Mobile (White Paper by Gustavo Gonzalez)ABR (Accredited Buyer Representative)Previews Property SpecialistSRES (Seniors Real Estate Specialists)SFR (Short Sale Foreclosure Resource)Public RelationsTeamsCourse /ActivityRECOMMENDED FOR LEVEL (AND ABOVE)gETTING sTARTEDdESCRIPTIONColdwell Banker Works – Take a TourITo begin, go to: the log in page, click "Take a?Tour". DO NOT Enter a login or password. Go directly to the Tour. To experience more of Coldwell Banker Works, access the site with guest pass acquired from your manager.Self-StudyTake a Tour offers various tips to sales Professionals, Brokers and Managers to improve their overall experience on CB Works.Coldwell Banker Works – eMarketing TourITo begin, go to: the log in page, click "eMarketing Tour". DO NOT Enter a login or password.? Go directly to the e-Marketing Tour.Self-StudyLearn how to increase your visibility and enhance your customer contact program by effectively using ecards and enewsletters.Coldwell Banker Consumer WebsiteITo begin, go to: Self-StudyExplore the national website. You can search for the property, an office or a real estate professional. Not sure where to begin, use the innovative “BlueScape” search feature!Our award winning site demonstrates the Value and Power of the brand.eFastStartIITo Register, go to: the “Learn” tabIn the drop down menu, choose “Coldwell Banker University Registration Site”Under “Browse for Training” select “New Agent”Select “eFastStart” for a scheduleVirtual ClassroomeFastStart is our flagship four-week virtual classroom training program that enables new sales associates to earn while they learn!Topics include Prospecting, Working with Buyers, Working with Sellers and Presenting and Negotiating Offers.eFastStart begins with a MANDATORY ORIENTATION session followed by three 90 minute virtual course sessions each for four weeks.eFastStart Self- Paced ModulesIITo register, go to: the “Learn” tab.In the drop down menu, choose “BlueView – Sales Associate Learning Portal”Under the Video Tab, click the “By Subject Tab” and scroll the topic bar to “FastStart”Select “eFastStart Self-Paced Module” of your choiceSelf-PacedFastStart self-paced modules correspond to the eFastStart online instructor led course and include:Prospecting tools & methodsWorking with buyersWorking with sellersPresenting offers and Negotiating agreements.How to navigate the CBU Registration SiteIITo begin, go to: Highlight the “Learn” tabIn the drop down menu, choose “Coldwell Banker University Registration Site”Under “Registration Instructions and Site Navigation” select “click here for information on how to navigate through the CBU registrations site!”Self-StudyTake a narrated tour of the Coldwell Banker University Registration Site.The tour provides an overview of the site, navigation tips and information relating to registering.Business Skills Suite of Self Paced CoursesIITo register, go to: the “Learn” tabIn the drop down menu, choose “BlueView – Sales Associate Learning Portal”Click on the “Training & Resources” tabSelect a sub tab and click on it to display a list of sub topicsClick on any of the sub-topics for a list of coursesClick on a course to registerSelf-PacedDeveloping a successful Real Estate business takes planning, execution and skills! Enhance your business acumen with more than 400 different business courses, offered at whichever level you need!eMarketing Video SeriesIITo begin, go to: Highlight the “Learn” tab.In the drop down menu, choose “BlueView – Sales Associate Learning Portal”Under the Video Tab, click the “By Subject Tab” and scroll the topic bar to “eMarketing”Select “the video of your choiceVideo Self-StudyView each of the CBU videos below and download handouts when available.eMarketing Series – On LocationeMarketing Series – Lead ManagementeMarketing Series –eNewsletterseMarketing Series – Social MediaeMarketing Series – eCardseMarketing Series - Property Descriptions Coldwell Banker On LocationSMIITo begin, go to: the “search” bar type the words “On Location”Click on “Coldwell Banker On LocationSM”Review all the resources at the bottom of the pageSelf-StudyColdwell Banker partnered with YouTube to create Coldwell Banker On Location, allowing consumers access to thousands of videos of home listings, neighborhood features, local market conditions and trends, tips for homebuyers and sellers and much more.By developing your own video content to be posted to Coldwell Banker On Location, you will help build an ever-growing library of attention-grabbing video listings and immensely valuable local market insights – at a depth that consumers can’t get anywhere else. At the same time, you will be building the profile of both yourself and your company.BOO$TIITo Register, go to: the “Learn” tab.In the drop down menu, choose “BlueView – Sales Associate Learning Portal”Click on the “Training & Resources” tabClick “BOO$T” to see a class schedule and register Virtual ClassroomBOO$T is a high-accountability program that will target your prospecting activities to lead to more listings and contracts. Learn how to maximize your value and BOO$T your career.This program consists of 6 virtual sessions each lasting one hour and fifteen minutes.Coldwell Banker Previews International and the Luxury MarketIIITo register, go to: the “Learn” tab.In the drop down menu, choose “BlueView – Sales Associate Learning Portal”Click on the “Training & Resources” tabClick “Previews Property Specialist” to see a class schedule and registerVirtual ClassroomThis interactive program provides the core foundation for any sales associate who is serious about working with the affluent market.It is required for any COLDWELL BANKER sales associate who wants to earn the Previews Property Specialist certification.ABR(Accredited Buyer Representative)IIITo register, go to: the “Learn” tab.In the drop down menu, choose “BlueView – Sales Associate Learning Portal”Click on the “Training & Resources” tabClick “ABR” to see a class schedule and registerVirtual ClassroomYou will learn how to properly represent buyers and apply knowledge to your state’s agency laws. Graduates of the ABR? course will become members of REBAC? (Real Estate Buyers Agent Council). For more information about the requirements for the ABR? designation, please refer to This course meets four times starting with a mandatory technical overview. Each session is approximately 3 ? hours. Attendance is required at all sessions in order to complete the program. The ABR? designation also counts as a 2-day credit towards your CRS? designation.SRES (Seniors Real Estate Specialist)IVTo Register, go to: the “Learn” tab.In the drop down menu, choose “BlueView – Sales Associate Learning Portal”Click on the “Training & Resources” tabClick “SRES” to see a class schedule and registerVirtual ClassroomThe Seniors Real Estate Specialists? (SRES?) Designation demonstrates that you have the requisite knowledge, experience and expertise to successfully provide seniors with professional consultation about real estate.SRES is the largest and most comprehensive senior program in the real estate industry and is the only designation to specifically service seniors.This course meets three times with each session being approximately 4 hours. Attendance is required at all sessions in order to complete the program.SFR(Short Sale and Foreclosure Resource)IVTo register, go to: the “Learn” tab.In the drop down menu, choose “BlueView – Sales Associate Learning Portal”Click on the “Training & Resources” tabClick “SFR” to see a class schedule and register Virtual ClassroomRABAC’s Short Sales and Foreclosures Course leads to a NAR Short Sales and Foreclosure Resource (SFR) designation.This designation provides the knowledge to help sellers maneuver the complexities of short sales as well as help buyers pursue short sale and foreclosure opportunities.This course meets twice with each session being approximately 4 hours. Attendance is required at all sessions in order to complete the program.To get certified, you must also complete three free self-paced webinars and pay a one-time $175 application fee.Read more about the certification requirements: RelationsIVTo begin, go to: the “search” bar type the words “Public Relations”Click on “Public Relations Learning and Training”Self-PacedThis section contains an array of public relations resources to promote yourself and your company – not only to the local media, but also with your customers.Learn key points for media talking points, special reports and training sessions.TeamsIVTo register, go to: the “Learn” tabIn the drop down menu, choose “BlueView – Sales Associate Learning Portal”Click on the “Training & Resources” tabSelect the “Leadership” sub tab and click on it to display a list of sub topicsClick on the “Teamwork” sub-topic for a list of coursesClick on a course to registerThere are several courses specifically designed to assist with the development of teams. Scroll through the selections for your specific area of interest. ACTIVITIES CHECKLISTCHECK OFF EACH ITEM AS IT IS COMPLETEDIntroductionO Conduct OrientationO Schedule completion of appropriate level of BluePointO Schedule of sales meetings and property tours/caravansO Introduce Sales Professional at sales meetingO Have Sales Professional send out an announcement to their sphere of influenceO Photography specifications/proceduresO Company forms and documentsO Business items that you provide such as business cards/name badge/keys/office suppliesO Signs/Name Riders/Lockboxes (as applicable)O Agency disclosure formsO Checklist of your company/office procedures for showing propertyO Open House Reception materialO Company paid celebration dinner for two!_________________________________________________________________ Passwords (please keep these confidential)O Sales professional ID – _____________________________________________________O Crest/Trident# ____________________________________________________________O Coldwell Banker Log-in Password ______________________________________________O email system ______________________________________________________________O _________________________________________________________________________O _________________________________________________________________________Building Your Business (check off items completed)O Completion of BluePoint courses (See BluePoint Tracking Form)O New Sales Professional announcement cardsO Coldwell Banker Personal Profile PageO Coldwell Banker Personal WebsiteO Stock prospecting itemsO emarketingeCardseNewsletter O ___________________________________ O ___________________________________ O ___________________________________Seller Services (check off items completed)O Listing forms/listing kitO Seller Services Guarantee (USA)/Ultimate Service (Canada)O Listing Presentation(s) Laptop/Tablet/PPTO Company checklist for submitting listingsO Coldwell Banker WebsiteO Coldwell Banker ON LOCATIONO Checklist of closing proceduresO Coldwell Banker Home Enhancement GuideO ___________________________________O ___________________________________O ___________________________________Buyer Services (check off items completed)O Set of Buyer forms/Buyer kitO Buyer services Guarantee (USA)/Ultimate Service (Canada)O Company checklist for submitting contractsO Coldwell Banker Homebuyer Guidebook/PPTO ___________________________________O ___________________________________O ___________________________________Activities Checklist NotesDate: Class Name:How will you apply the knowledge and skills learned in this class?How and when will you measure your success?______________________________________________________________________________________________________________ AUTOTEXT Circle \* MERGEFORMAT _______________________________________________________ ................
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