BG New Advisor Booklet

Page 1


Team Contacts

Beau Blankenship

405-623-5227

Beau.blankenship@evrealestate.com

Sarah Haddorff

TransactionCoordinator/BusinessDirector/Beau'sAssistant 707-889-8094

Sarah.haddorff@evrealestate.com

Olivia Prewitt

SocialMediaStrategist

859-516-2368

Olivia.Prewitt@evrealestate.com

Josh Blick

Videographer

309-648-8618

Josh.Blick@bgdigitalmedia.com

William Mitchell

OpenHouseScheduler 229-881-0089

wi11iam.mitchell@engelvoelkers.com

Layne Lillie Photographer 850-832-8716

laynelilliephoto@gmail.com

Array Photographer 850-608-8030

team@arraylistingcontent.com

8. Post-Closing�

•TC uploads final statement to Dotloop and closes out the file. Agent sales will be updated in Sisu.

9.Agent ResP-onsibilities:

•Track executed addendums and terms.

• Manage deadlines and contingencies.

• Remind clients to submit EMD and mark MLS pending under Blankenship Group.

•Closeout sale in MLS under Blankenship Group.

10. Gifts and ExP-enses:

• Coordinate closing gifts with approval from Sarah. We have gift bags, wine, etc. available at the office. All other gift expenses will need to be approved by Sarah in advance.

• Any additional expenses (mailers, etc.) will need to be approved by Sarah in advance.

11. Social Media/VideograP-hy/PhotograP-hY-

•Social media requests through Olivia.

• Videography requests through Olivia and/or Josh.

• Schedule photography using the contacts list.

12. OP-en Houses

• Every Friday, Will dispatches sign-up sheets for open houses to the group chat.

• Access the Open House tab on the Team Info Hub to secure your slot for open houses.

• For open house flyers, kindly contact Sarah.

13. lmP-ortant Notes:

• Maintain direct client contact throughout the transaction.

• Defer to mentor and checklists.

• Use your personal Dotloop account with notifications.

• Stay organized with the Dotloop app on your phone.

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