BLUEPOINT TRACKING FORM
2
Level I
2
Level II
3
Level III
4
Level IV
5
BLUEPOINT COURSE DETAILS
6
ACTIVITIES CHECKLIST
13
PUTTING TRAINING TO WORK!
16
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Be sure to download the latest version of the guide, from the Managing Broker Academy (MBA) Portal before beginning a planning session.
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NAME:
Unlicensed individuals with whom you are currently in contact.
DATE: CURRENT LEVEL:
BLUEPOINT TRACKING FORM TRACKING FORM LEVEL I CORE COURSE /ACTIVITY DATE ASSIGNED DATE COMPLETED MANAGER’S INITIALS NEXT ACTION
Coldwell Banker Works – Take a Tour
Coldwell Banker Works – eMarketing Tour
Coldwell Banker Consumer Website
CBU OverviewBusiness Video SeriesColdwell The (Real) Statebeen ON of Mobile LOCATION BOO$T Newly Professionals withSkills < 12(SkillSoft)eMarketing months in real estate or < 10 units whoBanker have NAME:licensed Sales (White Paper by Gustavo registered in CREST/EDG. DATE: Gonzalez)
CURRENT LEVEL:
BLUEPOINT TRACKING FORM TRACKING FORM LEVEL II CORE COURSE /ACTIVITY DATE ASSIGNED DATE COMPLETED MANAGER’S INITIALS NEXT ACTION
Coldwell Banker Works – Take a Tour
Coldwell Banker Works – eMarketing Tour
Coldwell Banker Consumer Website
eFastStart
FastStart Self-Study Modules
Professionals with 1-2 years in real estate or with 11-20 annual units who have been registered in NAME: CREST/EDG. DATE: CURRENT LEVEL:
BLUEPOINT TRACKING FORM TRACKING FORM LEVEL III CORE COURSE /ACTIVITY DATE ASSIGNED DATE COMPLETED MANAGER’S INITIALS NEXT ACTION
Coldwell Banker Works – Take a Tour
CBU OverviewBusiness Skills (SkillSoft)eMarketing Video SeriesColdwell The (Real) Previews ABR SRES SFR (Short (Accredited (Seniors Banker Property State SaleReal and ON Buyer ofSpecialist Mobile Estate LOCATION Foreclosure Representative) Specialist) Resource) (White Paper by Gustavo Gonzalez)
Coldwell Banker Works – eMarketing Tour
Coldwell Banker Consumer Website
FastStart Self-Study Modules
BOO$T OPTIONAL COURSE /ACTIVITY DATE ASSIGNED DATE COMPLETED MANAGER’S INITIALS NEXT ACTION
NAME:
Experienced Professionals with 21 annual units who have been registered in CREST/EDG.
DATE: CURRENT LEVEL:
BLUEPOINT TRACKING FORM TRACKING FORM LEVEL IV CORE COURSE /ACTIVITY DATE ASSIGNED DATE COMPLETED MANAGER’S INITIALS NEXT ACTION
Coldwell Banker Works – Take a Tour
Coldwell Banker Works – eMarketing Tour
Coldwell Banker Consumer Website
CBU Overview
Previews Property SpecialistsABR (Accredited Buyer Representative)Business eMarketing Coldwell The SRES SFR (Real) (Seniors (Seniors Banker Skills State Video Real Real (SkillSoft) ON of Series Estate Mobile Estate LOCATION Specialists) Public Specialists) Relations Teams (White Paper by Gustavo Gonzalez)
OPTIONAL COURSE /ACTIVITY DATE ASSIGNED DATE COMPLETED MANAGERâ&#x20AC;&#x2122;S INITIALS NEXT ACTION
II II II from your manager. II I On the log in page, click “eMarketing “Take a Tour”. Tour”. IThe site can be accessed with guest pass acquired
1.To 1. Register, 1. Highlight Highlight On the Highlight “search” go the the to: “Learn” “Learn” thebar “Learn” type tab tab. tab.
II I III
To Self-Study To Register, begin, gogoto: to:www.coldwellbanker.com the words Location” 2.http://cbworks.coldwellbanker.com/ 2. In 2. Inthe the Indrop drop the “On drop down down down menu, menu, menu, choose choose choose “BlueView “BlueView “BlueView ––Sales Sales – Sales Associate Associate Associate Learning Learning Learning Portal” Portal” Portal” http://cbworks.coldwellbanker.com/ Take Learn Self-Study a how Tour to offers increase various yourtips visibility to sales and Professionals, enhance your Brokers customer andcontact Managers program to improve by effectively their overall using experience ecards and onenewsletters. CB Works. 2. Click on “Coldwell Banker 3.3. Click 3. Under Click onthe the on Video “Training the “Training Tab, & click Resources” & the Resources” “By Subject tab tab Tab” and scroll the topic bar to “FastStart” 1. 1. Highlight Highlight theSM“Learn” the “Learn” tab tab. On Location ” 1. Highlight the “Learn” tab. 1.4. Explore Highlight the national the “Learn” website. tab on You can search for the property, an office a real estate professional. Not sure where to begin, 4. 4. Select Select Click a“eFastStart sub “Previews tab and Self-Paced Property click itSpecialist” Module” to display of a to your list see choice ofasub class topics schedule andor register 2. 2. In In drop the drop down down menu, menu, choose choose “Coldwell “BlueView Banker – Sales University Associate Registration LearningSite” Portal” 3. Review all the resources at 2. the use the innovative “BlueScape” search feature! In the drop down menu, choose “BlueView – Sales Associate Learning 5. Click on anydown of themenu, sub-topics 2.3. In the drop choose “Coldwell Banker University Registration Site” Self-Paced Virtual Classroom 3. the bottom of the page Under Under “Registration the Video Instructions Tab, click the “By Subject Tab” and scroll the topic bar to Portal” a listwinning of courses Ourfor award site demonstrates the Value and Poweron of how the brand. and “eMarketing” Site Navigation” select “click here for information to navigate through the include: 3.Self-Study Under “Browse for Training” select “New Agent” 3. self-paced correspond to the online instructor led course and Click onprogram the modules “Training & Resources” tab eFastStart 6.FastStart ThisClick interactive on a course tosite!” register provides the core foundation for any sales associate who is serious about working with the affluent CBU registrations – Prospecting tools & methods Select “the video of your choice 4. Click “BOO$T” to see a class schedule and register 4.market. Select “eFastStart” for a schedule Coldwell Banker partnered with YouTube to create Coldwell Banker On Location, allowing consumers access to thousands – Working Self-Paced with buyers Self-Study of of with homesellers listings, neighborhood features, local market conditions and Video Self-Study Virtual Classroom – videos Working Virtual Classroom It is required forhomebuyers any of COLDWELL BANKER sales associate who wantsSite. to earn the Previews Property Specialist certification. trends, tipsafor and sellers Take a narrated tour the Coldwell Banker University Registration – Presenting Developing successful offers andReal Negotiating Estate business agreements. takes planning, execution and skills! Enhance your business acumen with more than BOO$T is a high-accountability program eFastStart our flagship four-week virtual classroomlevel training program that enables new sales associates to earn while they learn! anddifferent much is more. 400 courses, offered atdownload whichever need! The View each provides ofbusiness the CBU anprospecting overview videos below ofactivities the and site, navigation handouts tips you and when information available. relating to registering. that tour will target your to lead to more listings and contracts. Topics include Working withto Buyers, Working with Sellers and On Presenting Offers. By developing your ownyour video content be posted to Coldwell Banker Location,and youNegotiating will help build an ever-growing library Learn how to Prospecting, maximize value and BOO$T your career. •of attention-grabbing eMarketing Series – video On Location listings and immensely valuable local market insights – at a depth that consumers can’t get eFastStart begins with aofMANDATORY ORIENTATION session followed by threeminutes. 90 minute virtual course sessions each for four This program consists 6 virtual each lasting one hour of and fifteen •anywhere eMarketing Series – same Lead Management else. At the time, sessions you will be building the profile both yourself and your company. weeks. • • • •
eMarketing eMarketing eMarketing eMarketing
Series Series Series Series
–eNewsletters – Social Media – eCards - Property Descriptions
COURSE /ACTIVITY RECOMMENDED FOR LEVEL (AND ABOVE) GETTING STARTED DESCRIPTION
Coldwell Banker Works – Take a Tour To begin, go to: http://cbworks.coldwellbanker.com/ Coldwell Banker Works – eMarketing Tour To begin, go to: http://cbworks.coldwellbanker.com/ Coldwell Banker Consumer Website eFastStart eFastStart Self- Paced Modules To register, go to: http://cbworks.coldwellbanker.com/ How to navigate the CBU Registration Site Business Skills Suite of Self Paced Courses To register, go to: http://cbworks.coldwellbanker.com/ eMarketing Video Series Coldwell Banker On LocationSM To begin, go to: http://cbworks.coldwellbanker.com/ BOO$T Coldwell Banker Previews International and the Luxury Market To register, go to: http://cbworks.coldwellbanker.com/ ABR (Accredited Buyer Representative)
IV IV IV 1. Highlight Highlight the “Learn” the “Learn” tab. tab tab. ToTo Register, begin, go to: http://cbworks.coldwellbanker.com/ 2. 2. the In In drop the drop downdown menu, menu, choose choose “BlueView “BlueView – Sales – Sales Associate Associate Learning Learning Portal” 3. ClickPortal” on the “Training & Resources” tab 1. In1.the Highlight “search” the bar “Learn” type thetab. 3. Click on to thesee “Training Resources” 4. Click “ABR” a class &schedule and tab register words “Public Relations” 2. In the drop down menu, choose “BlueView – Sales Associate Learning Portal” 4. Click “SFR” Select the “Leadership” to see a class subschedule tab and and clickregister on it to display a list of sub 2. Classroom Click on “Public Relations Virtual 3. topics Click on the “Training & Resources” tab Learning and Training” Virtual Classroom Click “SRES” to see a class schedule and register 5. 4. Click “Teamwork” You will learn how on to the properly represent buyers and apply knowledge to your state’s agency laws. Graduates of the ABR ® course Self-Paced ® courses sub-topic of forREBAC a list of Virtual Classroom will become members (Real Estate Buyers Agent Council). For more information about the requirements for the ABR ® designation, Click please onrefer a course to to register This 6.section contains anhttp://www.rebac.net array of The Seniors Real Estate Specialists® (SRES®) Designation demonstrates that you have the requisite knowledge, experience and public relations resources to promote yourself and expertise to successfully provide seniors with professional consultation about real estate. This course meets four your company – nottimes starting with a mandatory technical overview. Each session is approximately 3 ½ hours. Attendance is required at all sessions in to complete only to the local media, order but also with your the program. SRES is the largest and most comprehensive senior program in customers. ® theABR real estate industry is the The designation alsoand counts designation to specifically asonly a Learn 2-day credit towards your key points for media ® service seniors. CRS designation. talking points, special reports and training sessions. This course meets three times with each session being approximately 4 hours. Attendance is required at all sessions in order to complete the program. To register, go to: http://cbworks.coldwellbanker.com/ IIIIV
1.
SRES (Seniors Real Estate Specialist) SFR (Short Sale and Foreclosure Resource) To register, go to: http://cbworks.coldwellbanker.com/ RABAC’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: http://realtorsfr.org/courses.html Public Relations Teams To register, go to: http://cbworks.coldwellbanker.com/ There are several courses specifically designed to assist with the development of teams. Scroll through the selections for your specific area of interest.
ACTIVITIES CHECKLIST CHECK OFF EACH ITEM AS IT IS COMPLETED
Introduction
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Conduct Orientation
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Schedule completion of appropriate level of BluePoint
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Schedule of sales meetings and property tours/caravans
O
Introduce Sales Professional at sales meeting
O
Have Sales Professional send out an announcement to their sphere of influence
O
Photography specifications/procedures
O
Company forms and documents
O
Business items that you provide such as business cards/name badge/keys/office supplies
O
Signs/Name Riders/Lockboxes (as applicable)
O
Agency disclosure forms
O O O
Checklist of your company/office procedures for showing property Open House Reception material
Company paid celebration dinner for two! _________________________________________________________________
Passwords (please keep these confidential)
O O O O O
Sales professional ID â&#x20AC;&#x201C; _____________________________________________________ Crest/Trident# ____________________________________________________________ Coldwell Banker Log-in Password ______________________________________________ eMail system ______________________________________________________________ _________________________________________________________________________
O
_________________________________________________________________________
Building Your Business (check off items completed)
O O O O O O
Completion of BluePoint courses (See BluePoint Tracking Form) New Sales Professional announcement cards Coldwell Banker Personal Profile Page Coldwell Banker Personal Website Stock prospecting items emarketing
o o
eCards eNewsletter
O ___________________________________ O ___________________________________ O ___________________________________ Seller Services (check off items completed)
O Listing forms/listing kit O Seller Services Guarantee (USA)/Ultimate Service (Canada) O Listing Presentation(s) Laptop/Tablet/PPT O Company checklist for submitting listings O Coldwell Banker Website O Coldwell Banker ON LOCATION O Checklist of closing procedures O Coldwell Banker Home Enhancement Guide O ___________________________________ O ___________________________________ O ___________________________________
Buyer Services (check off items completed)
O
Set of Buyer forms/Buyer kit
O
Buyer services Guarantee (USA)/Ultimate Service (Canada)
O
Company checklist for submitting contracts
O Coldwell Banker Homebuyer Guidebook/PPT O ___________________________________ O ___________________________________ O ___________________________________ Activities Checklist Notes
Date : 1.
Class Name:
2.
How will you apply the knowledge and skills learned in this class?
3.
How and when will you measure your success? _______________________________________________________ _______________________________________________________ _______________________________________________________