New Homes On-Site Policy Manual for Listing Brokers

New Homes On-Site Policy Manual for Listing Brokers

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This sample policy manual has been used by the author, David. R. Fletcher, to recruit, train, and supervise full-time sales teams for more than $3 billion in sales for new condominiums rental conversions, and single-family subdivisions.

It is offered as guide to help home builders who are thinking of retaining the services of a real estate broker, or to help a broker who is thinking of becoming the exclusive listing agent for a condominium project, a single family subdivision or a home builder.

Consider this a draft and make any changes you need to make, including replacing the brand on the cover with yours. This document is offered as a Word document so you can brand or co-brand the cover and modify its content as needed.

David Fletcher has added comments to the sidebar about each section with helpful thoughts and suggestions for how to use the manual, and how to customize it for your needs. This is a digitally downloaded product. You will receive a link upon checkout to download your document. 

Table of Contents

1 WELCOME AND INTRODUCTION
2 OBJECTIVES
3 ONSITE SALES CONSULTANT’S JOB DESCRIPTION
4 PERSONNEL POLICIES
4.1 Appearance and Dress Code
4.2 Business Cards and Name Tags
4.3 Communications philosophy
4.4 Closing Incentives
4.5 E-mail
4.6 Floor Schedule
4.7 Punctuality
4.8 Golf Carts (if applicable)
4.9 Lines of Communications
4.10 Broker Marketing Services
4.11 Onsite Sales Training Topics
4.12 Name Tags
4.13 Office Cleanliness
4.14 Office Security
4.15 Obligating the Company/Acceptance of Fees
4.16 Property Management Referral Fees
4.17 Smoking and Alcoholic Beverages
4.18 Contingency Sales
4.19 Telephone
4.20 Termination
4.21 Communications and lines of authority
4.22 Outbound listing referrals
4.23 Outbound sales referrals
4.24 Approved Inventory
4.25 Commission Splits
4.26 Internal Documents/Privacy
5 GETTING STARTED CHECKLIST
5.1 Checklist
5.2 Sales Training
5.3 Prospect Registration
5.4 Co-broker Sales
5.5 Builder- Co-Broker Checklist
5.6 Timely Registration
5.7 Call-Ins
5.8 Guided Virtual Tour Leads
5.9 Returning Prospects
5.10 E-mail Inquiries Distribution
5.11 Second language market
5.12 Social media (Your policy)
5.13 E-mail blasts
6 BUILDER POLICIES
6.1 Prospect registration
6.2 Prospect Co-Broker registration
6.3 The model tour
6.4 Follow up procedure
6.5 Qualifying for a mortgage
6.6 Answering Construction Questions
6.7 Transaction management
6.8 Incentives
6.9 Negotiating Incentives
6.10 Adding Upgrades to the Purchase Agreement
6.11 Design Center Appointments and Process
6.12 Closing Escrow
6.13 Move-In Process
6.14 Pre-construction Inspections
6.15 Required deposit with Purchase Agreement
6.16 Reports
6.17 Change Order Policy
6.18 Inventory Control
7 PURCHASE AGREEMENTS
7.1 Earnest Money Deposits
7.2 Addendum
7.3 Cancellations
7.4 Refunds
7.5 Closing Instructions to Closing Agent
7.6 Exceptions
7.7 Transaction Management
7.8 The Preferred Lender
8 COMMISSIONS
8.1 Your Commissions
8.2 Co-broker Commissions
9 NEXT STEPS

Refund Policy
For our digitally downloaded training materials, given the intellectual property nature of the materials, we do not offer refunds. This is a standard policy among online retailers for downloaded songs, movies, or books. 

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