Golfi Team University

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Course Curriculum

1. Setting Up your Matrix Profile
2. Understanding Neighbourhoods In Matrix
3. Customized Searching in Matrix
1. Golfi Academy Residential Leases
1. Welcome to The Golfi Team! Message from Rob Golfi!
2. You are part of our Team! Lets update your voicemail right now!
3. COVID -19 PROTOCOL
4. Welcome to The Golf Team Academy Training Course! Let's Get Started!
5. Values
6. The Golfi Way
7. Setting you up for success - Anthony Lamacchia Training, Corporate Docusign, SOI List and more
8. Annual Team General Meeting - 2021 THEME- EXPEDITION KNOWN. Cut first 15 min
9. Subscribe to our YouTube channel and turn on Notifications
10. Passwords for email and FUB account - PLEASE ASK IF YOU NEED TO CHANGE THEM!
11. Summary of what to expect in our On-boarding Process
12. Questionnaire | How would you rate yourself?
13. Tell us about yourself - In Take Form
14. Apple discounts available through head office for Golfi Team agents as a sub brokerage of Remax Escarpment.
15. Client Discounts from the Brick
16. Office Tools, Resources and Head Office Training and Quick Links
1. Buyers
2. FINTRAC Samples
3. Goals Follow UPs Time Management
4. Handing in a deal buy or sell
5. Listings
6. Miscellaneous
7. Residential Leases
1. Team Meetings - Attendance and Expectations
2. Vacation Protocol - Ignore this - this process has been undated
3. Generating Reviews - Google is King
4. Agent Pages on website that we own
5. Office Equipment Reminders
6. Sisu - What is it?
7. SISU on your phone
8. Photography, Videography & Staging Process
9. ORDERING A LAWN SIGN
10. Our Main Website robgolfi.com
11. Why The Golfi Team? Review Our Services - Click around and explore!
12. FAQ with Erik Sepper, Mortgage Broker
13. CMHC Changes You Need to Know About - with Sam Migiaccio Mortgage Expert
14. Rob Golfi | How I've learned from my experiences Vlog #001
15. Appraiser Alert!
16. Why do we get more than 1 email when we receive a lead?
17. Shutting down FUB text message notifications for leads
18. How to manage Rentals (Tenants) on the Golfi Team
19. Fishing for Pond Leads. How to find the Pond Leads
20. SAMPLE of the Proper way to fill out - Individual Identification IF FINTRAC
21. Trade Record Sheet, Deposit Instructions & Reporting
22. How do I book an appt with another brokerage that uses Brokerbay?
23. Scripts that work
24. Rent to Own Situations
25. What happens if I have a buyer and they need a home in a particular area - Letter to a Neighborhood
26. Tenants - The Landlord's Right of Entry into a Rental Unit
27. NEW DEAL EMAILS FOR PAPERWORK SUBMISSION!
28. How NOT to get your Email Hacked!
29. SQUARE FOOTAGE ON YOUR LISTINGS
30. What to do when a client tells you that you have the WRONG Number?
31. Closing Day Gifts for your clients. A Great Gift Choice - CUTCO
32. Water Testing and Septic on Rural Properties
33. Reverse Offer Strategy
34. Mail Protector
35. The Expectation of Video
36. Client for Life Loyalty Program & Free for use Golfi Trailers
37. Measurements and Square Footage
38. Joining TRREB
39. Sentrilock - Best Practices & Trouble Shooting Tips
40. Tips on Negotiations with Buyers and Sellers and Fellow Salespeople
41. More Tips on Negotiating with Buyers, Sellers and Co-Operating Sales People
42. The Importance of Video. Using Bombbomb for Video Texts and Emails for higher conversions
43. Simple yet effective Video Email and Video Text. Introduce Yourself.
44. When to think about incorporating your business
45. Broker Bay Agent Training Guide
46. MOVESNAP - Client Relocation Service
47. More about Movesnap for our clients
48. Complete the FUB Records - Avatar for Social accounts, emails, phone numbers
49. Sample of HoodQ
50. Workplace - where to find agent contact details
51. PATS (Post Appointment Text System)
52. PATS SMS text will prompt for Notes that require a minimum of 150 characters
53. Personal link to your webpage. 50 sec video
54. Workplace by Facebook | Workplace & Workplace Chat
1. Highlights of Remax Escarpment
1. Followup Overview Training for New Agents - The Basics of Followup Boss
2. Calling and Texting with Follow Up Boss
3. FUB 101 - How to Use Follow Up Boss Like a Boss
4. The Principles of Followup
5. FUB | My Settings & SOI Import List
6. FUB | Stages
7. FUB | Filters
8. FUB| Smart Lists
9. FUB | Tasks
10. FUB | Timelines
11. FUB | Tags
12. FUB | Email & Text Templates
13. FUB | Action Plans
14. FUB | Best Practices Training with Holly Chriss
15. More FUB Q & A
16. Opting Leads in & Out and Bad Phone Numbers - Ylopo and FUB
17. Ylopo PPC versus Ylopo Facebook leads in FUB
18. Text Messages - Followup Boss
19. How to handle invalid phone numbers in FUB and Ylopo
20. Keeping your FUB record clean
21. Where can you find your Followup Boss Phone Number?
22. Pond Leads and Notifications
23. Auto-tagging now turned on in Follow up BOSS
24. How to Request that 2 records in FUB be merged
25. FUB Address Hack
26. FUB | Avatars and social accounts in FUB
27. FUB | Renter vs Only looking to Rent
28. The Difference between Unsubscribed and Do Not Contact and should you pond it?
29. Reassigning your leads for whatever reason. CC Rose Magro
30. ISA and Agent Standard Operating Procedures
31. FUB - Last Visit less than 48 Hours ago. Great Opportunity Here!
32. Adding an appointment in FUB without inviting the client
33. Adding Leads to your FUB - what if they are in the Pond?
34. New FUB Features - Call Dialler, Record your FUB voicemail (Teams within Teams)
1. Followup Ideas
2. Duty Time Best Practices
3. HPI & Stats Overview with Conrad Zurini
4. How to Comp. Long form CMAs. This content is coming! Skip to next slide.
5. HPI Training with Heather Belsito, Broker with The Golfi Team
6. HPI & Stats Download
7. Time Blocking
8. Time Blocking Explained
9. Open House Protocol (post covid)
10. Showing Homes & Buyer Protocol
11. Serhant Closing Guide Download
12. Selling tenanted properties can be a challenge. | Vlog #003
13. Pre-approvals Equal Buying Power
14. Trade Records
15. Ryan Stewman
16. FUB CRM best practices - Invalid Phone Numbers and Emails. How to find and handle them?
17. Shutting Raiya Down with your phone when you don't have access to a computer.
18. Please keep both eyes on your listings!
1. Ever wanted to check out Rob’s early resume? Here’s your chance... | Vlog #002
2. Duty Schedule & Shift Alerts
3. Duty Time Essentials
4. Vacation Process
5. Ad Call Process
6. Trusted and Preferred Vendors & Partners
7. Inspections by AmeriSpec - FAQ
8. Google Trends
9. Pausing Auto Emails
10. Distribution of Boldleads through Round Robin
11. Golfi Procedures- Home Evaluations
1. Lead Sources | Duty & Call Ins & Ad Calls
2. Lead Sources | Ylopo
3. Ylopo Leads Distribution
4. Lead Sources | Boldleads
5. Lead Sources | Realtor.ca/Remax.ca etc Buyer Leads
6. Lead Sources | Sphere of Influence (SOI)
7. Voice Pad Leads - How to call them
1. Advertising Compliance
2. LinkedIn
3. Instagram
4. Facebook
5. Twitter
6. Katie Lance Webinar | From Re/Max Escarpment Optimize your social presence with the team
1. Brokerbay | Overview
1. Basic Webform Templates and Clauses
2. Webforms Training with Jeff April 9 2021
3. Webforms Courses from Head Office
1. Working with Buyers
2. Buyer Presentation July 2021
3. Objection Handling
4. Buyer Representation Fred Purchaser
5. Offer 1 Fred Purchaser
6. Signback Fred Purchaser
7. Handing in a Deal
8. Hand in Fred Purchaser Deal
9. Buyer Representation Jack and Jill Client
10. Offer 2 Jack and Jill Client
11. Jack and Jill Client Signback
12. Jack and Jill Accepted Offer
13. Blank Trade Record
14. Fred and Wilma Flinstone Buyer Representation
15. Fred and Wilma Flinstone Offer 3
16. Fred and Wilma Flinstone Improvement
17. Fred and Wilma Accepted Offer
18. Buyer Representation Joan Buyer
19. Joan Buyer Schedules for offer
20. Joan Buyer Offer 4
21. Joan Buyer Status Fulfilment
22. Break down strategies to help you Create Buying Power with Pre-Approvals
23. Easement
24. VIP Luxury Buyers
1. Nick McLean - Listing Agent Workshop - Week 1 Documents
2. Nick McLean - Listing Agent Workshop - Week 2 Documents
3. Week 2 - Listing Agent Video
4. Week 3 Documents - Listing Agent Workshop
5. Week 3 - Listing Agent Video
6. Week 4 - Video and Documents
7. Week 5 - Nick McLean
8. Week 6 - Nick McLean
1. Home Equity Check
2. Home Evaluation Process/Checklist
3. Listing Presentation. New Version 2021 - LAST UPDATED JUNE 4 2021
4. Golfi Listing Guidelines and Protocols (Download and Review)
5. GET YOUR LISTINGS ON BOTH RAHB AND TRREB!
6. How to WIN a Listing when you are in Competition!
7. Long form CMAs. This content is coming! Skip to next slide.
8. Data Forms - Only one is necessary
9. HOME EVALUATIONS and Listing Package Checklist
10. 3 Questions to ask your Sellers at a Listing Presentation
11. Home Eval Packages (that Lauren binds together)
12. When do you need to submit 2 data forms?
13. Protocol for Listings and Listing Packages
14. Listing Package Checklist
15. Live Listing
16. Objection Handling
17. Adding the TRREB Datasheet to Existing
18. Converting Room Sizes
1. Commission Process. Stay tuned for this upcoming content. skip to next slide!
2. Legal Descriptions
3. Docusign
1. CCR Group. What is it and how does it work?
2. Outgoing Referral
3. Incoming Referral
1. Hamilton and Niagara Real Estate Shows
2. Television & Celebrity Endorsements
1. Conclusion | 10 Tips to be Successful
2. Conclusion | Power Words
3. Conclusion | You are Ready to Get Started!
4. A Little Quiz

About this course

Free
224 lessons
25 hours of video content

Course Curriculum

CHAPTER 11: MATRIX

CHAPTER 19: Residential Leases

CHAPTER 1: Introduction to the Golfi Team Play book

CHAPTER 2: Golfi Documents

CHAPTER 3: Operations

CHAPTER 4: Remax Escarpment

CHAPTER 5: Followup Boss

CHAPTER 6: Best Practices

CHAPTER 7: Internal Processes

CHAPTER 8: Lead Sources

CHAPTER 9: Social Media

CHAPTER 10: Brokerbay

CHAPTER 12: WEBFORMS - BUYERS AND SELLERS

CHAPTER 13: WORKING WITH BUYERS

CHAPTER 14: Nick McLean - Listing Agent Workshop

CHAPTER 15: WORKING WITH SELLERS

CHAPTER 16: Miscellaneous

CHAPTER 17: REFERRALS

CHAPTER 18: Media | Radio and TV

CHAPTER 20: Conclusion

About this course