REAL ESTATE SUPPORT AND ONLINE SERVICES

Tools Needed in Setting up a Realty

Propstream

Deal Analyzer

Email

Share drive files

Google drive
CRM

CRM – repository
for contacts for
easy retrieval,
records and action
plans

Shown here is the

list view
CRM

Mojo Dialer is the

top of the line
dialer and CRM
combined

Shown here is the

account/lead
view where one
can keep tract of
the actions taken
as well as the
results of past
interactions
CRM

Mojo Dialer is the top of the line dialer and CRM

combined

Can do Set Action Plans

Appointments

Follow ups

Highly Customizable templates

Mojo Costing Snapshot

Additional phone numbers are 5 dollars per number per month

The great thing with mojo is after set up – if you keep 1 lead manager – all the other record keeping tools in the CRM
remains accessible and active.
Agent (Cold Caller and Admin Staff or VA)

VAs are categorized and priced based on their skill set. Eventually all less skilled VA develop the other skillsets
Rates aren USD 5, USD 7, USD 10 per category

Basic Admin (trainable agents doing clerical/booking work at USD 5

Basic Set up for a VA/Caller Assisting A Wholesaler/Realtor

VAs are categorized and priced

based on their skill set. Eventually
all less skilled VA develop the
other skillsets
Rates are USD 5, USD 7, USD 10 per
category

Basic Admin (trainable agents

doing clerical/booking work at
USD 5
Expectations with the Virtual Assistant

1. Cold call leads to generate phone call leads, appointment leads and warm leads
2. Assist in the basic admin tasks and clerical task of a wholesaler/realtor (requires some teaching/ increases in complexity as
tenure grows)
3. Will do follow up calls, set up appointments, assist in the negotiation when instructed
4. Perform related tasks as needed

On average a full time cold caller is expected to generate 7-15 motivated leads (assortment of phonecall/appointment/warm
leads)

Warm Leads - had provided intent or willingness to sell property

Phone Call Leads – a warm lead that the caller had been able to set up for the wholesaler to further negotiate

Appointment leads – appointments generated by the caller for an actual site visit and property assessment to be able to provide
a definitive buying price offer.
Overview: Defining Our Callers and You
Cold Calling
Appointment Setter
Will take calls to get potential sellers
from the lead list. If the cold caller
encounters a potentially hot and
urgent lead in the course of call
taking – the agent will push it to the
ACQ person in an attempt to close
the deal.
Any reaction from the lead list
registered in the system will be
treated as a follow up that will
require a more skilled approach to
calling therefore will be pushed to
ACQ/Cold Caller.
Any information, that the cold caller
gets, potentially with an interest to
sell but was not completed for
reason or the other will also move to
the ACQ Queue for calling.
It is extremely important for the cold
caller and the ACQ/Cold Caller to
calibrate to improve yield.
Acquisition Manager or
Closing Agent
Will do the appointment calls made by
the cold caller. He/She will follow
through establishing credibility of the
Realtor and along the way, find out true
Asking Price, true value of the property
and in that determination be able to
provide an acceptable offer, provide
the offer and finish all required paper
works and follow up.
If at any point in the calls and
negotiation the ACQ Agent determines
that the lead will likely react more
favorably to the Realtor, or there
continues to be issues in terms of
Credibility, Legitimacy and sincerity of
the Offer - It is this time that the Realtor
is expected to jump in.
Depending what will help secure the
deal fastest, the realtor must be
tracking the development in the closing
phase of the deal.
YOU ARE STILL
THE ULTIMATE CLOSER!
YOU, The Realtor
Depending what will help secure the
deal fastest, the realtor must be tracking
any leads that enter on the HOT phase of
the negotiation. At any given point it is
the prerogative of the realtor to take
over if there is a perceived advantage.
At this point, the ACQ Agent will take a
junior role and aid the realtor to close the
deal.
This part of the deal must be very clearly
understood by all parties.
There are a lot of reasons that is to no
discredit to the ACQ agent working on a
deal but find that the realtor will be in a
better position – Natural distrust with
foreigners, lack of physical or actual
contact, and concerns around credibility
or capacity to execute the proposed
deal.