Course Description

President and Broker of Record

John Pasalis

Course curriculum

  • 1

    Introduction

    • Introduction to the 10 Step Home Buying Method

    • Why Do We Have Systems?
  • 2

    Step 1 - The Before You Buy Consultation

    • Consultation introduction

    • Why Start with a Consultation

    • Preparing for Your Consultation

    • Sending Wishlist

    • Preparing Financials

    • Preparing a Neighbourhood Match Report

    • Home Buying Method Documents

    • Activity: Before You Buy Consultation

    • Script Review
  • 3

    Step 2 - Reality Check - Is it the Right Time for You to Buy

    • Why Ask This Question?

    • Working With First Time Buyers

    • Working with Up-Sizers

    • What About the Market? Part 1

    • What About the Market? Part 2

    • What About the Market? Part 3

    • What If It's Not The Right Time to Buy?
  • 4

    Step 3 - Realosophy Neighborhood Match

    • Preparing a Neighbourhood Match Report
  • 5

    Step 4 - Customized Home Buying Strategy

    • Why We Do a Custom Home Buying Strategy

    • Completing your Custom Home Buying Strategy in Salesforce
  • 6

    Step 5 - Market Education

    • What Is It and Why We Do It

    • How Do We Sell Our Market Education Tour

    • Planning Your Market Education Tour

    • Scheduling the Tour

    • How to Prepare for the Tour - Houses

    • How to Prepare for the Tour - Condos

    • Activity: Neighbourhoods
  • 7

    Step 6 - 10 Point Home Check

    • What is Our 10 Point Home Check

    • Using our 10 Point Home Check in Salesforce

    • Walking Through Your 10 Point Home Check

    • Sample Walk Through of 10 Point Home Check

    • 10 Point Home Check After Your Market Education Tour

    • Basic Elements: Carson Dunlop Training Day One

    • Basic Elements: Carson Dunlop Training Day Two

    • Basic Elements: Carson Dunlop Training Day Three

    • Preparing the Buyer Rep Agreement

    • Update Salesforce Opporunity

    • Next Steps

    • Test: Home Buying Method

    • Activity: Market Education Tour

    • Carson Dunlop: Presentation Notes PDF
  • 8

    Step 7 - Regroup

    • Why We Need Regroups

    • Planning Your Regroup

    • Regroup When Search is Going Well

    • Regroup When Buyers Have Specific Needs

    • Regroup When Buyers Have Unrealistic Expectations
  • 9

    Step 8 - Price Advice

    • Getting The Price Right

    • Sending Your CMA

    • Suggested Courses: Principals of Appraisal

    • Self Study Activity: Appraisal and CMA

    • Quiz: CMA
  • 10

    Step 9 - Win The Home

    • Offer Basics

    • Preparing Your Offer

    • Standard Offer Clauses

    • Price Advice Approach

    • Price Advice - No Other Offers

    • Price Advice - Multiple Offers

    • Activity: Offer Creation
  • 11

    Step 10 - Move In

    • Updating Salesforce Opportunity

    • Closing Your Sale in Salesforce

    • Preparing Amendments

    • Final Visit

    • After Closing Call and Feedback

    • Bought Sign

    • Gift and Thank You Card
  • 12

    Closing Thoughts

    • Closing Thoughts
  • 13

    The Buyer Consultation

    • Client Wish List

    • Before You Buy Consult

    • Financials Spreadsheet

    • Neighbourhood Match

    • Buyer Consult Scripts

    • Quiz: The Buyer Consultation