Home To Home for Agents

Agent Service & Referral System

Pricing

  • -AGENT SAMPLE PLAN-
    free
     

    SAMPLE

    SERVICE PLAN

    1

    LIMIT PER AGENT

      NOT CUSTOMIZABLE
      CLIENT PLAN
      & Home to Home
     
    • with TOOLBOX

    FREE

    AGENT PROFILE

  • - BUYER’S AGENT SERVICE PLAN -
    $9 /MO.
     

    BUYERS AGENT

    SERVICE PLANS

    1

    LIMIT PER MONTH

      CUSTOMIZABLE
      FOR EACH CLIENT'S PLAN
      INDIVIDUALLY
     
    • plus RISK MANAGEMENT FEATURES

    NO LIMIT

    AGENT DIRECTORY

    REFERRALS**

    LISTED ON

    1

    ZIP CODE PER AGENT*

     

    NO LIMIT

    LENDER-LINKED

    REFERRALS**

    1

    LENDER PER AGENT

    BUY
  • PRO AGENT SERVICE
    $39 /MO.
     

    PRO AGENT

    SERVICE PLANS

    5

    LIMIT PER MONTH

      CUSTOMIZABLE
      FOR EACH CLIENT'S PLAN
      INDIVIDUALLY
     
    • plus RISK MANAGEMENT FEATURES

    NO LIMIT

    AGENT DIRECTORY

    REFERRALS**

    LIST UP TO

    3

    ZIP CODES PER AGENT*

     

    NO LIMIT

    LENDER-LINKED

    REFERRALS**

    2

    LENDERS PER AGENT

    BUY
  • TEAM PRO AGENT SERVICE
    $59 /MO.
     

    TEAM PRO AGENT

    SERVICE PLANS

    10

    LIMIT PER MONTH

      CUSTOMIZABLE
      FOR EACH CLIENT'S PLAN

    CUSTOMIZABLE MASTER PLAN

    • plus RISK MANAGEMENT FEATURES

    NO LIMIT

    AGENT DIRECTORY

    REFERRALS**

    LIST UP TO

    5

    ZIP CODES PER AGENT*

     

    NO LIMIT

    LENDER-LINKED

    REFERRALS**

    3

    LENDERS PER AGENT

    BUY
  • REV SHARE RECRUITER
    CALL
     

    RECRUIT TRAIN

    RETAIN

    Turnkey

    WE CAN HELP

      YOUR FULLY
      CUSTOMIZED PLAN

    YOUR FEATURE SET

    • RISK MANAGEMENT FEATURES

*As a subscriber, you’ll receive preferred agent designation on our Agent Directory search results.
**Agents receiving referrals through Home To Home shall pay a 25% referral fee at close of escrow. 
++All agent Home To Home branding includes brokerage.

Home To Home for Agents

Agent Service & Referral System

  • -AGENT SAMPLE PLAN-
    free
     

    SAMPLE

    SERVICE PLAN

    1

    LIMIT PER AGENT

      NOT CUSTOMIZABLE
      CLIENT PLAN
      & Home to Home
     
    • with TOOLBOX

    FREE

    AGENT PROFILE

  • - BUYER’S AGENT SERVICE PLAN -
    $9 /MO.
     

    BUYERS AGENT

    SERVICE PLANS

    1

    LIMIT PER MONTH

      CUSTOMIZABLE
      FOR EACH CLIENT'S PLAN
      INDIVIDUALLY
     
    • plus RISK MANAGEMENT FEATURES

    NO LIMIT

    AGENT DIRECTORY

    REFERRALS**

    LISTED ON

    1

    ZIP CODE PER AGENT*

     

    NO LIMIT

    LENDER-LINKED

    REFERRALS**

    1

    LENDER PER AGENT

    BUY
  • PRO AGENT SERVICE
    $39 /MO.
     

    PRO AGENT

    SERVICE PLANS

    5

    LIMIT PER MONTH

      CUSTOMIZABLE
      FOR EACH CLIENT'S PLAN
      INDIVIDUALLY
     
    • plus RISK MANAGEMENT FEATURES

    NO LIMIT

    AGENT DIRECTORY

    REFERRALS**

    LIST UP TO

    3

    ZIP CODES PER AGENT*

     

    NO LIMIT

    LENDER-LINKED

    REFERRALS**

    2

    LENDERS PER AGENT

    BUY
  • TEAM PRO AGENT SERVICE
    $59 /MO.
     

    TEAM PRO AGENT

    SERVICE PLANS

    10

    LIMIT PER MONTH

      CUSTOMIZABLE
      FOR EACH CLIENT'S PLAN

    CUSTOMIZABLE MASTER PLAN

    • plus RISK MANAGEMENT FEATURES

    NO LIMIT

    AGENT DIRECTORY

    REFERRALS**

    LIST UP TO

    5

    ZIP CODES PER AGENT*

     

    NO LIMIT

    LENDER-LINKED

    REFERRALS**

    3

    LENDERS PER AGENT

    BUY
  • REV SHARE RECRUITER
    CALL
     

    RECRUIT TRAIN

    RETAIN

    Turnkey

    WE CAN HELP

      YOUR FULLY
      CUSTOMIZED PLAN

    YOUR FEATURE SET

    • RISK MANAGEMENT FEATURES

*As a subscriber, you’ll receive preferred agent designation on our Agent Directory search results.
**Agents receiving referrals through Home To Home shall pay a 30% referral fee at close of escrow. 
++All agent Home To Home branding includes brokerage.

Now you can deliver the proof with the promise.

Agents systematically improve

The agent’s service system is the collective expertise of thousands of negotiated transactions.

Checklist builds a bridge of trust

Average agents’ commission (both sides)

$15,000 for a $250,000 home.

National Association of Realtors. (Commissions set by brokers).

Agents with transparent service

> Can show the service they deliver before clients choose.

> Reduce costly pitfalls that clients face.

> Avoid traps before they happen.

Great service delivers more referrals.

Agent referral program >

With your Agent Service Plan, checklists are just the start.

When small tasks carry large costs & risks, checklists are essential.

Agent on Location

Agent on Location

NFL Head Coach

NFL Head Coach

Commercial Pilot

Commercial Pilot

Operating Room checklist

Operating Room

On the field of Play

QB on the field

Space-X Astronaut

Space-X Astronaut

A+

Valued service that’s visible.

 

Show the progress of your transaction.

Link to lender’s Finance Plan.

Clients track with their agents.

Advise clients who are better informed.

Agent Service Plan

Agent Service Plan

Easy  to use.

 

Progress at a glance.

Messaging to/from client within the Plan.

Show what’s been checked off and when.

Show what’s next (green tasks).

Info tips on most tasks.

Customizable to each client.

Transparent Service Plan

Client-centric, customizable structured Service Plans

Features

1 Simple Interface: No learning curve

Just fill out your new client form and your Service Plan is ready for you and your client.

General

  • Customizable, compliant & comprehensive real estate checklist for buying & selling
  • Service Plans are ready-to-go for you and each client
  • Brand your client service in 7 ways
  • At-a-glance checklist progress bar for you and your clients
  • Help tip pop-ups with detailed explanations on most tasks
  • In-plan, 2-way confidential messaging with daily summary email option
  • Desktop. Mobile. Tablet.

Checklists

  • Check progress bar at a glance
  • Time-date stamp on completed tasks (“what’s done”)
  • See “what’s done” and “what’s next” with each task
  • Add / hide / delete items on each client’s Service Plan
  • “More info” pop-ups provide in-depth details of tasks

Messaging & Notification

  • In-Plan confidential messaging: Send & receive messages with your client. 
  • End of day email report to your client of all messages and tasks completed.
  • Show/hide your Service Plan to client’s Lender 
  • Request to follow Lender’s Finance Plan

Customize your Plans

  • Customized Service Plans provide consistent client service – your brand
  • Customize each of your clients’ Plans quickly & as needed
  • Customize your agent profile – your clients see this with their Plan
  • Customize your Master Service Plan (Team Pro edition) so all client Service Plans convey your brand

Organization & Navigation

  • Organization: Panels divide the Plan into labelled sections for easy organization
  • To re-organize any client Plan: drag & drop to move panels, subpanels, or single items
  • Quick edit features to add/remove/hide items in the client’s Plan
  • Navigation: Progress bar segments unfold/fold each panel in the Plan

Toolbox

  • Your Plan includes a clients’ Toolbox of 18 tools to help simplify difficult choices
What is Agent Ambassador?

Primarily, Agent Ambassador is a professional level complete collaborative service system so that you can visibly deliver more value to your clients. Agents use Home To Home transparently with clients. You create Home To Homes for your clients. Each one, branded to you contains your Agent Service Plan and Agent Profile. Home To Home also contains 18 collaborative tools to help your client.

It is also a referral network and a negotiating system.

Great service and performance are rewarded. Service and performance are so important to your clients. So, Agent Ambassador helps you to promote that distinction so you can attract future clients. Enter the Ambassador Referral Network. Our referral network recognizes and rewards better service and better performance.

Agent Ambassador offers a way to customize and deliver an agent’s branded service. (Your Service Plan is like the DNA of your business). What you do for your client and how you do it is where your brand lives.

Is Agent Ambassador a transaction system or a CRM system?

It is neither. Agent Ambassador is the Service System for professionals and their clients. CRM’s and Transaction Systems primarily “agent facing” and serve the broker. Agent Ambassador serves the relationship between agent and client. That is why it is a professional collaborative client service system and a referral system.

Agents create a branded Home To Home Guide for their client. You don’t need a CRM or a transaction system to use it.  Agent Ambassador is also a lead and referral system. Your agent profile is displayed publicly. Also Agent Ambassador delivers automated leads and referrals to you. Past clients, professional recommendations, public referrals from listing your profile, and your own home to home link from your social media pages. These are all sources for your business as an Agent Ambassador member.

What’s the difference between that free version and a paid version of Agent Ambassador?

Within free version (Agent Community level), you may create a profile public that is listed in our public Agent Search. You also receive a Home To Home as your clients may see it. An example Agent Service Plan and Lender Finance Plan will be visible but inactive. Also included is the HomeToHome Tool Box of 18 collaborative tools that clients may use with their agent and lender. 

Only a member Agent Ambassador may activate the Service Plan for his client. Agent Ambassadors (paid version) are eligible to receive leads, recommendations and referrals. To further your business, you may create and build an online reputation based on levels of service and negotiating.

As a new Agent Ambassador member, do I have to create my own Service Plan?

No, you do not. When you sign up, Agent Ambassador comes fully loaded and ready to go. Your Agent Service Plan standard template of over 550 items to cover a wide range of clients’ needs. This Plan Template is called your Master Plan. Customize it over time to reflect your service brand.

How do I get started using my Service Plan with my prospects and clients?

Each HomeToHome that you create for your client is branded with your Agent Service Plan and your Agent Profile. Agent Ambassador comes with a Master template Service Plan so you don’t need to do anything right away. To create a HomeToHome with your Service Plan:

Fill out the form on your Agent Console with your client’s information (name, email, phone, zip code of interest) and click “Create”.

That’s it. Within a few seconds, your client’s HomeToHome is sent to their inbox and their Service Plan appears in your console.

Is Agent Ambassador compliant with the State Department of Real Estate?

Yes, the standard Service Plan is in compliance. Agents and brokers may use the Agent Service Plan to help maintain compliance with each transaction.

How do I customize my Service Plan the way that I want it?

Every HomeToHome that you create for your clients includes a copy of your Service Plan.  Your Master Service Plan is copied for each client’s Service Plan. When you modify your Master Plan, all your future Service Plans contain the modified Master.

You can freely add, delete, or hide any item in your client’s Service Plan (the copy) as you work with them. Over time, you may wish to add or remove items in your Master Plan. Many agents prefer to add items specific to their branded service into their Master Plan. They may first add items to a client’s plan before updating their Master Plan for all future clients.

How many ways can I brand my HomeToHome?

By far, the most important way to brand your HomeToHome is by customizing your Agent Service Plan. Think of your Service Plan as your brand’s DNA. Many agents prefer to hide proprietary portions of their Service Plan. Only when they are working with their client do they reveal these portions on an “as needed basis”. 

Your Agent Profile is the second way. As with most profiles, simply fill out your form with your current business information. These fields make it easy for your clients to contact you in the way that best suits. Whenever they sign in to their branded HomeToHome, they see your profile. Also, all of you past clients’ HomeToHomes have your updated profile. It’s automatic.

The third way is Agent Search. Make your profile visible on our public search engine so that new prospects can find you easily. Your profile is placed in the zip code(s) that you wish to service. When a prospect selects your profile, a HomeToHome is created, branded and connected to you exclusively.

The final way you brand is by your Price Play strategies that you have. Whether you have published or purchased Price Plays, your prospective clients will want to know about your negotiating savvy.

Can I change my membership level up or down?

Yes, you’re free to change your membership level at any time. Your billing occurs once a month based on your sign-up. Changing membership levels effects the following:

  • Monthly membership dues,
  • Number of HomeToHomes creation limit,
  • Number of zip codes where your profile appears,
  • Number of lenders you may connect with for recommendations.
What kinds of leads or referrals can I get?

There are a number of ways and types of leads you may receive. 

  • Receive leads from your social media pages and website,
  • Receive professional recommendations,
  • Receive past client referrals,
  • and receive new referrals from our search engine.
How do I receive my referrals?

Receive your referrals automatically in your Agent Ambassador Console. A Home to Home branded to you will be emailed to your new client. An email sent to you with their contact information, including their zip code of interest. Your Console shows your new client, and you will also receive an email with your new client’s contact info. 

Your Service Plan is another way for you to communicate with new clients because it has built-in messaging. Your console will show new message notifications and all new leads not yet opened.

Can I just use the Service Plan one time only?

Yes, of course. The best and lowest cost way to do this is to sign up for the Silver Agent Ambassador. Create your Service Plan with your client until the completion of your client service. Then cancel your account. 

If you decide to keep your account longer, you receive the following additional benefits that can grow more valuable to your business:

Your professional public profile may turn out referrals for you from our public agent search engine.. 

You can raise your rank in the search results through usage. Higher ranking may increase your probability for more referrals.

  • The more Service Plans you commit and complete with clients, the higher your service rating. 
  • The more satisfaction returned from your clients through the plan the higher your satisfaction rating.