AI–powered & video guided.

Deliver valued, compliant service & negotiating to your client.

All-in-One. Inbound & Outbound Lead Generation available.

Agent Service Plan

Your service delivery channel

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DEMO AGENT SERVICE PLAN

“service first” is more

than just a motto.

Great brands have a distinctive, memorable identity, a [service] that makes people feel or look better, and a strong but comfortable delivery channel.    

Jamie Shennon – Starbucks Board Member

Are you an Agent in need of a Service Plan?

Curious about how to visibly deliver higher value to your clients?

Are you an Agent looking for a Service Plan?

Curious about how to visibly deliver higher value to your clients?

Are you an Agent in need of a Service Plan?

Curious about how to visibly deliver higher value to your clients?

Are you an Agent without a Service Plan?

Curious about how to visibly deliver higher value to your clients?

HOME TO HOME 

Art & Science of Negotiating

Strong Negotiators are a Bargain

Features & Benefits

Timely Knowledge is power

Fast answers. Pinpoint accuracy.

Search 100’s of precise videos down to the word!

The Answer to fine print

A Negotiator’s Treasure Trove

With Term Sheet Expertise, the Residential Purchase Agreement, decoded into one simple Video Guide.

Asked & Answered

Direct-message your clients inside their Agent Service Plan.

Here, it’s much easier to be accurate & stay timely.

Direct message in Agent's Service Plan

Complex comparisons simply put

Here are some tools

When clients face complex or costly choices, home & money scenarios can help keep the deal moving forward.

Tool Wheel: 18 Tools

Deals can fall Apart

Keep your Clients informed

Don't fall for anything less than transparency

What Monkey Business?

Tools, Tips & Cautionary Tales

A big pile of  the Client’s money is on the table. Large chunks of cash are made or lost.

Monkey Business

Negotiate systematically

Agent’s Negotiating Guide

The difference between

making significant amounts of money

or losing it, comes down to negotiating.

2 agents in every negotiation

Be the Winning Agent

Agents’ skills vary widely-and so will your price. 6 Key Agent Qualities impact that price.

* National Association of Realtors (NAR) – 81% of agent have been licensed less than 3 years.

Let us help bring referrals to you.

The Proof with the Promise

“74% of people say they would use their real estate agent again, but only 26% do.”

National Association of Realtors (NAR)

Checklist builds a bridge of trust

Your visible advantage

Show first-class service, compliance & risk management.

Feature List

Agent’s Service Plan

Start using with your clients right away.

General

  • Customizable, compliant & comprehensive real estate checklist
  • Service Plans are ready-to-go for agent and client
  • 100’s of easy-to-follow videos accompany tasks
  • Quick-search videos to get answers fast
  • At-a-glance progress bar
  • 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.
  • 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 – clients see this with their Plan
  • Customize Master Service Plan (Team Pro edition) to standardize agent service

Organization & Navigation

  • Neatly organized: labelled Panels
  • To re-organize any client Plan: drag & drop to move panels 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

Tools

  • Each Plan includes a clients’ 18 Tools to help simplify complex choices

IMPORTANT : Please read the Disclaimer.

Home to Home is a trademark of Home to Home Systems.