Agent’s
Client Service Plan
Website
Deliver visibly better service & negotiating to your client.
AI–powered & video guided.
Agent’s
Client Service Plan
Website
Deliver visibly better service & negotiating to your client.
AI–powered & video guided.
Agent Service Plan
Your service delivery channel
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 without a Service Plan?
Curious about how to deliver higher dollar value to your clients?
Are you an Agent without a Service Plan?
Curious about how to deliver higher dollar value to your clients?
Are you an Agent without a Service Plan?
Curious about how to deliver higher dollar value to your clients?
Are you an Agent without a Service Plan?
Curious about how to deliver higher dollar value to your clients?
Inside the Agent’s Service Website
Agent’s Transparent
Service Plan
Proof of your value
Deliver service they can see. Easy-to-use, your Agent’s Service Plan is customized in seconds per client’s needs. Videos, client messaging and progress bar.
Agent’s Negotiating
& Sales Guide
Systematic lead & sales conversion
Systematically level up your negotiating & sales savvy. Improve conversion from Lead to Client for Life. This Guide has it all: scripts, strategies, & tips.
Purchase Agreement
& Term Sheet Expertise
The Negotiator’s treasure trove
The California Residential Purchase Agreement (RPA) has over 50 negotiable terms! RPA with Term Sheet Expertise, a potent pair in one Guide.
Agent’s Listing
Lead Service
Hot-spot sellers first
Sold separately
1000’s of premium contacts. It’s fast & it’s simple. Make a market hot-spot list in seconds. Google Maps & Sheets you already know so, you’re good-to-go.
Agent’s
Referral Network
4 streams of new business
Here’s where you gain up to four new streams of referrals and Home To Home can help. One click, you’re notified. New referrals have your Service Plan.
Plus Tools
For each of your Clients
Keep your Client working with you & keep the deal moving forward. When clients face tough high-cost decisions, these can help.
HOME TO HOME
Art & Science of Negotiating
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.
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.
Deals can fall Apart
Keep your Clients informed
What Monkey Business?
Tools, Tips & Cautionary Tales
A big pile of money is on the table. Large chunks of cash are made or lost.
Homeowner Premium Edition
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.
Here, we find new clients for 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)
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.