Realtor Partner Daily Checklist Name:______Date:______Schedule Overview 8:30-9:00 View Emails. Return Emails, Follow up calls. 9:00-9:30 Review voice mails, return calls, confirm appointments 9:30-10:30 Search for homes for current clients, email or call them 10:30-12:00 Showing times 12:00-1:00 Lunch 1:00-3:00 View Emails, Review voice mails, return calls, Day after appointment calls 3:00-4:00 Database calls, database update, send out thank you cards 4:00-4:30 Check messages, return calls, confirm next days appointments 4:30-5:00 Complete checklist I searched for homes for the following Clients: Client Name # Properties Found Showing Appt Scheduled Email or Call w/Search

I attended initial appointments with the following new clients this week: Client Name Source Appointment Completed Agreement Signed

I attended disclosure/inspection review for the following clients this week: Client Name Client Questions Addendum Written How can we improve?

I showed property to the following clients today: (attach showing time sheets) Client Name # of Homes Shown Time with Client Contract Written

I made the following day after appointment call: Client Name Contacted Y/N Showing appt set Y/N Client Status A B C Day After Appointment Call Hello Mr/Mrs______This is ______with Realty First, do you have a moment? Great, we just wanted to thank you for choosing us as your real estate consultant. We know you have a lot of choices when it comes to realtors and we are honored that you chose us, thank you! My title is Realtor Partner and it is my responsibility to help you search for a home. I will be contacting you on a regular basis as often as you wish to be contacted to find you a home.First I would like to determine your time frame. 1.How soon would you like to be in your new home?( Prioritize client A B C) 2.Please give me some specifics about the type of home you would like? (Review Search worksheet). 3 Could you do me a favor? As (Consultant) probably shared with you, we do very little advertising for new clients and we really depend you the clients we serve to help get us more great clients, would you mind helping us find two clients like your self before we close on your new home? Great, just call me when you find someone we can help buy or sell their house and I will call them the same day! Thanks again! Client Name Source Search Worksheet done Referral Rec’d

I made the following Database calls today to our previous clients: Hello Mr/Mrs ______This is ______from Realty First. Marguerite asked me to give you a call to make sure everything is going well. How have you been? Are you receiving our newsletter? (if yes, ask for suggestions or ideas. If no, verify that we have their correct information) We also just wanted to make sure we have all your information correct? (Verify address, phone numbers, email and birthdays, anniversary) Great, can I ask you one more question? How was our service when you used us last? Can you tell us one thing that we could improve upon? Did you use our moving van? Were you aware that as a previous client of Realty First you can call anytime to reserve it for a free 24 hour period. Just in case you need to move a refrigerator or something! Great, are you currently referring us to people you know? (Why, Why not?) I made the following Database calls today: Client Name Contacted (Y / N) Updated Database Follow up w/Mailer

I feel I did a fabulous job today but could use some additional training in the following area:

I have the following suggestions on how we can improve service to our clients and improve our systems to make my job easier.

Signed:______Date:______