Branch Agent Meetings May 2, 2013

Moreland Sales Meeting 4.30.2013


For your Blog:

  • Don’t know your Ass-umption from a Ho-me Equity Line of Credit? This is such a cool site to bookmark. All real estate jargon demystified. Sweet!
  • Want to change the name of your dining room into, oh let’s say…. A craft room? Game Room? Office? Here’s a nifty quick read on how to use rooms and spaces that you only use during the holidays.
  • Can you believe that 81% of Americans can agree on ANYTHING? Well, how about owning a home? Cool!
  • Need some reassurance that the condo market is getting stronger – a LOT stronger? Check out a proposed 280 unit residential development in South Waterfront. That is SOME change from even a year ago!


Rogers –7314 SE 27th – 4BD/3BA, $895,000, corner lot, overlooks Eastmoreland golf course, 4,829sq.f.t

Rogers – 6206 SE 30th – 4BD/3.1BA, $899,000, Price reduced – English Tudor with wine cellar, 4,482sq.ft.

Bill – 3926 SE King Rd. – $300,000, quiet area, 3BD/3BA, finished basement

Candace – 2249 NE Couch St. – $435,000, 3BD/2BA, price reduction

Kathryn – 10138 SE Long – Price reduction! $155,000
Reuben – 10030 SW Trapper – $114,500
Julianna – NW  – possible sneak peak on Monday, approx. $300,000, townhouse type condo, with rooftop patio.

Needs and Wants:

Bill – Condo in LO $350,000 and under, Master on main, 2BD/2BA

Ron – Looking for 2BD in Sellwood/Westmoreland/Milwaukie to NE Alberta area

Dana – Looking for duplexes up to about $700,000

Daniette – Mt. Hood view in living area, Mt. Tabor area

Branch Stuff:

  • Seis de Mayo Party – MAY 6th (at the office) – sales meeting at 3pm party starts @3:30pm!
  • Mother’s Day is May 12th!
  • Moreland Farmer’s Market starts May 15th.
  • Mark your calendars! Community Service Day is FRIDAY June 21st!
  • Client Surveys
  • Your Sold listings will now be shown on your Agent Websites. Excellent!
  • Going on vacation? Please fill out our “Agent Vacation Instructions to Staff” sheet before you leave. (see attached)


  • 5/1 – Governmental affairs – 1-2pm @ RH (1CE) Presented by PMAR, Speaker: Jane Leo
  • 5/2 – Cloud Resources & Strategies – 10-11am @ LT (BB)
  • 5/9 – Foundation Solutions – 10-11am @ LT (1CE)
  • 5/16 – Your Online Profile – 10-11am @ LT (BB)
  • 5/13-15-Windermere ProStart 9am-4pm $95 or $10 per CE Hour
  • 5/22 – Short Sale Secrets for Buyer Agents – 11-12pm @ LT (1CE)

Transaction Master

  • Is a Flat Screen TV ever a Fixture??
    • Make sure to advise your Buyers/Sellers. This could go either way, so be careful.

Business Savvy:

  • Tip on writing blogs on your websites. It will save a LOT of angst!
    • If you copy text – format in Notepad (Windows) or Stickies (Apple) before you move it to your Word Press Blog. Do not format in Word.
  • You can put your custom design templates on Custom Express orders.

Listing Specialist:

  • Pre-Marketing Discussion + Authorization to Exclude.
    • What happens when someone wants to write an offer before it’s on the market (RMLS)?
      • Discuss with your client about the pros and cons. Let them know what they could be missing without RMLS exposure.
  • New Listing Procedures:


  • Use Template and input Seller’s Names and Address
  • Complete 2 page Listing Agreement
  • Don’t use Data Sheets.
  • Print out all the forms. (This could also be via Docusign, but you get the idea)


  • Input as much as possible into listing. Print out data sheets
  • At time of signing the agreement, or during a walk-through, jot down the remainder of the listing information.
  • Input remainder of data. Print out an ‘In Progress’ RMLS listing sheet.
  • Send ‘In Progress’ Listing and Data Sheets to your seller’s for their corrections if any, and their initials.

Listing Published

  • You have all the signed documents completed on Day 1.
  • Discussion: Multiple Offers. Getting aggressive.

What happens when your client is completely going against their best interest?

  • Let them lose one.
  • Give them your advice. Be forward. Be honest.
  • Ask the question “What price won’t make you regretful if you lose the house?”
  • It’s helpful if you know the coop agent. Let your client know about your experiences/knowledge.

Byte size tech:

  • Tony Rossell – Lawyers Title
    • Lawyer’s Agent 2.0 (App available in the App store)
      • You can download this on up to 3 devices for free!
      • Automatically computes loan costs, closing costs, payment info.
      • App is updated with all county taxes.
      • Easily email reports/stats/net sheet.
      • Easy to use.