FAU Thursday – Quick Start Checklist

Day Four of Forever Agent University gives you the Contract-to-Close Advantage. You’ll dive into contracts, inspections, and appraisals—key moments where knowledge and communication make all the difference. This session equips you to manage the process smoothly, protect your clients, and keep deals on track.

Your To Do List:

• Task #1 – Review ‘As Is’ and ‘Standard’ Contract
  • RESOURCES: This class will provide an in-depth review and training on the Florida Bar “As Is” and “Standard” Residential Contracts, helping agents understand key differences, essential clauses, and how to confidently guide clients through both contract types.
• Task #2 – Common Addenda (Download from DotLoop)
  • RESOURCES: Review the most commonly used contract addenda, including the Sale of Buyer’s Home, FHA/VA financing, Back-Up Offer, Association Disclosure, Licensee Disclosure, and the Inspection Contingency Release (ICR). Learn when and how to use each addendum to ensure a smooth transaction.
• Task #3 – The Home Inspection Process
  • RESOURCES: From scheduling and preparing your client to understanding inspection reports and navigating repairs or negotiations. Gain the knowledge you need to guide buyers and sellers with confidence every step of the way.
• Task #4 – Uniform Appraisal Standards
  • RESOURCES: An overview of uniform appraisal practices, including how appraisals are conducted, what appraisers look for, and basic appraisal guidelines.  Learn how to prepare your clients and handle appraisal-related challenges with confidence.

BEST PRACTICES

1. The Flow of Real Estate Transactions
   • This class offers a step-by-step walkthrough of a real estate transaction—from the initial consultation to closing day. You’ll gain a clear understanding of each phase of the process, key responsibilities, and how to guide your clients with confidence from start to finish.
     See attached document.
2. Keep everyone informed during your transaction with Critical Dates Checklist.
   • Access the checklist here or See attached document.
3. For a more personalized touch send the Mr. & Mrs. Buyer Letter to your customers.
   • Access the resource here or See attached document.
4. Transaction Management Fee Form
   • Watch how to explain the Transaction Management Fee provides peace of mind and covers Storage, Safety, and Security. See attached document.
     

Nine Habits for Success

1. Daily Gratitudes
2. Show up!
   Stop opening my email first. Resist the addiction! Instead, do one hour of productive work first. Work “On” my business in the morning. Work “In” my business in the afternoon.
3. Write two personal thank you notes.
4. Focus on my Hot List daily.
   “Who can I write a contract with this week?”
5. Focus on my Warm List daily- work to convert this to your hot list!
6. Focus on my Customer Service Calls weekly.
7. Schedule two Real Estate Reviews this week.
8. Schedule 50 live contacts this week.
9. Update my database for property matches (weekly)

Homework:

1. Add 5 new contacts on Friday for your Sphere of Influence (5 per day, Monday – Friday)
2. Identify your “Secret Sauce”. What sets you apart—your unique value or personal brand.
3. Consider which prospecting methods best fit your style—such as social media, geographic farming, or networking.