Services Top Producer Real Estate Software Training

One one One Training

Personalized Training focusing on the features of Top Producer
that you want to learn

NOTE: Each tutorial is created during the free consultation in order to ensure we only focus on the features you wish to learn

Some of my Tutorial guidelines:
NOTE: The time to cover the suggested features noted below is approximate and will be determined based on your experience using the program and the speed at which you wish to work through the features. Each tutorial is personalized and, based on the free consultation, time needed to cover your choices will be discussed prior to scheduling your session.

Tutorials for bona fide teams or individuals wanting to learn in a group environment are also available .

Note: see registration guidelines below for cancellation policy.

1. Fundamental Tools for using TOP PRODUCER 8i Effectively (1 hour)

Whether you are new to TOP PRODUCER or have been using it for a while, learning these features will KICK START your ability to use the program effectively.

This is NOT an overview - if you only use the information you learn today and nothing else you will be amazed at:

How may prospects you can keep organized, how your scheduler can actually be your file clerk, and
How easy it is to keep in contact with new prospects, past clients and referrals!!

You will learn how to:

Enter contact records effectively - ensure everyone "comes out of the box" from time to time to review
Using Quick Search and Advanced Search options
Quick and easy follow up - schedule calls and To Do's
Using your Scheduler, including link options - where does it go when you mark things done?
Action Plans - when to create manual plans, and how and when to create and launch automated Plans
Setting up a quick and easy automatic anniversary followup for past clients
Create and implement a 3 step action plan for inquiries generated from your web site

* * * * * * * * * * * * * *

"Ready to add more of TOP PRODUCER'S great features into your day"

2. Using TOP PRODUCER 8i to communicate with your contacts (1 hour)

Understand how to effectively use the communication library, this is NOT AN OVERVIEW, you will understand when and why to set up a template and how to properly use it, and when and how it might be best to create a manual or onetime form of communication AND how and where TOP PRODUCER 7i files everything!

You will learn how to:

Create personalized letter templates and email templates
Using merge codes
Sending individual and mass letters and email
Creating personalizee labels and envelopes
Creating Flyers using existing templates
Creating custom Flyer templates

* * * * * * * * * * * * * * * *

"Absolutely everything you need to know to create custom CMA's and Buyer Presentations"

3. CMA's and Buyer Presentations using TOP PRODUCER 8i (1 hour)

Understand how to create personalized CMA and Buyer Presentations - from simple to sophisticated designs I will show you how to create your own templates, how to create a CMA and Buyer Presentation, and to make "Appraisal" type adjustments to compare recent sales to subject property and how to customize your Presentation for each individual client

You will learn how to:

Choose and create personal CMA templates - from simple to sophisticated designs
Using Top Connector to import data from your MLS Board
Using adjustments to reflect comparable properties value to subject property value
Creating personal Buyer presentation to secure Buyer Agent contracts

* * * * * * * * * * * * * * * *

"Managing your listings and closing - every client will feel like you are working exclusively for them"

4. Managing Listings and Closings using TOP PRODUCER 8i (1 hour)

Understand how to use all aspects of the Listing and Closing features in TOP PRODUCER 8i - NOT AN OVERVIEW you will be a pro at creating and managing your listings and closings when you are finished taking this class.

You will learn how to:

Creating Listing Checklists and Closing Checklists
Create master templates and then personalized for each property
Managing your Listings and Closings

One on One Registration guidelines:

72 hours is required for a full refund. 50% refund with 24 hours notice and the fee is non-refundable with less then 24 hours cancellation notice. Cancellation can be made via phone or email to Karen.. If you are unable to attend and miss the cancellation deadline, someone else can attend in your place.