Real Estate Sales Admin

The training program aims to equip Sales Admins in Real Estate with comprehensive skills in administrative support, sales coordination, project documentation, CRM management, reporting, transaction management, scheduling, marketing, communication, customer service, and technology utilization to enhance their effectiveness and contribute significantly to the success of the sales team and the company.

Objectives

1.Understanding the Role:

•Gain a comprehensive understanding of the responsibilities and importance of the Sales Admin role within the real estate sector.

2.Efficient Administrative Skills:

•Develop proficiency in handling clerical and administrative tasks, including completing expense reports, sales proposals, and coordinating meetings.

3.Sales and Pre-Sales Coordination:

•Master the coordination of sales and pre-sales activities, ensuring smooth operations and effective support for the sales team.

4.Project Documentation and CRM Management:

•Learn to manage project documentation accurately and maintain CRM systems effectively to support sales tracking and customer management.

5.Reporting and Analysis:

•Acquire skills in generating, analyzing, and presenting various sales reports to track performance and identify areas for improvement.

6.Transaction Management:

•Understand the process of completing real estate transaction paperwork, monitoring deadlines, and ensuring compliance with legal and tax requirements.

7.Scheduling and Appointment Management:

•Develop the ability to schedule and manage appointments, organize meetings, and arrange events efficiently.

8.Community Outreach and Marketing:

•Gain knowledge in organizing community outreach events and producing marketing materials to enhance the company’s brand and local presence.

9.Communication and Customer Service:

•Enhance communication skills and deliver high-quality customer service to improve satisfaction ratings among clients, sellers, buyers, and lenders.

10.Utilizing Technology and Tools:

•Become proficient in using various software and tools essential for the Sales Admin role, including productivity and collaboration platforms, to increase efficiency and effectiveness.

Modules

Module 1: Introduction to Sales Admin Role

•Overview of Sales Admin Duties

•Support to management team

•Clerical duties: expense reports, sales proposals

•Administrative tasks: coordinating meetings, office communications

•Importance of the Sales Admin Role

•Ensuring smooth operations

•Supporting sales efforts

•Enhancing team productivity

Module 2: Clerical and Administrative Tasks

•Completing Expense Reports

•Understanding company policies

•Detailed expense tracking and reporting

•Sales Proposals

•Template usage

•Key elements to include

•Coordinating Meetings and Office Communications

•Scheduling and organizing

•Effective communication strategies

Module 3: Sales and Pre-Sales Coordination

•Handling Sales Coordination

•Lead management

•Sales pipeline management

•Pre-Sales Coordination

•Preparing pre-sales documents

•Assisting sales team with pre-sales activities

Module 4: Project Documentation and CRM Management

•Project Documentation

•Types of documents

•Filing and organizing

•CRM Management

•CRM software overview

•Data entry and maintenance

•Using CRM for sales tracking

Module 5: Reporting and Analysis

•Consistent Reporting

•Revenue actual vs. forecast

•Identifying and reporting deviations

•Generating Reports

•Types of sales reports

•Tools and software for report generation

•Typing, Preparing, and Collating Reports

•Report structure

•Best practices for accuracy and presentation

Module 6: Real Estate Transaction Management

•Paperwork for Real Estate Transactions

•Required documents

•Ensuring timely completion

•Monitoring Deadlines

•Tracking key dates

•Providing notices

•Compliance and Legalities

•Ensuring legal compliance

•Understanding tax withholdings

Module 7: Scheduling and Appointments

•Scheduling Appointments

•Coordination with parties involved

•Managing open houses and walkthroughs

•Organizing Meetings and Events

•Event planning

•Logistics and execution

Module 8: Community Outreach and Marketing

•Community Outreach Events

•Planning and organizing events

•Improving local standing

•Marketing Material Production

•Creating brochures, flyers, online marketing

•Social media management

•Brand building strategies

Module 9: Communication and Customer Service

•Effective Communication

•Internal and external communication

•Email and phone etiquette

•Customer Service Skills

•Delivering concierge-level service

•Handling inquiries and complaints

•Improving customer satisfaction ratings

Module 10: Lead Management and Salesmen Rotation

•Lead Management

•Lead tracking and follow-up

•Assigning and prioritizing leads

•Salesmen Rotation

•Rotation schedules

•Balancing workload among salesmen

•Ensuring Fair Lead Distribution

•Techniques for equitable lead distribution

•Monitoring and adjusting lead assignments