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Managing a Successful Brokerage
Intended For
Purpose of the program
Program objectives
What you will learn
Investment
Managing a Successful Brokerage is designed for people who want to lead or own a highly productive brokerage. Participants get practical, relevant tools they can begin implementing right away!
Intended For
Owners of brokerage firms
Managers of brokerage firms
Brokers of record
Sales managers
Purpose of the Program
Gives you the confidence you need to successfully manage your
team
Helps you identify the qualities and characteristics to build a high
performance team, including how to attract and hire skilled
employees
Focuses on practical, relevant, day to day management skills, and
broader planning skills
Helps you earn employee loyalty
Helps you understand legislation as it pertains to managing a
brokerage in your province
Program Objectives
Identify your ideal brokerage model
Specify skill sets and competency requirements for each position
Write accurate and relevant job descriptions
Establish your preferred management style and process
Recognize regulations and legislation that must be followed
Identify benefits and draw-backs of the differing compensation
models
Learn to apply communication style differences for coaching
Construct measurement methods, performance evaluations and
performance management techniques
Develop a training and information maintenance schedule for new
and existing staff
Protect your team and your brokerage
Identify the ‘little things’ that make a good team a great team
What You Will Learn
Models of Brokerages
Models successful brokerages have implemented
Teams within the brokerage
Processes
Importance of process mapping
Basic process mapping tools
Managing processes
Legislation
The responsibility of the managing broker
License tracking
Paperwork requirements
Office and sub office locations
Planning for Growth
When it’s time to hire
Creating role descriptions
Determining skill sets
Compensation Models
Examine various compensation models
The pros and cons of salary and performance pay
Alternative compensation solutions
Interviewing
A comprehensive four step process
Interview style
When and where to interview
Selecting interview questions
Building confidence for both the interviewer and the interviewee
Incorporating Myers Briggs into the process
Reference Check
A four step process
When and where to interview
Selecting interview questions
Building confidence for both the interviewer and the interviewee
Contracts
Professional, legal contracts of employments
Paying individuals and corporations
Potential pitfalls
Motivation
Effective ways to recognize success
Team events that make a difference
Effective sales meetings
Performance Evaluation
Proven process for performance evaluation
Scheduling reviews
Preparing your employee
Where and when to hold reviews
Discipline
Balanced feedback
Improvement plans
Training Basics
Ensuring your team has the basics they need
Establish a consistent training plan
Information dispersion
File Protection
Tracking and managing paperwork
Office systems that work
Disclosure Forms
Trust Accounts
What a trust account is
Why trust accounts are required
Legislation with respect to trust accounts
Auditing trust accounts
Managing trust accounts
Fraud Protection
Steps to protect your brokerage from fraud
Handling fraud concerns
Investment
This distance education course includes a comprehensive booklet with all the information detailed above along with a smaller exercise booklet that helps you solidify the knowledge you have learned all for $549.00!
The course can also be paid for with points from the following lenders:
Merix Financial, First National, MCAP, Firstline.
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"This course will accelerate the development of my business."
Tom Eyre, Wexford Realty
"Now I feel more confident building my own team!"
Angela Zhang, Mortgage Centre
"Great information to help me make decisions and goals to grow my team and my business."
Karen Montiero, TMACC
"I have been able to successfully take years off my learning curve by taking the Kendrik courses."
Matthew Chan, CA, MBA, Dominion Lending
"Cannot get this much information packed into one day anywhere else. Don’t miss any of these programs."
Steve Kurylo, Magnum Mortgage
"Kendrik is an exceptional educator, and is essential in our industry"
Dale, Calvert Mortgage
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