Engel & Völkers Tampa Downtown Training Calendar
Click on any event to view the location and additional event details.
If a GoogleMeet link is not included,that event is not available virtually.
Your Onboarding Team
Aaron Bond
Broker
Virginia Bond
License Partner
Sarah DuLac
Executive Assistant
Daneil McLeod
Transaction Coordinator
Earnest Money Deposit (EMD)
Your clients can submit their Earnest Money Deposit (EMD) electronically for a faster, fully digital transfer that saves time for you and your clients!
INTERNATIONAL TITLE PARTNERS (Affiliated Partner)
3000 Gulf to Bay Blvd, Suite 601, Clearwater, FL 33759
Phone (727) 461-1007
Closer: Erin Baker
Sarah is ready to assist you with onboarding, administrative processes, as well as brand and shop systems.
Your first meeting should take place during your first week. The following systems will be reviewed:
- Coaching Chatspace - EV Email - Advisor Folder - Training Calendar
Click here to schedule with Sarah.
Daneil is ready to assist you with your transaction compliance.
For this meeting you will need to be at your laptop, and have the following items ready for submission:
- Copy of your license
- Copy of your ID
- Copy of your auto insurance policy
- Credit Card for your monthly fees
Prior to the meeting you must have created your Brokermint password. Please also click to review the following videos:
Brokermint Agent Training
Brokermint E-Signature Training
Click here to schedule with Daneil
Marketing Compliance Files:
Review prior to meeting the following videos in Academy to be as efficient as possible:
- E&V CRM - 07 Getting Started with an IDX Website
- E&V CRM - 08 Customizing Your IDX Website
- E&V CRM IDX Website - Domain Configuration
- E&V CRM IDX Website - Connect MLS
- E&V CRM IDX Website - Domain Configuration
- IDX Website Set up
Purchase your site, if needed, in advance of your meeting as well.
Click here to schedule with Aaron.
Your final meeting will be with Virginia Bond, our License Partner. She will discuss your business and marketing plan, as well as train on EV CRM.
Review the following videos in Academy and files to be as efficient as possible:
- Getting Started with EV CRM Import Sample File
- E&V CRM - 01 Getting Started
- E&V CRM - 02 Being Effective and Efficient
- E&V CRM - 03 Automation and Smart Plans
- E&V CRM - 04 Email Templates
- E&V CRM - 05 Automated Engagements
- E&V CRM - 06 Landing Pages and Lead Generation
- E&V CRM - Smart Plan Application Conditions
- 2024 Economic Spreadsheet & Tom Kuntz (Merged) Business Planning Spreadsheet:
- How to Use the Economic Spreadsheet
- How to pull your production from MLS
- 2024 Marketing Plan (Advisor) MASTER (Make a Copy) Refined
- 2024 Make a Copy 2024 Farming Spreadsheet #’s Prep
Click here to schedule with Virginia.
E&V Tampa Downtown Advisors - Follow On Social Media
Aaron Bond
Broker
Virginia Bond
License Partner
Rebecca Giese
Vendor Referrals and Resources
ASAP SIGN POSTS
Before ordering, submit a ticket with Sunshine 811.
Click here for more info on Sunshine 811.
CLICK HERE
STAGING CONSULTANT
Kim Magnuson
with Tampa Bay Home Staging and Design
Click here to submit a new request to Kim.
CLICK HERE
RECORDED TRAINING
Visit this folder in the shared drive to review trainings that have been recorded
CLICK HERE
INSPECTION RESOURCES
Visit this folder in the shared drive for inspection company referrals.
CLICK HERE