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  My Digital Broker Coach Checklist Toolkit

     Brought to you by the Arizona REALTORS® Broker University Workgroup

Thinking about becoming a Broker or opening your own office?
We hope this checklist toolkit will help provide you with resources
and a general idea of what would be involved.

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We have a great opportunity for you!

SETTING UP A BROKERAGE CHECKLIST (Fillable PDF)

Broker Coach 200 Toolkit

Broker Coach 300 Toolkit

  • Legal Hotline (sign up and share Q&As with agents)
  • Manage Risk
  • Advanced Training
  • Stay Current
  • CRB: Council of Real Estate - Broker Managers - Knowledge Delivered.(R)

    Company Vision & Values

    Module 1 | Average 30 minutes

    • What’s Your Vision
    • Defining Values
    • Compelled to Action

    Company Objectives & Plan

    Module 2 | Average 30 minutes

    • Vision-based Goals
    • Short & Long Term Objectives
    • Goals to Action

    Manager’s Job Description

    Module 3 | Average 30 minutes

    • Support VS. Develop?
    • Income Producing Activities
    • Prioritization

    Managing Success

    Module 4 | Average 30 minutes

    • Are You in Alignment?
    • Planning for Profit
    • Keeping Track

    Your Perfect Schedule

    Module 5 | Average 30 minutes

    • Take Time to be a Success!
    • Balancing Work & Life
    • Perfect Planning Tips

    Creating a Winning Culture

    Module 6 | Average 30 minutes

    • Defining Culture
    • Ingredients for a Great Culture
    • Active Creation

    Company Value Proposition

    Module 7 | Average 30 minutes

    • What is Your Value Proposition?
    • So What!
    • Defining the Company’s Value

    Recruiting by the Numbers

    Module 8 | Average 30 minutes

    • What is Your Recruiting Need?
    • The Recruiting Numbers
    • Tracking Success

    Agent Candidate Sourcing

    Module 9 | Average 30 minutes

    • Recruiting Pools
    • Targeting Strategies
    • Best Practices

    Recruiting Tactics

    Module 10 | Average 30 minutes

    • The Active Recruiter
    • Inviting Company
    • The Four Priorities

    The Interview Process

    Module 11 | Average 30 minutes

    • Interview Preparation
    • Goal of the Interview
    • Rules of the Interview

    The Recruiting Interview

    Module 12 | Average 30 minutes

    • Success in Seven Steps
    • Opening Elements
    • I’ve Got a Secret in My Pocket

    Dollarizing Your Value

    Module 13 | Average 30 minutes

    • It’s Not About the Money
    • What’s Your Value Worth?
    • Dollarizing Value Form

    Selecting for Success

    Module 14 | Average 30 minutes

    • Are they Worth it?
    • Closing the Candidate
    • Best Practice Dialogues

    Retaining Talent

    Module 15 | Average 30 minutes

    • The Retention Plan
    • Retention Tactics
    • Best Practices

    The Adult Learner

    Module 16 | Average 30 minutes

    • How Adults Learn
    • Learning What You Know
    • Building Blocks of Success

    The Learning-Based Office

    Module 17 | Average 30 minutes

    • A Culture of Learning
    • The Training Calendar
    • Training Best Practices

    The Performance Plan

    Module 18 | Average 30 minutes

    • Going from A to B
    • Showing Your Hand
    • Planned Performance Success

    Performance Strategies

    Module 19 | Average 30 minutes

    • Blending Options
    • Setting Expectations
    • Best Practices

    Coaching Performance

    Module 20 | Average 30 minutes

    • Interacting One-on-One
    • Accountability
    • Staying on Plan

    Your Management Numbers

    Module 21 | Average 30 minutes

    • The Executive Dashboard
    • Key Indicators of Success

    Budget Busters

    Module 22 | Average 30 minutes

    • Are you a Non-Profit?
    • Where does it all go?
    • Bottom Line Leaks

    The Company Books

    Module 23 | Average 30 minutes

    • Keeping it all Straight
    • Chart of Accounts
    • Best Practices

    Executive Reporting

    Module 24 | Average 30 minutes

    • What you Need to Know
    • The Executive Report
    • Sample Reports