FAQ's

Are you offering the forms on consignment?

No.  I feel there's more motivation on the Board of Realtors' behalf to market/sell the product to their membership if they purchase the product.

Can we market and sell the forms to members and non-members via the Realtor Store on our website?

Yes.  As long as you have the purchaser fax the fully executed "Purchase License Agreement-A" form to you to keep on file before processing their order.  

What if we have an idea for a new form?

We welcome all suggestions for new forms as well as modifications to any existing forms.  

Why did you create the forms/checklists?

A dear friend of mine has been a Buyer’s Agent for the past few years and recently joined a team – handling all of their listings and closings.  She asked if I would create some forms/checklists to help keep her organized and to enable her to have a better understanding of all the steps involved.   I accepted the challenge plus I love creating spreadsheets!!!   After I created the forms, I had a light bulb moment – I realized that all agents could benefit from my knowledge and experience.  I’m extremely proud of my forms and have put in countless hours creating and tweaking them.   I’m confident they will be well received.

What real estate experience do you have?

For almost 15 years I've provided outstanding customer service in the field of real estate.  I've worked on one of the largest residential real estate teams in SW Florida as their Marketing Manager/Closing Concierge.  I was employed by a Realtor on Sanibel Island as his Operations Manager.   With my assistance his sales increased from $16,000,000 to over $40,000,000 in 2 years.

Are there any comparable forms/checklists available on the market?

I haven't seen any comparable forms, but I have been told that a real estate training company offers a 2-3 day training class for “Teams”  + a binder of training materials and some forms at a cost of $2,000-$3,000 per person.

Have any focus groups reviewed your forms/checklists?

The Pinellas Realtor Organization in St. Petersburg, Florida had a focus group of their members review my forms and provide feedback.  Their members reviewed my forms and said there is a definite need for this product.   

How would our members benefit from using the forms?

Using the forms is a simple method for keeping a variety of tasks organized.  If a member utilizes my forms, their client will see how organized and detail oriented their Realtor® is.  Repeat business and word-of-mouth will help their business blossom.  Would you rather have an organized or disorganized Realtor® handling your real estate transaction?

A number of our members use real estate contact management programs to track their listings and closings – why would they be interested in buying these forms?

Unfortunately, most Realtors® don’t have the “time” involved to learn all aspects of those programs let alone how to customize them by adding the steps they need to follow.  There are some excellent programs on the market, but I’ve found most of them to be very confusing and not user friendly.  The main functionality of those programs are client database capability as well as generating generic listing and closing letters.

We only sell a few items in our store.  Why would we want to add another product?

You would be adding value to their membership with your Board.  Making the newest and most innovative real estate products available to your members clearly shows them you care about their success. 

Our members already pay for and use "Zip Forms" or "Formulator."  How are your forms different?

Zip Forms are generally the approved association real estate forms that your members are required to use for their transactions.  Formulator sells real estate contracts.  My forms are specifically designed to help your members track all steps involved in the listing and closing process.  

Are the forms copyrighted?

Yes.  The forms are copyright protected and may not be modified or plagiarized in any way.

Our members will want to customize the forms with their photo and contact information.  Is that permissible?

If a member would like to add their contact information on the forms (via photocopying) – that’s acceptable.