ICENHOWER COACHING & CONSULTING

ADMIN: The Training Process for Real Estate Administrative Assistants

Designed for all learning types

Video Training

In-depth professional video training on every module, presented by the author, Brian Icenhower.

Written Modules

Detailed and downloadable written modules with detailed graphics, scripts, spreadsheets, forms, and so much more.

Audiobook

Since real estate agents are always on the move, your training must be too. This course provides a professional downloadable audiobook.

Course curriculum

Enrollment includes access to the following course materials for 2 years

Module 1: Introduction

Module 1 Workbook: Introduction
Video: Communication Foundations
Get to know the DISC Profiles

Module 2: Understanding Job Roles

Module 2 Workbook: Understanding Job Roles
Video: Job Roles for Admin Staff
The Solution Triangle

Module 3: The Administrative Manager

Module 3 Workbook: The Administrative Manager
Video: The Administrative Manager: Creating Structure
Sample Weekly Calendar
Active Listing – blank (fillable)
Sample Buyer Inventory
Daily Contact Form (fillable)
Sample Year-to-Date Check-Up Form 1
Sample Year-to-Date Check-Up Form 2
Lead Tracking Sheet (fillable)
Sample Pending Inventory Pipeline
Sample Dashboard 1
Sample Dashboard 2
Year-to-Date Check-Up Form (fillable)
Active & Pending Inventory Lists (fillable)
ICC Team Dashboard (fillable)

Module 4: The Listing Manager

Module 4 Workbook: The Listing Manager
Video: The Listing Manager: From Listing to Contract
Listing and Pre-Listing Checklists
Listing to Contract Checklist
Pre-Listing Checklist
Seller Lead Sheet
Assistant’s First Call Checklist
Assistant’s First Call Checklist (fillable)
Defining Moments in Real Estate Transactions

Module 5: The Transaction Coordinator

Module 5 Workbook: The Transaction Coordinator
Video: The Transaction Coordinator: From Contract to Closing
Buyer-Seller Checklist
Active Listing – blank (fillable)
Buyer Closing Checklist
Buyer Inventory
Buyer Lead Sheet (fillable)
Listing Inventory
Pending Contracts – blank (fillable)
Pending Inventory Pipeline
Seller Closing Checklist
Buyer and Seller Checklists (fillable)

Module 6: The Marketing Director

Module 6 Workbook: The Marketing Director
Video: The Marketing Director: Building your real estate business
Buyer Closing Checklist
Client Event Contact Plan
Listing to Contract Checklist
Script: Contacting past and existing clients
Pre-Listing Checklist
Seller Closing Checklist

Module 7: Your Sphere of Influence

Module 7 Workbook: Your Sphere of Influence
Video: Your Sphere of Influence
Team Scoreboard
Graphic: The SOI Core

Module 8: Creating the Ultimate User Experience

Module 8 Workbook: Creating the Ultimate User Experience
Video: Creating the Ultimate User Experience
Policies and Procedures Handbook
First Day Welcome Orientation Checklist
First Quarter Checklist – Admin – alternate
Editable First Day Welcome Orientation Checklist

Module 9: Conclusion

Module 9 Workbook: Conclusion
Video: Above and Beyond
Leader vs Manager
Production Growth Budget Schedule
Staff Self-Performance Appraisal
Sample Team Annual Business Plan
Editable Blank Business Plan
Editable Blank Action Steps

About this course

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Immediate Takeaways

Here is what you can expect to gain from taking this online course.

CHECKLISTS for listings, open houses, closings etc. Active Listing Checklist, Sample Buyer Inventory, Daily Contact Form, Lead Tracking Sheet, Listing and Pre-Listing Checklists, Listing to Contract Checklist, Assistant's First Call Checklist, First Day Welcome and Orientation Checklist, First Quarter Checklist, and more.
SCOREBOARDS to track success and editable forms to document everything. Sample Scoreboards and fillable ICC Team Scoreboard.
RESOURCES for new hires, including orientation templates and policy and procedure handbook templates. Sample Weekly Calendar, Sample Year-to-Date Check-Up Form, Sample Pending Inventory Pipeline, Active and Pending Inventory Lists, Seller Lead Sheet, Client Event Contact Plan, Policies and Procedures Handbook, Staff Self-Performance Appraisal, Blank Editable Business Plan, and more.
SCRIPTS for the administrative assistant. Contacting Past and Existing Clients Script, and more.
OPTIONS for how you learn best. Each module provides a downloadable PDF chapter as well as a featured video of Brian Icenhower, teaching the topic at hand. At the beginning of the course, you are also provided with a full audiobook to listen to. So however you learn best -- we have an option for you!

Certification & Designation Upon Completion

In this ICC online course, you will receive an official designation of “Certified Administrative Associate” or CAA upon completion, as well as a downloadable (and printable) Certificate of Completion. Add your designation seal, as well as your designation letters, to your email signature to bolster your reputation and show off your expertise to clients and colleagues alike.

Reviews

"I use ICC systems, the Online Learning Center, and the coaching program to coach and train my team of over 30 agents. I use the ICC dashboard systems to keep my entire team accountable for their activities and set proper expectations."

Jake Rockwell

Over 500 Units Sold Annually

"I have coached with ICC for over five years. ICC has helped me quadruple my luxury business through marketing strategies so that I receive listings and sales through lead generation and multiple pillars of income."

Dennis Adelpour

Luxury Agent - West Los Angeles

"When we started coaching with ICC we worked all the time with some degree of success. Now, seven years later, we have grown to have the #1 market share in our area, we more than tripled our income and production, while also improving our work-life balance to enjoy our personal life with family and friends."

Tammi Humphrey

#1 Market Share & 100 Million in Annual Sales Volume

I use ICC systems, the Online Learning Center, and the coaching program to coach and train my team of over 30 agents. I use the ICC dashboard systems to keep my entire team accountable for their activities and set proper expectations.

Jake Rockwell

Over 500 Units Sold Annually

I have coached with ICC for over five years. ICC has helped me quadruple my luxury business through marketing strategies so that I receive listings and sales through lead generation and multiple pillars of income.

Dennis Adelpour

Luxury Agent - West Los Angeles

When we started coaching with ICC we worked all the time with some degree of success. Now, seven years later, we have grown to have the #1 market share in our area, we more than tripled our income and production, while also improving our work-life balance to enjoy our personal life with family and friends.

Tammi Humphrey

#1 Market Share & 100 Million in Annual Sales Volume

$199

Instructor

Brian Icenhower.

Having someone back in the office helps agents amplify their sales potential. They can focus on generating business, following up on leads, conducting appointments, and writing offers/negotiating contracts -- all things that create more income.

This 9-module course not only identifies the four key roles of a real estate assistant, but it also breaks down the precise workflows when serving as a listing manager, transaction coordinator, marketing director, and administrative manager.

Whether you’re an agent learning how to train your assistant, an assistant looking for your own training process, or you’re both reading through these materials together, this course provides the explanations and concrete examples of best practices in real estate offices so you don’t have to.

Make administrative tasks easy.

Whether you’re an assistant or a solo agent, systematizing adminstrative processes will increase your efficiency. This course gives you the strategies, tools, and techniques to master administrative processes so your agents are free to focus on generating, nurturing, and converting leads.

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