Finance
Banking
Setting up bank accounts for new PLACE teams; debit & credit cards; online access to bank accounts; tracking deposits; stop payments; expedited payments, plus Setup & administration of system for payment of vendor invoices
Payroll
Setup & administration of payroll for W-2 employees on powered by PLACE teams
W-2s + 1099s
Annual preparation and distribution of W-2 forms for employee income tax reporting and 1099s to independent contractors & vendors
Financials
The PLACE accounting team prepares monthly financial reporting including P&L and balance sheets for PLACE partners
Annual Operating Budgets
Preparation of annual operating budgets detailing expected revenues, operating expenses & cash available for distribution
Monthly Partner Distributions
Cash distributions based on excess cash generated by the PLACE team location
HR, Legal & Compliance
PLACE Onboarding
Brokerage compliance with PLACE Teams; assist in setting up PLACE in each office
Operator Agreements
Independent contractor agreements for Operators
Contractor Agreements
Agreements for use with agents, brokers & other independent contractors
Insurance
Employment practices coverage is provided to teams with PLACE employees
Human Resources
Onboarding new PLACE employees; assistance with hiring & terminations; administration of employee benefit plans like medical insurance and 401(k) plan; payroll management
Legal
Legal entity set-up and compliance; general employment law advice; drafting & enforcement of employee confidentiality & non-solicitation agreements; business advice relating to business formation, general E&O questions, contract matters, etc.
Operations
Agent Onboarding
86 day checklist; email account setup; calendar setup; VA training for Brivity tasks related to onboarding new agents; new and experienced agent launch programs
Admin/Ops Onboarding
30-60-90 day Director of Ops development program and bi-weekly Ops masterminds
ISA/VA
Written Scripts; audio scripts; video scripts; assistance with hiring & training VAs
Listings
Support/training on managing team listing departments and VA training on listing tasks
Pendings
Support and training on managing your pending transaction process, and VA training on pending tasks
Hiring/Recruiting
Talent acquisition training; guides, presentations, and resources for recruiting appointments, job ad posting system and training around the hiring process
Training Resources
Scripts for all topics; step-by-step instructions for listing presentations, buyer consults, appointment setting; video training; tech tool guides; lead & sphere program systems; team mastery days in Bellingham, and weekly team virtual training hangouts Mon-Thurs
Referrals
Managing outgoing and incoming referrals; managing the team’s referral partner list; training for VAs on how to manage referrals
Leadership
Leadership support and coaching for all partners; weekly partner call with Ben Kinney and weekly calls with Chris Suarez for your entire team
Culture
PLACE Facebook page management; awards and accolades; roster, birthdays and special dates management
Classes and Events
Exclusive access to Ben Kinney Training Organization’s classes, events and materials throughout the year
Tech
PLACE Toolkit
Full access to internal website that houses PLACE training materials and team resources
Tracker
Setup & administration of Tracker production tracking system
Design
Custom logos and branding, marketing materials, social media graphics, business cards, signage, apparel, event design, recruiting materials, and location-specific projects
Leads/Advertising
Paid buyer and seller ads, branding remarketing ads via Brivity Connect, Kwkly text leads
Brivity
Account setup and concierge service for PLACE teams and agents; Platform questions; website and CRM support; the highest level of customer support
Web/Tech Tools
Gmail; Slack; Boomerang; Zapier; account support setup and maintenance
Dialer
Training, support, generating lists, data management
Discover YOUR place with PLACE.

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