Systems

Finance

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

Setup & administration of payroll for W-2 employees on powered by PLACE teams

Annual preparation and distribution of W-2 forms for employee income tax reporting and 1099s to independent contractors & vendors

The PLACE accounting team prepares monthly financial reporting including P&L and balance sheets for PLACE partners

Preparation of annual operating budgets detailing expected revenues, operating expenses & cash available for distribution

Cash distributions based on excess cash generated by the PLACE team location

HR, Legal & Compliance

Brokerage compliance with PLACE Teams; assist in setting up PLACE in each office

Independent contractor agreements for Operators

Agreements for use with agents, brokers & other independent contractors

Employment practices coverage is provided to teams with PLACE employees

Onboarding new PLACE employees; assistance with hiring & terminations; administration of employee benefit plans like medical insurance and 401(k) plan; payroll management

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

86 day checklist; email account setup; calendar setup; VA training for Brivity tasks related to onboarding new agents; new and experienced agent launch programs

30-60-90 day Director of Ops development program and bi-weekly Ops masterminds

Written Scripts; audio scripts; video scripts; assistance with hiring & training VAs

Support/training on managing team listing departments and VA training on listing tasks

Support and training on managing your pending transaction process, and VA training on pending tasks

Talent acquisition training; guides, presentations, and resources for recruiting appointments, job ad posting system and training around the hiring process

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

Managing outgoing and incoming referrals; managing the team’s referral partner list; training for VAs on how to manage referrals

Leadership support and coaching for all partners; weekly partner call with Ben Kinney and weekly calls with Chris Suarez for your entire team

PLACE Facebook page management; awards and accolades; roster, birthdays and special dates management

Exclusive access to Ben Kinney Training Organization’s classes, events and materials throughout the year

Tech

Full access to internal website that houses PLACE training materials and team resources

Setup & administration of Tracker production tracking system

Custom logos and branding, marketing materials, social media graphics, business cards, signage, apparel, event design, recruiting materials, and location-specific projects

Paid buyer and seller ads, branding remarketing ads via Brivity Connect, Kwkly text leads

Account setup and concierge service for PLACE teams and agents; Platform questions; website and CRM support; the highest level of customer support

Gmail; Slack; Boomerang; Zapier; account support setup and maintenance

Training, support, generating lists, data management