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Pre-Licensing Checklist
Question 1
Question 2
Question 3
Question 5
Question 6
Question 6
Credit Card Authorization / Update Form
Profile Update
Rules Of The Road
Playbook
Sales & Disbursement
W9 | Update Form
Young + Co. Real Estate Company Information
Hello
County Info
Tech We Love
Blank Forms
Broker Pocket Card
Book A Meeting Space
Hire A Closing Coordinator
Loaners
Hire Loan Signing Agent
Hire A Listing Coordinator
Need A Notary
Find A Showing Buddy
Rentals
Meet with a positive approach and finish with a question
“I HAVE A FEW PLACES ALREADY PICKED OUT ON MLS. CAN WE HAVE A LOOK AT THESE BEFORE THE MEETING?”
“WHY DO I HAVE TO SIGN A BUYER BROKERAGE AGREEMENT RIGHT NOW? WHEN WE PURCHASED LAST TIME WE DIDN’T HAVE TO SIGN ANYTHING”
“NO I’M NOT PRE-APPROVED BUT FINANCING WON’T BE AN ISSUE”
“I’VE BEEN OUT ON A FEW SHOWINGS WITH ANOTHER REALTOR”. “I’M RECEIVING PROPERTIES FROM A FEW REALTORS IN TOWN”
"I'VE BEEN THROUGH A FEW NEW SHOW HOMES RECENTLY""
"MY FRIEND MIGHT BE SELLING ME THEIR HOUSE""
YOU HAVE BEEN THROUGH A NUMBER OF HOMES:
“IF WE COULD JUST PICK THIS HOUSE UP AND PUT IT DOWN THERE”
“I DON’T CARE IF THEY ARE OFFENDED I’M JUST GOING TO SUBMIT THE LOWEST PRICE”
“ALL I WANT IN A HOME IS THE BEST PRICE/DEAL OUT THERE”
“I’M NOT READY TO BUY FOR AT LEAST ANOTHER 6 MONTHS SO NO NEED FOR US TO SIT DOWN YET”
“WE AREN’T IN ANY RUSH WE WILL JUST WAIT FOR THE RIGHT PROPERTY TO COME UP”
“I DON’T MIND THE BUSY, LOUD ROAD, SMELL , BAD STREET, .......”"
“WHAT SHOULD I BE LOOKING FOR WHEN I GO THROUGH A HOUSE”
Canopy Support
Connect With BIC
Legal Counsel
Onboarding Support
Zipform Support
Marketing
Welcome & Benefits
How We Work
How We Are Different
How Do Buyers and Realtors® Work Together?
Complete Dream Home Wishlist
Will You Need My Pre-approval Letter Before Showings?
Hire Our Team
Whats' Happening At This Very Moment?
What makes you different from other agents?
May I Tour Multiple Homes or Just The One I Inquired About?
Gettting Started Checklist
Why I Need an Agent
Staging Checklist
Contract to Close Checklist
Closing Checklist
After Closing Checklist
Vendors
Fees
Why We Use Transaction Coordinators
Gettting Started Checklist
Why I Need an Agent
Staging Checklist
Contract to Close Checklist
Closing Checklist
After Closing Checklist
Vendors
Fees
Why We Use Transaction Coordinators
Gettting Started Checklist
Why I Need an Agent
Staging Checklist
Contract to Close Checklist
Closing Checklist
After Closing Checklist
Vendors
Fees
Why We Use Transaction Coordinators
Getting Started Checklist
Why I Need an Agent
Staging Checklist
Contract to Close Checklist
Closing Checklist
After Closing Checklist
Vendors
Fees
Why We Use Transaction Coordinators
Booking Appointments
Touring Homes
Choosing a Home
Putting in an offer
Offer Accepted. Now What?
What to Expect?
Mail Deposits
Choose Professional Services
Schedule Inspection
Follow Up Lender
Complete Attorney Packet & Discloures
Complete Due Diligence Period
Overview
Review Closing Disclosure (CD) with Lender
Prepare To Move
Review Closing Day Checklist
Review Final Loan Pacakage With Lender
Complete Final Walk-Thru
Wire Funds
Attend Closing
Changing Locks
Hire Cleaner
Deed
Taxes
Maintaining Your Home
Preapproval Checklist
Connections
Documents Planner
Insurance Rider
Maintaining Your Home Checklist
Moving Checklist (again)
Home Planner
Change Address
Take Window Measurements
Meet the Neighbors
Prepare for Your First Mortgage Payment
Contact the New School District
Add Important Phone Numbers
Contact Government Officials About Homesteading
Change Furnace Filters
Find The Main Water Shutoff
Attend yealy homeowners webinar
Decor and Upfitting Your home
Complete Buyer Discovery Questionnaire
Hire My Team
Apply for preapproval
Start touring homes!
Gettting Started Checklist
Why I Need an Agent
Staging Checklist
Contract to Close Checklist
Closing Checklist
After Closing Checklist
Vendors
Fees
Why We Use Transaction Coordinators
Gettting Started Checklist
Why I Need an Agent
Staging Checklist
Contract to Close Checklist
Closing Checklist
After Closing Checklist
Vendors
Fees
Why We Use Transaction Coordinators
OUR SERVICES
Listing Agent & Buyer Specialist
Buyer Consultation & Representation
Seller Consultation & Representation
New Construction (Residential & Commercial)
Real Estate Investment & Management
Luxury Homes Sales
Relocation
Probate Real Estate Services and Sales
Send Reqeust For Reset
Can I insert pictures in my FAQ?
Can I insert a video in my FAQ?
How do I edit or remove the "FAQ title"?"
How much are you services
Do you have off market homes
How long will it take to build a new home
Do you guareentee your services?
Will i have access to your team or just you?
How do you help buyers elimate competition
Other
How much are you services
Do you have off market homes
How long will it take to build a new home
Do you guareentee your services?
Will i have access to your team or just you?
How do you help buyers elimate competition
Other
Gettting Started Checklist
Why I Need an YCRE Agent
How We Work
Preapproval Checklist
Home Search
Contract to Close Checklist
Closing Day Checklist
Post Closing Checklist
Maintaining Your Home Checklist
Trusted Partners & Network
Why We Use Transaction Coordinators
Gettting Started Checklist
Why I Need an YCRE Agent
How We Work
Preapproval Checklist
Home Search
Contract to Close Checklist
Closing Day Checklist
Post Closing Checklist
Maintaining Your Home Checklist
Trusted Partners & Network
Why We Use Transaction Coordinators
Lenders
Inspectors
Plumbers
Heating and Air
Painters
Home Organizer
Flooring
Electrical
Attorneys
Warranty
Insurance
Repair Contractor
Well & Septic
Landscaping
Gettting Started Checklist
Why I Need an YCRE Agent
How We Work
Preapproval Checklist
Home Search
Contract to Close Checklist
Closing Day Checklist
Post Closing Checklist
Maintaining Your Home Checklist
Trusted Partners & Network
Why We Use Transaction Coordinators
Get Organized
Credit
Determine Budget
Get Preapproved
Find the Right Agent
Go House Shopping
Go Under Contract
Move into you home
Maintain Your Home
Deciding to Sell
Choosing an Agent
Pricing your home
Preparing your home
Marketing and Showing
Receiving offers and negotiations
Preparing to Close
Closing
Step 1
Step 2
Step 3
Step 4
Step 5
My Story
Why Me?
Our Services
Customer Reviews
My Story
Our Services
Customer Reviews
Why Me?
My Story
Our Services
Why Me?
My Story
Our Services
Customer Reviews
Why Me?
3D Showings
Attorney
Cooling & Heating
General Contractors
Inspector
Lender
Listing Photos
Marketing Vendors
Measurements
Warranty
My Story
Our Services
Why Me?
Step 1
Step 2
Step 3
Step 4
Step 5
My Story
Our Services
Why Me?
☰OS 1 | Broker Tools & Resources
☰OS 2 | vCard
☰OS 3 | 14 Home Office Hacks (Hybrid Edition)
☰OS 4 | In-House Services
☰OS 5 | Top 5 Tools for Understanding Compliance at YCRE
☰OS 6 | Your Safety Matters
☰OS 7 | How Are You Marketing Yourself?
☰OS 8 | Code of Ethics and 7 Best Practice
☰OS 9 | Entrepreneurship
☰OS 10 | Your Voice Matters
☰ Let's Wrap It Up
Orientation Complete
Meeting Your Needs
Attend Buyers Consultation
Our Service to you...
Going Under Contract
Cost
Understanding the real estate licensing process
Getting your real estate license: a roadmap
Pre-licensing education
Choose the right pre-licensing school
Take the real estate license exam
The application process
More Prelicensing Questions
My Story
Our Services
Customer Reviews
Why Me?
Client Resources
Welcome
How Do Buyers and Realtors® Work Together?
Whats' Happening At This Very Moment?
What makes you different from other agents?
What are my next steps...
FAQ's
My Story
Our Services
Customer Reviews
Why Me?
Client Resources
My Story
Our Services
Why Me?
Welcome
How Do Buyers and Realtors® Work Together?
Whats' Happening At This Very Moment?
What makes you different from other agents?
What are my next steps...
FAQ's
My Story
Our Services
Why Me?
Phase 1 - Make A Plan
Phase 2 - Before You Announce
Phase 3 - After You Announce
Phase 4 - Spread the Word
Phase 1 - Make A Plan
Phase 2 - Before You Announce
Phase 3 - After You Announce
Phase 4 - Spread the Word
Step 1
Step 2
Step 3
Step 4
Step 5
Welcome
How Do Buyers and Realtors® Work Together?
Whats' Happening At This Very Moment?
What makes you different from other agents?
What are my next steps...
FAQ's
Step 1
Step 2
Step 3
Step 4
Step 5
My Story
Our Services
Why Me?
My Story
Our Services
Customer Reviews
Why Me?
Client Resources
My Story
Our Services
Why Me?
My Story
Our Services
Why Me?
My Story
Our Services
Why Me?
Step 1
Step 2
Step 3
Step 4
Step 5
Social Media
Personal Branding
Buyers
Sellers
Buyers Marketing Material
Sellers Marketing Material
Lead Generation
Logos
Powerforms
Supplies & Merch
Using Social Media
Trainings
Compliance
Programs
Perks
Welcome
Housekeeping
Book your consultation
Find Your Dream home...
My Story
Our Services
Customer Reviews
Why Me?
Client Resources
1. YCRE Brokerage Membership
2. Review Member Playbook & Initial Investment...
3. Activate NC License (Real Estate Commission)
4. Activate Local MLS (Canopy)
5. STOP... Wait for your next the instructions
Step 1
Step 2
Step 3
Step 4
Step 5
Step 1
Step 2
Step 3
Step 4
Step 5
Company Overview
Monthly Dues
Commission Plans
100% Commission Cap Out Rate
Revenue Share Model
Commission Disbursement
Company Leads/Prospects
Trainings
Mentoring
vCard
In House Services
Logo
Other Terms & Fees
View PDF of Handbook
Step 1
Step 2
Step 3
Step 4
Step 5
BEFORE YOU START
1. Review Member Playbook & Initial Investment...
2. JOIN YCRE
3. Sign Authorization Form
4. Log into your @ycre.us email (Google Workspace)
5. Activate NC License (Real Estate Commission)
6. Activate Local MLS (Canopy) + Realtor® Membership
7. Complete Orientation
8. Submit Company Profile & vCard (Must Have Canopy MLS)
9. Setup Zipform (Must Have Canopy MLS)
10. Email Zipform DocInbox Link
11. Get familiar with your Business Box
12. Create Zillow Premier Agent Account
13. YOU'RE ALL SET!!!
My Story
Our Services
Why Me?
Step 1
Step 2
Step 3
Step 4
Step 5
Phase 1 - Make A Plan
Phase 2 - Before You Announce
Phase 3 - After You Announce
Phase 4 - Spread the Word
My Story
Our Services
Customer Reviews
Why Me?
Client Resources
Covenants
Zoning
Flood Plain
Utilities
Enviromental
Access
Well & Septic
Water & Soil
Youngco Construction
Canopy
Continuing Education
Fast Stats
Matrix
New Home Connection
Rate Plug
Realtor Association
Realtor Association
Remine
RPR
Showingtime
Supra
Tax Site
Zipform
Other
Pre-Licensing
Starter Fees
DOWNLOAD CHECKLIST
1
Meet with a positive approach and finish with a question
HOW MANY YEARS OF EXPERIENCE? AREN’T YOU BRAND NEW?
“YOU’RE THE EXPERT. YOU TELL ME WHAT IT SHOULD BE LISTED AT”
“THAT PRICE IS TOO LOW”
“I WON’T SELL IT THAT LOW”
“WE WANT TO START HIGHER AND TEST THE MARKET”
“YOUR FEES ARE TOO HIGH”
Scripts
Pre-Licensing
Starter Fees
View Checklist
About Us
Standard Ecard
Buyers and Seller Material
Training
Meeting Space
In House Services
Merch
Playbook
Events
Top Golf
Y3 Workbar
Canopy MLS
Canva
Company vCard
Go MLS App
Google Voice
Matrix Learning Lab
Realty Juggler
ShowingTime
Submit Documents for Compliance
Zipform
Review Appraisal
Review Final Loan Package With Lender
Confirm Closing Date With Lender
1
About Us
vCard
Done-For-You Marketing Content
Buyer and Seller Material
Training
Meeting Space
In House Services
Tech
Merch
Playbook
Perks
Powered By
Events
Revenue Share
Culture
Welcome
How much home can you afford?
When to Hire A Realtor?
What to expect when working with us?
Buyer Tips & Tricks
Review C.D
Review Closing Day Checklist
Complete Final Walk-Thru With Agent
Wire Funds & Transfer Utilities
Attend Closing
Closing Day
After Closing
Welcome
How much home can you afford?
When to Hire A Realtor?
What to expect when working with us?
Buyer Tips & Tricks
Review C.D
Review Closing Day Checklist
Complete Final Walk-Thru With Agent
Wire Funds & Transfer Utilities
Attend Closing
Closing Day
After Closing
Review C.D
Review Closing Day Checklist
Complete Final Walk-Thru With Agent
Wire Funds & Transfer Utilities
Attend Closing
Closing Day
After Closing
Moving At A Glance
Moving Time Line
Utility
First Night Survival Box
Moving Supplies
Change Locks
Moving Service & Matiance Providers
Changing mailing Address
Moving Center
Review C.D
Review Closing Day Checklist
Complete Final Walk-Thru With Agent
Wire Funds & Transfer Utilities
Attend Closing
Closing Day
After Closing
Welcome
How much home can you afford?
When to Hire A Realtor?
What to expect when working with us?
Buyer Tips & Tricks
Review C.D
Review Closing Day Checklist
Complete Final Walk-Thru With Agent
Wire Funds & Transfer Utilities
Attend Closing
Closing Day
After Closing
Moving At A Glance
Moving Time Line
Utility
First Night Survival Box
Moving Supplies
Change Locks
Moving Service & Matiance Providers
Changing mailing Address
Moving Center
Additional Help?
Review C.D
Review Closing Day Checklist
Complete Final Walk-Thru With Agent
Wire Funds & Transfer Utilities
Attend Closing
Closing Day
After Closing
Create your Google Voice
Book a Meeting Space
Create MyOwn Team
Refer an Agent
Who Can Earn Revenue Share
How to Build Your Team
How Your Brand Your Team
Diversify / Multiple Income Streams
Team Splits
Exit Strategy
Legal Structure
How to Change Brokerages Drama Free (Download eBook)
Touring Homes
Submit An Offer
Negotiate
Moving At A Glance
Moving Time Line
Utility
First Night Survival Box
Moving Supplies
Change Locks
Moving Service & Matiance Providers
Changing mailing Address
Moving Center
Welcome
How much home can you afford?
When to Hire A Realtor?
What to expect when working with us?
Buyer Tips & Tricks
Welcome
How much home can you afford?
When to Hire A Realtor?
What to expect when working with us?
Buyer Tips & Tricks
How to Change Brokerages Drama Free (Download eBook)
Closing Coordinator
Showing Buddy
Greenevelope
Youngco Construction
Shirts
Handbook
Benefits
Onboarding
Monthly Dues
Commission Plans
100% Commission Cap Out
Revenue Share Model
Commission Disbursement
Contract
Team
Late Fees
Trainings
Mentoring
Leads
E Card
Meeting Space
Volunteering
Realtor Services
Clevland
Gaston
Mecklenburg
Concord
Canopy Support
Connect With BIC
Legal Counsel
Onboarding Support
Zipform Support
Marketing
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