Kat Sellis Walnut Creek , CA 94596
Posted 1 week ago
The GoodAgent Team Lead Coordinator
Job Standards
Primary Objectives
Respond to Internet inquiries in less than 5 minutes.
Answer sign calls or call prospect back in less than 5 minutes.
Record the source and track the progress of Internet inquiries, sign call leads, and open house leads.
Track consultations scheduled, consultations attended, and cancelled consultations.
Maintain contact database system. Monitor and examine the response rate of email templates and follow up plans and make revisions as necessary to maintain effectiveness.
Cultivate leads/inquiries from acquisition through conversion (consultation).
Pre-qualify prospects and introduce them to our preferred lender.
Convert qualified prospects to consultations.
Confidently perform a phone consultation in the absence of the Lead Buyers Agent
Maintain a high level of familiarity of the local real estate market and monitor market trends. Be considered the local real estate economist for our clients.
Have a general knowledge of neighborhoods, zip codes, counties, market inventory, and pocket listings.
Answer the customers' questions and provide any information that would help the customers find value in our team with the purpose of scheduling a consultation.
Keep up to date on loan programs and interest rates in order to be effective in converting prospects to schedule a consultation.
Have a thorough understanding of all aspects of the buying process including, but not limited to loan approval, home inspections, appraisal, home warranty, and contract to close.
Refer seller leads to the Listing Division.
Additional job objectives may be added at any time in order to improve client satisfaction and overall transaction efficiency
Regular Work Activities
Follow up with inquiries/leads. Use effective communication and consistent, methodical phone calls and emails in order to set client consultations for the Lead Buyer Specialist.
Computer Input and Contact Database Management
Keep Lead Buyer Agent up to date on prospect's progress by updating Boomtown and attending weekly buyer team meetings.
Study periodicals and other sources of market data to better understand the local and broad market.
Follow up to confirm scheduled consultations on behalf of the Lead Buyers Agent.
Maintain ongoing lead management training by attending all Boomtown education webinars.
Network with other lead coordinators to role play and exchange ideas for growth and improvement.
Input Open House buyer contact information into database, assign a follow-up campaign and create an e-alert for the lead.
Keep up to date with our current listing inventory, pocket listings, and the market inventory.
Additional work activities may be added at any time in order to improve client satisfaction and overall transaction efficiency
Key Skills
Excellent at developing relationships and building rapport quickly
People oriented
A strong desire to provide exceptional customer service and put the needs of others before your own through active listening and asking questions
Detail oriented
Outstanding positive attitude
Strong written and verbal communication skills
Good organizational and time management skills
Learning based and committed to personal growth
Willing to learn scripts and dialogues
People Contacts and Interactions
Lead Buyer Specialist - daily
Administrative Team - daily
Buyer Prospects - daily
Lender - daily
Showing Specialists - daily
Compensation -
Salary plus bonus
Paid time off
Job Requirements
College degree preferred
Real Estate License (or willingness to obtain real estate license before starting position)
Minimum 4 years professional experience
High level of computer literacy
Flexible schedule - in addition to weekday activity, must have some availability on weeknights and weekends to answer Internet inquiries/sign calls.
Behavioral Requirements
"Detailed and Accurate"
Most dominant traits are cautious process-oriented approach and need for structure and conformity.
Low V1 Takes a process-oriented approach to risks and unfamiliar situations; prefers cautious, deliberate decision-making; comfortable in a supporting role
Mid V2 Mildly sociable; comfortable interacting with others and working with teams, yet also seeks solitude, reflection and quite analysis
Mid V3 Typically has a strong sense of urgency and works comfortably within a fast-paced environment, but is methodical, persistent, and committed to quality
High V4 Relies on facts, policies and procedures, and directions from others. Enjoys works with structure and routine; perfectionist.
Preferred DISC = CSI or SCI
Low D Prefers parameters of authority to be set before making decisions; can be a supportive leader within organization
Mid I Moderately outgoing and people oriented; uses facts and information to persuade others
Mid-Hi S Cautious; caring, helpful, and dependable; prefers predictable situations and tasks; strives for harmonious relationships
High C Analytical; competent practitioner with high standards of quality and detail orientation
Kat Sellis