5. Phase 2 — Core Training & Go Live

Section A — Operational Foundations

1. Dotloop Training

2. Follow Up Boss (FUB) Setup

3. Script & A.L.M. Training

4. Pond Calling — Daily Dial Discipline

5. Math, Comps & Quick CMA

📝 Final. Final Exam: Operational Systems

Section B — Buyer Contract Training

6. Financial Terms & EMD — Buyer, Property, Loan Type

7. Commission & Contingencies — Loan, Appraisal, Cash, Sale of Other Property

8. Fixtures, Personal Property & Opening Escrow

9. Title, Escrow & Appraisal Fees + Closing Costs + Home Warranty

10. CIC, SRPD & Required Disclosures

11. Walk-Through, Possession, Default & Mediation

12. Broker Fee ($195), Escrow Instructions & Additional Terms

13. Confirmation of Representation, FIRPTA & Acceptance

📝 Final. Final Exam: Buyer Contract Training

Section C — Listings

14. Listing Process

15. Zillow Showcase Mastery — Your Listing Closer

16. Zoodealio — Cash Offer System & iBuyer Workflow

📝 Final. Final Exam: Listing Process

Section D — Marketing & Verification

17. Marketing & Advertising

18. Platform Verification

📝 Final. Final Exam: Marketing & Advertising

Section E — Go Live

19. 5-Day Commitment & Orientation

20. After Go Live

Resource — copy & paste

Opening Escrow Email Template

Congrats — you achieved an escrow. Send this email to all parties IMMEDIATELY to put everyone on notice with the contractual timelines.

Before you send

• Use the date calculator at timeanddate.com/date/dateadd to compute Due Diligence, Appraisal, Loan, and COE dates — day 1 = the day the contract is executed
• Include ALL parties: Title/Escrow, Lender, Inspector, Listing Agent
• Replace every placeholder (address, names, dollar amounts, dates) before sending

Sample email — copy this

Subject: Please Open Escrow on 1223 Main St, Las Vegas NV 89111 Hello all involved, We are excited to Open Escrow and have a streamlined and smooth transaction! Title/Escrow, Lender, Inspector, Listing Agent (replace with actual names) Please Open Escrow on 1223 Main St, Las Vegas NV 89111 Title/Escrow: please open escrow and send wire instructions for $xxxx to buyer Buyer info: John Doe, [email protected], 702-111-2222 List Agent: please send SRPD & resale package when received Lender: please advise when appraisal is ordered and received Inspector: please schedule inspection with buyer Due Diligence xx days — ends on x-x-xx Appraisal xx days — ends on x-x-xx Loan xx days — ends on x-x-xx COE to be on or before x-x-xx Thank you, Your signature line

After you send the email

• Place each date in Google Calendar with a 2-day prior reminder — invite the client on the same calendar invites so you both stay on track
• Call the Lender to push the appraisal order ASAP
• Call the Inspector to get inspection scheduled ASAP — you are on the clock NOW
• Email the Lender daily asking what is needed and where the file is — be the leaky wheel that gets oiled

Hard Rule — Keys

You can ONLY give keys once Title/Escrow has sent the email confirming the transaction is RECORDED. No verbal confirmation. No “they said it’s funded.” The recorded email is the only green light. (Unless negotiated differently and in writing.)

📞 Training Help: 9–5 M–F, In-Office

Use NotebookLM × Slacker 24/7 first. Reach a human during office hours.

Aaron Lopez

Managing Broker & Director of Agent Growth

B.0145127
📞 530-517-0012

Showcase & day-to-day ops, post-go-live 1-1s

Deal-Specific Questions

Email or call — every contract goes to brokers@ before client signatures, plus any deal question.

📧 [email protected]

❓ Training Help

Kirby Scofield

Broker & Owner

B.1001112
📞 702-219-4615

Agent-scheduled 1-1s, marketing, CEO & broker deal support

You’re ready to Go Live → Schedule with Aaron →