Waybook for Real Estate

Grow your Real Estate business by documenting and delegating repetitive tasks, manual processes and eradicating siloed data.
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Get your procedures documented so your real estate business can:

Deliver effective results consistently

Empower your brokers with an easy-to-navigate SOP portal.

Having clear and accessible processes will position enable your team to operation more efficiently and consistently.

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Free up your your headspace

Focus on sales rather than administrative work.

Documenting all your standard operating procedures (SOPs) will secure your sales reps get up to speed.

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Reap the benefits of remote work

Empower your team no matter where they are.

Optimise your real estate business and empower your team if they're in the office, on the road or at a site.

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Match everchanging regulations

Comply with the latest real estate regulations with ease.

Document policies that match changing regulations. Rest assured knowing your real estate business is up to date and fully compliant.

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Close deals faster with less work

Drive sales from the rising demand for online real estate services.

Real estate data online is transforming the broker's role to that of an advisor. Easily train your brokers for changing demands.

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Not sure where to start from with Waybook?

Phone Manner
Use this template for a clear and consistent telephone mannner
1. Check enquiry sources
2. Our contact information
3. Greeting callers
4. Answer with a smile
Product
Listing
Use this template to assemble an appealing product listing
1. Your online store
2. Your new product
3. Product price
4. Calculate shipping
Employee
Handbook
Use this template to promote the the culture of your organization
1. Employment basics
2. Code of conduct
3. Compensation & Development
4. Benefits & Perks
Performance
Review
Use this template to describe how you evaluate and reward employees
1. What is good performance?
2. Periodical reviews
3. Rewards
4. Training
Standard
Operating
Use this template to provide a framework for your SOPs
1. Overview
2. Purpose
3. Scope
4. Responsibilities
Onboarding
Checklist
Use this template when onboarding new employees to your company
1. Introduction
2. Company policy checklist
3. Paperwork checklist
4. Training checklist
New
Starter
Use this template for designing an engaging training track  
1. Training goals
2. Training targets
3. Training content
4. Training subject test
Sales
Tools
Use this template to list the tools you're using for prospecting
1. Pipedrive
2. Lemlist
1. Greeting callers
1. Greeting callers
BI
Tools
Use this template to list the tools you're using for Business Intelligence
1. Microsoft Power BI
2. Looker
1. Greeting callers
1. Greeting callers
CS
Tools
Use this template to list the tools you're using for Customer Service
1. Intercom
2. Stripe
1. Greeting callers
1. Greeting callers
Sales
& Growth
Use this template for a clear and consistent telehphone mannner
1. Greeting callers
1. Greeting callers
1. Greeting callers
1. Greeting callers
Billing &
Accounts
Use this template to introduce your team to your payment platform
1. Introduction
2. Updating plans
1. Greeting callers
1. Greeting callers
Customer
FAQs
Document how to respond to frequently asked questions
1. What's being asked
2. Which saved message to use
1. Greeting callers
1. Greeting callers
Support
Basics
Help your support team understand how they should talk about you
1. The key benefits
2. The product/service
1. Greeting callers
1. Greeting callers
Start with templates

3,000 companies and 60,000 people onboard, train and grow faster with Waybook

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