Would anyone have an office policy manual that I can use for my new agents? I also will need an independant contractor agreement.. can anyone help? Thanks in advance.

I took about 4 months to write mine and took at lot of it from Oliver Franscona's Book, The Digital Paper Trail.

It would help if I didn't have to travel to a library to get some help...anyone?

Check Realtor.org, they offer some help.
p.s. Carlas advice was the best.

I will send you a copy of mine. Just send me your email.

Shaunita

ceceil daniels has a great one with independedt contractor forms that go along with it. it does cost a little, but you get what you pay for too! it REALLY protects the broker.

Shaunita,

Could you please email me a copy as well? I just became a Broker with a company of 10 agents and have every intent to do a really good job. The Policy Manual would give me a great head start.
Guys, I could really use any help or advise you may have for me. By the way, my email is eldy@pageantrynw.com

Sincerely,

Eldy

Lucky us in Arizona. We hve a model office manual that we can use to do ours. Bug your local asssocation to get this going for you.

My husband and I have recently opened our company and I am trying to get our office policy and procedures manual together. Looks like there isn't a model manual for use in Indiana, so I am considering purchasing online product. Does anyone have any experience with Broker Management Series Products or Landlord source. Thanks for your help.

Mary

Hi Shuanita

If possible, it would be great if you also please email me a copy of the manual you have. I have also been working on one, and any additional resource I can get will only prove to be beneficial.

I am hoping to get two resources:
- Independent contractors agreement (If anyone has a Keller Williams one that would be great.
-Policy Manual

brokersmart@gmail.com

Thanks!

Hi Shaunita,
Could you e-mail me a copy as well.
mqf@prodigy.net

Does anyone else have a manual they could email... I have not received one yet - just to compare notes and see if there is anything else I need to add to mine.

Thanks

I can provide you with a list of topics covered in our manual, if that would help. There isn't a lot to our IC agreements, most everything is covered in the manual. BTW, we actually have 2 policy manuals - one for our agents and one for our employees. Would you like a topic list for each?

Let me know if I can help,

sunshine shanon

Hi Shanon

That would be super... one of each.

Mail: brokersmart@gmail.com

Thank you very much!

Hi HBSA,

I was going to email this list to you, but there are a couple of other people asking the same question, so I figured I'd just post it here for all.

Agent Policy Manual topics:

1. GENERAL.
2. STATUS OF THE PARTIES.
3. BROKER’S RESPONSIBILITY.
4. MEMBERSHIPS/AFFILIATES.
5. EXPENSES.
6. ASSOCIATE’S RESPONSIBILITIES.
7. AUTOMOBILE LIABILITY INSURANCE.
8. ERRORS AND OMISSIONS INSURANCE.
9. INDEMNIFICATION OF BROKER.
10. INDEPENDENT LEGAL ACTION.
11. OWNERSHIP – LISTING AND TRANSACTION DOCUMENTS.
12. ASSOCIATE/PRINCIPAL DISCLOSURE.
13. TERMINATION.
14. DUTY TO ARBITRATE.
15. RECRUITING.
16. COMMISSION AGREEMENT.
17. ASSISTANTS.
18. CONFIDENTIALITY.
19. CONFIDENTIALITY AFTER TERMINATION.
20. NON-COMPETE AGREEMENT.
21. RETURN OF RECORDS.
22. ENTIRE AGREEMENT.
23. AMENDMENTS.
24. BINDING EFFECT.
25. CONSTRUCTION.
26. HEADING AND PRONOUNS.
27. SEVERABILITY.
28. WAIVER.
29. DISCLAIMER
30. GOVERNING LAW.
31. STANDARDS AND PRACTICES.


Employee Manual Topics:
1. PROBATIONARY PERIOD & PERFORMANCE EVALUATIONS
2. WORKING HOURS
3. ATTENDANCE
4. LUNCH
5. REST PERIODS
6. COMPANY SYSTEMS
7. PHONE AND PAGER USE
8. PERSONNEL FILES
9. PAYDAYS & PAYCHECKS
10. OBSERVED HOLIDAYS
11. LEAVE REQUESTS
12. BANK AND POST OFFICE TRIPS
13. DISCIPLINARY GUIDELINES
14. FAIR EMPLOYMENT PRACTICES
15. FAMILY MEDICAL LEAVE ACT
16. HARASSMENT
17. IMMIGRATION REFORM ACT
18. SUBSTANCE USE
19. WORKPLACE VIOLENCE
20. FORMS
RECEIPT FOR POLICIES & PROCEDURES


Hope this helps!

sunshine shanon

Shaunita,
Please send me a copy, my email address is stan@ufamservices.us. Also, can I ask your opinion on office computers? I want to make my agents responsible for computer issues, crashes etc, that occurs through negligence i.e, surfing to non-real estate related websites. What are your thoughts?

I primarily operate virtually. Why don't you encourage agents to primarily use their own laptops and use the office computer as a last resort?

I don't know if this has been mentioned, but I found some great examples to draw from when it comes to policy manuals, fax sheets, professional letters, business plans and various organizational ideas needed by going into MS Word and using their internet search link. There's tons of ideas in there that are a great help. Also, I was required to take an office management-type course when I studied for the broker exam. The course provided a generic Office Policy/Proceedure manual that was pretty easy to modify and mold to your own. If this is something you did as well, you may already have what you're looking for. Anyway, hope that helps!

I would really appreciated a copy too. dreamstreethomes@yahoo.com