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#137621 - 04/29/07 09:29 AM Need office policy manual to use for business..
MA BROKER Offline
Member

Registered: 03/29/06
Posts: 204
Loc: Massachusetts
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'm a Massachusetts Broker

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#137751 - 04/29/07 09:01 PM Re: Need office policy manual to use for business.. [Re: MA BROKER]
Carla in Colorado Springs Offline
Veteran Member

Registered: 06/08/05
Posts: 899
Loc: Colorado Springs
I took about 4 months to write mine and took at lot of it from Oliver Franscona's Book, The Digital Paper Trail.
_________________________
Carla Starkie
Productivity Coach/ Associate Broker
Keller Williams Realty
http://CSColorado.com
http://stereofame.com/cstarkie
Find me on Facebook- Carla Cornett Starkie
or
Carley Starr (stage name) http://facebook.com/carleystarr

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#137835 - 04/30/07 10:54 AM Re: Need office policy manual to use for business.. [Re: Carla in Colorado Springs]
MA BROKER Offline
Member

Registered: 03/29/06
Posts: 204
Loc: Massachusetts
It would help if I didn't have to travel to a library to get some help...anyone?
_________________________
I'm a Massachusetts Broker

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#137843 - 04/30/07 11:45 AM Re: Need office policy manual to use for business.. [Re: MA BROKER]
pikes peak Offline
Major Contributor

Registered: 12/15/04
Posts: 2744
Loc: CO
Check Realtor.org, they offer some help.
p.s. Carlas advice was the best.

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#138142 - 05/01/07 10:06 PM Re: Need office policy manual to use for business.. [Re: MA BROKER]
nlr Offline
Member

Registered: 04/04/07
Posts: 26
Loc: md
I will send you a copy of mine. Just send me your email.

Shaunita

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#139019 - 05/06/07 01:18 AM Re: Need office policy manual to use for business.. [Re: nlr]
PlatinumBroker Offline
Member

Registered: 11/28/06
Posts: 319
Loc: Arizona
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.
_________________________
Specializing in REO & Investment Property

Owner/Broker
(928)854-5505 -Office
(928) 854-5505 -Fax
www.PlatinumUSARealty.com
Keri@PlatinumUSARealty.com


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#141553 - 05/18/07 12:01 PM Re: Need office policy manual to use for business.. [Re: nlr]
Danton1759 Offline
Member

Registered: 07/23/04
Posts: 45
Loc: USA
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

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#160444 - 08/04/07 12:57 PM Re: Need office policy manual to use for business.. [Re: Danton1759]
chastek Offline
Member

Registered: 07/30/07
Posts: 23
Loc: arizona
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.

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#163569 - 08/16/07 08:56 AM Re: Need office policy manual to use for business.. [Re: chastek]
hoosierl80 Offline
Junior Member

Registered: 02/10/06
Posts: 3
Loc: Indiana
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

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#164090 - 08/18/07 04:34 AM Re: Need office policy manual to use for business.. [Re: hoosierl80]
HBSA Offline
Member

Registered: 08/13/07
Posts: 15
Loc: South Africa
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!

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#164691 - 08/20/07 11:05 PM Re: Need office policy manual to use for business.. [Re: HBSA]
atlrealtor1 Offline
Member

Registered: 06/07/05
Posts: 21
Loc: Atlanta GA
Hi Shaunita,
Could you e-mail me a copy as well.
mqf@prodigy.net

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#165205 - 08/23/07 11:23 AM Re: Need office policy manual to use for business.. [Re: atlrealtor1]
HBSA Offline
Member

Registered: 08/13/07
Posts: 15
Loc: South Africa
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 \:\)

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#165209 - 08/23/07 11:34 AM Re: Need office policy manual to use for business.. [Re: HBSA]
SunshineShanon Offline
Member

Registered: 07/24/07
Posts: 72
Loc: USA
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

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#165216 - 08/23/07 12:05 PM Re: Need office policy manual to use for business.. [Re: SunshineShanon]
HBSA Offline
Member

Registered: 08/13/07
Posts: 15
Loc: South Africa
Hi Shanon

That would be super... one of each.

Mail: brokersmart@gmail.com

Thank you very much!

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#165237 - 08/23/07 01:22 PM Re: Need office policy manual to use for business.. [Re: HBSA]
SunshineShanon Offline
Member

Registered: 07/24/07
Posts: 72
Loc: USA
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

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