FOUNDATION · 01 Mark complete
New York license, agency and fair housing essentials Know when to pause, disclose, document, and bring a question to the supervising broker.
Lesson outline Confirm license status and brokerage affiliation. Explain agency relationships using the approved workflow and current forms. Identify fair-housing risk and escalate uncertainty. Record the client conversation and next action. NY DOS license law ↗ · NY fair housing resources ↗ FOUNDATION · 02 Mark complete
Listing authorization and advertising review Use a repeatable approval step before publishing property information, photos or agent campaigns.
Lesson outline Confirm listing authority and the broker's approval process. Check brokerage identity, contact details, license language and required disclosures. Verify photo and media permission; keep property descriptions factual. Archive the final approved version and destination list. NY DOS advertising regulation ↗ CLIENT SERVICE · 03 Mark complete
First contact and useful follow-up Respond promptly, ask permission, learn what the person needs, and set a specific next step.
Lesson outline Acknowledge the inquiry and identify the requested property or service. Ask a few open questions; avoid assumptions about finances or household makeup. Agree on a follow-up time and record it in the approved CRM. Route urgent, legal, safety or complaint issues to the broker. CENTURY 21 public technology overview ↗ CLIENT SERVICE · 04 Mark complete
Buyer consultation and search plan Turn a broad search into a shared plan with clear criteria, communication preferences and documented next steps.
Lesson outline Ask about location, timing, property needs and decision process. Discuss representation and compensation using broker-approved materials. Set search alerts and viewing expectations. Review the plan after each showing and update criteria by consent. RE/MAX public consumer and agent resources ↗ CLIENT SERVICE · 05 Mark complete
Seller meeting and listing launch Prepare a property-specific presentation and launch plan. Pricing decisions remain with the client and broker guidance.
Lesson outline Understand the seller's goals and preferred communication. Review comparable information and explain its limits. Secure written authorization and approve listing details. Build a launch calendar for photography, MLS entry and permitted marketing. Douglas Elliman public seller guide ↗ FOUNDATION · 06 Mark complete
Rental inquiry and application workflow Communicate consistently, protect applicant information, and use current approved forms and review steps.
Lesson outline Confirm listing status and showing instructions. Explain application process and fees using approved language. Handle sensitive information through approved channels only. Escalate accommodation, discrimination or legal questions. NY DOS real estate resources ↗ FOUNDATION · 07 Mark complete
Offer-to-closing file checklist Keep a clean timeline and complete transaction file so clients and broker support know what happens next.
Lesson outline Log offer terms and confirm broker review. Track contract, contingency and scheduled milestone dates. Use approved secure channels for documents. Reconcile the closing statement and commission with the broker. RE/MAX public agent resource hub ↗ BUSINESS GROWTH · 08 Mark complete
Build a weekly business plan Protect time for client work, follow-up, learning, local market knowledge and sustainable prospecting.
Lesson outline Set a weekly activity target tied to your own business goals. Schedule follow-up blocks and review overdue commitments. Review pipeline stages and identify one bottleneck. Choose one skill to practice and measure results. RE/MAX public education overview ↗ BUSINESS GROWTH · 09 Mark complete
Personal brand and listing content Create useful local content that is accurate, approved and recognizably yours—not generic promises.
Lesson outline Choose a neighborhood or client question you can answer accurately. Draft a short video or article with a useful takeaway. Check claims, permissions, fair housing and brokerage identity. Publish, track genuine inquiries and improve the next piece. CENTURY 21 marketing tools overview ↗ BUSINESS GROWTH · 10 Mark complete
Client care after closing and referrals Build long-term relationships through helpful follow-up, service recovery and permission-based communication.
Lesson outline Close the loop on outstanding client questions. Ask for feedback and address concerns promptly. Offer relevant market updates with permission. Request introductions only in a respectful, pressure-free way. Douglas Elliman careers and culture ↗ FOUNDATION · 11 Mark complete
Using AI tools safely in real estate Use AI to draft and organize work while protecting client information, accuracy, fair housing and broker review.
Lesson outline Use approved tools and never submit sensitive client information to an unapproved service. Check every property fact, market claim, photo and generated statement before use. Keep human judgment in housing recommendations, negotiations and applicant decisions. Disclose and label illustrative or AI-assisted material where appropriate; never misrepresent a property. NY DOS alert on AI listing images ↗ · HUD screening guidance ↗ This is an original learning roadmap in development, not a licensing course, continuing-education credit, legal advice or company certification. Competitor pages linked here are public references; any deeper course access is controlled by that company. Training completion is saved only in this browser and is not visible to Gez Group.
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