Real Estate Forms & Mentoring

NSW Forms and Tools
Mentoring
FREE Advice

Better Business Compliance

Business packs for real estate agent individuals and companies that are comprehensive, personally written, updated and focused on practical approaches for actual active compliance, protecting you the business against potential failures through non-compliance activities not addressed adequately.

A regulated industry supports and protects good businesses against poor performers, which inevitably leads to consumer confidence and less requirement for more regulation. This page is all about supporting you and your business


Perfect for established and new businesses

By purchasing one of our business set-up packs today, so begins your journey to better business planning and compliance!


Meet compliance requirements

It is mandated that every real estate business has policies, procedures and checklists to reflect your actions. Saves time- focus on clients, customers and growing your agency practice.


Comprehensive list of
tasks to get done

You need a comprehensive list of tasks to get done daily, weekly, monthly and annually. Relate these documents to your business and the investment in time will  pay off.


Real Estate Compliance Forms & Tools For NSW

Real Estate

Business Basics Pack

$499 incl. GST

Includes:

  • Office Policy and Procedure Manual
  • Annual office self-compliance checklist ($199)
  • CPD Training Register NSW Fair Trading (No charge)
DOWNLOAD NOW
Real Estate

Business Plus+ Pack

$699 incl. GST

Includes:

  • Everything in the Business Basics Pack
  • Business Plan for Real Estate
  • Sales File Checklist
  • Property Management File Checklist
  • Build File Checklist (New house and land)
  • Land File Checklist (New house and land)
  • Real Estate Glossary of Terms ($99)
  • Comparables & Estimate Checklist
  • Fact Sheets NSW Fair Trading (No charge)
DOWNLOAD NOW
Real Estate

Business Professional Pack

$1099 incl. GST

Includes:

  • Everything in the Business Basics Pack
  • Everything in the Business Plus+ Pack
  • Agency Disclosure – Financial Advice
  • Agency Disclosure – Privacy
  • Agency disclosure – Fees and Charges
  • NSW Auctioneers Checklist – inc. bidders register and record ($299)
  • NSW Auction ID Requirements FAQ
  • NSW Auction Warnings
  • NSW Auction Conditions
  • Daily Trust Account Banking & Duties | Sales
  • Daily Trust Account Banking & Duties | PM
  • Monthly Trust Account incl. Banking Checklist
  • Record of Complaints | Customer Service
  • Record of Complaints | Financial
  • Staff Details Form
  • Gifts & Benefits Register
  • Licensee In Charge Register
  • Checklist for Minimising Cyber Crime
  • Computer, Internet, Email and Social Media Use Policy
  • Staff Recruitment Checklist
  • FIRB Information Forms (No charge)
DOWNLOAD NOW

Real Estate Individual Packs For NSW

Real Estate

Auctioneers Checklist

$299 incl. GST

Includes:

  • NSW Auction Checklist
  • NSW Auction Conditions
  • NSW Auction ID Requirements FAQ
  • NSW Auction Warnings
  • How to prepare for the auction
  • Setting up & where to stand
  • Communications
  • Sections of legislation applicable
  • Auction format to follow
  • What to avoid

Developed over 25+ years of auctioneering

Want to become an Auctioneer? Get this checklist included FREE on enrolment into the auctioneer course.

DOWNLOAD NOW
Real Estate

Glossary of Terms

$99 incl. GST

Includes:

  • Real estate agency terms we use in the industry
  • Helps anyone from beginners to industry professionals
  • Include it in your staff induction information
DOWNLOAD NOW
Real Estate

Annual Office Self-Compliance Checklist

$199 incl. GST

Includes:

  • Checklist for Licensee
  • Checklist for Business Operations & Staff Management
  • A CPD register
  • Checklist for Trust compliance
  • Section 32 Compliance Guidelines
  • Checklist of actions the licensee must complete every financial year
DOWNLOAD NOW


Real Estate Mentoring

Rod Callaghan
Real Estate & Auction

Has many years of industry experience in real estate, property management and as a licensee in charge. Rod has assisted many businesses with their compliance and mentor support.

Tanja Cosic
Property Management specialist

A Property Management specialist, Tanja Cosic brings over 15 years of property experience.

 

Tanja believes in instilling a high level of customer service and a genuine commitment to training.

 

Tanja has gained the respect of her clients and peers alike as a specialist in the field of Property Management. As a mediator between the landlord and tenants, Tanja offers direction to resolve all situations. Her attention to detail and motivated demeanour assure you that your most valuable assets are always looked after.

Rick Chang
Strata Expert

Successfully established a strata management business in Sydney in 2017 and, in less than 5 years, expanded its portfolio from zero to over 50 strata plans. Ricks extensive experience encompasses the management of various schemes, including strata plans, community plans, and Building Management Committees (BMCs). He has also provided consultation for over 20 new developments, offering guidance on planning, plan establishment, inaugural meetings, first annual general meetings, and ongoing management.
 Real Estate

Mentor GOLD Series

For Licensee / Principal / Officer in Effective Control

$499 a month

Choose one mentor (Rod, Steven or Rick)

Includes:

  • 120 minutes of Zoom calls a month
  • 6 x 15-minute call-backs a month
  • Your entire office NSW or ACT CPD requirements Included*
  • Unlimited emails
  • Unlimited SMS
  • Direct number – Mobile
  • Discuss the licensee in charge’s responsibilities for section 32.

Output:

Your circumstances and priorities can vary, so we will focus on these mission-critical things together, such as minimum compliance standards.

Contextualised documents for the business.

*NSW or ACT CPD $99 a person for 11 or more staff. Face-to-face or Interactive Webinar.

INVEST NOW
 Real Estate

Mentor GOLD Series

For Individual Agents

$150 a month

Choose one mentor (Rod, Steven or Rick)

Includes:

  • 60 minutes of Zoom calls a month
  • 4 x 15-minute call-backs a month
  • Your CPD requirements every year Included – annual CPD requirements in NSW or ACT – Including a personal assistant (if any)
  • Unlimited emails
  • Unlimited SMS
  • Direct number to your mentor
  • Develop phone scripts with the agent
  • Develop your listing presentations
  • Personal goals and dreams
  • In-confidence any concerns and frustrations
  • Weeding out the negative and replacing it with positive actions
  • Personal accountability and much more…
INVEST NOW
 Real Estate

Mentor GOLD Series

Quick Conversation about Me and/or My Agency

$199 per 30 minutes

Includes:

Book a Call-Back with Rod Callaghan to discuss any and all of the following:

  • What company license do I need?
  • Discuss your career/getting a job strategy
  • Discuss CPD training
  • Discuss setting up your business, options around setting up an agency, trust accounts and regulator compliance requirements
  • What tools, forms and preparation do I need to think about?
  • Discuss types of real estate – Buyers, Seller, Established and House and Land Property?
  • How do I set up a Property management division?
  • Communications, Appraising, Listing, Selling and whatever the opportunity or hurdle
  • Are your staff unhappy or leaving and your system of incentives are not working?
  • Auctioneers who are learning the trade or professionals who want to sharpen their saw and be better
  • There are many questions – no matter how big or small your question is – Book a Call-Back and solve it today
  • ‘A conversation now can save you many avoidable mistakes in the future’

If this conversation leads to a course or mentor series – I will credit the charge against that product

BOOK NOW


Free Compliance or Mentor Advice

Book in for a FREE 15 minute chat to see how we can help you supercharge your business!


DISCLAIMER: Great care is taken to provide reliable information, and your feedback is welcome.

These forms and document are not all-encompassing. Legislation and business best practice is constantly evolving; it is your duty to stay informed about changes affecting the real estate industry. Connect Skills Institute is not liable for any errors or omissions in any of these forms or documents.

You are responsible for updating and improving upon the information in this guide as laws and situations change in a dynamic workplace.

At the time of purchase, templates become your business’s documents and it is your responsibility to ensure that the documents are fit for purpose and comply with the relevant legislation and rules relevant to your industry.

The purchaser is responsible to review, contextualise, personalise, and approve the documents.

Connect Skills Institute is not responsible for your intended use, any amendments made by you to the documents, or any or all impacts resulting from circulation by you of the documents.

The information we provide during mentoring is opinion based and should not be taken as legal or finance advice. The student that booked the mentoring is responsible for the question/s they ask.