Welcome to the Cannon Team Training Library. Here you can search and access helpful information not covered or you may have not yet unlocked in the 100-Days of Training.

Navigate this page by clicking the (+) buttons below to open specific content, or use the search bar above and search for keywords or phrases pertaining to your search.

The real estate transaction process below covers the step-by-step basics you will need to know for a Seller or Buyer. This covers everything from the initial listing appointment or buyer’s consultation, to final steps and closing. Be sure to use the arrows at the bottom of the slide to navigate the information:

DotLoop, owned by ShowingTime can take some time to master. But once you get the hang of it, setting up documents and utilizing contract templates will make you much more successful. To get started with the basic of DotLoop, Click the link below.

Click Here to Get Started on the Basics of DotLoop

In addition, watch the video below the link, where Stuart on our team goes over start-to-finish on getting setup with and utilizing DotLoop:

Zillow Premier Agent Overview

Zillow Premier Agent is a lead-generation platform that allows real estate agents to connect with potential buyers and sellers. It is a key tool for receiving high-quality Zillow leads. Unlike some other lead sources, Zillow Premier Agent gives you the flexibility to self-pause or activate your account when you want to receive leads, putting you in control of your lead flow.

You should already be set up with a Zillow Premier Agent account by Day 4 of the 100-Days of Training. If you are not, get with your Onboarding and Training Manager for an invite.

To self pause or activate yourself on Zillow Premier Agent, follow the steps below after logging into your Zillow Premier Agent app on you phone:

How to Pause or Activate Leads in Zillow Premier Agent

1. Open the Zillow Premier Agent App on your mobile device.

2. Tap the Settings icon (usually a gear ⚙️ in the top corner).

3. Select Lead Routing from the Settings menu.

4. You will see your lead status options: Active or Paused.

5. To pause leads: Toggle or select Paused.

6. To start receiving leads again: Toggle or select Active.

7. Confirm your selection if prompted.

Tip: Pausing your leads temporarily prevents new Zillow leads from being sent to you, while activating ensures you receive them again immediately.

COMING SOON!

COMING SOON!

Open House Guide for Cannon Team Agents

Check Slack for Opportunities:
Be sure to check the #openHouses channel on Slack for open house opportunities within the team. Open houses are an excellent way to grow your sphere of influence (SOI) and connect with potential clients.

Open House Materials:
Once you join the team, you will receive 5 Cannon Team open house signs to help promote your listing. Always be mindful of TREC and State rules/regulations regarding the placement of signs to ensure compliance.

Scheduling & Seller Approval:
You must schedule all open houses in ShowingTime to get approval from the seller, even if the property is vacant, before hosting.

Respect the Property:
Always be courteous to the property owner:

• Do not eat their food

• Do not handle or move their personal items unnecessarily

• Do not kick your feet up or lounge on furniture

• Operate under the assumption that you are always on camera

Open houses are a professional representation of both you and the Cannon Team. Be prepared, respectful, and professional at all times.

Link Below:  
SecondNature.ai

SecondNature.ai is a tool designed to help you practice conversations with leads and clients. It even includes an offer presentation feature, allowing you to practice your knowledge of contracts with clients. Feel free to take the courses as many times as you like to strengthen your phone and sales skills.

CRM Overview: Brivity & Follow Up Boss

Brivity: Brivity is our all-in-one platform for managing listings, marketing, and client communications. It’s particularly strong for tracking transactions, automating follow-ups, and managing our website leads.

Follow Up Boss (FUB): Follow Up Boss focuses primarily on lead management and relationship tracking. It allows agents to see all incoming leads in one place, assign follow-ups, and maintain a clean record of interactions.

Why We Use Both:

• Brivity is excellent for transaction management and marketing automation.

• Follow Up Boss is ideal for lead nurturing and client communication.
  Using both together ensures you never miss a lead, maintain strong client relationships, and keep all listings and transactions organized.

Think of Brivity as your operations hub and Follow Up Boss as your lead and relationship hub—both work together to help you grow your business efficiently.

Feel free to go through the presentations below in detail on Brivity & Follow Up Boss (FUB). 

BRIVITY 101

FOLLOW UP BOSS 101

COMING SOON!

COMING SOON!

COMING SOON!