GUIDE OFFICE MEETINGs
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APRIL 2026
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π Key Reminders
β’ Open houses are a lead gen tool β use them intentionally
β’ Stay active β peak spring market is where business is built
π οΈ Operations & Systems (06:31β10:52)
β’ Slack now limited to 90-day history β download anything important
β’ Mail moved near printer β check your folder regularly
β’ Email alerts sent for critical mail β donβt ignore them
β’ Referral forms can be done by e-document through portal β or by hand must be fully signed and returned to Sean
β’ Vendors are centralized in Monday newsletter β submit quality recommendations
π£ Branding & Marketing (15:57β22:47)
β’ Approved logos, fonts, and colors are on the Portal β use them
β’ Team naming restrictions apply β no βrealty,β βcompany,β etc.
β’ βRealtorβ title only if properly designated
β’ Guide logo required on all marketing β must be clearly visible
β’ Paint & Sip event coming up β use it for client engagement
βοΈ Fair Housing & Legal Compliance (24:04β37:34)
β’ Seller Property Disclosure does not require same-day signature β must be accurate by due date
β’ If time has passed, resend SPD to seller for reconfirmation
β’ Do not accept buyer love letters β reduces discrimination risk
β’ Cameras must be disclosed β signage required
β’ Legislative changes? βexpress consentβ may replace informed
β’ Security deposit law changes coming (effective 2027)
π Contracts & Transaction Management (42:34β46:40)
β’ 91-day notice required for long-term tenants
β’ Missing notice timelines can cause delays and legal issues
β’ Adding a buyer requires amend/extend + full document execution - New buyers must sign everything β no shortcuts
π Market Trends & Strategy (49:07β51:24)
β’ Median price up ~2.6% β steady growth
β’ Days on market down ~50% β faster pace
β’ Closed homes up ~28% β strong activity
β’ Desirable homes are highly competitive - selling within 24 hrs.
π‘ Open Houses & Lead Generation (11:59 / 49:07 / 54:23)
β’ Open houses can see 60+ visitors β major opportunity
β’ Partner with other agents to maximize exposure
β’ Ask better questions to uncover real opportunities
β’ Consistent follow-up is what converts leads
MARCH 2026
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π Key Reminders: March 2026
β’ Sean Brown is the point of contact for referral forms β submit fully signed PDFs only
π’ Office Operations (06:17β12:35)
β’ Office closures are posted β entry card access available if requested in advance
β’ Sean is the point of contact for referral forms β submit fully signed PDFs only
β’ Training on Airtable and systems is done by Sean Brown.
π£ Marketing (15:22β20:32)
β’ Canva templates launched β flyers, social, postcards now faster and branded
β’ New marketing request form gives more control β submit complete info to avoid delays
β’ Two rounds of edits max β printing only after approval to avoid wasted spend
βοΈ Compliance (23:22β34:37)
β’ Gift funds must follow contract rules β Section 4.4.3
β’ Do not leave TBDs in contracts β listing with unknowns creates liability
β’ Do not overpromise in marketing language β βany and allβ can create legal exposure
β’ Sellers must fully complete SPD β agents do not fill them out
β’ Water source info is required if not on SPD with full information
π Market + Business Strategy (45:26β54:23)
β’ Inventory is up β market is active but still cautious
β’ Interest rates stabilizing, but economic uncertainty is still in play
β’ Open houses still produce 9β10 groups β strong opportunity if done right
β’ Ask better questions β βWho is your agent?β instead of βDo you have one?β
π€ Agent Strategy & Best Practices (14:49β54:27)
β’ Referrals remain the #1 source of business β stay in front of your people
β’ Set expectations early β price, timing, and inspections reduce issues later
β’ Weekly updates using MLS data build trust and keep clients grounded
β’ Strong marketing (photos, video, branding) impacts perception and results
β’ Automation + virtual assistants free you up to focus on relationships
β’ Listing presentations should be conversations β not scripts
β‘ Mindset & Boundaries (58:03)
β’ Set boundaries β constant availability leads to burnout
β’ The next 2β3 months will be busy β pace yourself to stay consistent
FEBRUARY 2026
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π Key Reminders: February 2026
β’Texting compliance is non-negotiable β only text with permission or risk fines and account shutdown.
β’Files must be in 14 days before closing or expect delays
(08:44β30:24)
π’ Office Operations (08:44β30:24)
β’ Follow Up Boss texting flagged β misuse can cost $40/month per license and lead to suspension
Marketing (17:42β21:55)
β’ βMamas and Mimosasβ April 26 β turnkey marketing provided, just invite your people
β’ Headshots + Happy Hour April 16 β easy way to network and refresh branding
β’ RSVP system requires early invites β backend is manual and gets backed up
β’ Open houses are hot right now β use them to build relationships, not just collect names
βοΈ Compliance (26:44β38:53)
β’ Broomfield addendum now required β no skipping oil/gas disclosures
β’ Brokerage disclosures must happen before contract β not after, not during
β’ Inspection pressure is a liability β document everything if a buyer waives
β’ Transaction broker = managing broker approval only
βοΈ Risk & Ethics (46:01β54:56)
β’ Real agents hit with $15Kβ$25K fines and license loss β this is happening now
β’ Sharing client motivation or details can cost you your license
β’ No keys, no early access β ever before closing and funding
β’ E-signatures are traceable β signing for clients will get caught
π Market (57:02β01:00:22)
β’ Listings jumped 9% β more competition is here
β’ Expired listings are flooding back on market β watch history closely
β’ Rates hovering mid-5s to low-6s β enough movement to create opportunity
π‘ Strategy (59:14β01:00:22)
β’ Price right or chase the market β adjust fast if no activity by 21 days
β’ Positioning matters more than ever in a crowded market
π€ Culture & Operations (14:20β01:05:00)
β’ Office leaning into collaboration and support β ask for help.
β’ Leadership is accessible β use them, donβt work in a silo
ADVISORY MEETING 2026
NO SLIDES (Advisories are available in CTME)4, Press play to watch the meeting with Scott Peterson.
π Key Reminders: February Buyer/Seller Advisory Meeting
β’ Use Buyer & Seller Advisories on every agency relationship β no exceptions
β’ Advisories apply to clients only β not customers
β’ Send advisories with listing/buyer agreements before appointments
βοΈ Advisory Requirements & Legal Changes (10:37β37:17)
β’ Updated advisories are now standard β use the current versions
β’ Advisories protect the brokerage and educate clients on risks
β’ Key risks covered: earnest money, possession timing, disclosures, wire fraud
β’ βAmerican Ruleβ update β each party pays their own legal fees. Fewer lawsuits expected β less incentive to litigate
π¬ Client Communication & Use (18:41β27:39)
β’ Tailor how you explain advisories β donβt just send and hope
β’ Pre-send with agreements β gives clients time to review and ask questions
β’ Walk through key items: compensation, contingencies, earnest money, structure
β’ Position as education β not just legal protection
β’ Escalate legal questions when needed β stay in your lane
π’ Brokerage Policy & Agency Structure (48:00β01:06:17)
β’ Advisories not used with customers
β’ Brokerage is moving toward agency-only β reduces risk
β’ Transaction brokerage creates exposure β easy to cross the line. No Transaction Broker without Managing Broker approval.
β’ Blurred roles = liability β clear agency relationships are safer
π Business Impact & Outcomes (14:00 / 29:04)
β’ Goal is fewer complaints and legal issues
β’ Educated clients = fewer disputes
β’ Clear expectations upfront prevent problems later
JANUARY 2026
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π Key Reminders: January 2026
β’ Floor duty phone can bring you business.
π οΈ Operations & Office Support (06:27)
β’ Floor duty phone remains in office
β’ Sign up through the portal β coverage must stay balanced
β’ Swag shop + office support updates rolled out
π£ Marketing Strategy & Content Delivery (15:10β18:52)
β’ Social media support available β book 1:1 consults to audit and build strategy
β’ Canva templates and graphics provided β faster, consistent branding
β’ Weekly updates via Slack + newsletter β stay plugged in
β’ Agent appreciation and seasonal events β use for client and network growth
π Contracts, Appraisal & Compliance (13:48 / 19:28)
β’ New appraisal rules (Standard 3.6) β above vs. below grade matters
β’ Training recommended β avoid valuation issues
β’ Contract updates released β stay current on new forms
β’ CP22 and CP30 changes β understand how they impact your deals
βοΈ Compliance & Legal (36:10)
β’ Informed consent must be signed before discussing deals with leadership
β’ Required for compliance β protects you and your client
β’ Use legal counsel early for complex issues β donβt wait until thereβs a problem