Training Videos
2025
The Standard Offer [Mike Green]
In this training, Mike walks through the Standard Offer, the foundational document used in real estate transactions. You’ll learn how to fill it out correctly, avoid common mistakes, and understand its role in protecting both buyers and sellers. Real-life examples and best practices are covered, plus guidance on timelines, contingencies, legal accuracy, and more. 📌 Perfect for new and experienced agents looking to sharpen their offer-writing skills.
Exactly What To Say [Christina Larson]
Support Materials Click To Download Standard Offer May 2025 Key Points Text Here
Deep dive finding new deals [David Granados]
In this guide, you’ll learn how to organize, filter, and follow up with your leads more effectively using Follow Up Boss. We’ll cover everything from filtering by tags and activity, setting up Smart Lists, logging calls and notes, to identifying new opportunities in your database. Whether you’re prospecting, managing tasks, or keeping track of communication history, these tools will help you stay on top of your pipeline and close more deals.
Platforms 101: Building Your Foundation [David Granados]
This session is designed to give new agents, or anyone in need of a refresher, a clear understanding of our tools, workflows, and best practices.
You’ll get an overview of our brand philosophy, learn how to navigate our key platforms like Follow Up Boss, FlexMLS, and Real Geeks, and pick up essential tips for organizing files, managing leads, and communicating effectively. Whether you’re just getting started or want to sharpen your foundation, this guide will help you hit the ground running.
Listings & Due Diligence [Closing Team]
This training covers the full resale listing process from start to finish, from documentation requirements and capital gains tax calculations to due diligence, escrow setup, and closing coordination. We also reviewed the specific admin duties for resale and pre-construction transactions, and provided a breakdown of the PROFECO listing requirements.
2024
Safe and Easy Loan Transaction P2 [Closing Team]
In Part Two of this training, we focus on what happens after the offer is accepted, specifically when the property being sold has a mortgage or lien.
We’ll cover timelines, lender coordination, disbursement procedures, and what to expect at the closing table. You’ll learn how escrow handles partial payouts, how the loan cancellation is reflected in the deed, and how to keep your buyer secure while ensuring your seller receives their remaining funds. Real examples and best practices will help you feel confident navigating even the most complex closings.
Bahia de Banderas Market Overview [Christina Larson]
Support Materials Click To Download Presentation Key Points Initial Checklist for Listing Agents Ask the seller directly if the property has a mortgage or is
Safe and Easy Loan Transaction P1 [Closing Team]
In this guide, we’ll walk you through the steps and key considerations when listing a property that has an active mortgage or lien, especially when working with a cash buyer.
You’ll learn how to identify whether a property has a lien, what documents are needed (like both deeds and the loan payoff letter), what questions to ask your seller upfront, and how the cancellation process works with different types of lenders. We’ll also cover important timing expectations, how funds are managed at closing, and how to protect both buyer and seller interests throughout the transaction.
Style Flexing [Trent Steffen]
Style Flexing is the skill of adapting your communication style to better connect with different personality types, and it can be the difference between a missed opportunity and a meaningful sale.
In this training, we explore how to quickly assess a client’s personality using simplified Myers-Briggs principles, and how to adjust your approach based on whether they’re introverted or extroverted, fact-driven or intuitive, logical or emotional. You’ll also learn how subtle adjustments, like choosing the right follow-up method or recognizing cultural preferences, can create smoother experiences and stronger relationships. From tailoring tours for introverts to understanding unique buyer niches like Puerto Vallarta’s LGBTQ+ clientele, this is your guide to thoughtful, adaptive, and effective selling.
Introduction & Touring Clients [Aimee Lezama]
Key Points Style Flexing First of all, I’m here to be a golf pro – when you are a good golfer, you work with a
2024 Q2 Meeting
Support Materials Click To Download DEVELOPER REQUIREMENTS Key Points Style Flexing First of all, I’m here to be a golf pro – when you are
Closing & Taxes [Orlando Santamaria]
Support Materials Click To Download DEVELOPER REQUIREMENTS Key Points Style Flexing First of all, I’m here to be a golf pro – when you are
2023
Capital Gains and The Fideicomiso
In this in-depth training with Jessica, we cover everything agents need to understand when taking on a new listing, from verifying deeds and collecting essential documents to navigating exemptions, calculating capital gains, and preparing for closings involving trusts, LLCs, or foreign owners. Jessica breaks down common legal scenarios, explains recent changes in requirements, and shares real-world strategies to help your clients avoid surprises at the closing table.