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March Meeting Minutes

March Meeting Minutes post image

Office Meeting-3/5/2014 at 11:30 a.m.

Attendees Present:

Reed, Kristie, Chris, Mary, Katy F.,Carol, John, Lindsay, Brian, Christine, Reagan “Sparky”


  • Office meetings will be on the first Wednesday of every month
  • Reed reminded all agents to please use the Updated Documents that are accessible from Paperless or Leadstreet. They included changes from our audit and other office updates.
  • Administrative Housecleaning reminder – Please fill out Transaction Worksheets completely. Co-op information and Gross/Net important.
  • We will be offering an office tools retraining session for all interested agents. If you need to polish up on your understanding of Paperless, Docusign, or other tools, let us know.
  • All agents participated in the listings e-Tour. If we can let our fellow agents know what you have in the hopper, what Coming Soons you have, or Buyer Needs, we may be able to get those deals done faster.
  • Reed, again highlighted the value of picking up new clients at open houses and some agents commented on their success picking up new clients.
  • Reagan was introduced to the group. She hasn’t joined Legacy yet but will be joining our brokerage soon.
  • Lunch was great. Thanks, Amy!

Meeting adjourned at 12:45 p.m.