Meeting Minutes
NEW - 2020 MEETING MINUTES
February 12, 2020 - Presentation Folders, Homes.com Leads, Client Reviews, etc.
January 14, 2020 - Dr. Chris Hood (Wellness), 2019 Income/Expense Reports, Compliance Paperwork, etc.
NEW - 2019 MEETING MINUTES
January 8th, 2019 - Loan Approval, Homes.com, Circlepix.com, Client App, Agent Year End Reports, Feb. Floor Days, etc.
February 12, 2019 - Van Dyke Mortgage - MobilityRE Agent App, Perfect Loan Process, Jumbo Loans, Self Employed w/no tax returns, File Compliance
March 12, 2019 - Van Dyke Mortgage -Power Hour (luxury listing) 3/13/19 10am, Open House Signs, Floor Desk Duties, LeadingRE and more.
April 9, 2019 - Open Houses, Interest Rates, Customer Registration, Paperwork
May 14, 2019 - AS IS Contract, New Advertising Rules, Remine, MLS Dues
June 11, 2019 - Assured Partners Insurance, New Advertising Rules, Leads; homes.com, LeadingRE, Pitch.
July 9, 2019 - Jana Coleman, LeadingRE, Website Reviews, 2020 Conference (LeadingRE), Marketing Links for LeadingRE
August 13, 2019 - Florida Strategic Insurance (FLOOD), Owner MLS Waiver
September 10, 2019 - VanDyk Mortgage - Non Conventional Investor and Portfolio Programs
October 8, 2019 - Owners Authorization, Top 10, Remine, Escrow, NAR Meeting, Leading RE Conference, Sand Key Sewer Line Project
November 12, 2019 - Computers/Cyber Security, Master Minds Classes and more.
December 10, 2019 - MLS Compliance/Log-in/Ethics, Contracts and more.
PREVIOUS MEETING MINUTES - 2016 - 2018
2016 MEETING MINUTES
January 5th 2016 - Florida Insurance Specialist, Top Agents, SKR improvements, Postcard mailings
February 2nd 2016 - American Lifestyle Mag, New Agents, Classes for Learning, Open House Signs, Advertising/Marketing, Email Signatures, Clearwater Beach Pitch
March 1st 2016 - New Agents, Columbus Capital, TRID conditions, W9 Requirements
April 5th 2016 - Transaction Desk, Commissions, Walk-ins/Call-Ins, Rentals, Freedom ID, Beacon Windows & Slider Repair, Floor Time
May 3rd 2016 - New Agents, Authentisign, Supra Lockboxes, American Equity Mortgage
June 14th 2016 - Sales Stats, Transaction Desk/Authentisign, Beach Scene Newspaper, For Sale Signs, Top Agents, Pitch
July 12th, 2016 - PurAVids Launch Party, Freedom ID, American Equity Mortgage, Every Door Direct, Mail (low cost mail), New Listings, Brokers Opens.
August 9th, 2016 (Jana Coleman's LeadingRE presentation).
September 13th, 2016 - Frank Coto from Lincoln Lending, EDDM, Beach Scene, Luxury Pitch, In-house classes.
October 11, 2016 - TaxProblemSolvers.com, New Listings
November 8, 2016 - Beach Scene, New Construction Homes, Christmas Pary, Floor Duty, Open Houses Available.
December 13, 2016 - 5/3 Bank, Service First Home Loans, EDDM Mailing, Top Agent, Floor Schedule
2017 MEETING MINUTES
January 10, 2017 - Vandyke Mortgage, VHT Studios, EDDM, New Processing Forms, Facebook, Postcards, Floor Schedule
February 14, 2017 - Acheiva Credit Union, Homes.com, CirclePix
March 14, 2017 - Social Media, CirclePix, Agent Websites, Top Agents, April Floor
April 22, 2017 - Quicken Loans - Agent NO SHOW!
May 9, 2017
June 13, 2017 - American Equity Mortgage, Solutions Insurance, Wire Fraud, Referrals, Circlepix, Transaction Desk Class
July 11, 2017 - American Lifestyle Magazine, Top 10 Luncheon, Transaction Desk App
August 8, 2017 - Innovative Mortgage, Transaction Desk, Matrix Client Portal, Auto Emails, Pitch
September 2017 - No meeting due to Hurricane Irma
October 10, 2017 - Ari Priakos, USA Mortgage hosted. Welcomes several new agents, Spam email, Open Houses
November 14, 2017 - Leading RE of the World hosted by Jana Coleman.
December 12, 2017 - Fairway Independent Mortgage, BITCOIN, SKR on ABC news featuring Nehad
2018 MEETING MINUTES
January 9, 2018
February 13, 2018 - CirclePix Webinar Training, BERYL Engineering & Home Inspection
March 13th, 2018 - Movement Mortgage, Escrow, JW Marriot
April 10, 2018 - New Agents (5), Marketing strategies/tactics, New MLS form
May 8, 2018 - Gramercy Ct Downtown Dunedin, Buyer Brokers Agreement, Listings
June 12, 2018 - Caliber Home Loans, AS-IS Contract, Listings
July 10, 2018 - No scheduled meeting
August 14, 2018 - Leading RE Host, Jana
September 11, 2018 - 1st Financial Mortgage, Heath Hill, Agent Security, SKCA NO Boss Mayor
October 9, 2018 - Coastal Property Inspections, Punch List USA, City of Clearwater Recycling, Floor Desk Walk-in/Call-in Ethics.
November 13th, 2018 - NO MEETING
December 11, 2018 - FBC Home Loans, NAR Spam Alerts, Top 10 Agents
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