General Office & Company Procedures
Waivers and Credits
To waive or credit a fee for an agent, Manager to complete the Request for Agent Credit/or Waiver of Fees and get approved. The link to the Jotfom can be found in Resource Center > Drysdale Hub > Tolls & Resources > Staff & Internal Processing ...
Loose Check
When an AC receives a check in the office payable to Berkshire Hathaway HomeServices Drysdale Properties they need to send it to the home office immediately. AC completes Loose Check Jotform Resource Center > Drysdale Hub > Staff & Internal ...
Obtaining Broker's Signature
When documents require our broker’s signature the preferred method of obtaining signature is digitally. This can be done through DigiSign in SkySlope or DocuSign if Manager has their own account. Below are different forms and where to send them to ...
SkySlope 101 - Definitions and Requirements
SkySlope is our transaction management system. All files must be input into SkySlope with all required documents. These are law abiding contracts and must be reviewed by the Business Consultant, Compliance Manager or Transaction Coordinator only. ...
Intro to Picktime: Conference Room Reservations (ACs)
The video below explains how Picktime works and how to access the account for your office. Note: Your account username is your office admin email address (ex: yourofficeadmin@bhhsdrysdale.com). If you don't know your password, please use the ...
How to Get the DRE Licensee List
Every Monday you need to pull the Licensee list from California Department of Real Estate. Go to www.dre.ca.gov Click Examinee List/Licensee List Data Files Choose the link “Licensee List ZIP (Updated Weekly on Monday)” This will open a ZIP file ...
How to Get the DRE Examinee List
Every Monday you need to pull the examinee list from California Department of Real Estate. Go to www.dre.ca.gov, under Essential Information click on the link “Examinee List/Licensee List Data Files” > choose the link “Examinee List (Updated Weekly ...
SkySlope 101 - Checking if a TC is Being Used
It is part of our job to manage our office’s SkySlope. We will review and manage transactions*, add new agents, deactivate agents, etc. We will review and manage checklists for agent’s files NOT using Premier Transaction Services. Click here for a ...
SkySlope 101 - Daily Tasks
It is part of our job to manage our office’s SkySlope. We will review and manage transactions*, add new agents, deactivate agents, etc. We will review and manage checklists for agent’s files NOT using Premier Transaction Services. Click here for ...
Calendars - Monthly/Weekly Updates
Calendars should be done either monthly or weekly depending on the office and their preference. Things to include in your calendar: office meetings company events trainings market or association events It is suggested that you keep a calendar for ...
Submitting Invoices
All invoices must be submitted to Accounting same day they are received at office. When submitting invoices to accounting be sure to scan invoice to your self and then forward to Accounting@bhhsdrysdale.com Do not send invoices directly from the ...
Expense Reimbursement Policy
Approval by Supervisor All reimbursements must be approved by the appropriate immediate supervisor and as follows: Branch Managers and Regional Managers – Gretchen Pearson, President Dan Pearson, Chief Financial Officer (CFO) and Ines ...
Unibind Information and Procedures
Every office has a Unibind binding machine and covers. You should have a mix of different covers for your agents to purchase. They should be kept locked and sold to agents upon request. What do they Cost? HARD Book Covers (both portrait or landscape) ...
Office Supply Order Guidelines
Office Ordering Guidelines: Take inventory of your office supplies prior to ordering each week. Complete one Jotform per office - https://form.jotform.com/232396018549160. Office supply orders must be completed no later than 12 pm each Monday. Late ...
Canva Instructions
All ACs share the same account. Login information is available in MyConnect. Please do not share this login with agents. Go to: https://www.canva.com/ Choose what you want to create from the list on the left: The templates may have multiple variation ...
Frequently Used Websites
Below is a list of some frequently used websites you may want to save to your preferred web browser for ease while working. MyConnect (Drysdale Properties CRM) MyConnect.bhhsDrysdale.com SkySlope (Transaction Management) App.SkySlope.com Resource ...
AC Tasks
As you become more familiar with the systems and agents, you will begin to acquire more and more responsibilities and daily tasks. Please work with your manager on what should be done day to day in your office. Keep notes and edit this page to meet ...
GLO - Expedited Shipping
This is for overnight shipping of checks that are needed immediately. If a commission check payable to BHHS Drysdale Properties is received in your office close to month end it will need to be GLO’d to the home office. The rule to use in ...