Kurfiss Sotheby's International Realty Knowledge Base

Kurfiss sotheby's international realty Glossary

Published August 27th, 2025 by Dalia Zaher

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All

CRM Best Practices

Published August 27th, 2025 by Dalia Zaher

Why It Matters Accurate CRM usage ensures seamless handoffs, data-driven insights, and consistent client experiences. Standards Contact Management Enter full details for every client lead. Categorize clients (Buyer, Seller, Investor). Interaction Logging Record every call, meeting, and significant communication. Tag interactions with relevant proper

Maintaining Brand Standards in Client Interactions

Published August 27th, 2025 by Dalia Zaher

Introduction Every interaction reflects on the Sotheby’s brand — whether face-to-face, by email, or at an event. Guidelines Professional Presentation Dress code should match the luxury brand image. Use branded materials (folders, business cards, signage). Communication Be concise, clear, and polite in all interactions. Avoid jargon — explain real es

Client Onboarding Checklist

Published August 27th, 2025 by Dalia Zaher

Purpose To ensure every new client relationship begins smoothly and consistently across the organization. Checklist Steps Initial Contact Confirm how the client found Sotheby’s Realty (referral, website, event). Capture full contact details in the CRM. Send a personalized welcome email within 24 hours. Needs Assessment Schedule an introductory call

Onboarding New Team Members

Published August 27th, 2025 by Dalia Zaher

Purpose To provide a clear and consistent onboarding experience for new employees and agents. Steps Pre-Onboarding IT sets up email, CRM login, and document access. HR provides employee handbook and compliance documents. First Week Introduction to Sotheby’s brand values and standards. Training on CRM, document management, and communication tools. As

Internal Communication Guidelines

Published August 27th, 2025 by Dalia Zaher

Purpose To create clarity and professionalism in daily communication across Sotheby’s offices. Email Standards Use professional email signatures with name, title, and contact details. Avoid unnecessary CC/BCC unless relevant. Respond to internal emails within 24 hours. Chat Etiquette Use the company’s designated chat platform for quick questions. Ke

Document Management & Storage Policy

Published August 27th, 2025 by Dalia Zaher

Purpose To ensure all legal and operational documents are stored securely, consistently, and in compliance with regulations. Standards Where to Store All contracts, disclosures, and client files must be uploaded to the internal document management system. Do not store files locally or in personal email accounts. Naming Convention Format: ClientName_

Compliance & Regulatory Requirements

Published August 27th, 2025 by Dalia Zaher

Overview Compliance protects both the company and the client. Agents are personally responsible for following all regulations. Key Areas Fair Housing Laws Never discriminate based on race, religion, gender, or family status. Data Privacy Handle client information securely. Do not share financial data outside approved systems. Contractual Obligations

Digital Marketing Best Practices

Published August 27th, 2025 by Dalia Zaher

Purpose To maximize visibility and ensure all digital listings and campaigns reflect the Sotheby’s brand. Standards Property Listings Always upload professional photos and videos. Use compelling yet factual descriptions, avoiding exaggeration. Include key details: square footage, amenities, location highlights. Email Campaigns Use Sotheby’s branded

Luxury Property Presentation Standards

Published August 27th, 2025 by Dalia Zaher

Introduction Every Sotheby’s listing represents the brand. Presentation quality directly impacts both client satisfaction and sales outcomes. Staging Standards Use professional staging aligned with luxury market expectations. Ensure spaces are decluttered, neutral, and designed to highlight property features. Photography & Videography Always use

Managing Buyer vs. Seller Expectations

Published August 27th, 2025 by Dalia Zaher

Introduction Buyers and sellers have different, sometimes conflicting, priorities. Managing these expectations is essential for maintaining professionalism and driving successful outcomes. For Buyers Budget Clarity: Reinforce that pre-approval sets realistic limits. Market Education: Provide comparable listings to align expectations with market real