REA University

Professional Real Estate Assistant Individual Courses

Providing students with the PRACTICAL information and HANDS-ON training that can be immediately applied to working with real estate professionals.

Yes! Our training and certification applies to the U.S. and Canadian markets.
Module 1


Module 1: Introduction to the Real Estate Industry

The student will be provided with an in-depth overview of the real estate industry, including the roles of the salesperson, the broker, and the assistant. Also provided, is a look at the many services real estate assistants can provide.

We will also discuss the new client/employer initial assessment process and how to begin working with him/her.

This section is intended to provide you with a strong basis for subsequent modules in this comprehensive certification training program.

In this module, we will discuss:

– The definitions of real estate

– A brief history of real estate and organized real estate

– Real Estate Services

– Thought-provoking Real Estate Statistics

– Popular Real Estate Niches

– Broker/Agent vs. Broker-Salesperson vs. Salesperson

– How Real Estate Professionals and Assistants are Compensated

– How Real Estate Professionals prospect for new business

– Traits of Successful Real Estate Assistants

– Real Estate Assistant Support Activities

– Initial Client/Employer Conversation

– Systems and Processes

Module 2: Real Estate Risk Management

Ensure you know your obligations and what you can and cannot do as an unlicensed assistant. Real estate is a heavily regulated industry all across North America. Learn the legalities as it applies to you as an unlicensed assistant and ensure you lead your business informed and ethically sound.

The course contains eight sections, which are listed as follows:

– Introduction to Real Estate Laws – Introduces the basic laws of the real estate industry.

– Key Terms – Informs the student of the necessary legal terminology.

– Customers vs. Clients – Contrasts the interests and duties to clients and customers.

– Agency Defined – Explains the legal concept of agency.

– Fair Housing Requirements – Covers the requirements of fair housing rules and regulations.

– REALTOR® Status – Explains how to legitimately acquire and use the REALTOR® Title

– Documents for Real Estate – Reviews various important real estate documents needed to complete transactions.

– Licensed and Unlicensed Assistants – Contrasts the benefits and abilities tied to assistant licensure.

Module 2


Module 6


Module 3: Real Estate Branding & Identity

Gone are the days when a photograph of an agent on a business card or billboard were effective means of promotion. With the deluge of advertising everyone sees on a daily basis on TV, flyers, the newspaper, billboards, magazines, as well as the Internet, your realtors needs a memorable visual, along with a memorable ‘hook’, perhaps a slogan or trademark. Learn to develop the look and feel for your realtor’s brand to ensure they stand out from their competitors.

What You Will Learn

– The Importance of Creating a Brand

– What is a Brand?

– Why is Branding Important?

– What Does a Color Scheme Convey?

– How Can You Brand A Business?

– Getting Started with Branding and Identity

– Designing and Creating a Logo

– Branding and Web Sites, Brochures, Business Cards, Stationery, PowerPoint Presentations, Email Stationery, Social Media

Module 4: Real Estate & Technology

The Real Estate and Technology module consists of what you need to work with real estate professionals effectively and efficiently.We’ll study Top Producer 8i, virtual tour, feedback, single property sites, QR codes, and a whole host of other technology systems that modern real estate professionals need to allow them to survive and thrive in today’s competitive market.

In this module we’ll take a look at:

– Statistics on REALTORS® and Technology

– Internet Marketing and the Real Estate Professional’s Online Presence

– Top Producer 8i

– Virtual Tours

– Single Property Sites

– QR Codes

– Feedback System

– Video Creation



module 5


Module 5: Direct Marketing, FSBOs, Expireds & Farms

Despite the popularity of the Internet, print marketing still remains a vital ingredient in a realtor’s success toolbox. We’ll examine how to determine and develop a farm area using flyers, print newsletters and postcard marketing to reach a desired target market. We’ll also show you some of the more effective techniques used to generate leads for your realtors from the creation and management of a stealth webpage, to open house sign up programs, to expired and for sale by owner tactics, to free new home buyer or investor seminars.

– Introduction To Lead Generation: Direct marketing to farms, FSBOs and Expireds

– Definitions: Introduces the student to the terms of real estate direct marketing.

– Farm Campaigns

– FSBO Campaigns

– Expired Listing Campaigns

– Lead Generation: Direct Marketing to Farms, FSBOs and Expireds

Module 6: Real Estate & Social Media

Social media is a critical key marketing tactic for local recognition and expert status. In this course, we’ll cover the ‘big 3′ – Facebook, LinkedIn and Twitter, and how you can introduce the agent to their importance. We’ll teach you how to set up profiles for each of these sites, as well as Facebook Pages, gaining followers, connections and friends, and how to make the most of each account.

In this module, we’ll discuss the social media “Big 3”: Facebook, Twitter and Linkedin, as well as the ActiveRain community.

– FaceBook – profile creation, business pages, ‘friends’.

– Twitter – profile creation, Twitter background, ‘followers’.

– LinkedIn – profile creation, groups, events, and ‘connections’.


– Real Estate Blogs

– YouTube for Real Estate

– Instagram for Real Estate




Module 7: Real Estate Lead Generation & Management

In this module, we’ll show you how to manage the contacts you’ve helped the agent generate using the ever-popular Top Producer program to enter the leads, apply appropriate categories, and then to create comprehensive follow-up plans to give the real estate professional every opportunity to convert these leads into clients.

– Introduction to Lead Management – teaches the student the basics of managing leads.

– Generating Leads – informs the student on how to create a lead.

– Information Gathering – helps explain how to gather information on leads.

– Lead Processing – teaches the student how to convert the lead into a client.

– Additional Tasks for Lead Management – explains some other marketing concepts like direct mailing, but as they apply to lead management

Module 8: Listing Coordination

Here, we’ll really get down to brass tacks. We’ll teach you all that’s involved in listing coordination – from pre-listing to close. Learn how to create listing and pre-listing packages, CMAs, property flyers, layouts for print advertising, and entering a listing into an MLS system, Top Producer, Homefeedback , and more!

– The Initial Conversation with your real estate professional with regard to systems and processes.

– Comparative Market Analysis (CMA): Students will be introduced to CMAs and the methods of compiling data to create this report.

– Listing Presentations: Students will learn what should be included in an effective listing presentation and how they are used.

– MLS Services: Using our proprietary REA University MLS, students will enter a new listing to learn how this process works.

– Tracking Systems: Students will be introduced to several different online systems commonly used in listing coordination.

– Online Showing Systems

– Listing Syndication

– Enhancing Listings on

– Virtual Tours & Property Hotline Systems

– Property Flyer / Feature Sheets

– “Just Listed” / “Just Sold” Postcard Campaigns

– Home Presentation Books

– Showing Feedback & Seller Reports

Listing Coordination


transaction management


Module 9: Transaction Coordination & Management

There are a multitude of details involved in the closing of a real estate property. Learn how to create an action plan and checklist to ensure all i’s are dotted and t’s are crossed. We’ll provide an overview of SettlementRoom, a popular online transaction management system, and explain the process from the acceptance of an offer to the exchange of keys.

– Introduces the student to the issues involved in coordinating transactions.

– Terms: Extensively reviews the terminology typically used in real estate transactions.

– Agent’s Need for Transaction Coordination: Explains why real estate professionals need transactions coordinators, what they’re for, how they help, etc.

– The Process: Outlines each step that must be performed to successfully manage real estate transactions.

– Documents: Teaches the student about the relevant documents used to complete real estate transactions.

– Inspections: Relays the relevant requirements for home inspections during a real estate transaction.

– Working With Other Parties: Teaches the student how to work with other parties involved in the real estate transaction process.

– Transaction Management: Informs the student about how to specifically manage the transaction, rather than merely coordinating it.

– Includes Sample Action Plans and Checklists

Module 10: Email Marketing in Real Estate

In many ways, email marketing is an online form of direct marketing – a way of reaching many current, past, and potential clients at once. Rather than sending letters, postcards or flyers, these communications are sent to inboxes.

The primary advantage of email over direct mail is that you can track and measure your success. You can see how many of your emails were delivered and opened, if links were clicked and if anyone took action, such as calling to buy or sell or referring a friend or family member.

– Introduction to email marketing and its importance in real estate

– Email best practices

– How to build an email list

– Email automation

– Email practices to avoid

– Relationship building through email

– Increasing customer retention through email

– How to use email for referrals

– Measuring the effectiveness of your email marketing


LaToya Grayson

“Definitely helpful and informative”

“Being brand new to the real estate world, this course was definitely helpful and informative about the rules, regulations, of a real estate assistant. The resources provided and the different assignments that were given also helped educate me and will allow me to assist the realtors even further. So, Thank You!!!”

– Latoya Grayson, CPREA

Cynthia Carey

“Very current and helpful resources”

“The curriculum is clearly written. The resources are very current and extremely helpful in this fast-moving field. I feel I have the foundational tools to be an asset to a real estate professional. When Pam says “Partnering in your success,” she means it. She was always readily available to answer questions and give specific feedback. I would highly recommend this program to others wanting to improve their skills or make a career change.”

– Cynthia Carey, CPREA

Kelsey Robertson

“The basics and then goes beyond”

Our aim with the program is that you will launch in week 2/3 of May, so during that time we host daily coaching calls to help you keep up your energy, address challenges and make tweaks. Launches can be unpredictable so these calls help you maximise your launch success. It’s like having a launch wing-woman by your side the whole time!

– Kelsey Robertson, CPREA

Here’s what other lovely graduates say

Dave Smith

“I have definitely found the program a big help on grasping the basics of the industry and providing direction of what tools and resources that are available for the different aspects of real estate agent support.

Having gone through the program, I definitely feel much better prepared and feel like I can have an intelligent conversation with a real estate professional regarding their needs and how I can help. Thank you for providing such a great and informative program Pam!”

— Dave Smith, CPREA

Natasha Gibson

“Being new to the real estate industry, I was looking for something that would not be intimidating and yet allow me to grasp the information at my own pace. This was an answer to my prayer and it EXCEEDED my expectations. Not only do I feel confident and more informed about the industry but I am excited! I no longer have the fear of starting my new career in my new industry! Thank you, Pam, for putting the vision onto paper and making my dream a reality. Now, I have a skill set that I can take anywhere!”

— Natasha Gibson, CPREA

Jill Forbes, CPREA

“This program was wonderful, informative and fun. Each module is effectively laid out, the resources are helpful additions, and the assignments and exams are thoughtful and challenging. I feel very well equipped to get started in this field and I’ve already recommended this program to two people.”

— Jill Forbes, CPREA

Mark Anthony Cabrera

“Solid! I’ve learned a lot of stuff related to Real Estate and being an assistant. Will utilize all I learned in assisting my client.”

— Mark Anthony Cabrera, CPREA

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