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Agent Services

One Hub for Everything You Use

Every tool, form, class and support line a Winslow Homes agent needs lives in one place inside the Winslow CRM. Here is a look at what you get.

OverviewAgent ServicesGetting StartedTools and TechnologyLead SourcesMarketingCommissionLegalTrainingJoin Our Team
The Agent Hub

Built by Megan and Ryan for Our Agents

Megan and Ryan Winslow run Winslow Homes together, as brokers and Mortgage Bankers with The Federal Savings Bank. The Agent hub puts every service in one searchable page, on your phone or your computer. Pin your favorites, search everything, and get help without leaving the CRM.

Help when you need it

A help desk inside the CRM, by topic, straight to the broker.

  • Help center of short how-to articles
  • Requests tracked from new to done
  • One-on-one sessions on the broker calendar
  • Call or text the office

Transactions and pay

A back office that keeps files clean and pay moving.

  • State checklists, e-sign and document checks
  • Check requests from the file
  • A check status page from submitted to paid
  • Company documents on hand

Client forms

Forms your clients fill on their phones, saved straight to the file.

  • Seller and buyer intake workbooks
  • Final walk-through, utilities, inclusions
  • Seller net proceeds estimate
  • Branded PDFs, blank or filled

Marketing

Branded pieces without outside design tools.

  • Marketing request desk
  • Template library: guides, presentations, flyers, signs
  • Monthly social media pack
  • The Winslow Report, our monthly newsletter

Listings and open houses

Systems that show sellers the work.

  • 20-point marketing plan
  • Weekly seller report every Monday
  • Four-stage open house kit
  • Host my open house board for Winslow agents

Grow

Steady habits and a clear plan.

  • Scoreboard and a 90-day plan
  • Lead platform guidance
  • Recognition inside the team
  • Suggestion box and community calendar
Training and Coaching

Learn Inside the Winslow CRM

More than 140 courses and 570 lessons with quizzes for Florida, Massachusetts, Rhode Island and Connecticut, plus live classes and a coaching program.

Live and on demand

A weekly class, a monthly boot camp and a team meeting, with replays.

  • Winslow Weekly every Tuesday
  • Winslow Boot Camp every month
  • Form walkthrough videos by state

Course topics

A sample of what agents learn.

  • Contracts and closings by state
  • Listing presentations and pricing
  • Buyer agreements and consultations
  • Lead generation and scripts
  • Safety, fair housing and legal basics

Coaching

A 12-part growth system, then six months of small-group coaching.

  • Yearly, monthly and weekly action lists
  • New buyer, seller and listing steps
  • Check-ins saved to your agent file

Lessons, forms, templates, scripts and the coaching program are for Winslow Homes agents and open after you sign in.

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