• What is my UserID and Password?
  
  
• After making changes and updates, why do numbers not seem to change?
  
  
• I have gone through the wizard. What's next?
  
  
• I have gone through the wizard and nothing appears on Plan Summary. What do I do?
  
  
• My overhead per transaction seems excessive or low. What's wrong?
  
  
• Where do I find numbers on Contacts Per Appointment?
  
  
• My To Accomplish Your Goal Seems Un-Realistic? What Do I Do?
  
  
• Does CreateAPlan integrate with QuickBooks, Peachtree or any other accounting software?

If you would like to contact Customer Service, please call (949)954-7032 or send an e-mail to info@createaplan.com

What is My UserID and Password?

Please use the Forgot Your Password feature.

The CreateAPlan system will email you your UserID and Password.

After Making Changes and Updates Why Do Numbers Not Seem To Change?

Check your web browser's Temporary Internet File (or cache) settings.
From the Internet Toolbar, Click Tools, Internet Options, Settings.
Make sure the Every Visit to page option is selected.
User must Apply Changes and exit Internet Browser completely.
Re-enter CreateAPlan and check to ensure changes have Updated.
You still need to Save changes if you want the changes to be permanently saved.

I Have Gone Through the Wizard. What's Next?

There are three steps involved in this answer:

1. Review and finalize the Plan portion of your business plan.  Key Points:
1. Number of Closed Listings and Buyers
2. Overhead Per Transaction
2. Business Development section
1. Sources of Business
2. Contacts per Appointment
3. To Accomplish Your Goal, which is a reality check of your business plan
3. Start recording production under the Actual Tab
1. Expenses
1. Item-by-Item or in Total
2. Record by Category
1. Personal Marketing
2. Business Overhead
3. Other
4. NOTE: Transaction expenses recorded with each transaction and not in the expense section
2. Transactions
1. Record Closed Buyers
2. Record Closed Listings
3. Record Terminated Transactions
3. Miscellaneous
1. Record Referral Fees Paid
2. Record Referral Fees Received
3. Record Other Income Items
4. Activity Log
1. Each week record
1. Activities
2. Appointments

I have gone through the Wizard and Nothing Appears on Plan Summary. What Do I Do?

Usually there is a data-entry error in one of the following areas:

1. Commission Structure (tiered only)
1. No gaps between tiers
2. No empty tiers
3. Final (bottom line item) tier must have information





2. Projections Assumptions Page
1. Make sure Top line is Income goal AFTER EXPENSES, some agents enter their desired Gross Commission Total before expenses which is incorrect.
2. Make sure Average Listing Commission is Total Charged not just your side
3. Make sure Mandatory Transaction fees are listed on a per transaction basis.  Do Not Annualize numbers for this field.
3. Expense Transaction Page
1. Make sure expenses are entered on a Per Transaction basis verses trying to annualize the numbers

My Overhead Per Transaction Seems Excessive or Low. What's Wrong?

Overhead will have three components, check each one.

1. Projections Assumptions Page
1. Examine assumptions made for percentage of transaction that close.  If this number as a percentage in lower than 70% than agent should re-examine this number.
1. Example:  If number entered is 65% in both fields, than the user is telling the system that it should assume that 35% of listing or ACCEPTED sales contracts do not close and should add expenses to allow for these terminated transactions.
2. Expense Tab
1. Personal Marketing
1. Look at Distributions Per Year field, do not multiply the numbers out,  instead  just let the system make the calculation
2. Look at overall numbers to make sure user did not make a data-entry error
2.  Overhead Expenses
1. Make sure these are Annual numbers, not per transaction numbers or per month numbers.
2. Examine numbers for data-entry errors

Where Do I Find Numbers on Contacts Per Appointment?

There are no standard numbers.
Here is the best way to handle this section:

1. Focus on quantifiable numbers
1. Open Houses
2. Floor Duty
3. Geographical Farm
2. Work with your manager or mentor for their experiences of such numbers
3. Use your own experience.
4. NOTE: As you record your Activities and Appointments in the Activity Log you will create your own matrix of Contacts per Appointment

My To Accomplish Your Goal Seems Un-Realistic? What Do I Do?

Three areas to examine

1. Projections Assumptions Page
1. Item Appointments needed to obtain one Listing or Buyer
2. Sources of Business
1. User is attributing too many/few closed transactions for a particular source
3. Contacts per Appointments
1. User is accessing too many/few Contacts to get one Appointment some users might enter Contacts per Transaction instead of PER-APPOINTMENT

Does CreateAPlan integrate with QuickBooks, Peachtree or any other accounting software?

No, however if you are using one of these programs simply enter your totals for Personal Marketing Expenses and Overhead items. Users may enter totals by Month or by Quarter. Transactions need to be entered through Createaplan because we require different information than accounting programs.