In practice:
- Choose a task you want to simplify, such as preparing an offer or gathering client information.
- Talk through the connected workflow with Justin and identify the steps you would use.
- Practise the process, revisit relevant Little Oak University training and bring back your questions.
Two new Little Oak agents · Shared by Justin
A new brokerage. A clearer way to put a deal together.
- The starting point
- Two agents joining Little Oak in the Interior wanted to understand how they would create and manage their deals.
- The people and the help
- Justin walked them through the transaction process, preparing offers and getting signatures in the connected system.
- The difference
- Justin recalls their enthusiasm for how much simpler the process looked and the efficiency they expected it to bring to their working day.
This describes the agents’ response to a walkthrough and their expected benefits, rather than measured time savings.
Explore less admin, more selling ↗Talk to Justin about thisIn your working day / 01
A clearer place to start.
Little Oak has spent years helping develop an alternative to Webforms. Agents can create their deals and prepare offers within the transaction system.
Bring a familiar task. Explore how you would put the offer together.
In your working day / 02
Keep the next step connected.
E-signatures are included in the transaction workflow, so agents can move from preparing their documents to getting them signed.
Talk through the steps from a prepared offer to signatures.
In your working day / 03
Make the client-information work easier to follow.
Client identification and assessment for FINTRAC are built into the system. Justin helps agents understand the workflow and use the tools in their day-to-day work.
Explore the process and where to turn when a question comes up.
In your working day / 04
See your working year in one place.
Agents can review their business statistics and projections through the system, alongside their transaction work.
Discuss the information you want to review as you plan your next steps.
Practical training, ongoing support
Learn it together.
Make it your own.
Bring a process you want to simplify or a tool you want to understand. Justin connects the technology to the work you actually do.
Return to the learning
Hours of private recorded sessions in Little Oak University help agents learn software or refresh a process at their own pace.
Work through it together
A recent small-group session spent about 90 minutes exploring practical uses of AI, with a focus on efficiency and business development.
Build your online presence
Little Oak-specific website training and help with domains and email support a professional presence agents own and control.
Questions worth asking any brokerage
What should I ask before deciding?
- How would I create an offer and get it signed in your system?
- What training can I revisit as I learn the workflow?
- Who helps me with websites, domains and day-to-day technology questions?
What else might you want to know?
Who should I speak to about technology support?
Start with Andrew or Ray to explore how the support would fit your business. For a specific technology question, you can also choose Justin directly.
Do Little Oak agents have an alternative to Webforms?
Yes. Little Oak offers an optional alternative to Webforms for preparing deals and offers within its transaction-management system. The workflow includes e-signatures and deal management. Ask to walk through a typical transaction so you can see how the steps fit the way you work.
How does the system help with FINTRAC tasks?
The transaction system includes client identification and assessment workflows, helping agents handle those tasks alongside their deal information without a separate program for those steps. The software supports the process; it does not replace an agent’s responsibilities or professional judgement. Bring a workflow question to discuss with the team.
Can I revisit training after a session?
Yes. Little Oak University gives agents access to hours of private recorded training sessions. Agents can revisit software instruction or catch up on tools they want to learn. These recordings are an internal agent resource; the public website shows examples of the training and support available.
What technology training has Little Oak provided?
Justin has delivered training on transaction workflows, Google Business Profiles, websites and professional domain-based email. Recent examples include a 90-minute small-group session on using AI in agents’ businesses and a transaction-system walkthrough with two new Interior agents. Little Oak also has brokerage-specific website training and private recorded sessions.
Can I see my business reporting in the same system?
Yes. Alongside transaction management, the system includes reporting so agents can review their statistics through the year and see how their projections are looking. Bring the information you currently track to a walkthrough and ask how the reporting could fit your own business review.
You know your business. We’d like to hear what you want to improve and answer your questions. Let’s talk about the support you would use.
Let’s meet for coffee