THE SITUATION:

This client hired me to update his existing PowerPoint presentation and develop an accompanying manual for an eight-hour state certified real estate course on short sales. The current PowerPoint was 97 slides with inconsistent formatting and missing course elements. The manual was nonexistent.

The client was a real estate attorney and broker and approached the short sale process from a business perspective. He had a successful teaching program and needed to keep his materials current to meet the growing demand for his training.  Thus we were under a short timeline to meet the needs of Washington real estate agents facing the end of their careers or a switch to short sale transactions.

THE SOLUTION:

PowerPoint Presentation: First, I needed to become familiar with the course content, then identify where slides needed to be created to better correlate with the lecture content. I created 22 slides - many with graphics and flow charts - created a style sheet and formatted the entire presentation for a consistent look and feel. The presentation began with 97 slides and ended with 119.

Short Sale Field Guide:  Convinced that short selling was one of the fastest ways to get home prices back in line with reality and inventory back on the market, my focused on training Washington state real estate agents how to navigate short sale paperwork and work-out protocols so these challenging transactions could be undertaken with a better chance of success. To do that he felt agents needed a guide through all the laws and paperwork they would encounter.

We started with a a handful of forms, current laws, application documents and a shopping list of what else the client wanted to include in the field guide he provide to his students. With laws and bank rules changing every week, it was daunting to keep the manual up-to-date and it underwent three revisions in just four months. 

• Initially compiled and organized about 50 documents; (multiply by three by the time the manual was complete.)
• Located missing or more current documents from government agencies, mortgage lenders and brokers, and from professional real estate organizations. These included swiftly changing Federal and State laws, lending forms and mortgage applications.
• Reformatted some documents and rebuilt some forms in MSWORD.
• Converted other documents into jpgs from various source applications
• Designed manual layout, Table of Contents and styles in MSWORD.
• Imported converted documents, edited and formatted the manual.
• Designed cover and published manual in PDF format.

THE RESULT:

The final slide show totaled 119 slides from 97 and the manual totaled 174 pages and contained nearly 50 documents.

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