US 26140 v7 | Verifier Guide

Unit Standard 23140

Demonstrate knowledge of and develop marketing plans for real

estate, qualify customers, and present properties for sale
Level 4 | Credits 5 | Version 7

Verifier Guide

Verifier Name (First / Last) Click to type your name

Learner Name (First / Last) Savreena Savreena

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Contents

Introduction ............................................................................................................... 2
Task B2 – Role Play .......................................................................................... 4
Task B2 – Role Play ........................................................................................... 5
Task C2 – Role Play ........................................................................................... 9
Task E – Role Play ........................................................................................... 12

Appendix 1
Greenfields Property Portfolio .............................................................................. 16

Property A – 49 Te Kaha Crescent, Potiki Beach, Taumata ...................................... 17

Property B – 62/8 Franklin Street, Birchville, Northbank............................................ 28

© Ignite Colleges 2023

US 26148 v6 ed1.1
Moderated and approved: Aug 2023
www.ignitecolleges.ac.nz

This document and its contents are not to be distributed to anyone other than Ignite’s intended recipients. It
cannot be copied or otherwise reproduced unless written permission is given by Ignite Colleges.

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Introduction

This Guide is a resource to use in four (4) separate meetings with the learner (who is acting
as the ‘salesperson’). As the verifier in these meetings, you will act as –

1. The ‘prospective client’ in a meeting where the learner (‘salesperson’) presents and
explains the marketing plan and budget for the property they propose marketing with
a price.
2. The ‘prospective client’ in a meeting where the learner (‘salesperson’) presents and
explains the marketing plan and budget for a property they propose marketing
without a price.
3. The ‘prospective client’ in a meeting where the learner (‘salesperson’) provides
documentation required prior to signing an agency agreement and completes the
agency agreement with you for one the properties in 1 and 2 above. They need to
explain key information during the process.
4. The ‘potential customer’ in a discussion where the learner (‘salesperson’) is
assessing your needs and wants to determine your purchasing requirements.

Resources provided

For each role play discussion, you have been provided with a –

 Scenario Card, and

 Verification Checklist for you to complete following the discussion.

These are included in this Guide..

The learner will be provided with their own scenario cards in their Assessment booklet.

The Greenfields Property Portfolio (refer to Appendix 1) provides the property information
for –

 49 Te Kaha Crescent
 62/8 Franklin Street.

Note: The names of streets, suburbs and towns in this booklet, and the data presented, are
fictional.

It is important to read the background information on the learner’s selected property, and
the role play card and instructions, well in advance of the role play so you understand the
property and what is required in the role play.

After the role play

Complete the verification checklist for each role play immediately after the role play has
finished. Once the discussion and verification checklist have been completed for the role
plays, you will need to provide the learner with this completed Verifier Guide, so they can
submit it to their assessor with the rest of their evidence for the assessment.

It is important to fully complete the form giving your details, as the assessor may contact you
if he or she has any queries regarding the discussion(s).

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Task B2 – Role Play PC 2.3

For the presentation of marketing proposal for two (2) properties

The purpose of this interaction is for the learner (as ‘salesperson) to show they can present a
marketing plan and budget to you (as ‘prospective client’) and explain key aspects to you,
including reasons for choices they made in preparing the proposal.
The ‘key aspects’ are identified in the scenario cards and verification checklist on the
following pages.

What you need to do

Carry out two (2) role plays play for the property proposed to be marketed, using the
relevant scenario card –

 Task B2-1 | Property A – 49 Te Kaha Crescent (with a price), and

 Task B2-2 | Property B – 62/8 Franklin Street, Birchville (without a price).

There is a Verifier’s Checklist for each property on the following pages.

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Task B2 – Role Play Scenario Card for verifier

Presentation of marketing proposal for two (2) properties

1 Scenario Card for –

For VERIFIER acting as
 Property A – 49 Te Kaha Crescent, & ‘PROSPECTIVE CLIENT’
2  Property B – 62/8 Franklin Street

Situation
You are the owner of the property that the learner (acting as ‘salesperson’) has prepared a
marketing plan and budget for. You are meeting with the ‘salesperson’ to gain an
understanding of their proposal for marketing.

Your role
Your role is to play the part of a prospective client and confirm that the learner gives you a
good understanding of the marketing plan and budget, including the reasons for what they
propose.

What you need to do

You need to speak with the salesperson about him/her selling your house. If you have a
question about the topics discussed, ask him/her.

What you need to do

You need to familiarise yourself with the aspects of the marketing plan and budget the
learner (‘salesperson’) is required to explain (see the Verifier Checklist).
You need to participate in a discussion with the learner (‘salesperson’) listening as they
explain about their marketing proposal including the –
 Target market
 Recommended sale method
 Proposed sale timeline and calendar
 Proposed marketing method and budget.
You need to ask questions to clarify points that are not clear to you.
Following the discussion, you need to complete the verification checklist and make any
comments on the checklist as needed.
Give the completed verification checklist to the learner so they can submit it with their
assessment.
You should assume that you (as ‘prospective client’) do not have any prior knowledge of
the real estate process or marketing.
You should ask questions typical of a seller but should leave the learner (‘salesperson’) to
guide the discussion and make sure they cover all the points in the checklist.

Assessment starts from the time the discussion starts until it finishes.

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Task B2-1 – Role Play Verification Checklist

For the presentation and explanation of marketing proposal for –
Property A – 49 Te Kaha Crescent (with a price)

The checklist is to be completed by the verifier

1 Criteria Type YES to

confirm
Property A – 49 Te Kaha Crescent (with a price) criteria met

Verifier Enter the address of the property the learner is proposing to market
with a price here.
49 Te Kaha Crescent
Enter the method of sale proposed by the learner. (e.g., ‘private treaty
– with a fixed price’) here.
Private Sale
Enter the price proposed (e.g., ‘Offers over $545,0000’ or ‘625,000’)
here.
700,000
The learner explained the target market for this property to me and
gave valid reasons for this choice.
The learner presented the proposed marketing calendar to me and
gave valid reasons for the marketing timeline.
The learner explained the method of sale they propose and gave valid
reasons why this method was chosen for this property.
The learner presented the proposed marketing budget to me and gave
valid reasons for their recommendations.
The learner’s explanations were appropriate for a prospective client
with no knowledge of the industry.
Please provide an example.
The learner’s explanation of the marketing plan and budget met
industry requirements
Please provide an example of how the learner’s explanation of the marketing plan
and budget followed industry requirements.

Please record any other comments here.

Verifier name: Phone:

Role: Organisation:

Verifier signature: Date: Click to enter date

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Task B2-2 – Role Play Verification Checklist

For the presentation and explanation of marketing proposal for –
Property B – 62/8 Franklin Street, Birchville (without a price)

The checklist is to be completed by the verifier

2 Criteria Type YES to

confirm
Property B – 62/8 Franklin Street (without a price) criteria met

Verifier Enter the address of the property the learner is proposing to market
without a price here.
62/8 Franklin Street
Enter the method of sale proposed by the learner here.
Negotiation
The learner explained the target market for this property to me and
gave valid reasons for this choice.
The learner presented the proposed marketing calendar to me and
gave valid reasons for the marketing timeline.
The learner explained the method of sale they propose and gave valid
reasons why this method was chosen for this property.
The learner presented the proposed marketing budget to me and gave
valid reasons for their recommendations.
The learner’s explanations were appropriate for a prospective client
with no knowledge of the industry.
Please provide an example.
The learner’s explanation of the marketing plan and budget met
industry requirements
Please provide an example of how the learner’s explanation of the marketing plan
and budget followed industry requirements.

Please record any other comments here.

Verifier name: Phone:

Role: Organisation:

Verifier signature: Date: Click to enter date

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Task C2 – Agency Agreement PC 3.1 – 3.7

Prepare, present, and complete an agency agreement

The purpose of this interaction is for the learner (as ‘salesperson’) to demonstrate to you that
they can provide any documents required before signing the agency agreement, facilitate
completion of the agency agreement with the ‘prospective client’ and explain key aspects of
the agency agreement and the associated process. The ‘key aspects’ are identified in the
verification checklist.
The learner will present and complete an agency agreement for one (1) of the properties they
developed a marketing plan and budget for –

 C2 | Property A – 49 Te Kaha Crescent (with a price)

There is a Verifier’s Checklist for the property on the following pages.

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Task C2 – Role Play Scenario Card for verifier

Present and complete an agency agreement for one (1) property

3
Scenario Card For VERIFIER acting as
Property A – 49 Te Kaha Crescent (with a price) ‘PROSPECTIVE CLIENT’

Situation
You are the owner of the property that the learner (acting as ‘salesperson’) has prepared
an agency agreement for. You are meeting with the ‘salesperson’ to gain an understanding
of the agency agreement and sign it.

Your role
Your role is to play the part of a ‘prospective client’, listen to the learner’s explanations and
follow their instructions, and confirm as part of the signing process, that the ‘salesperson’
has given you a good understanding of the agency agreement, including your rights and
obligations, and that you agree with the terms and conditions set out in the agreement.

What you need to do

You need to familiarise yourself with the aspects of the agency agreement process the
learner (as ‘salesperson’) is required to explain (see the Verifier Checklist).
You need to participate in a discussion with the learner (as ‘salesperson’), listening as they
explain about the approved guides and agency agreement.
You need to ask questions to clarify points that are not clear to you.
Following the discussion, you need to complete the verification checklist and make any
comments on the checklist as needed.
Give the completed verification checklist to the learner so they can submit it with their
assessment.
You should assume that you (as ‘prospective client’) do not have any prior knowledge of
the real estate process or agency agreements.
You should ask questions typical of a seller but should leave the learner (as ‘salesperson’)
to guide the discussion and make sure they cover all the points in the checklist.

Assessment starts from the time the discussion starts until it finishes.

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Task C2 Verification Checklist

Explanation of an agency agreement

The checklist is to be completed by the verifier

3
Type YES to
Criteria confirm
criteria met

Verifier Enter the address of the property the learner is completing the
agency agreement for.
r 49 Te Kaha Crescent
The learner explained the obligation for the prospective client to be
provided with the approved guides and receive signed
acknowledgement, as outlined in the Real Estate Agents Act 2008.
The learner presented to the prospective client the agency
agreement they had prepared.
The learner explained the purpose of the agency agreement in a
way that you could understand and in accordance with the Code.

The learner explained the different types of agency; general agency

and sole agency.

The learner explained your obligations (as ‘prospective client’) in

terms of other agency agreements.

The learner explained their legal and industry obligations to disclose

any conflicts of interest or confidential information

The learner explained the industry requirement for them to disclose

to you any rebates, discounts and commissions.

The learner explained their requirement to disclose to customers

known defects and other property-related issues.

The learner explained the industry requirement to obtain authorised

signatories.

The signatures and initials of the learner (as ‘salesperson’) and

yourself (as ‘prospective client’) were entered in the correct places in
the agency agreement form and were dated correctly.

Please provide an example of how the learner’s discussion followed industry

requirements.

Please record any other comments here.

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Verifier name: Phone:

Role: Organisation:

Verifier signature: Date: Click to enter date

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Task E – Role play Scenario Card for verifier

Discussion to qualify a customer and determine purchasing requirements
PC 6.2

The purpose of this interaction is for the learner (as ‘salesperson’) to demonstrate that they
can assess your needs and wants (as ‘customer’) to determine your purchasing
requirements.

4 Scenario Card for –

Property B – 62/8 Franklin Street
For VERIFIER acting as
‘POTENTIAL CUSTOMER’

Situation
You are visiting an open home when the salesperson starts a conversation with you about
what you are looking for in a potential property.

Your role
Your role is to play the part of a ‘prospective customer’ and engage in conversation with
the learner (as ‘salesperson’), where they will endeavour to find out about your purchasing
requirements.

What you need to do

You need to talk to the learner (as ‘salesperson’), answering their questions in line with the
given role. (Note: You can make up additional requirements if you consider this necessary.
You do not have to answer questions you consider inappropriate or irrelevant).
You need to complete the verification checklist confirming what was covered and make
comments on the checklist as needed.
Give the completed verification checklist to the learner so they can submit it with their
assessment.

What you need to know for the scenario

You are playing the role of mid-30s professional. You
 have two pre-school aged children
 are looking with your partner to buy a bigger house in the same suburb as this
property
 are looking for a house that is at least three bedrooms and has space for the kids
to run around outside
 want to be in walking distance to the local primary school as one of your children
will start school next year.
 are not in a rush to buy, but you would like to buy a new house and sell your
current house in the next 12 months or so.

Assessment starts from the time the discussion starts until it finishes.

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Task E – Discussion to qualify a customer Verification Checklist

and determine purchasing requirements

The checklist is to be completed by the verifier

4
Type YES to
Criteria confirm
criteria met

Verifier The learner conducted a conversation with me (as ‘customer’) about

my needs and wants in terms of the:
☐ type of property or business wanted
☐ timeframes
☐ motivation
☐ financial situation
The learner’s questioning/discussion was appropriate (e.g. sensitive,
not intrusive)
Please describe one piece of the information the learner found out about your
wants and needs (as ‘customer’).

Please record any other comments here.

Verifier name: Phone:

Role: Organisation:

Verifier signature: Date: Click to enter date

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Appendix 1

Greenfields Property Portfolio –

Inspection and appraisal

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Greenfields Property Portfolio –

Inspection and appraisal

– Property A
– 49 Te Kaha Crescent, Potiki Beach, Taumata

– Property B
– 62/8 Franklin Street, Birchville, Northbank

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Contents

Property A – 49 Te Kaha Crescent, Potiki Beach, Taumata ...................................... 17

Property B – 62/8 Franklin Street, Birchville, Northbank............................................ 28

Please note
The names of streets, suburbs and towns in this booklet, and the data presented, are
fictional.

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Property A – 49 Te Kaha Crescent, Potiki Beach, Taumata

Background

The property has the following features –

 House built 2016

 North-facing back yard
 Fully fenced
 Property has concrete slab foundation
 Brick and fibre cement cladding
 Roof is Colour steel
 Property has double garage with internal access
 Property has 3 double bedrooms and 1 single bedroom
 Master bedroom has walk-in wardrobe
 Kitchen has wastemaster and a dishwasher and a gas (mains) oven
 Bathroom has two heated towel rails
 Kitchen floor is tiled
 Refrigerator not included as a chattel
 The laundry is in a separate room
 TV sockets have been installed throughout the house
 Home has gas hot water and gas central heating
 On town supply for water and sewage
 Insulation installed in walls and ceiling
 Home has street frontage
 Outlook is to other houses in street
 Garden is North facing
 Council rates are $2,793.00 per year

Information about local area

 House located in new estate

 There are a lot of new or near new homes in this area
 Estate is in one of the fastest growing suburbs in Taumata
 Close to a range of nature reserves and beaches
 Potiki town centre is just a short drive away.
 close to beach, shops, schools, transport and restaurants and cafes

Information about the owner

 Aaron is a branch manager for a retail chain.

 He has recently had a relationship break-up and wants to sell the property.
 Aaron’s mobile number is 027 345 6789 and email address is aaron@whizretail.co.nz

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Photos of the 49 Te Kaha Crescent property

Inspection images

001 – HOUSE FRONTAGE 002 – KITCHEN

003 – KITCHEN 004 – DINING

005 – LOUNGE 006 – LOUNGE

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Inspection images

007 – MASTER BEDROOM 008 – ENSUITE

009 – BEDROOM 2 010 – BEDROOM 3

011 – BEDROOM 4 012 – MAIN BATHROOM

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Inspection images

013 - BACK GARDEN

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Record of Title for 49 Te Kaha Crescent

Identifier 771682
Land Registration District South Auckland
Date issued 25 March 2017

Prior references

761904

________________________________________________________________________________________

Estate Fee Simple

Area 439 square metres more or less

Legal description Lot 615 Deposited Plan 507658

Proprietors

Aaron William Brody

________________________________________________________________________________________

Interests

10714234.1 Consent Notice pursuant to Section 221 Resource Management Act 1991 – 27.3.2017 at 3:50 pm

Land Covenant in Easement Instrument 10714234.5 – 27.3.2017 at 3:50 pm

Fencing Covenant in Transfer 10757676.1 – 12.4.2017 at 11:34 am

10755957.2 Mortgage to TSB Bank Limited – 12.4.2017 at 1:30 pm

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 NZ Certificate in Real Estate L4 (Salesperson) Property Portfolio – Inspection and Appraisal

Sales data for 49 Te Kaha Crescent

(Note: The ‘Last Sale Date’ for ‘Recent Sales’ is shown without a year date. ’24-Jan-last’ means the previous 24 Jan from today’s date. (e.g. if today’s date is 15 July
2020, ’24 Jan last’ is 24 Jan 2020).

Address Suburb Town Capital Land value Last Sale Last Sale Land Floor Brm Bath Gar Age
value $ $ Date Price $ area area
Subject property
49 Te Kaha Crescent Potiki Beach Taumata 510,000 170,000 29-May-16 258,000 439 187 4 2 2
Recent sales
11 Neve Close Potiki Beach Taumata 590,000 195,000 29-May-last 770,000 599 202 4 2 2
67 Hanning Drive Potiki Beach Taumata 550,000 165,000 16-Feb-last 735,000 427 202 3 2 2
6 Castor Street Potiki Beach Taumata 465,000 177,000 27-Apr-last 650,000 451 162 3 2 2
24 Hanning Drive Potiki Beach Taumata 465,000 165,000 08-Jun-last 635,000 424 163 3 2 2
2 Castor Street Potiki Beach Taumata 615,000 200,000 24-Jan-last 679,000 607 209 4 2 2
1 Waiwhetu Street Potiki Beach Taumata 565,000 175,000 12-Apr-last 709,000 463 208 4 2 2
22 Barry Street Potiki Beach Taumata 520,000 190,000 10-Apr-last 774,000 587 188 4 2 2
30 Castor Street Potiki Beach Taumata 605,000 185,000 05-Apr-last 780,000 560 229 3 2 2
43 Hanning Drive Potiki Beach Taumata 185,000 185,000 17-Jan-last 315,000 419 0 0 0 0
32 Te Kaha Crescent Potiki Beach Taumata 545,000 205,000 08-Jan-last 735,000 482 180 3 2 2
Currently for sale
12 Castor Street Potiki Beach Taumata 470,000 171,000 21-Aug-15 180,000 383 164 3 2 2
27 Tainui Close Potiki Taumata 445,000 160,000 30-Jun-16 128,367 393 151 4 2 2
2 Lima Drive Potiki Beach Taumata 595,000 195,000 30-Apr-15 193,000 546 217 4 2 4
18 Castor Street Potiki Beach Taumata 500,000 175,000 17-Nov-15 528,000 480 181 4 2 2
29 Lima Drive Potiki Beach Taumata 465,000 175,000 10-Jul-15 194,500 480 157 4 2 2

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NZ Certificate in Real Estate L4 (Salesperson) Property Portfolio – Inspection and Appraisal

Data tables to include in Appraisal document

These tables will need to be copied and pasted into the appraisal document. You will need to insert
the year into ‘Last sale date’.

Subject property

49 Te Kaha Crescent Potiki Taumata

Last sale $ 258,000 Beds 4
price
Last sale date 29-May-16 Baths 2
Year Built Garages 2
Floor area 187 m2 Parking
Land area 439 m2 Deck
Capital value $ 510,000 Walls Brick/Fibre Cement
Land value $ 170,000 Roof Steel/G-iron
Tenure Improvements 340,000

Recent sales

11 Neve Close Potiki Taumata

Last sale $ 770,000 Beds 4
price
Last sale date 29-May-last Baths 2
Year Built 2018 Garages 2
Floor area 202 m2 Parking
2
Land area 599 m Deck
Capital value $ 590,000 Walls Mixed materials
Land value $ 195,000 Roof Steel/ G-iron
Tenure Improvements $395,000

67 Hanning Drive Potiki Taumata

Last sale $ 735,000 Beds 3
price
Last sale date 16-Feb-last Baths 2
Year Built 2017 Garages 2
Floor area 202 m2 Parking
Land area 427 m2 Deck
Capital value $ 550,000 Walls Mixture of material
Land value $ 165,000 Roof Tile profile
Tenure Improvements $385,000

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6 Castor Street Potiki Taumata

Last sale $ 650,000 Beds 3
price
Last sale date 27-Apr-last Baths 2
Year Built 2016 Garages 2
Floor area 162 m2 Parking
Land area 451 m2 Deck
Capital value $ 465,000 Walls Brick
Land value $ 177,000 Roof Steel/ G-iron
Tenure Improvements $288,000

24 Hanning Drive Potiki Taumata

Last sale $ 635,000 Beds 3
price
Last sale date 8-Jun-last Baths 2
Year Built 2017 Garages 2
Floor area 163 m2 Parking
Land area 424 m2 Deck
Capital value $ 465,000 Walls Brick
Land value $ 165,000 Roof Tile Profile
Tenure Improvements $300,000

2 Castor Street Potiki Taumata

Last sale $ 679,000 Beds 4
price
Last sale date 24-Jan-last Baths 2
Year Built 2017 Garages 2
Floor area 209 m2 Parking
Land area 607 m2 Deck
Capital value $ 615,000 Walls Brick
Land value $ 200,000 Roof Steel/ G-iron
Tenure Improvements $415,000

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1 Waiwhetu Street Taumata

Last sale $ 709,000 Beds 4
price
Last sale date 12-Apr-last Baths 2
Year Built 2017 Garages 2
Floor area 208 m2 Parking
Land area 463 m2 Deck
Capital value $ 565,000 Walls Brick
Land value $ 175,000 Roof Steel/ G-iron
Tenure Freehold Improvements $390,000

22 Barry Street Potiki Taumata

Last sale $ 774,000 Beds 4
price
Last sale date 10-Apr-last Baths 2
Year Built 2015 Garages 2
Floor area 188 m2 Parking
Land area 587 m2 Deck
Capital value $ 520,000 Walls Mixed materials
Land value $ 190,00 Roof Tile Profile
Tenure Improvements $330,000

30 Castor Street Taumata

Last sale $ 780,000 Beds 3
price
Last sale date 5-Apr-last Baths 2
Year Built 2017 Garages 2
Floor area 229 m2 Parking
Land area 560 m2 Deck
Capital value $ 605,000 Walls Brick
Land value $ 185,000 Roof Tile profile
Tenure Improvements $420,000

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32 Te Kaha Crescent Potiki Taumata

Last sale $ 735,000 Beds 3
price
Last sale date 8-Jan-last Baths 2
Year Built 2016 Garages 2
Floor area 180 m2 Parking
Land area 482 m2 Deck
Capital value $ 545,000 Walls Mixture of material
Land value $ 205,000 Roof Steel/ G-iron
Tenure Improvements $340,000

Note: A table for 43 Hanning Drive has not been included because it is a section.

Currently for sale

12 Castor Street, Potiki Beach, Taumata

Last sale $ 180,000 Beds 3
price
Last sale date 21-Aug-15 Baths 2
Year Built 2015 Garages 2
Floor area 164 m2 Parking
Land area 383 m2 Deck Y
Capital value $ 470,000 Walls Brick
Land value $ 171,00 Roof Tiles
Tenure Freehold Improvements $299,000
List price: offers over $639,000

27 Tainui Close, Potiki, Taumata

Last sale $ 128,367 Beds 4
price
Last sale date 30-Jun-16 Baths 2
Year Built 2017 Garages 2
Floor area 151 m2 Parking
Land area 393 m2 Deck
Capital value $ 445,000 Walls Mixed materials
Land value $ 160,00 Roof Tile Profile
Tenure Freehold Improvements $285,000
List price: offers over $650,000

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2 Lima Drive, Potiki Beach, Taumata

Last sale $ 193,000 Beds 4
price
Last sale date 30-Apr-15 Baths 2
Year Built 2015 Garages 4
Floor area 217 m2 Parking
Land area 546 m2 Deck Y
Capital value $ 595,000 Walls Wood
Land value $ 195,00 Roof Iron
Tenure Freehold Improvements $400,000
List price: 775,000

18 Castor Street, Potiki Beach, Taumata

Last sale $ 528,000 Beds 4
price
Last sale date 17-Nov-15 Baths 2
Year Built 2015 Garages 2
Floor area 181 m2 Parking
Land area 480 m2 Deck Y
Capital value $ 500,000 Walls Brick
Land value $ 175,00 Roof Tiles
Tenure Freehold Improvements $325,000
List price: $705,000

29 Lima Drive, Potiki Beach, Taumata

Last sale $ 194,500 Beds 4
price
Last sale date 10-Jul-15 Baths 2
Year Built 2015 Garages 2
2
Floor area 157 m Parking
Land area 480 m2 Deck Y
Capital value $ 465,000 Walls Brick
Land value $ 175,00 Roof Iron
Tenure Freehold Improvements $290,000
List price: $670,000

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Property B – 62/8 Franklin Street, Birchville, Northbank

Introduction

This property is a three bedroom, two bathroom flat with a large rear section. It is at the rear of a
gated community complex of about 70 homes. The homes are a mix of two and three-bedroom
terrace style townhouses and flats. They have one or two bathrooms, and a mix of single or
double garages. In addition to garaging, each property has at least one assigned off-street park
adjacent to their particular unit.

The property was a ‘leaky home’ several years ago. However, around 2012 it was totally re-
clad, and a Code Compliance Certificate was issued. The stigma attached to the complex has
now gone, and since the re-clad the prices of similar properties in the area have climbed
steadily and consistently.

Background

The following provides some background information on this home –

 Property was built in 2001

 Property is a flat
 Property is part of a gated complex, which has a communal pool and BBQ area
 The complex did have a ‘leaky building’ problem, but the cladding was recently updated
with re clad cavity system and issued with a new Code of Compliance Certificate. The
cladding is now cedar weatherboard and Hardiflex fibre cement cladding
 Roofing is Decramastic-type coated metal tile profile
 Property has a concrete slab foundation
 Property has three double bedrooms
 Property has two bathrooms; one main bathroom with included toilet, and one ensuite
 Microwave and dishwasher are included as chattels, but the refrigerator is not
 Property has electric hot water and is on city sewage and water supply and a gas stove
(mains)
 Property has Batts as insulation in the ceiling and walls
 Property has a single garage with internal access and off-street parking for 1 car
 There is a large empty back section, which is fenced and north facing
 Property is located at the back of the complex. The back of the property is next to a park,
which adjoins the complex.

Information about local area

 Close to the local shopping centre, local transport and local amenities and surrounding
schools

Information about owner

 The property is owned by Susie Zhen and her brother Mark Zhen, who is overseas on
business for the next three weeks.
 Susie has bought her dream home in another city
 The owners have property rented out on a periodic term at $545 per week
 Susie’s mobile number is 021 113 4568 and email is susiezh@xtra.co.nz. Her address is
34 Tristan Avenue, Birchville

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Photos of 62/8 Franklin Street

Inspection images

001 – HOUSE FRONTAGE 002 – KITCHEN

003 – KITCHEN 004 – DINING/LOUNGE

005 – LOUNGE 006 – MASTER BEDROOM

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Inspection images

007 – ENSUITE 008 – BEDROOM 2

009 – BEDROOM 3 010 – FAMILY BATHROOM

011 – GARAGE 012 – BACK YARD

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Inspection images

013 – COMPLEX POOL

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Record of Tile for 62/8 Franklin Street, Birchville

Identifier NA131D/372
Land Registration District North Auckland
Date issued 23 October 2001

Prior references Supplementary Record Sheet

NA134D/760 NA132D/385

________________________________________________________________________________________

Estate Stratum in Freehold

Legal description Unit 62 and Accessory Unit 62 Deposited

Plan 204093

Proprietors

Susie Zhen, Mark Zhen

________________________________________________________________________________________

The above estates are subject to the reservations, restrictions, encumbrances, liens and interests noted
below and on the relevant unit plan and supplementary record sheet

C192714.2 Bond pursuant to Section XX Local Government Act 1974 – 25.9.1990 at 9.02 am
10291445.3 Mortgage to Bank of New Zealand – 22.12.2015 at 1:29 pm

BUILDING LINE RESTRICTION (4M AWAY FROM BACK BOUNDARY)

HERITAGE TREE AT THE FRONT

_____________________________________________________________________________________

Transaction Id 14938158 Search Copy Dated 7/82/2018 3:11 pm, Page 1 of 8

Client Reference pjameso001 Register Only

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 NZ Certificate in Real Estate L4 (Salesperson) Property Portfolio – Inspection and Appraisal

Sales data for 62/8 Franklin Street, Birchville

Note: This data printout shows ‘0’ for the Land area of some properties. This does not mean the flat has no land. It just means that there is ‘No record’ for
the land area. Also, The ‘Last Sale Date’ for ‘Recent Sales’ is shown without a year date. ’11-Aug-last’ means the previous 11 Aug from today’s date. (e.g., if today’s
date is 14 April 2020, ’11 Aug last’ is 11 Aug 2019).

Address Suburb Town Capital Land Last Sale Last Sale Land Floor Brm Bath Gar Rates $ Weekly
value $ value $ Date Price $ area m2 area m2 rental $
Subject property
62/8 Franklin Street Birchville Northbank 625,000 355,000 13-Dec-15 500,000 0 120 3 2 1 1,236.42
Recent sales
22/8 Franklin Street Birchville Northbank 625,000 03-Apr-last 589,000 0 120 2 1 2 1,236.42
o/o
3/8 Franklin Street Birchville Northbank 655,000 16-Mar-last 645,000 0 136 3 2 2 1,288.37
o/o
11/8 Franklin Street Birchville Northbank 625,000 15-Dec-last 600,000 0 120 2 1 2 1,236.42 $520
52/8 Franklin Street Birchville Northbank 625,000 06-Jun-last 571,000 0 120 2 1 2 1,236.42
o/o
60/8 Franklin Street Birchville Northbank 625,000 25-Oct-last 650,000 0 138 3 2 2 1,236.42 $570
66/8 Franklin Street Birchville Northbank 625,000 26-Sep-last 635,000 0 118 3 2 1 1,236.42
o/o
37/8 Franklin Street Birchville Northbank 625,000 11-Aug-last 600,000 0 120 3 2 1 1,236.42 $545
10/8 Franklin Street Birchville Northbank 620,000 01-Aug-last 573,500 0 120 3 2 1 1,236.42
o/o

Currently for sale

62 Vercoe Road Birchville Northbank 440,000 450
28 Abbots St Birchville Northbank 1,035,000 495,000 04-Mar-08 538,000 738 230 4 2
5 Beeley Place Birchville Northbank 870,000 540,000 29-Jan-16 898,000 893 140 4 1
46/7 Franklin Street Birchville Northbank 625,000 14-Jan-16 583,000 0 120 3 2 1 1,236.42

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Data tables to include in Appraisal document

These tables will need to be copied and pasted into the appraisal document. You will need to
insert the year into ‘Last sale date’.

Subject property

62/8 Franklin Street Birchville Northbank

Last sale $ 500,000 Beds 3

price
Last sale 13-Dec-15 Baths 2
date
Floor area 120 m2 Garages 1
Land area Deck Y
Capital value $ 625,000 Walls Cedar weatherboard and
Hardiflex fibre cement
cladding
Land value $ 355,000 Roof Decramastic-type coated
metal tile
Year Built 2001 Improvements $270,000

Recent sales

22/8 Franklin Street Birchville Northbank

Last sale $ 589,000 Beds 2

price
Last sale 03-Apr-last Baths 1
date
Floor area 120 m2 Garages 2
Land area Deck Y
Capital value $ 625,000 Walls Roughcast/Weatherboard
Land value $ 355,000 Roof Steel/G-iron
Year Built 2001 Improvements $270,000

3/8 Franklin Street Birchville Northbank

Last sale $ 645,000 Beds 3

price
Last sale 16-Mar-last Baths 2
date
Floor area 136 m2 Garages 2
Land area Deck Y
Capital value $ 655,000 Walls Roughcast/Weatherboard

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Land value $ 355,000 Roof Steel/G-iron

Year Built 2001 Improvements $300,000

11/8 Franklin Street Birchville Northbank

Last sale $ 600,000 Beds 2

price
Last sale 15-Dec-17 Baths 1
date
Floor area 120 m2 Garages 2
Land area Deck Y
Capital value $ 625,000 Walls Roughcast/Weatherboard
Land value $ 355,000 Roof Steel/G-iron
Year Built Improvements $270,000

52/8 Franklin Street Birchville Northbank

Last sale $ 571,000 Beds 2
price
Last sale 6-Jun-17 Baths 1
date
Floor area 120 m2 Garages 2
Land area Deck Y
Capital value $ 625,000 Walls Roughcast/Weatherboard
Land value $ 325,000 Roof Steel/G-iron
Year Built 2002 Improvements $300,000

60/8 Franklin Street Birchville Northbank

Last sale $ 650,000 Beds 3

price
Last sale 25-Oct-17 Baths 2
date
Floor area 138 m2 Garages 2
Land area Deck Y
Capital value $ 625,000 Walls Roughcast/Weatherboard
Land value $ 355,000 Roof Steel/G-iron
Year Built Improvements $270,000

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66/8 Franklin Street Birchville Northbank

Last sale $ 635,000 Beds 3

price
Last sale 26-Sep-last Baths 2
date
Floor area 118 m2 Garages 1
Land area Deck Y
Capital value $ 625,000 Walls Roughcast/Weatherboard
Land value $ 355,000 Roof Steel/G-iron
Year Built 2002 Improvements $270,000

37/8 Franklin Street Birchville Northbank

Last sale $ 600,000 Beds 3

price
Last sale 11-Aug-last Baths 2
date
Floor area 120 m2 Garages 1
Land area Deck Y
Capital value $ 625,000 Walls Roughcast/Weatherboard
Land value $ 355,000 Roof Steel/G-iron
Year Built 2001 Improvements $270,000

10/8 Franklin Street Birchville Northbank

Last sale $ 573,500 Beds 3
price
Last sale 1-Aug-last Baths 2
date
Floor area 120 m2 Garages 1
Land area Deck Y
Capital value $ 620,000 Walls Roughcast/Weatherboard
Land value $ 355,000 Roof Steel/G-iron
Year Built 2001 Improvements $265,000

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Currently for sale

28 Abbots Street Birchville Northbank

Last sale $ 538,000 Beds 4

price
Last sale 4-Mar-08 Baths 2
date
Floor area 230 m2 Garages
Land area 738 m2 Deck
Capital value $ 1,035,000 Walls Brick
Land value $ 495,000 Roof Tiles
Year Built 1980 Improvements $540,000
List price: offers over $960,000

5 Beeley Place Birchville Northbank

Last sale $ 898,000 Beds 4

price
Last sale 29-Jan-16 Baths 1
date
Floor area 140 m2 Garages 2
Land area 893 m2 Deck
Capital value $ 870,000 Walls Fibrolite
Land value $ 540,000 Roof Iron
Year Built 1970 Improvements $330,000
List price: $870,000

46/8 Franklin Street Birchville Northbank

Last sale $ 583,000 Beds 3

price
Last sale 14-Jan-16 Baths 2
date
Floor area 120 m2 Garages 2
Land area Deck
Capital value $ 625,000 Walls
Land value $ 325,000 Roof
Year Built 2002 Improvements $300,000
List price: offers over 640,000

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Other background information for appraisal of 62/8 Franklin Street

Property Rates Maintenance Insurance Property Body

(for individual (for Management Corporate
unit) individual fees
unit)

62/8 Franklin $1,236.42 $945.00 $725.00 (6%) $1,700.40 $850.00

Street

11/8 Franklin $1,236.42 $800.00 $750.00 (6%) $1,622.40 $850.00

Street

60/8 Franklin $1,236.42 $1,350.00 $765.00 (7%) $2,074.80 $850.00

Street

37/8 Franklin $1,236.42 $1,265.00 $735.00 (5%) $1,417.00 $850.00

Street

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US 23140 v7 | Assessment – Part 2

Unit Standard 23140

Demonstrate knowledge of and develop marketing plans for real

estate, qualify customers, and present properties for sale
Level 4 | Credits 5 | Version 7

Assessment – Part 2

Learner Name (First / Last) Savreena

Company / Employer Click to type your company or employer name

NSN (if known) 149478070 Student ID number

149478070

Phone Number Click to type your phone no, Email address

simi66.sk@gmail.com

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© Ignite Colleges 2023

US 23140 v7 ed1.1
Moderated and approved: Aug 2023
www.ignitecolleges.ac.nz

This document and its contents are not to be distributed to anyone other than Ignite’s intended recipients. It
cannot be copied or otherwise reproduced unless written permission is given by Ignite Colleges.

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Assessor Instructions

Introduction
Welcome to the assessment for Unit Standard 23140 – Demonstrate knowledge of and
develop marketing plans for real estate, qualify customers, and present properties for sale.
The assessment covers:
• marketing options for the sale of properties;
• client, marketing plans and budgets to market properties;
• an agency agreement for the sale of a property;
• promotional material;
• disclosure obligations to customers;
• qualifying customers in terms of purchasing requirements; and
• appropriate techniques and presenting property options that meet the needs, wants,
and expectations of the qualified customer.

NZQF Level 4 guidelines – performance expected

The knowledge, skills and application columns describe what the learner is expected to
know, do and be at a particular level. The term ‘application’ includes responsibility,
behaviours, attitudes, attributes, and skill level.
This is a Level 4 unit standard. Learners are expected to have a broad operational and
theoretical knowledge in a field of work or study.

Level Skills Application

4 Select and apply solutions to familiar and Self-management of learning and

sometimes unfamiliar problems performance under broad
guidance
Select and apply a range of standard and
non-standard processes relevant to the Some responsibility for
field of work or study performance of others

Pre-requisites – nil.

Definitions
Term Definition

Approved guides The two approved guides developed by the Real Estate Authority
covering an agency agreement, and a sale and purchase agreement.

Agency An agreement under which an agent is authorised to undertake real

agreement estate agency work for a client in respect of a transaction.

Client The person on whose behalf an agent carries out real estate agency
work.

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The Code The Real Estate Agents Act (Professional Conduct and Client Care) Rules 2012.
Within the real estate industry, this may also be referred to as the Code of Conduct.

Customer A person who is a party or potential party to a transaction and

excludes prospective client and client.

Industry All actions by licensees must comply with relevant professional

requirements standards, legislation, and rules made under the provision of
applicable legislation.
For the purpose of this unit standard industry requirements also
includes complying with any relevant local authority regulations.

Property (or) A residential, rural, commercial, or industrial property, a business, or

properties land.

Prospective client A person who is considering or intending to enter into an agency

agreement with an agent to carry out real estate agency work.

Stigmatised A property that buyers or tenants may shun for reasons that are
property unrelated to its physical condition or features. These can include
death of an occupant, murder, suicide, serious illness such as AIDS,
and belief that a house is haunted.

Assessment conditions and resources

All activities must comply with relevant environmental, legislative, and/or regulatory
requirements set out in the:
• Anti-Money Laundering and Countering Financing of Terrorism Act 2009;
• Consumer Guarantees Act 1993;
• Contract and Commercial Law Act 2017;
• Fair Trading Act 1986;
• Human Rights Act 1993;
• Health and Safety at Work Act 2015;
• Overseas Investment Act 2005;
• Overseas Investment Regulations 2005;
• Privacy Act 2020;
• Property Law Act 2007;
• Property (Relationships) Act 2007;
• Real Estate Agents Act 2008;
• Real Estate Agents Act (Professional Conduct and Client Care) Rules 2012;
• Residential Tenancies Act 1986;
• Unit Titles Act 2010;
• Unit Titles Regulations 2011;
• Local authority regulations;
and all subsequent amendments and replacements.

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Assessment tasks

Learning Outcome Performance Written

Criteria Assessment tasks
1. Explain marketing options for the sale of Part 1
properties. 1.1
Task 1

2. Develop, and explain to a prospective client, Part 2

2.1 – 2.2
marketing plans and budgets to market Tasks A1, A2
properties.
Part 2
2.3
Task B
3. Complete, and explain to a prospective client, Part 1
3.4
an agency agreement for the sale of property. Tasks 3 – 7
Part 2
3.1 – 3.7
Task C
4. Develop promotional material.
Range – promotional material includes but is not Part 2
4.1 – 4.2
limited to – digital marketing, sign board, print Task D
media.
5. Explain disclosure obligations to customers. Part 1
5.1
Task 2
6. Demonstrate knowledge of qualifying customers Part 1
6.1, 6.3, 6.4
in terms of purchasing requirements. Tasks 8 – 10
Part 2
6.2
Task E
7. Develop appropriate techniques and present
Part 1
property options that meet the needs, wants, 7.1 – 7.2
Tasks 11 – 12
and expectations of the qualified customer.

Written tasks
It is an open book assessment.

What will I achieve

Unit Title
Level Credits Version
Standard

Demonstrate knowledge of and develop

23140 marketing plans for real estate, qualify 4 5 7
customers, and present properties for sale

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A copy of the unit standard can be found on the NZQA website

www.nzqa.govt.nz.

Once the learner has successfully completed all the assessment tasks, these unit standards
will be registered on their Record of Achievement (RoA) on the New Zealand Qualifications
Framework (NZQF).

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Written tasks and sample answers

US 23140 LO 1 – LO 7

For this assessment you may use either –

• Relevant documentation from your own agency
Note If you work for a real estate company, they may use different processes and
guidelines for marketing strategies and promotional materials. You can use your
company's own forms and documentation for this assessment, as long as they
comply with legal requirements.

Or,

• Greenfields Real Estate documents

You can access these in this document – and below
in the Greenfields | Document Library or the
Greenfields | Property Database.

KEYPOINT
Once you have opened this file, Save As –
23140 Assessment Part 2 [ your name ]

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Part 2 | Developing marketing plans and budgets, completing an

agency agreement, and presenting properties for sale
Typically, real estate agencies adopt their own processes and documents for marketing
plans, budget, agency agreements and presentation of properties for sale. However, they
should all contain the same essential elements.
In Part 2 of this assessment, use the information on the two (2) properties you appraised in
Unit Standard 26148 Demonstrate and apply knowledge of inspection and appraisal for real
estate property and qualify prospective clients and complete the following Tasks A – E.

Part 2 Property A Property B

49 Te Kaha Crescent 62/8 Franklin Street
Tasks to complete (with a price) (without a price)

Task A Evidence you need to provide

Task A Task A1 Task A2

Marketing plan and budget Marketing plan & budget Marketing plan & budget
Develop a marketing plan
and budget for the two (2)
properties

Task B Evidence you need to provide

Task B1 Task B1-1 Task B1-2

Prepare a plan to explain the Presentation Plan Presentation Plan
marketing plan and budget
for the two (2) properties
Task B2 – Role Play Task B2-1 Task B2-2
Present and explain the Presentation & notes Presentation & notes
marketing plan and budget to (or recording) (or recording)
prospective clients for the Save as: Save as:
two (2) properties 23140_B2-1_[ your name ] 23140_B2-2_[ your name ]

Task B2 – Role Play (cont.) Verification Checklist Verification Checklist

Verifier completes Verification found in 23140 Verifier found in 23140 Verifier
Checklist Guide Guide

Task C Evidence you need to provide

Task C – Agency Task C1

Agreement Agency Agreement and
Prepare an agency completed Property
agreement for one (1) Description
property

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Task C2 – Role Play Task C2

Present and explain the Presentation and notes
agency agreement to the (or recording)
prospective client Save as:
23140_C2_[ your name ]

Task C2 – Role Play (cont.) Verification Checklist

Verifier completes Verifier found in 23140 Verifier
Checklist Guide

Task D Evidence you need to provide

Task D1 – Webpage Task D1.1 Task D1.2

Prepare for the (2) properties

Task D2 – sign board Task D2.1 Task D2.2

Prepare for the (2) properties

Task D3 – ½ page print Task D3.1 Task D3.2

media
Prepare for the (2) properties

Task E Evidence you need to provide

Tasks to complete Discussion to qualify a customer

Task E1 – Role Play Task E1

Conversation with a customer Transcript (written – notes, photo scan) or audio recording)
of the conversation (what was asked and the answers)
Save as: 23140_E1_[ your name ]

Task E1 – Role Play (cont.) Verification Checklist found in 23140 Verifier Guide
Verifier completes Verifier
Collect the completed 23140 Verifier Guide PDF file
Checklist
from your verifier and upload it, ready for marking.

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Greenfields Document Library – Supporting resources

There are documents in Greenfields Document Library, for your use.

Other resources
23140 Verifier Guide (includes Greenfields Property Description)

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US 23140 v7 | Assessment – Part 2

Task A – Marketing plan and budget PC 2.1, 2.2

You will be developing a marketing plan and budget for two (2) properties –
§ Task A1: Property A – 49 Te Kaha Crescent
(one off the properties you appraised in Unit 26148, with a price), and
§ Task A2: Property B – 62/8 Franklin Street
(one of the properties you appraised in Unit 26148, without a price).
Refer to the file: Greenfields Property Portfolio – Inspection & Appraisal – for key
information. You can access this file in Greenfields | Document Library.
Also refer to the Marketing Plan Pricelist overleaf.

Part 2 – Task A Evidence you need to provide

Tasks to complete Property A Property B

49 Te Kaha Crescent 62/8 Franklin Street
(with a price) (without a price)

Task A Task A1 Task A2

Marketing plan & budget Plan – for Marketing plan Plan – for Marketing plan
& budget presentation & budget presentation
Develop a marketing plan
and budget for the two (2)
properties

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For Task A & Task B – Price List for Marketing Plan and Budget Presentation

Marketing Plan – Price List

Note: These costs are fictional. These costs include GST.

Print costs

Northern Courier Homes (newspaper real estate

section)

¼ page advertisement $250.00

½ page advertisement $500.00

Newsletter to targeted contacts on company database complimentary

A4/A5 flyers single sided colour complimentary

Just listed letters complimentary

Digital marketing

trader.co.nz package (feature listing) $250.00

trader.co.nz package (standard listing) $150.00

realsales.co.nz package $100.00

complimentary
listing on agency website (greenfields.co.nz)

View2see website listing complimentary

Facebook Sponsored Post (per post) $150.00

Photography $400.00

Video walkthrough $800.00

Other

Auctioneer’s Fee $500.00

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Task A1
Develop a marketing plan and budget for a property (with a price)
Property A – 49 Te Kaha Crescent PC 2.1

Develop a marketing plan and budget for this property you

appraised in Unit Standard 26148. This property will be
marketed with a price. This may include auction, tender,
deadline sale, or expression of interest.
Ensure the plan and budget meet the needs of the client you
identified in the appraisal process for Unit 26148. Also include –
• key reasons for selling
• impact of these reasons on the asking price
• prospective clients’ initial ideas on price range (if any)
• prospective clients’ preferred financial arrangements
and timeframes for the sale of the property
• prospective clients’ marketing preferences.

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Task A1 (cont.) Marketing Plan and Budget Presentation

Plan – Marketing Plan Presentation

Proposed Plan – for the Marketing Plan and Budget Presentation

– explanation of the marketing plan and budget for Property A

Plan your explanation to the prospective client of the marketing plan and budget you
prepared. You may use bullet points if you wish.

Address of property 49 Te Kaha Crescent

þ Marketed with a price

☐ Marketed without a price

Explanation of plan and budget including reason(s) for choices

Target market
Our target market comprises of potential homebuyers within the Northern Courier Homes
readership area. This demographic typically consists of individuals or families looking to
purchase residential properties, particularly in the nearby areas.
Recommended sale method
Private treaty - with a price
Proposed sale timeline
We propose a sale timeline of six months, aiming to capitalize on current market conditions
and seasonal trends for optimal property visibility and buyer interest, however timeline is
flexible.
Proposed marketing method and budget
Our marketing plan focuses on maximizing exposure through various channels while
remaining cost-effective. Here's a breakdown of the proposed marketing methods and their
associated budgets:
1. Print Costs:
• ¼ page advertisement in Northern Courier Homes: $250.00
• ½ page advertisement in Northern Courier Homes: $500.00
2. Digital Marketing:
• Trader.co.nz feature listing package: $250.00
• Trader.co.nz standard listing package: $150.00
• Realsales.co.nz package: $100.00
• Facebook Sponsored Post (per post): $150.00
• Photography: $400.00
• Video walkthrough: $800.00

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3. Other:
53.1
• Auctioneer’s Fee: $500.00
4. Complimentary Items:
• Newsletter to targeted contacts on company database
• A4/A5 flyers single-sided color
• Just listed letters
• Listing on agency website (greenfields.co.nz)
• View2see website listing

Proposed marketing budget

Proposed Marketing Budget:
Category Cost (incl. GST)

Print Costs $750.00

Digital Marketing $1850.00

Other $500.00
Total Proposed Marketing Budget $3100.00
Explanation of Plan and Budget Including Reason(s) for Choices:
• Target Market: The selected marketing channels are tailored to reach our target
demographic effectively, balancing traditional print media with digital platforms to
maximize visibility.
• Recommended Sale Method: Private treaty, with a price
• Proposed Sale Timeline: Our chosen timeline aligns with market trends and
seasonal fluctuations to capitalize on peak buyer activity and maximize property
visibility.
• Proposed Marketing Method and Budget: The proposed marketing methods
were selected based on their ability to reach our target market efficiently while
remaining within our budget constraints. We prioritized platforms with high
audience engagement and cost-effective advertising options to optimize our
marketing spend.

All prices include GST Total: 3100

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Task A1 (cont.) – Marketing Plan and Budget Presentation (cont.)

– refer to Marketing Plan Price List

Plan – Marketing Plan Presentation

Proposed Marketing Budget

Print costs

Northern Courier Homes (newspaper real estate section):

¼ page advertisement $250.00

½ page advertisement $500.00

Digital marketing

trader.co.nz package:

Feature listing $250.00

Standard listing $150.00

realsales.co.nz package $100.00

Facebook Sponsored Post (per post) $150.00

Photography $400.00

Video walkthrough $800.00

Other

0.00

54.1

All prices include GST Total: $2800.00

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Task A1 (cont.) – Marketing Plan and Budget Presentation (cont.)

Plan – for Marketing Plan Presentation

Proposed marketing calendar

Week Monday Tuesday Wednesday Thursday Friday Saturday Sunday

Week 0 5-Feb-24 6-Feb-24 7-Feb-24 8-Feb-24 9-Feb-24 10-Feb-24 11-Feb-24
Develop Marketing Plan print ad content Design digital Schedule social Coordinate with Prepare property Review Marketing
Strategy marketing materials media posts photographer for brochures Materials
shoot

Week 1 12-Feb-24 13-Feb-24 14-Feb-24 15-Feb-24 16-Feb-24 17-Feb-24 18-Feb-24

Review property Finalize print ad Create social media Identify target Prepare property Print property flyers Review Marketing
details design content calendar audience listing descriptions Materials

Week 2 19-Feb-24 20-Feb-24 21-Feb-24 22-Feb-24 23-Feb-24 24-Feb-24 25-Feb-24

Continue engaging Monitor the Analyze marketing Coordinate with the Coordinate with the Participate in local Review whole week
with the local performance of analytics to gain real estate agent to videographer to community events or marketing initiatives
community on social digital marketing insights into schedule and shoot and edit a networking
media platforms to campaigns and audience behavior conduct property professional video opportunities to
maintain brand adjust targeting or and preferences, tours for potential walkthrough of the promote the property
visibility and build messaging as informing future buyers. property. and connect with
relationships. needed to optimize marketing strategies. potential buyers.
results
Week 3 26-Feb-24 27-Feb-24 28-Feb-24 29-Feb-24 1-Mar-24 2-Mar-24 3-Mar-24
Analyze print Refine social media Optimize digital Collaborate with the Coordinate with the Participate in local Review whole week
advertising content based on marketing strategies real estate agent to videographer to community events to marketing initiatives
effectiveness and engagement metrics based on schedule and finalize the property network and promote
adjust strategy and audience performance data conduct property video for marketing the property auction.
accordingly. feedback. and audience showings. purposes.
targeting.

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Week 4 4-Mar-24 5-Mar-24 6-Mar-24 7-Mar-24 8-Mar-24 9-Mar-24 10-Mar-24

Finalize all print Analyze social media Review overall Host property Prepare the sales Evaluate the Review the
advertising materials engagement metrics marketing showings for agreement effectiveness of marketing Campaign
and distribute them and adjust content performance and interested buyers marketing efforts for
as planned. strategy for identify areas for and provide detailed future planning.
maximum reach. improvement or information about
adjustment. the price.

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Task A2
Develop a marketing plan and budget for a property (without a price)
Property B – 62/8 Franklin Street PC 2.2

Develop a marketing plan and budget for this property you

appraised in Unit Standard 26148. This property will be
marketed without a price. This may include auction, tender,
deadline sale, or expression of interest.
Ensure the plan and budget meet the needs of the client you
identified in the appraisal process for Unit 26148. Also include –
• key reasons for selling
• impact of these reasons on the asking price
• prospective clients’ initial ideas on price range (if any)
• prospective clients’ preferred financial arrangements
and timeframes for the sale of the property
• prospective clients’ marketing preferences.

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Task A2 (cont.) Marketing Plan and Budget Presentation

Plan – Marketing Plan Presentation

Proposed Plan – for the Marketing Plan and Budget Presentation

– explanation of the marketing plan and budget for Property B

Plan your explanation to the prospective client of the marketing plan and budget you
prepared. You may use bullet points if you wish.

Address of property 62/8 Franklin Street

☐ Marketed with a price þ Marketed without a price

Explanation of plan and budget including reason(s) for choices

Target market
Our target market includes prospective buyers, comprising potential buyers who are
actively searching for properties in the nearby area.
Recommended sale method
We recommend utilizing a sale method such as auction, tender, deadline sale, or
expression of interest to generate competitive interest and maximize the property's
perceived value among potential buyers. 58.1

Proposed sale timeline

Our proposed sale timeline spans 6 months, allowing sufficient time for marketing
activities, buyer inquiries, and negotiation processes to achieve the best possible outcome
for the client.
Proposed marketing method and budget
Our proposed marketing method includes a comprehensive approach utilizing a mix of
traditional and digital channels to reach a wide audience of potential buyers.
Proposed marketing budget

Category Cost (incl. GST)

Print Advertising $1,500.00
Digital Marketing $2,000.00
Photography $800.00
Videography $1,200.00
Auctioneer's Fee $1,500.00
Other Expenses $500.00
Total Proposed Marketing $7,500.0
Budget 0

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All prices include GST Total: $7,500

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Task A2 (cont.) – Marketing Plan and Budget Presentation (cont.)

– refer to Marketing Plan Price List

Plan – Marketing Plan Presentation

Proposed Marketing Budget

Print costs

Newspaper Advertisement $1500.00

Brochures and Flyers $1000.00

Signage $500.00

Digital marketing

Social Media Advertising $1500.00

Website Listing $500.00

Email Marketing $500.00

Other

Photography $1000.00

Videography $1500.00

All prices include GST Total: $7500.00

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Task A2 (cont.) – Marketing Plan and Budget Presentation (cont.)

Plan – for Marketing Plan Presentation

Proposed marketing calendar

Week Monday Tuesday Wednesday Thursday Friday Saturday Sunday

Week 0 5-Feb-24 6-Feb-24 7-Feb-24 8-Feb-24 9-Feb-24 10-Feb-24 11-Feb-24
Develop marketing Research target Plan print Design digital Coordinate with Prepare property Review and finalize
strategy market advertising marketing materials photographers/videographers brochures and marketing materials
demographics campaign flyers

Week 1 12-Feb-24 13-Feb-24 14-Feb-24 15-Feb-24 16-Feb-24 17-Feb-24 18-Feb-24

Publish social Implement digital Arrange property Follow up with Distribute property flyers Host open house Advertise open
media content marketing viewings potential buyers event house on social
campaigns media

Week 2 19-Feb-24 20-Feb-24 21-Feb-24 22-Feb-24 23-Feb-24 24-Feb-24 25-Feb-24

Monitor digital Analyze marketing Conduct property Shoot and edit Network with potential buyers Update website Review and
marketing analytics for tours and property videos at local events with property listing finalize marketing
campaign optimization inspections materials
performance

Week 3 26-Feb-24 27-Feb-24 28-Feb-24 29-Feb-24 1-Mar-24 2-Mar-24 3-Mar-24

Evaluate print Refine social Adjust digital Adjust digital Collaborate with real estate Coordinate with Finalize print
advertising media content marketing marketing agent for feedback auctioneer for advertising
effectiveness based on strategies as strategies as auction event materials
engagement needed needed planning
metrics

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Week 4 4-Mar-24 5-Mar-24 6-Mar-24 7-Mar-24 8-Mar-24 9-Mar-24 10-Mar-24

Analyze social Review overall Host final property Prepare for Evaluate marketing efforts Auction property to Assess
media engagement marketing showings property auction and outcomes potential buyers effectiveness of
and metrics performance event Campaign

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Evidence I have completed – Tick

Task A1 The Marketing plan and budget for sale of property –

with a price
Property 1 – 49 Te Kaha Crescent
þ
Task A2 The Marketing plan and budget for sale of property –
without a price
Property 2 – 62/8 Franklin Street
þ

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Task B – Discussion plan, and role play presentation PC 2.3

to explain the marketing proposals for two (2) properties

About Task B1
You will need to explain the Marketing Plan and Budget you have already completed in Task
A. You will need to do this for two (2) properties –
• Property A – 49 Te Kaha Crescent (with a price), and
• Property B – 62/8 Franklin Street (without a price).

About Task B2
Role Play – you will then simulate a meeting to present a plan for each property (as a role
play with a verifier). For the two (2) role plays, you will act as the ‘real estate salesperson’ and
a verifier will act as the ‘prospective client’.
Verification – the verifier then completes the Verification Checklist for each role play to verify
your competence in this task.

Note If you are completing this qualification –

• in the workplace
your verifier will be your branch manager, agent licensee or trainer;
• through a training provider
your verifier will be your tutor.
If you are unsure who to use for your verifier, please contact your assessor.

Part 2 – Task B Evidence you need to provide

Tasks to complete Property A Property B

49 Te Kaha Crescent 62/8 Franklin Street
(with a price) (without a price)

Task B1 Task B1-1 Task B1-2

Prepare a plan to explain the Discussion preparation Discussion preparation
marketing plan and budget
for the two (2) properties
Task B2 – Role Play Task B2-1 Task B2-2
Present and explain the Presentation & notes Presentation & notes
marketing plan and budget to (or recording) (or recording)
prospective clients for the Save as: Save as:
two (2) properties 23140_B2-1_[ your name ] 23140_B2-2_[ your name ]

Task B2 ( cont.) – Role Play Verification Checklist Verification Checklist

Verifier completes Verification found in 23140 Verifier found in 23140 Verifier
Checklist Guide Guide

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Task B1-1 Discussion preparation – for the marketing plan and budget
for Property A – 49 Te Kaha Crescent (with a price)

Task

Briefly explain what advice you would give the prospective client when you meet them to
discuss the marketing plan and budget you have already completed in Task 1. Include
reasons for your choices and the resulting proposals you have made, and key points you
would need to provide when you present and discuss your plan and budget with a prospective
client. You may use bullet points if you wish. Your explanation should meet industry
requirements.

Target Market
The target market for Property A – 49 Te Kaha Crescent consists of potential buyers who
match the demographic profile and preferences most likely to be interested in the property.
This includes individuals or families who are seeking a property with suburban home. The
marketing plan and budget are tailored to effectively reach and engage this target market,
ensuring maximum exposure and interest in the property.

Method of sale
Private Treaty

Proposed sale timeline

6 months

Proposed marketing method and budget

The proposed marketing method for Property A – 49 Te Kaha Crescent includes a combination
of traditional and digital marketing channels such as print advertising, online listings, social
media advertising, and professional photography/videography. The total proposed marketing
budget is $3,300.

Proposed marketing calendar

The proposed marketing calendar for Property A – 49 Te Kaha Crescent includes a detailed
schedule of marketing activities spread across 4 weeks leading up to the sale. Activities
include print advertising placements, social media content creation and posting, property
viewings, open houses, and other promotional events.

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Task B2-1 Role play | Present and explain the marketing plan and budget
for Property A – 49 Te Kaha Crescent (with a price)

Introduction
The purpose of this role-play interaction is for you to show you can present a marketing plan
and budget to a prospective client and explain key aspects to them, including reasons for
choices you made in preparing the proposal. The ‘key aspects’ are identified in the Scenario
Card – for presentation of marketing proposal.

Task
You will need to –
1. Set up a role-play meeting with your verifier (acting as a ‘ prospective client’) where
you will present and explain the marketing plan and budget you have prepared for
Property A – 49 Te Kaha Crescent property.
2. Refer to the Scenario Card – for presentation of the marketing proposal, and use
this a guide, as you will be acting as a ‘salesperson’.
3. Give a copy of the 23140 Verifier Guide to your verifier who will act as the
‘prospective client’ well in advance of the role play, so they become familiar with the
property and understand what is required.
4. Present the marketing plan and budget; and explain, giving reasons for your choices
and the resulting proposals you have made. Your explanation should meet industry
requirements.
5. Take a photo or electronic copy of the notes (or recording) you took during the role
play.
Save as 23140_B2-1_[ your name ]

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Task B2-1 Scenario Card for presentation of marketing proposal

for Property A – 49 Te Kaha Crescent (with a price)

Introduction
The purpose of this discussion is for you to demonstrate that you can explain key aspects of
the marketing plan and budget to a prospective client, including reasons for the choices you
made in the proposal.
You will need to carry out a role play using this scenario card, for –
§ Property A – 49 Te Kaha Crescent (with a price).
Use the Scenario Card below as a guide, as you will be acting as a ‘salesperson’.

1 Scenario Card
– for presentation of the marketing proposal
For LEARNER acting as
‘SALESPERSON’

Situation | for Property A – 49 Te Kaha Crescent

You have arranged a meeting with the prospective client to discuss the marketing plan and
budget you have prepared for their property.

Your role
Your role is to present the ‘prospective client’ (verifier) with the documentation you have
prepared as part of your marketing proposal and give them a good understanding of the
content of the plan and budget, including your reasons for making the choices you have.

What you need to do

Speak to the ‘prospective client’ (verifier) and take notes during the discussion in a diary or
notebook. You need to –

§ Present your marketing plan and budget to the ‘prospective client’.

§ Explain the key elements of the marketing plan and budget and give reasons for
the choices you have made. You need to refer to the –

o target market
o recommended sale method
o proposed sale timeline and calendar
o proposed marketing method and related budget.

Your explanation must meet industry requirements.

Assessment starts from the time the discussion starts until it finishes.

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Task B2-1 Verification of presentation

for Property A – 49 Te Kaha Crescent (with a price)

About the verifier’s role

The verifier will take part in the discussion with you. They will need
to refer to and use their own Scenario Card provided for them in
their 23140 Verifier Guide.
Your Verifier will need to complete a Verifier Checklist for –
• B2-1 | Verification Checklist
for Property A – 49 Te Kaha Crescent (with a price), and
to verify your competence in this task.

What the verifier needs

The Verifier’s Task B Role Play Scenario Card and Verification Checklists (one for each
property) are provided in the 23140 Verifier Guide – you can find the guide in Greenfields |
Document Library.

REMEMBER
Give a copy of the 23140 Verifier Guide to your verifier well in advance of
the role play, so they become familiar with the property and understand
what is required.

After the role play

Immediately after the role play discussion your verifier needs to complete the Verification
Checklist in their 23140 Verifier Guide.

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Task B1-2 Discussion Plan – for marketing plan and budget

for Property B – 62/8 Franklin Street (without a price)
Task

Briefly explain what advice you would give the prospective client when you meet them to
discuss the marketing plan and budget you have already completed in Task 1. Include
reasons for your choices and the resulting proposals you have made, and key points you
would need to provide when you present and discuss your plan and budget with a prospective
client. You may use bullet points if you wish. Your explanation should meet industry
requirements.

Target Market
Our target market includes prospective buyers, comprising potential buyers who are actively
searching for properties in the nearby area..
Method of sale
Auction without a fixed price range and with a deadline date because of the property's
characteristics, location within a gated community complex, and the recent recladding with a
Code Compliance Certificate issued an auction could be a suitable method of sale.

Proposed sale timeline

Our proposed sale timeline spans 6 months, allowing sufficient time for marketing activities,
buyer inquiries, and negotiation processes to achieve the best possible outcome for the client.

Proposed marketing method and budget

Our proposed marketing method includes a comprehensive approach utilizing a mix of
traditional and digital channels to reach a wide audience of potential buyers.

Proposed marketing budget

Category Cost (incl. GST)

Print Advertising $1,500.00

Digital Marketing $2,000.00

Photography $800.00

Videography $1,200.00

Auctioneer's Fee $1,500.00

Other Expenses $500.00

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Total Proposed Marketing Budget $7,500.00

All prices include GST Total: $7,500

Proposed marketing calendar

The proposed marketing calendar includes a detailed schedule of marketing activities spread
across 4 weeks leading up to the sale. Activities include print advertising placements, social
media content creation and posting, property viewings, open houses, and other promotional
events

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Task B2-2 Role play | Present and explain the marketing plan and budget
for Property B – 62/8 Franklin Street (without a price)

Introduction
The purpose of this role-play interaction is for you to show you can present a marketing plan
and budget to a prospective client and explain key aspects to them, including reasons for
choices you made in preparing the proposal. The ‘key aspects’ are identified in the Scenario
Card – for presentation of marketing proposal.

Task
You will need to –
1. set up a role-play meeting with your verifier (acting as a ‘ prospective client’) where
you will present and explain the marketing plan and budget you have prepared for
Property B – 62/8 Franklin Street property.
2. Refer to the Scenario Card – for presentation of the marketing proposal, and use
this a guide, as you will be acting as a ‘salesperson’.
3. Give a copy of the 23140 Verifier Guide to your verifier who will act as the
‘prospective client’ well in advance of the role play, so they become familiar with the
property and understand what is required.
4. Present the marketing plan and budget; and explain, giving reasons for your choices
and the resulting proposals you have made. Your explanation should meet industry
requirements.
5. Take a photo or electronic copy of the notes (or recording) you took during the role
play.
Save as: 23140_B2-2_[ your name ]

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Task B2-2 Scenario Card for presentation of marketing proposal

for Property B – 62/8 Franklin Street (without a price)

Introduction
The purpose of this discussion is for you to demonstrate that you can explain key aspects of
the marketing plan and budget to a prospective client, including reasons for the choices you
made in the proposal.
You will need to carry out a role play using this scenario card, for –
§ Property B – 62/8 Franklin Street (without a price).
Use the Scenario Card below as a guide, as you will be acting as a ‘salesperson’.
Note: is the same scenario you used for Property A.

2 Scenario Card
– for presentation of the marketing proposal
For LEARNER acting as
‘SALESPERSON’

Situation | for Property B – 62/8 Franklin Street

You have arranged a meeting with the prospective client to discuss the marketing plan and
budget you have prepared for their property.

Your role
Your role is to present the ‘prospective client’ (verifier) with the documentation you have
prepared as part of your marketing proposal and give them a good understanding of the
content of the plan and budget, including your reasons for making the choices you have.

What you need to do

Speak to the ‘prospective client’ (verifier) and take notes during the discussion in a diary or
notebook. You need to –

§ Present your marketing plan and budget to the ‘prospective client’.

§ Explain the key elements of the marketing plan and budget and give reasons for
the choices you have made. You need to refer to the –

o target market
o recommended sale method
o proposed sale timeline and calendar
o proposed marketing method and related budget.

Your explanation must meet industry requirements.

Assessment starts from the time the discussion starts until it finishes.

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Task B2-2 Verification of presentation

for Property B – 62/8 Franklin Street (without a price)

The verifier’s role

The verifier will take part in the discussion with you. They will need to
refer to and use the Scenario Card provided for them in their 23140
Verifier Guide.
Your Verifier will need to complete a Verifier Checklist for–
• B3-2 | Verification Checklist # 2
for Property B – 62/8 Franklin Street (without a price).
to verify your competence in this task.

What the verifier needs

The Verifier’s Task B Role Play Scenario Card and Verification Checklists (one for each
property) are provided in the 23140 Verifier Guide – you can find the guide in the
Greenfields | Document Library.

REMEMBER
Give a copy of the 23140 Verifier Guide to your verifier well in advance of
the role play, so they become familiar with the property and understand
what is required.

After the role play

Immediately after the role play discussion your verifier needs to complete the Verification
Checklist in their 23140 Verifier Guide.

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Evidence I have completed – Tick

þ
Task B1 Presentation of marketing plan and budget for sale of property –
with a price
Property 1 – 49 Te Kaha Crescent

Task B1-1 þ ‘Presentation Plan of marketing plan and budget’

Task B1-2
þ Role Play | Presentation and notes from explanation of
marketing plan and budget
Saved as: 23140_B1-2 [ your name ]

þ Verification Checklist by Verifier

found in 23140 Verifier Guide

Task B2
þ
Presentation of marketing plan and budget for sale of property –
without a price
Property 2 – 62/8 Franklin Street

Task B1-2 þ ‘Presentation Plan of marketing plan and budget’

þ Role Play | Presentation and notes from explanation of

marketing plan and budget
Task B2-2
Saved as: 23140_B2-2 [ your name ]

☐ Verification Checklist by Verifier

found in 23140 Verifier Guide

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Task C – Agency Agreement PC 3.1 – 3.7

Prepare, present, and complete an agency agreement

Introduction
You will need to prepare an agency agreement for one (1) of the properties you developed a
marketing plan and budget for Property A – 49 Te Kaha Crescent (with a price), then
demonstrate, by role play, that you can –
• provide any documents required before signing the agency agreement,
• facilitate the completion of the agency agreement with the ‘prospective client’, and
• explain key aspects of the agency agreement and the associated process.
For the role play, you will act as the ‘real estate salesperson’ and a verifier will act as the
‘prospective client’.

Part 2 – Task C Evidence you need to provide

Task C1 – Agency Task C1

Agreement Agency Agreement and
Prepare an agency completed Property
agreement for one (1) Description
property

Task C2 – Role Play Task C2

Present and explain the Presentation and notes
agency agreement to the (or recording)
prospective client
Save as:
23140_C2_[ your name ]

Task C2 – Role Play (cont.) Verification Checklist

Verifier completes Verifier found in 23140 Verifier
Checklist Guide

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Task C1 Prepare the agency agreement PC 3.1

• Property A – 49 Te Kaha Crescent (with a price), and Property Description

Fill in as much of the Agency Agreement – Residential Property form as you can, so you
are well-prepared, and ready to present and complete the agreement (as a role play) to the
person acting as the ‘prospective client’ (i.e., the verifier).

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Real Estate Agency Agreement

– Residential Property Second edition 2018

1. APPOINTMENT
Susie Zhen

(“The Client”) appoints Greenfields Real Estate Limited, a licensed real estate agent, REAA 2008
(“the Agent”) as the Client’s real estate agent for the sale of the property at –

Greensfield

described in the attached Property Description (“the Property”). Pursuant to this appointment, the
Agent is authorised to market the Property, conduct negotiations and to prepare any Sale and
Purchase Agreements, Auction or Tender documents and do all other things as may be necessary
or required to give effect to a sale of the Property. Such work may be conducted by the Agent or
through a Branch Manager or Salesperson of the Agent and those persons conducting such work
are referred to as Licensees in this agreement.

2. AGENCY (Choose either Sole Agency (2.1) or General Agency (2.2) – delete one)

2.1 Sole Agency

The Client appoints the Agent as sole agent. The agency commences on 5 February 2024
(“Commencement Date”) and continues until midnight on 9 March 2024; or, if no end date is
provided, 90 days from the Commencement Date. This sole agency may be terminated by the
Client, by written notice to the Agent by 5 pm on the first working day after the day on which a
copy of this agreement is given to the Client.

Note: Any party to a sole agency agreement that relates to residential property and is for a
term longer than 90 days may, at any time after the expiry of the period of 90 days after the
agreement is signed, cancel the agreement by written notice to the other party or parties.
OR
2.2 General Agency
The Client appoints the Agent as general agent. The agency commences on 5 February
2024 and continues until midnight on 9 March 2024 unless cancelled prior by either party
giving seven (7) days’ written notice to the other party; or, if no end date is provided, until
cancelled by either party by giving seven (7) days’ written notice to the other party.

3. PRIOR AGENCY (Choose either 3.1 or 3.2 – delete one)

3.1 The Client has not appointed any other real estate agent to sell the Property prior to signing
this agreement.
OR
3.2 The Client has appointed the following real estate agent/s prior to signing this agreement.

Name of agency: Period of agency:

Name of agency: Period of agency:
Name of agency: Period of agency:
Note: If a sale is affected by or through the instrumentality of any other real estate agent
authorised by the Client, then the Client may be liable to pay full commission to more than
one agent.

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4. ADDITIONAL AUTHORITIES – SALE METHOD

If the Client does not complete these Additional Authorities then these Additional Authorities do not
apply to this agreement.
78.1

4.1 Auction Authority

The Client appoints the Agent to offer the Property for sale by public auction on the Auction
Date Click to enter date. If the Property for sale by auction is subject to a reserve price, this
must be notified to the Agent in writing prior to the auction. If the Property is sold by public
auction the Client authorises the Agent to sign on its behalf the agreement that forms part of
the particulars and conditions of sale used by the Agent for conducting the sale by auction.

4.2 Tender Authority

The Client appoints the Agent to offer the Property for sale by public tender with the public
tender closing on the Tender Date Click to enter date or as otherwise agreed.

Note: The method of sale chosen may impact on the individual benefits that the Licensees
may receive.

5. COMMISSION AND EXPENSES

5.1 Payment of commission
The Client must pay the Agent the commission, on the terms set out in this agreement, if:
5.1.1 in the case of a sole agency, the Client enters into an agreement to sell or exchange
the Property (or part of it) at any time during the term of the agency and the
agreement is or becomes unconditional (whether during or after the term of the
agency); or
5.1.2 in the case of a general agency, the Client enters into an agreement to sell or
exchange the Property (or part of it) at any time during the term of the agency,
through the instrumentality of the Agent or to a purchaser introduced by the Agent
and the agreement is or becomes unconditional (whether during or after the term of
the agency); or
5.1.3 in the case of either a sole or general agency, the Client enters into a private
agreement to sell or exchange the Property (or part of it) within a period of 6 months
following the date of expiry, cancellation, or termination of the agency, through the
instrumentality of the Agent or to a purchaser introduced by the Agent, and the
agreement is or becomes unconditional (whether during or after the 6 months
period). In this subclause ‘private agreement’ means any agreement to sell or
exchange the Property (or part of it) in the absence of any effective agency
agreement between the Client and a real estate agent holding a licence under the
Real Estate Agents Act 2008.
5.2 Unless otherwise stated the commission will become payable immediately upon the contract
for the sale of the Property becoming unconditional.
5.3 How Commission is calculated:
The Agent’s commission is calculated as follows:

A base fee of $500

78.2
Plus % of the first $ of the sale price;
Plus 2% of the balance of the sale price. Plus GST.

For example, based upon (tick one þ) –

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☐ the Client’s asking price (where an appraisal was not possible to be given) or
þ the appraised value.
A sale price of $7000 would mean an estimated commission of $40 including GST.

5.4 Payment of Expenses

In addition to and separate from the commission, the Client agrees to pay the Agent the sum
of $7,500 including GST for advertising and marketing the Property as agreed in the
attached Marketing Plan upon signing this agreement.
Note: The Client is not obliged to agree to the additional expenses related to advertising and
marketing.

6. AGENT’S STATEMENT RELATING TO REBATES, DISCOUNTS AND

OTHER COMMISSIONS
6.1 The Agent confirms that, in relation to any expenses for or in connection with any real estate
agency work carried out by the Agent for the Client in connection with the transaction
covered by this agency agreement: (Choose either 6.1.1 or 6.1.2).
6.1.1 The Agent will not receive, and is not entitled to receive any rebates, discounts, or
commissions.
OR
6.1.2 The Agent will receive, or is entitled to receive, the rebates, discounts, and
commissions specified below.

Expenses to be Provider of rebate, Amount of rebate,

incurred discount, or discount, or commission
(specify goods or services to which
commission ($)
rebate, discount, or commission (specify name of person or (specify actual or estimated
relates) organisation) amount* (including GST)

* Estimates must be clearly marked as such

Note: Expenses means any sum or reimbursement for expenses of charges incurred in
connection with services provided by an agent in the capacity of agent.

7. DEPOSIT
7.1 The Client agrees:
7.1.1 the Agent is entitled to receive a deposit on the Client’s behalf;
7.1.2 the Agent is entitled to deduct its commission and expenses from the deposit. Where
the Property being sold is a unit title the Client agrees that this deduction will be
delayed until completion of the obligations under sections 147 and 148 of the Unit
Titles Act 2010; and
7.1.3 if the deposit is not received by the Agent, the Client will pay the Agent the
commission and expenses immediately on receipt of an invoice in accordance with
clauses 5.1 - 5.4 (as applicable).

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8. CLIENT WARRANTIES
8.1 The person signing this agreement as or on behalf of the Client warrants that he or she has
full authority to do so.
8.2 The Client warrants that, having made proper enquiries, to the best of the Client’s
knowledge and belief.

8.2.1 the information provided in this agreement (including but not limited to the attached
Property Description) is correct;

8.2.2 the Property is not subject to any defects or hazards, requisitions, or notices from
any party other than those identified in this agreement, if any; and

8.2.3 has not omitted any material information to the Agent.

9. INDEMNITY
9.1 The Client (and if more than one, jointly and severally) indemnifies the Agent, the Licensees
and any of their respective employees, agents or contractors against losses, damages,
claims or other liability arising from any inaccurate information provided by the Client or any
material omissions by the Client in this agreement.

10. DISCLOSURE OF INFORMATION

10.1 The Client acknowledges that the Agent is required under the Real Estate Agents Act
(Professional Conduct and Client Care) Rules 2012 to disclose known defects to purchasers
or potential purchasers and not to withhold information that should by law or in fairness be
provided to purchasers or potential purchasers. The Client also acknowledges that where it
would appear likely that the Property may be subject to hidden or underlying defects, then
the Agent is required to either:

10.1.1 obtain confirmation from the Client, supported by evidence or expert advice, that the
Property is not subject to defect; or

10.1.2 ensure that purchasers or potential purchasers are informed of any significant
potential risk so that they can seek expert advice if they so choose.
10.2 If the Agent is unable to obtain confirmation under clause 10.1.1, the Agent will inform
purchasers or potential purchasers of any significant potential risk identified by the Agent
consistent with rule 10.7(b) of the Real Estate Agents Act (Professional Conduct and Client
Care) Rules 2012.

10.3 If at any time during the term of the agency the Client directs the Agent not to disclose to
purchasers or potential purchasers any known defects or any significant potential risks for
hidden or underlying defects identified by the Agent contrary to the terms of this agreement
or to the Real Estate Agents Act (Professional Conduct and Client Care) Rules 2012, the
Agent may then cancel this agreement by written notice.

11. DATA COLLECTION

11.1 The details of any agreement for the sale and purchase of the Property may be passed to
the Real Estate Institute of New Zealand, upon such agreement becoming unconditional, for
the purposes of collecting and compiling sales statistics. To that extent but not otherwise, the
Client waives any right the Client may have under the Privacy Act 1993 in respect of such
information.

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12. USE OF MATERIALS

12.1 Any photographs or display material may be obtained, displayed, or used for promotional
purposes by the Agent as necessary and be subsequently used by the Agent for promotional
purposes unless otherwise instructed.

13. CONFIDENTIALITY
13.1 Except as otherwise provided in this agreement or as agreed between the parties, neither
party may disclose any information contained in this agreement to a third party other than:

13.1.1 as required by law;

13.1.2 in good faith and in proper furtherance of the objects of this agreement;
13.1.3 to those of its employees, officers, professional or financial advisers and bankers as
reasonably necessary but only on a strictly confidential basis;
13.1.4 to enforce a party’s rights or to defend any claim or action under this agreement; or
13.1.5 where the information is already in the public domain.
13.1.5 where the information is already in the public domain.

14. HEALTH AND SAFETY

14.1 The Client acknowledges and understands that the Agent has obligations under the Health
and Safety at Work Act 2015 to ensure the health and safety of workers (including
employees, contractors, and employees of contractors) and the general public while
undertaking work in relation to the sale and purchase of the Property in accordance with this
Agreement.

14.2 The Client shall give the Agent all reasonable assistance and information to ensure that no
hazards or risks at, or arising from, the Property affect the health and safety of any person
while the Agent is performing its role under this Agreement, including by:

14.2.1 promptly providing to the Agent information about any and all hazards or risks at the
Property which are known to the Client; and

14.2.2 complying with any reasonable instructions given by the Agent about actions
required to be taken to address any identified hazards of risks at the Property in
order to ensure the health and safety of people visiting the Property at the request or
invitation of the Agent.

14.3 In circumstances where the Client is a ‘person conducting a business or undertaking’ (as
that term is defined in the Health and Safety at Work Act 2015) it must:

14.3.1 comply with its obligations under the Health and Safety at Work Act 2015 (and
supporting Regulations) at all times during the term of the Agreement; and

14.3.2 consult, cooperate, and coordinate activities with the Agent and any other relevant
party in respect of any work undertaken in relation to the sale and purchase of the
Property so as to ensure that all parties understand the nature of the work, the risks
arising from the work, and the controls to be implemented to mitigate those risks,
and to enable the Client and the Agent to verify that the risks are being controlled
and the work is being performed safely and in accordance with this Agreement.

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15. NOTICES
15.1 Any notices given under or relating to this agreement may be served or given by hand, mail,
fax or email. If there is more than one set of contact details for the Client, then a copy of this
agreement and any notices may be sent to any one of them and notice to any person that is
listed as a Client will be notice to all of them. Notices to the Client may also be sent to the
Client’s lawyer unless otherwise instructed.

15.2 This agreement and notices under it will be deemed to have been received:

15.2.1 when delivered in person, at the time of delivery;

15.2.2 if sent by mail, 3 working days after being mailed;
15.2.3 if sent by fax, when the sender receives a transmission report showing the
transmission has been satisfactorily completed; or

15.2.4 if sent by email, when the email enters the recipient’s information system.

16. GENERAL
16.1 The termination of this agreement for any reason is without prejudice to any rights, powers,
authorities or remedies of the parties including the Agent’s right to commission and
reimbursement of the agreed marketing costs and/or expenses.

16.2 Any reference to ‘working day’ will have the meaning ascribed to it under the Interpretation
act 1999.

17. CLIENT ACKNOWLEDGEMENTS – PLEASE READ CAREFULLY Initials where

applicable

17.1 The Client, prior to signing this agreement, acknowledges and agrees that AA
the Client has been:
17.1.1 recommended to seek legal advice and a reasonable opportunity to AA
obtain legal advice was allowed by the Agent.
17.1.2 recommended that the Client can, and may need to, seek technical or AA
other advice and information and a reasonable opportunity to do so was
provided.
17.13 given a copy of the approved guide relating to agency agreements AA
published by the Real Estate Agents Authority;
17.14 given a copy of the approved guide relating to sale and purchase AA
agreements published by the Real Estate Agents Authority.
Further information on agency agreements and contractual documents
is available from the Real Estate Agents Authority (www.reaa.govt.nz )
17.15 made aware of the Agent’s in-house complaints and dispute resolution AA
procedures and that a copy of this has been made available.
17.16 made aware that the Client may access the Real Estate Agents AA
Authority’s complaint process without first using the Agent’s in-house
procedures and that any use of the in-house procedures does not
preclude the making of a complaint to the Real Estate Agents Authority.
17.17 advised and has had an explanation of the circumstances in which the AA
Client could be liable to pay full commission to more than one Agent in
the event a transaction is concluded;
17.18 advised when this agency agreement comes to an end; AA

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17.19 made aware of the various possible methods of sale and how the AA
chosen method could impact on the individual benefits that the
Licensees may receive;
17.20 made aware of the Agent’s disclosure obligations as set out in clauses AA
10.1 and 10.2; and;

AA LL
Signed by the Client(s) or authorised person Signed by the Agent or authorised person
Date: 5 February 2024 Date: 19 March 2024

AA
Signed by the Client(s) or authorised person
Date: 5 February 2024

AA
Signed by the Client(s) or authorised person
Date: 5 February 2024

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Task C1 (cont.)

Disclosures & Notes

CLIENT DISCLOSURES

Record any disclosures by the Client/s including –

§ Any chattels not working or needing repair

§ Any defects or problems with the property known to Client (attach all related
documents/reports)
§ Any pending works on the property
§ Existing non-consented works on the property
§ Any known council requisitions affecting their property
§ Consent given to neighbours for work done by the neighbour on their property
§ Other

OTHER NOTES

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Task C1 (cont.)

Property Description Sheet

Property
49 Te Kaha Crescent, Potiki Beach, Taumata
address
Property type þ House ☐ Townhouse ☐ Unit ☐ Apartment ☐ Lifestyle

Home &
☐ Income ☐ Section ☐ Other

Design style (e.g. bungalow, villa, etc.) Suburban Home

Age Year built 2016 Age in years (estimated) 8 ☐ Under construction

Agency type þ Sole ☐ General General – Expiry Date:

Method of
sale ☐ Tender ☐ Auction þ By negotiation ☐ EOI ☐ Other

Search indicator range

Listing price $ 800,000 (incl. GST)
$
Legal Lot 615 Deposited Plan 507658
description
CT reference 771682 Lot No. DP No.

Tenure þ Fee simple ☐ Cross lease ☐ Unit title ☐ Leasehold ☐ Other

Leasehold - ground rent per annum $ Exp year

Area Land area 2
439 m (more or less) Floor area 187
Capital
Capital Value Land value $ 170000 Improvement value 340000
value
510000

Rates Local rates $ (per annum) $2,793.00 Area rates $ (per annum)

Property
Aaron
owner 1

Property Owner Address – as above or:

Home Phone Work Phone Fax

Mobile 0273456789 Email aaron@whizretail.co.nz

Property
owner 2

Property Owner Address – as above or:

Home Phone Work Phone Fax

Mobile Email

Property
owner 3

Property Owner Address – as above or:

Home Phone Work Phone Fax

Mobile Email

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Listing Party
(if different from
above)
Nature of Interest
(e.g. mortgagee)

Postal Address

Street Address

Home Phone Work Phone Fax

Mobile Email

Hazard/Defects:

Date of Tender Available for

To:
Closing/Auction viewing from:

Key/Viewing
Instructions
Alarm
Alarm Location
Code

Confidential comments

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Exterior Exterior features Bedrooms Interior features Additional

☐ Weatherboard ☐ Balcony Single (no.) 1 ☐ Polished floors ☐ Smart wiring

Type ☐ Deck / Patio Double (no.) 3 þ Walk-in-wardrobe ☐ Broadband

(pine, cedar, PVC, etc) ☐ Pergola Bathrooms / Toilets (no.) ☐ Pantry ☐ Satellite dish

þ Concrete ☐ Verandah 1 Separate baths ☐ Air Conditioning ☐ Rewired

þ Concrete Block ☐ BBQ area Separate WC ☐ Other – specify þ TV sockets

☐ Brick þ Garden Sep shower room ☐ Other – specify

☐ Stone ☐ Clothesline Comb bath/WC Flooring

Fibre Cement: ☐ Pool/spa Ensuite ☐ Concrete Chattels included

þ Fibrolite / Harditex /
☐ Tennis court Dining ☐ Tongue and groove ☐ Blinds
Linear / Hardiplank/ ☐ Other – specify ☐ Open plan ☐ Particle wood ☐ Drapes

Monolithic cladding - ☐ Combined kitchen ☐ Other – specify ☐ Security Alarm

☐ Stucco/Roughcast Swimming pool / spa ☐ Combined lounge þ Dishwasher

☐ Corrugated Iron ☐ Above ground þ Separate Floor covering/s ☐ Microwave

☐ Weatherside ☐ Inground Lounge ☐ Carpet ☐ Extractor fan

☐ Other – specify ☐ Heated ☐ Open plan ☐ Vinyl (no.)

☐ Indoor ☐ Combined kitchen þ Tiles ☐ Fixed floor covering

Joinery ☐ Spa ☐ Combined lounge ☐ Parquetry ☐ Garage door opener

☐ Aluminium ☐ Fencing complies þ Separate ☐ Overlay (no.)

☐ Wooden Garaging Kitchen ☐ Other – specify ☐ Heated towel – (no.)

þ Steel ☐ No garage/carport ☐ Designer (no.)

☐ Double glazed ☐ Carport þ Modern Hot water heating þ Light fittings

☐ Other - specify ☐ Single garage ☐ Standard ☐ Electric ☐ Rangehood

þ Double garage Stove þ Gas þ Stove

Roof ☐ Tandem garage ☐ Electric ☐ Solar þ Cooktop / oven

☐ Metal profile (l/run) þ Internal access þ Gas (Mains) ☐ Other – specify þ Wastemaster

þ Colour steel ☐ Lockup ☐ Gas (Bottled) ☐ Ducted vacuum

☐ Decramastic type Off street park: Laundry Heating ☐ TV aerial

☐ Concrete tile Land contour þ Separate þ Gas ☐ Garden shed

☐ Shingle þ Level ☐ Cupboard ☐ Electric ☐ Solar panels / AC

☐ Other – specify ☐ Sloping Other rooms ☐ Solar ☐ Pool accessories

☐ Steep ☐ Family room ☐ Heat pump Additional chattels

☐ Mixed ☐ Rumpus þ Central heating

Foundations Water supply ☐ Study ☐ Open fire

☐ Timber piles þ Town supply ☐ Conservatory / Sun room ☐ Wood burner

☐ Concrete piles ☐ Tank (L) ☐ Sleepout ☐ Pot belly Excluded Chattels

þ Concrete block ☐ Bore ☐ Workshop ☐ Air conditioning Refrigerator

☐ Brick ☐ Irrigation ☐ Other – specify ☐ Ventilation system

☐ Pole Sewage ☐ Other – specify General Remarks

☐ Other – specify ☐ Council network View /Outlook

☐ Septic tank ☐ City Insulation

Fencing ☐ Bio cycle ☐ Urban þ Ceiling

þ Fully fenced þ Other – specify ☐ Park ☐ Floor

☐ Partially fenced On town ☐ Rural þ Wall Confidential Comments

☐ Not fenced Amenities ☐ Sea / Harbour ☐ None

Frontage þ Close to schools ☐ None

þ Street þ Close to shops þ Other – specify

☐ Right of Way (ROW) þ Close to transport houses

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Lawyer Name City

Firm Name Work Phone
Email Mobile

☐ Consent to the Agent to approach Clients Lawyer Fax

Ground Lease Details (if applicable)

Lessor Name Lease No.
Contact person Phone
Email Fax
Lawyer for the Lessor
Contact City
Firm Name Phone
Email Fax

Tenancy (if any) ☐ Tenanted

Tenant name Phone

☐ Periodic ☐ Fixed If fixed – end date Bond $

Property Manager name (if relevant) Phone

Instructions for
viewings
Comments

Body Corporate Fee per annum $ Body Corporate Manager/Chairperson

Phone number Fax Email
Address
Body corporate notes or documents available
Pre-contract disclosure arrangements

☐ Consent to the Agent to approach and obtain documents from Body Corporate

Works on property

☐ Insulation loan obtained from your local council

Work done to property:

Pending work:

Office: Joint Listing Company:

Listing Salesperson (1) Listing Salesperson (2) Ref No

Signature of client/s or authorised person: Date: Click to enter date

Signature of client/s or authorised person: Date: Click to enter date
Signature of client/s or authorised person: Date: Click to enter date
Signature of client/s or authorised person: Date: Click to enter date

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Task C2 Role play | Present and complete the agency agreement PC 3.2 – PC 3.7

Property A – 49 Te Kaha Crescent (with a price) þ

You will simulate a meeting with the ‘prospective client’ (the verifier) for the property. You will
be required to –
§ Present any document(s) required to be provided to the ‘prospective client’ prior to
signing the agency agreement and explain why this is required.
§ Explain the agency agreement you have prepared and discuss any details that need
to be agreed in the meeting.
§ Complete the details in the Agency Agreement (e.g., listing period), before signing
and dating by required parties (client and licensee).
The agreement, and any related explanations, must be completed in accordance with –
§ the information obtained about the client and property
§ industry requirements

A scenario card is provided as guidance for you, acting as the ‘salesperson’.

KEYPOINT
There are many aspects of the agency agreement that need to be
explained to prospective clients. However, for assessment purposes, we
will only be requiring you to explain some of these aspects in the role play
assessment. The Scenario Card gives details of what you need to cover.

The verifier’s role

The verifier will take part in the discussion with you. They will need to refer to and use the
Scenario Card provided for them in their 23140 Verifier Guide, and then complete the
Verification form to verify your competence in this task.
The verifier’s scenario card and verification form are provided in the 23140 Verifier Guide.
You will need to provide this to them well in advance of the discussion, so they
understand what is required and can familiarise themselves with the property you have
selected.
After the role play
Immediately after the discussion –
§ the verifier needs to complete the Verification Form for this role play in the 23140
Verifier Guide, and
§ you need to ensure that you take a photo or electronic copy of the notes (or recording)
you took during the discussion.

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Task C2 Scenario Card

Presenting and completing an agency agreement for one (1) property
Introduction
The purpose of this interaction is for you (acting as the salesperson) to demonstrate to the
verifier that you can explain the key aspects of an agency agreement to a prospective client
and facilitate the correct completion of the form.
You will present and complete an agency agreement for one of the properties you developed
a marketing plan and budget for the property to be marketed with a price.
Use the Scenario Card below as a guide, as you will be acting as a ‘salesperson’.

3 Scenario Card
– Present and complete an agency agreement
For LEARNER acting as
‘SALESPERSON’

Situation
You have arranged a meeting with the prospective client to complete the formalities before
commencing the marketing for their property.

Your role
Your role is to –
§ provide them with any documents they are required to be given prior to signing the
agreement, and complete any related documentation
§ present the agency agreement you have prepared
§ explain the aspects of the agency agreement listed below and complete the form
with them, and
§ answer any questions they have during the process.

What you need to do

Speak to the prospective client (verifier) and take notes during the discussion in a diary or
notebook.
You need to –
§ Present any documents they need to be provided with prior to signing the agency
agreement and explain your obligation to both provide the documents.
§ Gain signed acknowledgement of receipt of the documents above.
§ Present the agency agreement to the prospective client and explain –
o Its purpose
o The types of agency
o The prospective client’s obligations in terms of other agency agreements
o Your legal and industry requirements in terms of disclosure in terms of –
- conflicts of interest or confidential information
- any rebates, discounts, and commissions
- disclosure of known defects and other property-related issues to customers.
§ Obtain required signatures on the completed agency agreement.

Assessment starts from the time the discussion starts until it finishes.

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Task C2 About the Verification Checklist

Verification of presentation

About the verifier’s role

The verifier will take part in the discussion with you. They will need to refer to and use their
own Scenario Card provided for them in their 23140 Verifier Guide.
Your Verifier will need to complete a Verifier Checklist for –
• C2 | Verification Checklist
Property A – 49 Te Kaha Crescent (with a price)
to verify your competence in this task.

What the verifier needs

The Verifier’s Task C Role Play Scenario Cards and Verification Checklists (one for each
property) are provided in the 23140 Verifier Guide – you can find the guide in the
Greenfields | Document Library.

KEYPOINT
Give a copy of the 23140 Verifier Guide to your verifier well in advance of
the role play, so they become familiar with the property and understand
what is required.

After the role play

Immediately after the role play discussion your verifier needs to complete the Verification
Checklist in their 23140 Verifier Guide.

Evidence I have completed

Evidence of provision of guides and completion of agency agreement for the Tick
property in Task A1

þ
þ
Task C1 Agency agreement form for the selected property
Task C1
þ Notes from explanation of agency agreement or transcript
Saved as: 23140_C2_[ your name ]
Task C2
þ Verification Checklist by Verifier
found in 23140 Verifier Guide

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Task D – Promotional material

Developing promotional material PC 4.1, PC 4.2

Introduction
You have already prepared the marketing plans for Property A – refer to Task A1, and
Property B – refer to Task A2. So now you will need to develop the following promotional
material for each property –
1. Property A – 49 Te Kaha Crescent (with a price), and PC 4.1
2. Property B – 62/8 Franklin Street (without a price). PC 4.2

Refer to the 23140 Verifier Guide and use the information about each property, and the
photos supplied in Appendix 1. You do not need to do any additional research.
The templates overleaf have been designed so that you can easily insert the photos supplied.
Note All material developed must meet industry requirements.

Part 2 – Task D Evidence you need to provide

Tasks to complete Property A Property B

49 Te Kaha Crescent 62/8 Franklin Street
(with a price) (without a price)

Task D1 – Webpage Task D1-1 Task D1-2

Prepare one (1) for each of
the (2) properties

Task D2 – Sign board Task D2-1 Task D2-2

Prepare for the (2) properties

Task D3 – ½ page print Task D3-1 Task D3-2

media
Prepare for the (2) properties

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US 23140 v7 | Assessment – Part 2

Task D1-1
Property A – 49 Te Kaha Crescent (with a price) PC 4.1

Develop a webpage to market the property (e.g., Facebook post or Trademe ad).

For a Facebook post, you need to include –

§ a photo of the property to grab the viewer’s attention
§ a short description of the property
§ price of the property
§ relevant / required contact details.

Or, for a website ad (e.g., Trademe ad), you need to include –

§ a main picture for the top of the page
§ correct information under each heading
§ description of the property to complement the photos and details
§ the price of the property
§ relevant / required contact details.

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Task D1-1 (cont.) Digital media: Facebook post – template Tick if using ☐

Savreena Savreena
Onewa Office
23 Kowhai Place
Real Estate Specialist Onewa
(05) 684 1028
Greenfields Real Estate 3/02/2024
www.greenfields.co.nz
Home Hi everyone
Photos * Are you ready to make your real estate dreams a reality? !
)
(
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"
! *
)
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#
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Videos Look no further! I'm Savreena Savreena, your dedicated Real Estate
Posts Specialist at Greenfields Real Estate. With years of experience and a
passion for helping clients find their perfect home or sell their
Events
property seamlessly, I'm here to guide you every step of the way.
About
Whether you're a first-time buyer, seasoned investor, or looking to
sell your current property, I'll provide personalized service and
expertise to meet your needs. From finding the right neighborhood to
negotiating the best deal, I've got you covered.
Visit www.greenfields.co.nz to explore our latest listings and learn
more about how I can help you achieve your real estate goals. Let's
work together to make your real estate dreams a reality!
#RealEstate #DreamHome #GreenfieldsRealEstate #PropertySearch
#HomeBuyers #HomeSellers #Expertise #PersonalizedService
#YourRealEstateSpecialist

Savreena Savreena

Call for a chat 027 123 6789

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Task D1-1 (cont.) Digital media: Trademe page – template Tick if using ☐
[Text]

Main photo:

Location 49 Te Kaha Crescent

Rooms 4
Property Type Suburban Home
Floor area 187
Land area 439
Price 800,000
Parking
Open home times Weekends
Description of property
Nestled in the sought-after Potiki Beach area of Taumata, 49 Te Kaha
Crescent presents a modern and inviting living space perfect for families
seeking comfort and style. Constructed in 2016, this well-maintained property
boasts a desirable North-facing backyard, fully fenced for privacy and
security. With a sturdy concrete slab foundation, brick and fibre cement
cladding, and a durable Colour steel roof, residents can enjoy peace of mind
knowing their home is built to last. Inside, the property features three double
bedrooms and one single bedroom, including a master bedroom with a
convenient walk-in wardrobe. The modern kitchen is equipped with quality
appliances, including a wastemaster, dishwasher, and gas oven, while the
separate laundry room adds practicality to daily chores. With gas hot water

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RE US 23140 v7 Assessment Part 2

and central heating, this home offers comfort and convenience throughout the
year. Located in a new estate close to nature reserves, beaches, and
essential amenities, this property epitomizes modern coastal living at its
finest.
96.1

Salesperson – contact details Owner - Aaron

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RE US 23140 v7 Assessment Part 2

Task D1-2
Develop a sign board for the outside of the property. Your sign board needs to include –
§ clear photos showing different parts of the property
§ a short description of the property, which could be bullet points
§ accurate details about the property, including the number of bedrooms and bathrooms
§ relevant/required contact details.

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RE US 23140 v7 Assessment Part 2

# # # #
2 1 4 2
Suburban Home Method of sale 98.1

Private treaty -
• Property: 49 Te Kaha Crescent,
Potiki Beach, Taumata with a price
• Bedrooms: 3 double bedrooms, 1 Salesperson
Savreena
single bedroom
Mobile: 021 234
568
Email:
savreena@gmail.co
m

www.greenfields.co.nz/TK5789

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Task D1-2 (cont.)

Marketing Material
– Sign Board
template

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RE US 23140 v7 Assessment Part 2

Task D1-3
Develop a ½ page print media ad (e.g., a ½ page ad for Property Press or the real estate
section of a newspaper). Your ½ page print ad needs to include –
§ clear photos showing different parts of the property
§ accurate details about the property, including the number of bedrooms and bathrooms
§ a short description of the property to complement the photo and details
§ the price of the property
§ relevant/required contact details.

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Task D1-3 (cont.) – Marketing Material (print media) – ½ page ad template

Stunning Family Home in Potiki Beach

2# 1# 4# 2#

Address information FOR SALE

101.1
Private treaty - with a price
Nestled in the sought-after Potiki Beach area of Taumata, this
stunning family home offers modern living at its finest. Featuring VIEW
spacious living areas, a modern kitchen with quality appliances, and Weekends Only 101.2

a sunny North-facing backyard, this property is perfect for families

seeking comfort and style. With three double bedrooms, one single Salesperson Savreena
bedroom, and convenient amenities such as gas hot water and
Mobile: 027 345 456
Email: Savreena@gmail.com

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RE US 23140 v7 Assessment Part 2

central heating, this home provides comfort and convenience

throughout the year.

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RE US 23140 v7 Assessment Part 2

Task D1-2
Property B – 62/8 Franklin Street (without a price) PC 4.2
Develop a webpage to market the property (e.g., Facebook post OR Trademe ad).

For a Facebook post, you need to include –

§ a photo of the property to grab the viewer’s attention
§ a short description of the property
§ price of the property
§ relevant / required contact details.

Or, for a website ad (e.g., Trademe ad), you need to include –

§ a main picture for the top of the page
§ correct information under each heading
§ description of the property to complement the photos and details
§ the price of the property
§ relevant / required contact details.

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Task D1-2 Facebook post – template Tick if using þ

Onewa Office
Savreena Savreena
23 Kowhai Place
Real Estate Specialist Onewa
(05) 684 1028
Greenfields Real Estate Click to select today’s
www.greenfields.co.nz date

Home Hi everyone
Photos ! Attention Home Seekers! Stunning 3 Bedroom Flat in
*
)
(
'
&
%
$
#
"
Videos Birchville Gated Community !
*
)
(
'
&
%
$
#
"

Posts Welcome to your dream home at 62/8 Franklin Street, located in the
desirable Birchville area of Northbank. This spacious three-bedroom,
Events
two-bathroom flat boasts a large rear section and is nestled within a
About secure gated community of about 70 homes.
. Property Highlights:
-
,
• Fully Re-clad: Previously a 'leaky home', this property
underwent a complete recladding in 2012, eliminating any
stigma associated with the complex.
• Modern Features: Enjoy modern amenities including a
spacious living area, microwave, dishwasher, and electric hot
water.
• Outdoor Space: Relax and entertain in the large, fenced,
north-facing back section with direct access to a park
adjoining the complex.
• Convenient Location: Close to local shopping centers,
transport, amenities, and surrounding schools.
5 Property Details:
4
3
2
1
0
/
• Built in 2001, this flat features a concrete slab foundation and
Decramastic-type coated metal tile profile roofing.
• Three double bedrooms, including a master with ensuite,
offer ample living space.
• Chattels include microwave and dishwasher, while off-street
parking and a single garage provide convenience.
• Insulation: Batts in ceiling and walls.
7 Price: Auction
6
8 Contact Savreena: 021 345 678 or savreena@gmail.com for
9
more information or to arrange a viewing.

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RE US 23140 v7 Assessment Part 2

Don't miss out on this fantastic opportunity to own a piece of

paradise in Birchville! Contact Savreena today to make this dream
home yours. :?
>
=
<
;

Savreena Savreena

Call for a chat 027 123 6789

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RE US 23140 v7 Assessment Part 2

Task D1-1 (cont.) Digital media: Trademe page – template Tick if using þ
[Text]

Main photo:

Location 62/8 Franklin Street, Birchville, Northbank

Rooms 3 Bedrooms, 2 Bathrooms
Property Type Flat in Gated Community
Floor area 120
Land area 0
106.1

Price $517,750
Parking Single Garage with Internal Access, Off-street
parking for 1 car
Open home times By Appointment
Description of property
Welcome to your dream home at 62/8 Franklin Street, a beautifully reclad 3-
bedroom flat in the secure gated community of Birchville. Built in 2001, this
property features a modern interior, a spacious living area, and a large,
fenced, north-facing back section adjacent to a park. The recent recladding
with cedar weatherboard and Hardiflex fibre cement cladding ensures
durability and eliminates any past 'leaky home' concerns. Chattels include a
microwave and dishwasher, and the property is close to local amenities,
schools, and transport.

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Salesperson – contact details Savreena

Mobile: 021 234 678
Email: savreena@gmail.com

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RE US 23140 v7 Assessment Part 2

Task D2-2
Develop a sign board for the outside of the property. Your sign board needs to include –
§ clear photos showing different parts of the property
§ a short description of the property, which could be bullet points
§ accurate details about the property, including the number of bedrooms and bathrooms
§ relevant/required contact details.

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Task D2-2 (cont.) – Marketing Material: Sign Board template

[Text]

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# # # #
1 1 3 2
Apartment of Dreams Method of
Welcome to 62/8 Franklin Street, Birchville,
sale: Auction
Northbank! This stunning property is a three- Salesperson
bedroom, two-bathroom flat nestled within a Savreena
gated community of about 70 homes.
Mobile: 021 345 678
Featuring a spacious living area, modern
amenities, and a large rear section, this home Email: Savreena
offers comfortable living in a secure @gmail.com
environment.
The property boasts a fully reclad exterior
with cedar weatherboard and Hardiflex
fibre cement cladding, eliminating any
past 'leaky home' concerns. Enjoy the
convenience of a single garage with
internal access and off-street parking for
one car. The north-facing back section

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RE US 23140 v7 Assessment Part 2

provides ample space for outdoor

activities and relaxation, with direct
access to a park adjoining the complex.
Situated close to local shopping centers,
amenities, and surrounding schools, this
property offers the perfect blend of
convenience and tranquility. Don't miss
out on the opportunity to make this your
dream home!

www.greenfields.co.nz/TK5789

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RE US 23140 v7 Assessment Part 2

Task D3-2
Develop a ½ page print media ad (e.g., a ½ page ad for Property Press or the real estate
section of a newspaper). Your ½ page print ad needs to include –
§ clear photos showing different parts of the property
§ accurate details about the property, including the number of bedrooms and bathrooms
§ a short description of the property to complement the photo and details
§ the price of the property
§ relevant/required contact details.

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RE US 23140 v7 Assessment Part 2

Task D3-2 (cont.) – Marketing Material (print media): ½ page ad template

|Flat of your dreams

113.1

#1 #1 #3 #2

Address information 113.2 AUCTION / FOR SALE

Auction on 15th March 2024 at
Discover the perfect blend of comfort and style at our latest property
12pm
offering. Nestled in a desirable location, this property boasts modern
amenities and convenient features for comfortable living. VIEW
By Appointment

Salesperson Savreena
Mobile: 021 234 568

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RE US 23140 v7 Assessment Part 2

Email: savreena@gmail.com

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Evidence I have completed – Tick

þ
Task D Promotional material for property to be marketed
with a price (A1) Property 1 – 49 Te Kaha Crescent
Task D1-1 þ Webpage – Trademe ad or Facebook post
Task D2-1 þ Sign board

Task D3-1 þ ½ page ad

þ
Task D Promotional material for property to be marketed
without a price (A2) Property 2 –62/8 Franklin Street

Task D1-2 þ Webpage – Trademe ad or Facebook post

Task D2-2 þ Sign board

Task D3-2 þ ½ page ad

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RE US 23140 v7 Assessment Part 2

Task E – Discussion to qualify a customer

and determine purchasing requirements PC 6.2

Introduction
You will conduct a simulated a meeting with a prospective customer you meet at an open
home. You will need to –
§ Converse with the customer to find out what their needs and wants are and
determine their purchasing requirements.
§ Develop a relationship with the customer, asking them questions, listening carefully
to what they say, and recording relevant information.

Part 2 – Task E Evidence you need to provide

Tasks to complete Discussion to qualify a customer

Task E1 – Role play Task E1

Conduct a conversation with Transcript (written – notes, photo scan) or audio recording)
a customer of the conversation (what was asked and the answers)
Save as: 23140_E1_[ your name ]

Task E2 – Role Play (cont.) Verification Checklist found in 23140 Verifier Guide
Verifier completes Verifier
Collect the completed 23140 Verifier Guide from your
Checklist
verifier and upload it, ready for marking.

The verifier’s role

The verifier will take part in the discussion with you. They will need to refer to and use the
scenario card provided for them,
The verifier will act as the ‘customer’ in this role play.
What the verifier needs
The Verifier’s Scenario Card and a Verification Checklist is provided in the 23140 Verifier
Guide – found in the Greenfields | Document Library.

KEYPOINT
Give a copy of the 23140 Verifier Guide to your verifier well in advance
of the role play, so they become familiar with the property and
understand what is required.

After the role play

Immediately after the role play discussion your Verifier will need to complete a Verifier
Checklist to verify your competence in this task and give you a copy of the completed
Verifier Guide.

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Task E1 – Role Play | Conduct a conversation with a customer

Notes (or recording) of discussion

During the open home event, I had the opportunity to engage in a conversation with a
prospective customer, Mr. Smith, who expressed interest in the property. Our discussion
centered around understanding his needs and preferences to determine his purchasing
requirements.
Dialogue with Mr. Smith:
Me: Good afternoon, Mr. Smith. Thank you for attending the open home today. What brings
you to this property?
Mr. Smith: Hello, thank you for having me. I've been looking for a new home for my family for
a while now, and this property caught my eye. I'm interested in learning more about it.
Me: I'm glad to hear that. Could you please share with me what specific features or aspects
of a property are important to you and your family?
Mr. Smith: Absolutely. We're looking for a home with at least three bedrooms as we have two
kids and need the extra space. A backyard or outdoor area where the kids can play would be
ideal. We also prefer a modern kitchen and living space for entertaining guests.
Me: Thank you for sharing that with me, Mr. Smith. It sounds like you value space, outdoor
living, and modern amenities. Are there any other specific requirements or preferences you
have in mind for your new home?
Mr. Smith: Yes, we're also considering the proximity to schools and amenities, as well as the
overall neighborhood vibe and safety.
Me: I understand. Those are important factors to consider when searching for a new home.
Could you please provide me with your contact information so I can keep you updated on
similar properties that meet your criteria?
Mr. Smith: Of course. My phone number is [insert phone number] and my email is [insert
email address].
Recording of Relevant Information:
• Name: Mr. Smith
• Contact Information: [insert phone number and email address]
• Preferences:
• Minimum of three bedrooms
• Outdoor area for kids to play
• Modern kitchen and living space
• Proximity to schools and amenities
• Safety and neighborhood vibe are important
Summary:
Overall, my conversation with Mr. Smith provided valuable insights into his preferences and
requirements for a new home. By actively listening and recording relevant information, I aim

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RE US 23140 v7 Assessment Part 2

to develop a strong relationship with him and assist him in finding the perfect property that
meets his needs and desires.

Or Save recording as: 23140_E1_[ your name ]

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RE US 23140 v7 Assessment Part 2

Task E1 – Scenario Card

Discussion to qualify a customer and determine purchasing requirements

Introduction
The purpose of this interaction is for you (acting as the ‘salesperson’) to assess the needs
and wants of the ‘customer’ (the verifier) to find out their purchasing requirements.
Use the Scenario Card below as a guide, as you will be acting as a ‘salesperson’.

4 Scenario Card
– for qualifying a customer
For LEARNER acting as
‘SALESPERSON’

Situation
You have been approached by a person (a customer) at the end of an open home. You
start a conversation with them about what they are looking for in a potential property.

Your role
Your role is to talk to the customer to find out what his/her needs and wants are and
determine his/her purchasing requirements.
You need to develop a relationship with the customer, ask them questions regarding their
purchasing requirements, listen carefully to what they say, and record relevant information.

What you need to do

Have a conversation with the customer and take notes during the discussion in a diary or
notebook.
Use active listening, give feedback and ask different types of questioning (e.g., open
ended) to find out information.
You need to find out
§ what has motivated them to buy
§ their priorities in terms of the kind of property they want to purchase (e.g., number
of bedrooms, needs in terms of outdoor land, location, school zones, proximity to
transport)
§ any timeframes they have (e.g., when they are aiming to have purchased by, such
as ‘by the end of November’, or when they want to take possession, such as
‘before the beginning of the school year’)
§ the customer’s financial situation, which may include their approximate budget for
the purchase (e.g., ‘recently promoted, with a significant salary increase, so can
now afford a house in the $550,000 to $600,000 price bracket’).

What you need to know for this scenario

1. You must be professional in your communication with the prospective client.
2. You need to be sensitive to their situation in your questioning (e.g., they may be
reluctant to reveal too much about their financial situation, they may be purchasing
due to a relationship split)

Assessment starts from the time the discussion starts until it finishes.

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Task E1 – About the Verification Checklist

Verification of presentation

About the verifier’s role

The verifier will take part in the discussion with you. They will need to refer to and use their
own Scenario Card provided for them in the 23140 Verifier Guide.
Your Verifier will need to complete a Verifier Checklist for –
• E2 Conduct a conversation with a customer
to verify your competence in this task.

What the verifier needs

The Verifier’s Task E Role Play Scenario Card and Verification Checklists (one for each
property) are provided in the 23140 Verifier Guide – you can find the guide in Greenfields |
Document Library.

KEYPOINT
Give a copy of the 23140 Verifier Guide to your verifier well in advance
of the role play, so they become familiar with the property and
understand what is required.

After the role play

Immediately after the role play discussion your verifier needs to complete the Verification
Checklist in their 23140 Verifier Guide and send you a PDF copy.
You will need to upload this PDF file as part of your Assessment Evidence.

Before you upload and submit this Assessment for marking,

you need to save it as a PDF, with the filename –
23140 Assessment Part 2 [ your name ]

Evidence I have completed – Tick

þ
Task E
Discussion with ‘prospective customer’ about their needs and wants

Task E1
þ Notes (or) transcript / recording from qualifying discussion
Saved as: 23140_E1_[ your name ]

þ Completed Verification Checklist

Task E2 found in 23140 Verifier Guide

END OF ASSESSMENT

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RE US 23140 v7 Assessment Part 2

Evidence Checklist – Assessor to complete

Below is a summary of the documents you are required to complete. Please remember to
label any files as instructed.

Learner Assessor
Task Evidence provided Criteria Met
PART 2 ü ü

Task A1 Marketing plan and budget for sale of property –

PC 2.1 – 2.2
with a price
Property 1 – 49 Te Kaha Crescent
þ þ
Task A2 Marketing plan and budget for sale of property –

PC 2.1 – 2.2
without a price
Property 2 –62/8 Franklin Street
þ þ
Task B1 Evidence of presentation of marketing plan and
budget for sale of property – with a price
PC 2.3 Property 1 – 49 Te Kaha Crescent

þ Completed ‘Presentation Plan of marketing plan

Task B1-1 and budget’ template
Saved as: [ 23140_B1-1_your name ] þ þ
Task B2-1 þ Presentation and notes from explanation of
marketing plan and budget
Saved as: 23140_B2-1_[ your name ]
þ Completed Verification Checklist
found in 23140 Verifier Guide

Task B2 Evidence of presentation of marketing plan and

budget for sale of property – without a price
PC 2.3 Property 2 –62/8 Franklin Street

þ Completed ‘Presentation Plan of marketing plan

Task B1-2 and budget’ template

þ
Saved as: [ 23140_B1-2_your name ]
Presentation and notes from explanation of
þ þ
Task B2-2
marketing plan and budget
Saved as: 23140_B2-2_[ your name ]

þ Completed Verification Checklist

found in 23140 Verifier Guide

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RE US 23140 v7 Assessment Part 2

Learner Assessor
Task Evidence (cont.) provided Criteria Met
PART 2 ü ü

þ þ
Task C1 Evidence of provision of guides and completion of
Property 1 agency agreement for Property A – 49 Te Kaha
Crescent
PC 3.1 – 3.7
Task C1
þ Agency agreement form for the selected property

þ Notes from explanation of agency agreement or

transcript
Saved as: 23140_C2-1_[ your name ]

þ Verification Checklist by Verifier

Task C2 found in 23140 Verifier Guide

þ þ
Task D1 Promotional material for property to be marketed with
a price (A1) Property A – 49 Te Kaha Crescent
PC 4.1 – 4.2
Task D1-1
þ Webpage – Trademe ad or Facebook post
þ Sign board
Task D2-1
þ ½ page ad
Task D3-1

þ þ
Task D2 Promotional material for property to be marketed
without a price (A2) Property B –62/8 Franklin Street
PC 4.1 – 4.2
Task D1-2
þ Webpage – Trademe ad or Facebook post
þ Sign board
Task D2-2
þ ½ page ad
Task D3-2

þ þ
Task E Evidence of discussion with ‘prospective customer’
about their needs and wants
PC 6.2
Task E1
þ Notes (or) transcript / recording from qualifying
discussion
Saved as: 23140_E1_[ your name ]

Task E2 þ Completed Verification Checklist

found in 23140 Verifier Guide

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Verbal sign-off
If the Assessment was completed verbally, the following verbal sign-off must
also be completed.

Verifier | Assessor to complete

I recorded the answers as given to me verbally by the learner. þ

Verifier or Assessor signature
123.1
Date
Savreena Savreena 3/02/2024

Learner to complete

The Verifier/Assessor wrote down the information that I gave them for this Assessment. þ
My answers have been read back to me and I agree they are accurate and ready to be

assessed. þ
Learner signature Date
Savreena Savreena 3/02/2024

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RE US 23140 v7 Assessment Part 2

Learner Declaration
Plagiarism includes copying material without acknowledging it, copying from another student,
getting another person to help you with your assessment, or using material from commercial
essays or assignment services.
Please type 'Yes' in the box below when you first attempt your assessment to confirm that –
• All the evidence submitted for this attempt is your own work and you are aware that
plagiarism is not permitted.
• Any plagiarism offences will lead to resit or re-submission (verbal or written).
• If plagiarism is repeated this may lead to termination of your training agreement with
Ignite Colleges.
Check that you have answered all questions in this part of the assessment. Then –
• Upload this document along with any other required documents (in PDF format).
• Select 'Submit Assignment’ and ‘Confirm Submission’ to submit your answers for the
assessor to mark.
Please note that you have a limited number of attempts at the assessment. Please ensure
that your assessment is completed in full before submitting it.

Yes

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 RE US 23140 v7 Assessment Part 2

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 Index of comments

53.1 Sorry please ignore

54.1 Sorry, I see no auctioneers fee here.

58.1 Here is where you need to say 'auction' as I see in your budget you have itemised $1,500 for auctioneers fee,
and you have included an auction in your calendar, on the next page.

78.1 You have said this is an auction, so you need to enter the auction authority here.

78.2 you have not given the client a correct estimate of commission

96.1 You cannot give Aarons details as the salesperson, or it would be a private sale by him. He has asked you to
market his home so you are the salesperson.

98.1 This is where you use your marketing price. i.e $700,000

101.1 again, where is the price?

101.2 State a day and time i.e Saturday at 2.30pm

106.1 This is an auction?

113.1 Complete the icons. i.e how many brms, bathrooms, etc

113.2 Fillinthe address

123.1 You cannot verify yourself

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