Passport to Success. Keller Williams Real Estate Exton # Campbell Blvd. Suite 106 Exton, PA fax

Transcription

1 Passport to Success Keller Williams Real Estate Exton # Campbell Blvd. Suite 106 Exton, PA fax

2 At KELLER WILLIAMS International, we proudly and fondly refer to our beliefs as WI4C2TS. They are how we grow our relationship among ourselves. Win-Win ~ Or No Deal Integrity ~ Do the Right Thing Customers ~ Always Come First Commitment ~ In All Things Communication ~ Seek First to Understand Creativity ~ Ideas before Results Teamwork ~ Together Everyone Achieves More Trust ~ Begins with Honesty Success ~ Results Through People Our Mission: To build careers worth having, business worth owning and lives worth living. Who we are: A Training and consulting company that also provides the franchise systems, products and services that lead to productivity and profitability.

3 Important Information List Office Leadership Cindy Dickerman Operating Principal (OP) Ed Fordyce Team Leader (TL) Amanda Nettles MCA Amber Amoriello Assistant MCA Lindsay Martin Front Desk Coordinator David Ashe Broker of Record (BOR) Marilyn Lieb Transactional Coach Annemarie Hinds Productivity Coach x2429 Lisa Chaban West Chester Business Center Agent Leadership Council Anna Abbatemarco Lauren Dickerman Caleb Knecht x2413 Chris LaGarde CJ Stein x2456 Andrew Addy Beth Stein x2456 Doctor on Call Please refer to the Doctor on Call Schedule for who is on duty! Ed Lieb Jean Gross Lauren Dickerman Kathy Wolfgang Bev Raspanti Deb Hepler Dave Ashe Caleb Knecht Cheryl Jacobs Marilyn Lieb Important Information My copier code (last 4 digits of SS#) My office phone number My Trends MLS username: password: Keller Williams Exton Computer login(reppert) username: password: My mykw.kw.com username: password: Market Center ID #331

4 Commitment to Excellence In Real Estate there are three (3) Levels to your career: Launch Growth and Achievement. At Keller Williams Real Estate, we understand how critical great training and support are in order to for you to achieve a high level of success. With this in mind, we require all our agents to make the following commitment Launch <12 transactions Growth transactions Team 26 + transactions Orientation Orientation Orientation Computer Training Monthly Office Meeting Monthly Office Meeting Ignite Agent Round Table Agent Round Table Converting Leads to Sales Converting Leads to Sales Converting Leads to Sales Listing, Leads and Leverage Listing, Leads and Leverage Listing, Leads and Leverage Monthly Office Meetings Monthly Office Meetings Monthly Office Meetings Simple Secrets to Profit Share Simple Secrets to Profit Share Simple Secrets to Profit Share Productivity Coaching PAR Script Practice KW Connect Training Agent Roundtable Ignite Agent Round Table PAR Classes Inspections Classes ALL Regional Training Quarterly Master Minds Forms and Procedures Training Family Reunion Training Mega Agent Camp Family Reunion Mega Camp Coaching Training Support Daily Office Trainings MAPS Coaching Team Leader Regional Trainings Bold Maps Coaching KW Connect Bold Support Pro Coach Team Leader Ignite KW Connect Support Team Leader MAPS Coaching Agent Masterminds Doctor on Call ALC Regional Training Agent Masterminds BOLD Dual Career Agents- if you are an agent with a Dual Career then your goal must be to become a full time agent. We will revisit your progress monthly. Your goal should be to have a minimum of three (3) closings within your first 3 months. We strongly recommend that your second career be an evening position so your days and weekends are available for real estate I,, am 100% committed to participating in the training necessary to become a great agent. I understand the commitment my Team Leader, ALC and office are making in return, in order to support me in my efforts. I understand that is an expectation of being a part of Keller Williams Real Estate part of the W4C2TS is Commitment in all things Agent Signature Date Team Leader Signature Date

5 Frequently Asked Questions General Information Questions about my office bill Amber Amoriello Profit Share information Amanda Nettles Question regarding escrow money Amber Amoriello General office info / passwords Amanda Nettles Anettles@kw.com Referral commission questions Amanda Nettles Anettles@kw.com 1099 Information Amanda Nettles Anettles@kw.com Keller Williams Exton Polices Amanda Nettles Anettles@kw.com Contract Questions Doctor on Call Schedule located on Intranet CALL for help Legal Issues David Ashe Dave@DaveAsheteam.com Coaching questions Marilyn Lieb marilynlieb@kw.com Training Calendar info Marilyn Lieb marilynlieb@kw.com How to work the Copier / Phones / Scanners Lindsay Martin frontdesk331@kw.com Was a package was delivered or fax received? Lindsay Martin frontdesk331@kw.com I'd like to talk to an co- op agent about KW Ed Fordyce coached@kw.com Question about Dotloop Annemarie Hinds or Dot Loop Support awhinds@comcast.net Questions about your KW Annemarie Hinds or KW support awhinds@comcast.net Questions about Greensheets Amanda Nettles Anettles@kw.com Questions about Conveyancing Lois Frederick, FLT lferderick@firstlandtransfer.com Questions about Title Services Erica Werner, FLT ewerner@firstlandtransfer.com Questions about Mortgage Frances Patton Jason Ashe Do I need a U and O Suburban West Realtors Alliance Questions about Continuing Education Suburban West Realtors SWRA Questions about Designations Suburban West Realtors SWRA Questions about code of Ethics Violations Suburban West Realtors SWRA Co-Broker Commissions Issues Suburban West Realtors SWRA Quick Reference Phone Numbers Market Leader Reppert Factor Dot Loop West Chester Business Center Lisa Chaban wcfrontdesk@gmail.com Suburban West Realtors SWRA TREND First Land Transfer Quick Reference Info What is our NAID number for a HUD deal? CHSTER6893 What is our Federal tax ID number? # If W9 is needed - contact Amanda What is my NRDS number? What is our Broker number? RB065420

6 4-Week Success Program Task Date Due Date Completed MREA BOOK read 3x License Received by State New Agent Orientation Meeting 1 New Agent Orientation Meeting 2 Membership Trend Membership Suburban West Realtor Association KW Address Set Up eagentc Website Set Up eedge Website Profile 100% Have Professional Photo Taken Order Business Cards Order Name Badge Set up Voic Purchase 2 domain names Attend Suburban West Association Orientation Purchase Supra Key Pad Setup/Purchase Calendar Complete 411 Complete Business Plan Setup Dot Loop Forms Attend Office Meeting Purchase Open House Signs Purchase For Sale Signs Complete Reatlor.com Profile Complete Trend Orientations Set up KW app Complete and Review Disc Assessment Attend Broker s Open Completer Buyer s Presentation Complete Seller s Prelisting Presentation

7 Agent Training Program Checklist IGNITE Session 1: Rev Up Session 2: Your Database Session 3: Open Houses Session 4: Prospecting Session 5: Accountability Session 6: Prepare to Work with Buyers Session 7: Buyer Consultation Session 8: Find and Show Homes Session 9: Make and Receive Offers Session 10: Accountability Session 11: Negotiate Win-Win Agreements Session 12: Find Seller Leads Session 13: Accountability Session 14: Your Prelisting Packet and Consultation Session 15: Price Right and Present Your CMA Session 16: Market and Service Your Listings Session 17: Contract-to-Close and Post-close Systems Session 18: Accountability Other Important Training Orientation to Market Center Greensheet Training Dotloop Training Code of Ethics & Board Orientation Trend MLS Orientation KW Difference - Culture & the Gift of Profit Share MREA Listings, Leads and Leverage Converting Leads to Sales (floor time) Floor Duty Training w/call Coordinator (floor time) Floor Duty Training with Duty Agent Forms and Procedures PAR Forms Training Date Completed Date Completed Instructor Signature Instructor Signature

8 Kellerisms At Keller Williams, we have a language all our own. We affectionately refer to our modified words as Kellerisms. Below is a list of Kellerisms, along with their definition: The is a productivity tool that drives your goal setting from the desired end results to the present stands for four weeks, one month, and one year; but you must first set the yearly goals and then detail monthly and weekly goals. It is not a to-do list; it s a have-to-do list. 8 x 8 A lead generation schedule consisting of eight touches over eight weeks. A high-impact, high-saturation technique that is designed to put you in the number-one position in the minds of everyone in your Met database within an eight-week period. Above the Line ALC Allied Resources Below the Line Big Rocks Capper Company Dollar Above the Line Expenses are also known as Approved Expenses. They are deducted from the Market Center income before Profit Share is calculated. Associate Leadership Council. A group of individuals drawn from the top 20 percent of Market Center producers. People in a position to help each other reach their goals. These are individuals you have met that you expect either to do business with or to receive leads from every year. Below the Line Expenses are expenses that are taken out of owner profit after Profit Share is calculated. If you are given a glass, different materials, large rocks, small rocks, pebbles, sand, water; fit into the glass in different ways. By putting water first, then sand, then pebbles, then small rocks, then big rocks, you would fit less material. But if you put the big rocks in first, etc., you can fit more materials into your glass. An individual who produces sufficient GCI and contributes enough Company Dollar to the Market Center to satisfy his/her annual commission Cap requirement. After capping, the individual keeps all commission income. The money the Market Center keeps after all the agents are paid their commissions. The Market Center uses these funds to pay bills and to make a profit.

9 Core Group DISC Fill Your Bucket GCI High-D MCA OP Paid On Volume Profit Share RD The Model Transmittal The influential group of people at a Market Center who are recruited for their ability to recruit other sales associates and thereby increase MC profitability. A written personality profiling system that assesses Aggression/Response to Challenge, Influence/Persuasion, Activities/Responsibilities, and Rule/Regulation. The system then describes an individual s personality in terms of D: Dominant/Driver, I: Influencing/Inspiring, S: Stable/Steady and C: Compliant/Correct. During staff meetings, you might recognize an individual who has helped you by going above and beyond their job description you might fill their bucket. Gross Commission Income. The total amount of commission dollars the Market Center receives from a transaction. An individual with a high score in the Dominant/Driver category of the DISC personality evaluation. Team Leaders are typically High-D. Market Center Administrator. The MCA is responsible for implementing and maintaining all operating systems in a KW Market Center. Operating Principal. The Operating Principal is responsible for the success of the business venture. They are also responsible for bringing Capital, Leadership, and Accountability. Closed Sales Volume on which the associate paid Company Dollar (until they cap). Amount of Market Center profit that is sent to KWRI for distribution to the appropriate Associate in the Profit Share Tree. Regional Director. The Regional Representative who administers KW in a geographical area. RD s award franchises to prospective owners and see that the KW Model is followed in their Region. The process set forth by Keller Williams Realty International that describes the guidelines to be followed for the successful launch and profitable operation of a Market Center. The monthly process through which the Market Center closes their books and sends their information to KWRI. Transmittals are due by the 3rd business day of the following month. Market Centers transmitting late are assessed a late transmittal fee of $100 per day. This late charge is never waived. Successful transmittal is a critical task for the Market Center leadership team.

10 The Keller Williams MVVBP Mission To build careers worth having, businesses worth owning, and lives worth living. Vision To be the real estate company of choice. Values God, Family, then Business. We believe real estate is a local service business driven by individual real estate agents and their local image with their centers of influence and client base. We believe our associates should be treated like stakeholders. We believe stakeholder companies always measure profit or loss, open the books, and tell the truth. We believe who you are in business with really does matter. We believe profit matters. We believe no transaction is worth our reputation. Beliefs (Rules) At KELLER WILLIAMS International, we proudly and fondly refer to our beliefs as WI4C2TS. They are how we grow our relationship among ourselves. This symbolizes: W Win-Win Or no deal I Integrity Do the right thing C Customers Always come first C Commitment In all things C Communication Seek first to understand C Creativity Ideas before results T Teamwork Together everyone achieves more T Trust Begins with honesty S Success Results through people Perspective A training and consulting company that also provides the franchise systems, products, and services that lead to productivity and profitability. Keller Williams thinks like a top producer, acts like a trainer-consultant and focuses all its activities on service, productivity and profitability

11 What is Red Day RED Day (Renew, Energize, and Donate) is an initiative dedicated to celebrating Keller Williams Realty s year round commitment to improving our local community. Each year, on the second Thursday in May, tens of thousands of associates from across the United States and Canada participate in a wide range of projects, devoting our time to renewing and energizing aspects of neighborhoods in which we serve. Recognizing her leadership in guiding the culture or our company, RED Days is held in honor of Mo Anderson, vice chairman of the board, Keller Williams Realty. Our Vision is for this day is that all Keller Williams associates will actively engage in a coordinated effort to improve their local community. In order with this day to be a huge success, we need your energy and commitment. RED Day is always held on the second Thursday of May so mark your calendars now! KW Cares Established in 2003, KW Cares is a tax exempt 501(c)3 public charity created to support Keller Williams Realty associates and their family in times of extreme hardship. This charity is the heart of Keller Williams culture in action finding and serving the higher purpose of business through charitable giving in the community where our agents live and work. KW Cares was the brainchild of the agents of Keller Williams Realty and Mo Anderson, Vice Chairman of the Board at Keller Williams Realty International, took this dream and brought it to fruition. Today it is supported by all Associates. WeKare is the Exton division of KW Cares and is also a 501(c)(3) national public charity. It was created to help support the people in our area and our Associates and their families during hardships caused by sudden emergencies. WeKare is funded thru the efforts of our Associates and thru various fundraisers held each year. Lookout for our Summer Bar-b-que s, Holiday Lunches and Golf Tournament KWConnect KWConnect is an internet based training program provided by Keller Williams University. KWConnect brings world class trainers right to your home computer any time YOU want! To access KWConnect 1. Log onto and click on KWConnect 2. Click on Power Perspectives or Courses and select the video you d like to view 3. When prompted, login with your KW username and password.