NEW AGENT GUIDE Onboarding | Mentor Program Training | Information Reference
NEW AGENT GUIDE
WELCOME TO ARC REALTY About Us Our Mission & Core Values Office Timeline ONBOARDING Getting Started FAQs & Office Information Staying Informed Marketing & Database Back Office Contacts & Tools
MENTORSHIP PROGRAM
Self Reflection
Dashboard & MLS Buyers & Sellers Practice & Training
NEW AGENT TRAINING
Navigating the MLS Open Houses
Learning ARC’s Contracts Competetive Market Analysis
Working with Buyers Listing & Seller Agreements After the Paperwork Understanding Closings This book belongs to:
About ARC Realty
We are energetic, empathetic, and interested. We look for problems to solve and stories to hear. If you are looking for passive, look elsewhere.
ACCESSIBLE
We are all forward thinking, unafraid, and always evolving. Our effort is never in question, and our willingness is obvious. We know that there is always better and we plan to find it.
ENGAGED DRIVEN Core Values
We are available, reachable, and responsive. Agents know where and when to find us, and that we are willing to help when they do. We may be busy, but you will never feel like a burden.
A Relationship Company of
• To consider the people behind the transaction.
• To ease the home transaction experience on all levels and with all parties.
• To develop relationships that go beyond the sale.
• To provide a home for agents where they feel welcomed, appreciated, and comfortable.
• To create an environment that encourages collaboration.
• To give our agents a competitive advantage through technology and services.
• To play an active role in the growth of the communities we serve.
• To curate a brand that better positions our agents to grow their business.
• To remember that life for all of us goes far beyond these walls.
MISSION OUR
ARC REALTY TIMELINE
2013
ARC Realty was founded
ARC Realty opens its doors 1 broker | 1,500 sqft | 6 agents | 1 staff member
Moved to current main office in Vestavia ARC hits 100 agents
Joined Leading Real Estate Companies of the World Joined Luxury Real Estate Tommy Brigham wins Entrepreneur Spotlight
Beau Bevis awarded CEO of the Year
Made list of Birmingham’s fastest growing companies Opened Hoover, Montgomery, and Wetumpka offices Named Alabama’s largest privately-owned real estate company Named one of the Birmingham’s Best Places to Work Named one of the fastest growing companies in Birmingham
Opened Mountain Brook office Named one of the Best Places to Work again Opened Heights Title Opened Mt Laurel office Mechelle Wilder elected BAR President
Opened Homewood Office Started Blue Goes Pink Campaign Raised over $11k for Breast Cancer Research Foundation of AL Marie Lawrence named to LeadingRE Advisory Council
Hit $1 Billion in sales
Hoover named Best Office in city Named Best Website in LuxuryRE network Raised over $13k for Breast Cancer Research Foundation of AL
Hoover named Best Office again Janet Hamm elected GALMS President John Perry named to LeadingRE Marketing Technology Advisory Council Raised over $13k for Breast Cancer Research Foundation of AL Named Best Marketing Campaign in LuxuryRE network
2012 2014 2015 2016 2017 2018 2019 2020 2021
Onboarding Proccess
New Agent Timeline
Once you finalize your decision, you will be on the path to success with our comprehensive onboarding process, mentorship program, and new agent training. Your experience will be guided by industry leaders with proven expertise in the real estate world.
ONBOARDING MEETING
1
Meet with office manager. Order branded marketing collateral, and finalize paperwork.
ONBOARDING MEETING 2
Meet with your onboarder. Learn about ARC’s tools, services, and processes, and get a clear view of your next 120 days.
MEET THE TEAM
You have a big team behind you. Come meet with marketing, the back office, and relocation to learn more about how they can take your business to the next level.
REVIEW MEETING
Meet with your onboarder to go over your next steps.
GET A MENTOR
Get comfortable. Exchange information. Establish future communication. WEEKLY MEETINGS
Have your questions prepared, go over any current deals, ask about marketing, go over industry basics you never knew you needed.
RIDE SHOTGUN
Take advantage of your front row seat into how an experienced agent does business.
BUYER DEAL 1 BUYER DEAL 2
LISTING DEAL
GET READY FOR SUCCESS
You are officially onboarded. You should know where to go, what to do, or at least who to ask. We are always here to assist you, but it’s time to spread your wings and fly.
NEW AGENT TRAINING
Fridays, 9:30am Vestavia Office
• MLS Basics
• MLS - Alerts & Taxes
• Open Houses
• Contracts
• Competitive Market Analysis
• Working with Buyers
• Contract to Close
• Listing & Seller Agreements
• After the Paperwork
• Understanding Closings
• How to begin marketing yourself
GETTING STARTED • ARC’s culture and philosophy
• ARC’s leadership and staff
• ARC’s services, tools, and tech
• Licensing and memberships
• How to get started in real estate
My Email Address: My Email Password: My Office Door Code:
your
our
will work
you
information
correct, and get you
the
The ARC Realty Dashboard is your central hub to all things real estate. The
you login you will need to provide a phone number and/or email address for a Multi-Factor
precaution that helps to ensure your dashboard and
Introduction and Information ARC Dashboard Login { Business cards ordered { Signs ordered { Nametag ordered { I have a bio and it is in the dashboard { I have a headshot and it is in the dashboard { I have written my “welcome letter” Setup Checklist
your
manager 1
www.arcrealtydashboard.com At
initial onboarding meeting,
team
with
to finalize your paperwork, ensure your
is
set up on essential tools. Here’s a snapshot of what will be covered during
onboarding proccess:
first time
Authentication (MFA). This is a safety
email account is not accessed by anyone but you.
• Login: Click blue “Login with Office365” button • Username: Your arcrealtyco.com email address • Password: Provided by
office
FAQs & OFFICE INFORMATION 2
Frequently Asked Questions
Q - How do I pay my office bill?
A - Fill out the credit card form and your bill will be deducted monthly. The office bill is deducted mid-month. For questions, contact Paola Garza by emailing pgarza@arcrealtyco.com
Q - How do I get paid?
A - You will be paid via direct deposit. Make sure you turn in a voided check to your office manager. If you prefer a paper check let the back office know on your closing cover sheet.
Q - What deadlines do I need to be aware of?
A - You have 30 days to complete your Birmingham Association of REALTORS® (BAR) orientation after joining the association. You have six months from your date of licensure to complete and submit your post-licensure course to the Alabama Real Estate Commission (AREC).
Date of my license: ____________________
Q - How do I tell the company about my open house?
A - Please send open house information to: openhouses@arcrealtyco.com. See next page for deadlines.
Q - Does ARC charge a referral fee?
A - Yes, company referrals are 45%, which includes referrals from the relocation department or leadership. ReadyChat leads are 30%. Website leads are free, first come, first served. Set your preferences at: tinyurl.com/arcleads.
Q - How do I turn in transaction
paperwork?
A - All transactions are handled through Paperless Pipeline, accessed through the ARC dashboard tile. For questions, ask your mentor, onboarder, or office manager.
AUBURN
Norman Schlemmer | 334.799.1574 216 S. 18th Street Opelika, Alabama 36801
MONTGOMERY
Norman Schlemmer | 334.799.1574 8191 Seaton Place Montgomery, Alabama 36116
SMITH LAKE
Haley May | 256.590.1467
HOMEWOOD
Stacy Flippen | 205.966.8406 1812 28th Avenue South Homewood, Alabama 35209
MOUNTAIN BROOK
Tommy Brigham | 205.540.0536 2718 Cahaba Road Mountain Brook, Alabama 35223
VESTAVIA
Marc Scholl & Amy Stump 205.478.2575 | 205.936.4800 4274 Cahaba Heights Ct, Ste 200 Birmingham, Alabama 35243
HOOVER
Thad Lowery | 205.965.6299 5220 Peridot Place, Ste 124 Hoover, Alabama 35244
MT LAUREL
Sarah Eddy | 205.365.6859 5 Mt Laurel Avenue Birmingham, Alabama 35242
WETUMPKA
Don Brewer | 334.221.0279 4826 US Hwy 231 Wetumpka, Alabama 36092
Birmingham Main Office 205.969.8910
Montgomery Main Office 334.213.2532
MONDAY
• Monday Email - PLEASE READ
• AOH flyers get distributed via email
TUESDAY
• Sales meetings on ZOOM - 9:30AM (1st & 3rd Tues.)
• Sales meeting recap email with buyer & seller needs
WEDNESDAY
• New listings and coming soon emails distributed to all offices and Birmingham metro agents
• Tech Talk on ZOOM - 2:00PM
THURSDAY
• Weekend open house information due. Email: openhouses@arcrealtyco.com
• Homewood marketing hours - 1:00PM to 3:00PM
FRIDAY
• New Agent Training Vestavia office/ZOOM - 9:30AM
• AOH details due. Email: openhouses@arcrealtyco.com
• Open house email distributed to all offices and Birmingham metro agents
• Hoover marketing hours - 9:00AM to 11:00AM
1ST OF EACH MONTH
• ARC Newsletter goes out to campaign group
MIDDLE
OF EACH MONTH
• LOLO gift goes out on 2nd Wednesday
• OT sign up list (on Monday email) - 15th of month
• Office bills go out - 15th of month
END OF EACH MONTH
• ARConnect distributes to ARC Agents on the third Thursday of each month
•
•
•
AN EYE OUT!
Sales meetings
Monday
ARConnect
Monthly calendar
emails •
•
Agent
FB group
Monthly
CE classes
Parties
Lunches
Agent
GET SOCIAL @arc_realty ARC
/ARCRealty/ ARC Agent
Group (private/invite only)
INFORMED 3
KEEP
• Agent panels • Specialized training •
events (bingo, trivia, etc.) • Pop-bys •
•
and events •
•
open houses
Realty Co.
FB
STAYING
VESTAVIA: Come grab us anytime! HOMEWOOD: Thursday afternoons HOOVER: Friday mornings MARKETING Office Hours MONTHLY Trainings
training
will
sales
calendar.
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Akzidenz-Grotesk Next Akzidenz-Grotesk Next Lora Lora Bold Lora Italic Lora Italic Bold CUSTOMART PRE-MADEPOSTS BRANDSTANDARDS DESIGNTEMPLATES AUTOMATEDGIFTS FARMING COLLECTION AUTOMATED POSTCARDMAILINGS MARKETING 4 Marketing Resources | DASHBOARD Marketing Technology Tools | DASHBOARD ARC Realty Brand Standards
Monthly training, including agent panels and formal
sessions,
be announced during
meetings, on your Monday email, on the dashboard, and the company
C:94, M:66,
Hex: #0060AC PMS: 2932 C:100, M:91,
Hex: #1F2E60 RGB: 30/46/96 C:10, M:8, Y:8,
Hex: #E0E0E0 RGB: 224/224/224
• Manage database contacts & info • Organize by groups & touchpoints • Send automated campaigns • Send automated market reports • Print labels • Track touchpoints ARC’S DATABASE MANAGEMENT SYSTEM More Than Just A Name Who’s In Your Database? DATABASE 5 • Siblings • Cousins • Church friends • High school friends • College friends • Coworkers • Neighbors • Workout buddies • Supper club • Kids friend’s parents • Networking group • Hobby club members • Your barista • Fantasy sports league • Bridge club • Your mechanic • Your hairdresser • Your doctor • Phone contacts • Email contacts • Social media • Wedding lists • Church directory • Club member list • Yearbooks PLACES TO LOOK • Full name • Phone number • Address • Email address • Birthday • Occupation • Social handles • Spouse’s name • Children’s names • Home Anniversary • Preferred contact method • Notes Send your welcome letter to 150 people Template provided by your onboarder Put your introduction on social media Templates available on LucidPress We cannot stress enough the importance of having a database and keeping it up-to-date. We encourage you to use ARC’s Database Management System to manage and organize your contacts, send automated reports and campaigns, and track your touchpoints. Managing Your Contacts
Resources and Experts
DONNA COATES
205.577.8445 dcoates@heightstitle.us
DANIEL ODREZIN
205.529.6293 dodrezin@heightstitle.us
MARIE LAWRENCE 205.242.9671 mlawrence@arcrealtyco.com
KIM DUNHAM 205.515.2829 kdunham@arcrealtyco.com
ROBERT KENMORE 205.577.8445 rkenmore@arcrealtyco.com
ARC Realty’s Global Network
CHRIS TREHERNE
205.577.8445 chris@arcrealtyco.com
PARTNERS, RESOURCES, & EXPERTS 6 RELO&TRAINING CONSUMERDISCOUNT LUXURYLISTINGS
COORDINATOR CLOSING
TRANSACTION TOOLS 7 E-KEY/LOCKBOX PAPERWORK MLSONTHEGO PRICINGPLATFORM INSTANTOFFER BHAMMLS • Manage your paperwork • Maintain paper-free document storage • Send documents for electronic signatures • Track signing progress with clients • Submit paperwork • Track tasks • Complete transactions • Update all parties • Manage, store, and access paperwork $240/YEAR FREE $206/YEAR Business & Signing Platforms Transaction Tools PROPERTYREPORTS
• Self Reflection and Goals • ARC Dashboard • Navigating the MLS • Working with Buyers • Working with Sellers • Hands-on Training • Video Training and Meetings • Agent Training Program Review Mentorship Program Tiorunti remqui blautem faceratio essum facepel molupta temquatur, sanduciendiMus doluptust, sim esequam restis nimus dollabo. Nem rem fugia ditatem doluptatus, quaeped ut ex eos sinveri busdae debisqu atemquam, omnitasi odipienis quis sequis si tem. Num deliqu i optaturem ne ni ditaeptae velique n Mentor Email: @arcrealtyco.com MY MENTOR ___________________________________________ Mentor Phone:
SELF REFLECTION
Defining Your Goals
This year I would like to net in commissions.
To achieve that, my end of year volume would be: .
In my market, the average sales price is .
This would require approximately transactions.
I need transactions per month to achieve this goal.
What does a successful year in real estate mean to you?
Who would you consider your sphere of influence?
How do you plan on prospecting and generating new clients?
What are your strengths?
How do you plan on using social media?
D.I.S.C. assesment personality profile:
1
DASHBOARD & MLS
Log in, and take a tour of the Dashboard ( arcrealtydashboard.com )
Enter yourself as a contact
Set yourself on up the company newsletter
Set yourself up on a property value estimate (PVE) for your home
Set yourself up on a market report for your home market
Set yourself up on the holiday campaign
Go into the marketing request tile and review the process
Go into the Testimonial Tree tile and find your personal collection link
Go into the Buyside tile and set up your contact preferences
Go into the ARC Design House tile and view available templates
Go into the Paperless Pipelin e tile and check your information
Access the resources section to look for contracts and addendums
Test out the search bar with a few inquiries
2
ARC DASHBOARD
NAVIGATING THE MLS
Log in and tour the site
Set up profile through the wizard
Conduct a search of homes using various and multiple search criteria
Email and text search results to client
Create a search campaign utilizing Collaboration Center
Search for lots using various methods and multiple search criteria
Search for recent sales as if you’re preping a CMA
Search for listings and recent sales utilizing the mapping method
Add and maintain a new listing
Find listing history, iMAPP, Mapping, and link to Transaction Desk
Set up an individual showing
Set up multiple showing (ShowingTime with smart routing feature)
Print and review MLS sheet for use at showings or client discussion
BUYERS & SELLERS
WORKING WITH BUYERS
Understand and be prepared to draft:
RECAD
Buyer’s Agency Agreement
Buyer’s Net Sheet
Dual Agency Agreement
FSBO Agreement
Review a Home Inspection Report
Prepare an Inspection Contingency Removal Addendum
Conduct a CMA using RPR, CloudCMA, Paragon, or Homesnap
Complete a Residential Sales Contract, with Addendums if applicable
Create, save, and send, the above Sales Contract for electronic signature
3
WORKING WITH SELLERS
Sellers
Property
Understand and be prepared to draft: RECAD Listing Agreement
Net Sheet
Tax proration Lead Based Paint Disclosure Affiliated Business Agreement (Heights Title) Coming Soon Agreement Dual Agency Agreement MLS input sheet Create/review Seller Packet Conduct one or more role-play listing presentations Review Open House Checklist
PRACTICE & TRAINING
HANDS-ON TRAINING
Create three social media posts
Discuss the benefits of personal vs business social media accounts
Attend one or more listing appointments with your mentor
Visit two open houses
Visit two agent open houses
Attend one of more buyer showing appointments
Download Supra E-Key app and open an electronic lockbox
Download and utilize ShowingTime app to schedule and review showings
Attend one or more closings and review a closing disclosure
Schedule one home preview and prepare CMA price analysis
4
MEETINGS
Tech
Tech
Training:
the LeadingRE instructional video path (40 videos) Attend five Tuesday sales meetings Watch five ARC training videos
Importing Contacts
Property Value Estimates
Market Reports
How to Collect
Paperless Pipeline
Homesnap
VIDEO TRAINING & STREAMING
Review
Database:
Database:
Database:
Testimonials:
Training:
Training:
Talk: 30 Touches
Talk: LoLo
How to Stay Out of Real Estate Jail
General Training
Cyber Security
Accessing Documents REALESTATETRAINING ARCTOOLS COMPANYMEETINGS Training Video Suggestions
Lucidpress:
Tech Talk:
Resources:
New Agent Training This ten-week program is designed with agents in mind and focuses on the processes and best practices of the trade that will be integral to your experience. After completing the course, you will receive the Certified Agent of ARC (CRA) designation, certificate, and social media collateral. JANET HAMM 205.577.8445 jhamm@arcrealtyco.com MLS BASICS An Introduction to the Multiple Listings Service MLS - ALERTS AND TAX SEARCHES Advanced Features, Tax Inquiries, Programmable Alerts & Regulations OPEN HOUSES Successful Models and Tactics to Build Your Business CONTRACTS Learning ARC’s Residential Financed Contract COMPETITIVE MARKET ANALYSIS Intelligent Pricing for Listings WORKING WITH BUYERS Agency Agreements, Showing Requests, and Getting Started CONTRACT TO CLOSE Transitioning from Contract to Close LISTING & SELLER AGREEMENTS Navigating Paperwork and Negotiations AFTER THE PAPERWORK The Seller Journey UNDERSTANDING CLOSINGS Disclosures and the Process
MLS BASICS
An Introduction to the Multiple Listings Service
MY BIGGEST TAKEAWAY:
1
MLS ALERTS & TAX SEARCHES
Advanced Features & Tax Inquiries, Programmable Alerts & Regulations
MY BIGGEST TAKEAWAY:
2
OPEN HOUSES
Successful Models and Tactics to Build your Business
MY BIGGEST TAKEAWAY:
3
CONTRACTS
Learning ARC’s Residential Financed Contract
MY BIGGEST TAKEAWAY:
4
COMPETITIVE MARKET ANALYSIS
Intelligent Pricing for Listings
MY BIGGEST TAKEAWAY:
5
WORKING WITH BUYERS
Agency Agreements, Showing Requests, and Getting Started
MY BIGGEST TAKEAWAY: MY BIGGEST TAKEAWAY:
CONTRACT TO CLOSE
Agency Agreements, Showing Requests, and Getting Started
7
6
LISTING AND SELLER AGREEMENTS
Navigating Paperwork and Negotiations
MY BIGGEST TAKEAWAY:
8
AFTER THE PAPERWORK
The Seller Journey
MY BIGGEST TAKEAWAY:
9
UNDERSTANDING CLOSINGS
Disclosures and the Closing Process
MY BIGGEST TAKEAWAY:
10
