HEADQUARTERS CORONA DEL MAR
Residential Agent inc. 3500 E Pacific Coast Hwy. #120 | Corona del Mar, CA 92625 admin@agentinc.co | www.agentinc.co | 949.791.8160 An exclusive publication of the Agent inc. All rights reserved. DRE# 02068079 © 2018
W E LC O M E N E W AG E N T S TA B L E O F C ON T E N TS I’ ve B e e n Li stening 7 Ex p e r i e n c e R ea l Est ate Elevated 9 Lea d e rshi p 1 1 WO RLD - C L A SS MAR KE T IN G TOOLS Ag e n t i nc. R evenue S ha r e 17 Ag e n t i n c. Website 1 9 Ex p l o r e N e i g hb orhood s 21 M ar ke t i ng C oncier g e a nd Res o u r c e C enter 23 Ag e n t - Ce n t ric Bu i l d y o ur own Ag ent inc. Magazi n e 25 P h o t o g r a p hy/ Vid eog r a p hy 27 Elevat e d M e d ia 29 Imm e rsi ve 3 D Exp erience 31 Elevat e d A ffiliations 33
Age n t- Ce n tri c Br an di n g Pe rs o n al i ze d Age n t in c. St art er Kit 35 Age n t I n su r an ce 39 Age n t Mo rtgage 41 Age n t Es cr o w 4 3 Age n t Di s cl osu r es 4 5 Age n t A ppr e n ti ce 47 Age n t Vacati o n 49 Age n t Pr o pe rty M an agem en t 51 Me n to r Le ade r 5 3 Age n t i n c. Su ppo rt 57 Err o rs an d Omi ssi o n s 6 3
“I’ VE BEEN LISTENING” - J O H N M C M O N I G L E , F O U N D E R AG E N T I N C. In today’s over saturated marketplace of Real Estate products and over 2 million active agents nationwide, one name stands apart from the rest — John McMonigle. Renowned for his unparalleled expertise and success, John, along with his celebrated team at Corona del Mar-based McMonigle Group, have made history by selling properties totaling more than $6.525 billion over more than 15 years. John is often called upon by the media as the foremost expert in residential real estate and has appeared on The Oprah Winfrey Show, Access Hollywood, The Insider, HGTV and other major networks, as well as countless print interviews in some of the country’s most respected publications. From 2004 through 2008, The Wall Street Journal named The McMonigle Team the number-one real estate team in the world. John shined as a cast member on Bravo TV’s “Real Estate Wars.”
Things turn out best for the people who make the best of the way things turn out.” -John Wooden
In addition to his profound sales achievements and co-founding of Strada Properties (which he sold to Coldwell Banker in 2003), John is known for his trendsetting marketing strategies, which have set new standards for real estate advertising and sales around the world. He is also recognized as an expert in real estate development, with the nation’s top builders and developers utilizing his expertise, keen business instincts and innate ability to understand and outperform the market to sell their properties. This combined expertise and experience has taught John to listen to the marketplace and to the needs of agents. The creation of Agent inc. is a result of John’s goal of helping the new contemporary agent function at the highest level. Agent inc. uses hyperfocused techniques and a process driven platform that delivers beyond expectations in revolutionary ways that service all levels of the Real Estate process and beyond.
E X P E R I E N C E R E A L E S TAT E E L E VAT E D Our Revolutionary Platform of complete Real Estate services combine to increase productivity and customer relations management. Insurance, mortgage, escrow and disclosures, etc. are internally incorporated to achieve the highest caliber of efficiency and networking opportunities. Revenue sharing is maximized for additional Agent profit and commission opportunities.
“Treat other people exactly as you would like to be treated by them -this is the essence of all true religion� --From the first public sermon of Jesus
LEADERSHIP SCOTT MACDONALD EXECUTIVE SALES DIRECTOR Scott MacDonald has earned an impressive reputation as one of Southern California’s most respected real estate professionals. For more than 10 years he built a thriving real estate practice that ranked among the top one-percent nationally and reached the Top 10 of a 3,000-agent firm in Southern California. After an extremely successful sales career, Scott focused his talents on developing agents, offices and regions for local, national and international brands. Most recently, he honed the Newport Beach operations of a large corporate company into a Top 5 office nationally out of more than 1,200 offices. Internationally acclaimed real estate and business coach, Tom Ferry, commented, “Scott MacDonald is a very effective senior leader in the real estate business today.”
Scott’s Christian world view is the driving force behind his passion, enthusiasm and sense of responsibility to truly serve those within his company as well as its clients who are buying and selling real estate. As he puts it, “It’s an honor and privilege to help people with the biggest financial decision many of our clients ever make in the sale or purchase of a home. I feel a sacred responsibility to bring great value to them in this process.” All of his success has culminated in Scott choosing to partner with John McMonigle, one of the real estate industry’s most successful and respected agents. “Teaming with John McMonigle to build a company based on purpose-driven values is a dream come true for me,” Scott commented. “Clients deserve to work with a company that truly cares about their best interests—a company that has a proven ability to perform at the highest level on behalf of each and every client. We look forward to providing a real estate experience for our clients that is second to none.”
“In a successful organization no detail is too small to escape close attention.” --From Lou Holtz
LEADERSHIP RON MAZZANO PRINCIPAL BROKER For the past several decades, Ron Mazzano has proven to be an accomplished real estate managing broker and broker of record at the top real estate agencies in the marketplace. His achievements of building and directing the agencies and their associates have gained national recognition, ranking them among the top-four highest-producing offices. Considered by many as Dean of Real Estate Managers, Ron has earned the National Association of Realtors’ designations of Realtor Emeritus and Certified Residential Broker. His industry involvement has included past president of his local realtors’ association, realtor-of-the-year honors, state director in both California and Texas, and chairman of the Multiple Listing Association. He has been an expert witness in real estate disputes and was formerly a finance commissioner for the City of Irvine.
Ron’s experience and knowledge in overseeing local properties ranging from modest homes to grand estates valued in the tens-of-millions gives associates at Agent inc. the guidance and direction they need to navigate the most difficult transactions. His tenure as a title officer of a major title company brings a unique prospective to the most precarious transactions. Agent inc. clients can rest assured that the most professional and competent management is overseeing their transactions and interactions. Agent inc. embodies those principles in its philosophy and exemplifies them in their management style. John McMonigle has brought together the best and most-talented agents to form the most prestigious real estate firm in the industry. With Agent inc.’s Purpose Driven vision, Ron is looking forward to working alongside John McMonigle and Scott MacDonald as they expand nationally and globally.
T H E AG E N T I N C. M A R K E T I N G P L AT F O R M
TABLE OF CONTENTS Age n t i n c. We bsi te Expl o r e N e i gh bo rh o o ds Build your o w n Age n t i n c. Magazi n e Ph o to gr aphy / Vi de o gr aphy I mme rsi ve 3D Expe ri e n ce Massive ex p osu r e w i th OBEO Un l i mi te d an d Li stHu b Exclusive Te l ev i si o n & WI FI Adve rti si n g Age n t i n c. St art Ki t Marke ti n g Co n ci e r ge an d Res o u r ce Ce n te r Expl o r e N e i gh bo rh o o ds Reve nu e Sh ar e
AG E N T I N C. R E V E N U E S H A R E
The Time Is Now. Open Your World to New Income Possibilities
Agent Share is a unique revenue sharing program designed by Agent inc. to encourage agents to participate in the company’s gross revenue. We want you to excel like this is your own business. When we profit you profit and we encourage you to participate in your own success. This revenue share program has seven levels of revenue that the company is willing to share with their agents for attracting others to Agent inc. The company will pay a percentage of the gross commission that it’s generating from the sale of real estate from the individual agents to the Recruiting agent.
AGENT SHARE
AGENT SHARE Level 1
1.75
Level 1
3.5
Level 2
.1
Level 2
.2
Level 3
.05
Level 3
.1
Level 4
.05
Level 4
.1
Level 5
.05
Level 5
.1
Level 6
.25
Level 6
.5
Level 7
.25
Level 7
.5
SENIOR ASSOCIATE 12M OR MORE ANNUAL SALES -6% ADMIN FEE 90/10
AGENT SHARE
SENIOR ASSOCIATE -6% ADMIN FEE 80/20
AGENT SHARE
Level 1
3.5
Level 1
3.5
Level 2
.2
Level 2
.2
Level 3
.1
Level 3
.1
Level 4
.1
Level 4
.1
Level 5
.1
Level 5
.1
Level 6
.5
Level 6
.5
Level 7
.5
Level 7
.5
ASSOCIATE -6% ADMIN FEE
70/30
AGENT APPRENTICE -6% ADMIN FEE 60/40
AG E N T I N C W E B S I T E
INTRODUCING: E X P LO R E N E I G H B O R H O O D S John McMonigle’s Geographic Farming Method Software Founder John McMonigle started his career at an early age, by farming a neighborhood called Lido Island, in Orange County, CA. Having recently moved to the area from out of state, not knowing a soul, his farming efforts consisted of showing up every weekend and doing an open house with over a dozen signs advertising his name. When he finally got his first listing, he mailed a brochure into the neighborhood. It was differentiating in size and quality. When he sold that listing, he mailed a “Just Sold” flier throughout Lido Island. Over the next eighteen months, his activity increased until he had 22 listings and 30 sales in his second year of farming Lido Island.
“During my career, I have grown my real estate team to become the number one team in the nation as published by The Wall Street Journal for five consecutive years. I have built and sold mortgage companies, brokerage companies, experienced many rewarding development and business ventures that all started from farming Lido Island. This is why I value geographic farming...I know that it works.� -- John McMonigle
MARKETING CONCIERGE AND RESOURCE CENTER Our world class marketing resource center is agent centric and customized for Agent inc. exclusively. Produce, print and email in one convenient place for efficiency and brand cohesion with specially designed templates and branded content consistency. Our marketing concierge can assist new agents with their first 40 days and all on-boarding needs.
A G E N T- C E N T R I C M A R K E T I N G P U T S YO U I N T H E L E A D Build Your Own Agent inc Magazine Our multi-platform approach to the real estate industry has been fine-tuned in a way that offers our clients and partners various forms of interaction and an experiential narrative to the Orange County lifestyle that no other media offers and in a way no other group embraces.
Each agent has 4 dedicated pages in Agent inc. magazine to personalize with their contact information, bio, photo and introduction copy. The issue is created on our Agent Resource Center for easy editing and is ready-made to look like the agent has developed the issue themselves; an impressive and revolutionary way to look like an industry leader.
BROUGHT TO YOU BY JOHN MCMONIGLE In today’s hyper-competitive world of ultraluxurious high-profile residential real estate, one name stands apart from the rest— John McMonigle. Renowned across the nation and throughout the world for his unparalleled expertise and success, John, along with his celebrated team at Newport Beach-based McMonigle Group, have made history by selling properties totaling more than $6.125 billion over more than 15 years. John is often called upon by the media as the foremost expert in residential real estate and has appeared on The Oprah Winfrey Show, Access Hollywood, The Insider, HGTV and other major networks, as well as countless print interviews in some of the country’s most respected publications. From 2004 through 2008, The Wall Street Journal named The McMonigle Team the number-one real estate team in the world. Today John shines as a cast member on Bravo TV’s hit series “Real Estate Wars.” As a specialist in your neighborhood, I am happy to present you with Agent inc.- An overview of the current listings and home related innovations tailored to your area. I invite you to experience the Agent inc. difference when selecting your next agent or real estate services. See how we have elevated the dated real estate practice to incorporate a complete platform of services surrounded by cutting edge technology and marketing including, personalized television, print and digital campaigns.
John McMonigle Principal 949.735.1004 john@agentinc.co DRE #01123869
IN CLOSING Agent inc. is designed by one of the world’s top luxury producers, whose process-driven platform is revolutionizing the traditional way an agency functions. Insurance, mortgage, escrow and disclosure are internally incorporated to achieve the highest caliber of efficiency and expedited in an elevated concierge driven model.
Elevate your Real Estate Experience by calling John McMonigle for a customized presentation. Learn why he has sold over $7 Billion in residential Real Estate.
EXPERIENCE REAL ESTATE ELEVATED.
John M cM onig le Fo under
Val ar i e A nd ers on
Exe c u t ive P roducer/Publisher
Jo n En c ar nacion P rop e r t y Pho to grapher
A my Nikki
Ag e n t P h o to grapher
Valer ie Alicaj ic
Executive Ar t Directo r
B ob Celli
Pro per t y Co py Writer
Julio Cej a
Dist ributio n Manager
350 0 Eas t Pa cif ic Co ast H w y. #1 10 | Co ro na Del Mar, CA 92625 949.791.89 6 0 ® ™ 201 9 AG ENT Inc. Media & AG ENT Inc. Magazine All rights res er ved AGEN T INCMAG A ZINE.CO M | INFO @AG ENT INC.CO All material published within this issue of AGENT inc. and on WWW.AGENTINCMAGAZINE.COM is strictly for informational and educational purposes only. No individual, advice, product or service is in any way endorsed by AGENT inc. or M Media provided as a substitute for the reader’s seeking of individualized professional advice or instruction. Readers should seek the advice of qualified professionals on any matter regarding an individual, advice, recommendations, services or products covered within this issue. All information and material is provided to readers with the understanding that it comes from various sources from which there is no warranty or responsibility by AGENT inc. or M Media as to its or their legality, completeness or technical accuracy. ©2019 Residential Agent Inc. is an Equal Housing Opportunity service provider. Residential Agent Inc. and its affiliates do not guarantee the accuracy of square footage, lot size or other information concerning the condition or features of property provided by the seller or obtained from public records or other sources, and the buyer is advised to independently verify the accuracy of that information through personal inspection and with appropriate professionals. If your home is currently listed, this is not a solicitation for your listing. Residential Agent Inc. DRE #02068079
John McMonigle Principal 949.735.1004 john@agentinc.co DRE #01123869
PHOTOGRAPHY
VIDEOGRAPHY
Agent inc. agents enjoy the benefit of company paid photography for all listings!
We provide unparalleled high quality aerial videography which includes video of the home and immediate surroundings.
Capturing world class photography is a hallmark of the legendary Agent inc. brand. Company marketing and administrative staff direct agents on the selection of the most appropriate photographers for each listing.
Neighborhood amenities can be added to the video. Evening video shoots are an additional charge. Virtual tours allows you to use both photos & videos. You can create your own videos, or let us take care of everything for you. “Meet Me Video” to include on the Agent inc. website and the agent’s e-mail signature also available. This is a excellent value which each agent should take advantage of in their first 60 day
ELEVATED MEDIA Television and WIFI Advertising Exclusive to AGENT INC. PRIME CABLE T.V. ADS •180,000 Impressions on Local Cable Networks •Through targeted buying on key networks allowing listings to reach high net-worth individuals •Air listings on top cable networks such as Fox News, CNN, ESPN, CNBC. Fox Sports, Bravo, HGTV and AMC •250 airings •PRIME TIME slots •Pre-logs are sent to the Listing Agent the week before airing begins. WIFI CABLE ADS •15 Second Commercials for Online Distribution that will drive buyers and sellers to your website. •Digital Reach and Frequency reports will estimate how many impressions and views the ad will get overtime, allowing for the agent to make strategic decisions with their marketing budget. •40,000 Impressions Geo-Targeted through Cox, Spectrum, Time Warner, AT&T, Verizon Households
IMMERSIVE 3D EXPERIENCE Creative partnerships specializing in immersive virtual tours of residential and commercial real estate space. State of the art cameras capture every dimension of the space and proprietary software is utilized to generate a highly realistic 3D model. All models are delivered in the following three perspectives. WALK THROUGH The closest feeling to actually walking through a property, this cutting-edge view is a dramatic improvement from traditional virtual tours on the market today. Easy to use controls allow anyone to seamlessly “walk” through a property. DOLLHOUSE Offering a truly unique perspective that allows users to get a sense of how a space flows together. Users can navigate around the “Dollhouse” as if peering in on a miniature version of the space. FLOOR PLAN Providing a true scope of the space being scanned, this view is great for space and design planning and will come in handy when measuring out furniture and understanding relational space. 3D SHOWCASE 3D Showcase is much more than a 3D model. It’s all-in-one property visualization, right in your web browser or virtual reality headset. With our embedded WebGL player, including engaging 3D content in your website or apps is easy. Add our print-ready 4K photography and 3D Showcase feels as real as being there
WALK THROUGH
DOLLHOUSE
FLOOR PLAN
3D SHOWCASE
E L E VAT E D A F F I L I AT I O N S Massive exposure with OBEO Unlimited and Listhub
Residential Agent inc. is a member of OBEO and syndicates every listing thru OBEO and Listhub to hundreds of national and global websites automating Virtual Tours to bring in more customers and give access to multi-level platforms and partners.
AGENT-CENTRIC BRANDING Personalized Agent Inc. Starter Kit AGENT INC. MARKETING PRESENTATION MATERIALS Listing Presentation Coffee Table Book 1 Listing Presentation Box 1st Set of Business Cards (qty: 500) 1 Bio Written by Text Writer 50 Letterhead & Envelopes, 150 Notecards & Envelopes, 50 Folders Graphics for Presentation Coffee Table Book and Business Cards, Bio, etc.
AGENT INC. MATERIALS Errors and Omissions 1 “Meet Me” Video New Agent Ecard Announcement New Agent PR Release 1 Head Shot
AGENT INC. SIGNAGE 4 For Sale Signs Agent inc. Branded 2 For Sale Signs HOA Blue 12 Open House Sign Agent inc. Branded 1 Car Top Sign 1 Sign Bag
AGENT INC. NETWORKING IXACT - 1 Year Membership FREE Exclusive Farm Designation for Neighborhood Scoop for 24 mo. Cost of initial website setup Contacts Within Farm, email addresses, and phone numbers Training With John - priceless
PERSONAL BUILDING TOOLS Jon Wooden Book Purpose Driven Life Book
BUSINESS CARDS John McMonigle
OPEN HOUSE SIGNS
CEO
(949) 735-1004
john@agentinc.co
Residential Agent Inc.
OPEN HOUSE AGENT NAME
3500 East Coast Highway suite 120 Corona Del Mar, CA 92625 P. (949) 791 - 8160 DRE# 01123869
www.agentinc.co
OPEN HOUSE AGENT NAME
OPEN HOUSE AGENT NAME
OPEN HOUSE AGENT NAME
A-FRAME OPEN HOUSE SIGNS
A-FRAME OPEN HOUSE SIGNS
OPEN HOUSE John McMonigle (949) 735-1004
FOR SALE SIGNS
John McMonigle www.agentinc.com
CEO
949 735.1004
johnm@agentinc.com
www.agentinc.com 3500 E Pacific Coast Hwy, Suite 110 | Corona del Mar, CA 92625 INSURANCE SOLUTIONS
P. 949.791.8160 | E. geral@agentinssolutions.com
INSURANCE SOLUTIONS
WHAT WE OFFER PERSONAL INSURANCE Most of us have felt the pain of paying thousands of our hard earned dollars each year to health, home and auto insurance carriers, but few have had the even more unfortunate pain of having to file a claim against such policies. Those who do find themselves in the position of having to file a claim learn one very important thing; the broker they chose to buy their insurance from has more affect on their future happiness than they ever thought possible. We are the perfect personal insurance solution for you because our account mangers take pride in building meaningful relationships with account holders, allowing for a full picture of your family’s risk, whether protecting your livelihood, your health or your property. COMMERCIAL PROPERTY & CASUALTY Every company needs robust liability and property protections. Whether you are a growing company trying to keep up with your internal changes, or a stable company running to keep up with the changing business world around you; a strong property and casualty brokerage like us will provide you with recommendations for the products needed to properly mitigate constantly evolving internal and/or external risk.
Kevin Hernandez Vice President | 949.287.3050 Kevin@AgentInsSolutions.co
www.agentmortgage.net
WHAT WE OFFER What sets us apart from the crowd is that we are a full service Mortgage Banking company. We have in-house origination, processing, underwriting, docs and funding. We actually have loan programs available that won’t be found at any other lender. We are unique in that we shop 10 different rates every hour for our clients… Assuring that we always lock the best rate available for our clients. Every time! Also, we have retained the ability to broker loans for the “outside the box” type instances that a conventional lender just won’t do. COMPLIMENTARY LEAD GENERATION WITH OUR STATE OF THE ART CALL CENTER Live calling around your open houses and broker previews | Live calling to your geographic farm and SOI Send out text message blasts showing it came from your phone number Deliver ring-less voicemails with your number as a call back
Andy Espineira
John Phung
Payton Wade
Vice President | 949.309.2787 Andye@AgentMortgage.net
Sr. Mortgage Broker | 949.284.6502 Jphung@AgentMortgage.net
Mortgage Broker | 949.613.5618 Pwade@AgentMortgage.net
NMLS#331280
NMLS#308342
NMLS#1373759
WHAT WE OFFER AGENT ESCROW, is a company providing escrow solutions for real estate transactions. AGENT ESCROW has an extensive team of experienced professionals to assist its clients to (1) follow federal and state Consumer protection laws, (2) protect Consumer trust funds, and (3) protect Consumer non-public personal information. In addition, AGENT ESCROW embraces, as much as possible, the “Title Insurance and Settlement Company Best Practices� to illuminate the level of professionalism, promote quality, ethical and professional service, and exceed all legal and regulatory standards. AGENT ESCROW, holds the AICPA SOC 2 attestation covering the five criteria relevant to data security, availability, processing integrity, confidentiality and privacy. Along with the experience and expertise of Michelle and her team, she prides herself on creating a legendary customer experience!
Michelle Stevenson Escrow Officer | 949.662.6766 Michelle@AgentEscrow.co
www.agentinc.com
WHAT WE OFFER Agent Disclosures offers INSTANT NHD Reports that all include Hazards Determinations and Tax Information, including Special Assessments. You can add on Environmental Hazard Data for an additional cost. Most reports will be delivered immediately via email or text. Otherwise, your report will be delivered within 15 minutes unless otherwise informed. If escrow cancels just call us or go on the site to cancel the report and you are not responsible for payment. Orders may be placed at: www.agentdisclosures.com and are delivered instantly. RESIDENTIAL PRICING: $99.95 – Industry Standard with Environmental $69.95 – Basic COMMERCIAL PRICING: $114.95 - Industry Standard with Environmental $84.95 – Basic The Natural Hazards Disclosure Act under Sec. 1103 of the California Civil Code states that real estate seller and brokers are legally required to disclose if the property being sold lies within one or more state or locally mapped hazard areas. The law specifies that the six (6) required hazards be disclosed on a statutory form called the Natural Hazard Disclosure Statement (NHDS).
Lauren Phillips 774.249.5694 Lauren@AgentDisclosures.com
Announcing the new Agent inc. Mentor Program – Agent Apprentice! This graduate level program will be spearheaded by legendary agents Barbara Amstadter and Roger Clark who share a combined 77 years of experience in the real estate industry. The goal of Agent Apprentice is to create real estate professionals who thrive in all aspects of residential and commercial brokerage. Agents will be taught all of the practical aspects of real estate not taught in real estate school. The program will equip them with the knowledge and skills to outperform their peers. They will learn how to write viable contracts, role play for effective and persuasive communication, establish farming programs, and devise open house techniques. Agents will learn the value of product knowledge and the benefit of building lasting business relationships with clients allowing them to leverage their sphere of influence.
Meetings are held weekly with various round table agent discussions which include listing and selling strategies, escrow procedures, disclosures, and all related documents. Barbara and Roger meet at least once a week, one on one with individual agents, to discuss ideas on how to best utilize their work days to maximize productivity leading to stellar results. All new agents hired by Agent inc. will have the privilege of participating in this new and creative Mentor Program
WHAT WE OFFER Agent Vacation Rental is a full-service vacation rental management company focusing on providing the luxury travel market with ultra-luxurious, high profile vacation rental homes. With a focus on providing our guests with highly personalized and service-rich experiences, Agent Vacation Rental will go beyond what 5-star hotels can provide. Agent Vacation Rental will handle all aspects of the vacation rental process from advertising the home, screening guests, collecting rent, coordinating check-in/ check-out cleaning, and continued home inspections to ensure the high quality of the home is maintained. Our management services are designed to help our clients find that balance in life so they need not worry about the details of managing their home.
WHAT WE OFFER Agent Property Management is a full-service property management company catering to the needs of the luxury, high-end residential market. Providing an unsurpassed level of service personalized to the individual luxury property needs, our clients can be rest assured that their luxury homes receive tailored, courteous service and the utmost care from our team of seasoned professionals. Whether this is a personal second home or an investment property, Agent Property Management will be the one stop shop to provide customized solution, from the luxurious to the practical. We handle all aspects of renting your home from tenant screening, and placement, to tenant management. Our property management package is perfect for the high-profile client whose demanding personal and professional schedule does not allow time for the daily ins and outs of secondary home ownership. Our management services are designed to help our clients find that balance in life so they need not worry about the details of managing their home.
Barbara Amstadter, Associate Broker 949.500.0155 | barbara@agentinc.co
MENTOR LEADER Barbara’s long and prestigious career, coupled with a client list that ranges from CFO’s and Presidents to first-time home-buyers, has garnered her the recognition of being a Broker’s ‘Broker’. Peer chosen as “Realtor of the Year” and the elite 24 Year ‘Legend’ status, Barbara has been at the forefront of Orange County real estate since first moving to Newport Beach in 1977. Her tenacity, deep-seated knowledge of financing and contract structure, and service on numerous CAR committees have all contributed to a vast wealth of knowledge about the business of real estate. Having raised seven children, Barbara has a masterful ability to help clients psychologically navigate the often, unpredictable ebb and flow of challenges related to the current market.
Barbara believes relationships are the foundation for a successful career. Whether she’s working with agents, Lenders, Title, Inspectors, and/or the many other professionals who may be involved in a transaction, Barbara endeavors to maintain strong, respected connections in service to handling her client’s needs and bringing each and every transaction to a satisfying close for all. Barbara speaks fluent Spanish and Italian has traveled to 23 countries and, as a lifelong learner continues to expand her Certification success in various real estate platforms.
Roger Clark, Senior Associate 949.500.4552 | rogerc@agentinc.co
MENTOR LEADER Roger began his professional career in 1966, in the field of Education, teaching and coaching in a local high school district. After retiring from education in 1972, his real estate career commenced.
During his 45 year career as a real estate professional he has experienced various types of transactions, both in California and Hawaii, the majority of which were “off market” properties.
Roger’s history in the Real Estate field began with the handling of all phases of transactions, involving preparing purchase and sale agreements, assisting with financing, as well as all escrow closing documents for commercial and residential properties. This would include sales of shopping centers, office buildings, hotels, and multi-family buildings, plus land parcels to the publicly held home builders.
In addition, Roger utilized these skills to assist his clients in their individual residential purchases. Roger and his wife of 52 years have two sons, both of whom live locally. “I am available and look forward to mentoring or assisting agents in their pursuit of their career with the Agent inc.”
Danielle Ouellette, Director of Operations 949 791 8160 | danielle@agentinc.co
D I R E C T O R O F O P E R AT I O N S Driven, determined and hardworking, Danielle’s experience with both luxury real estate and mortgage have proven to be invaluable. A South County native who currently calls Laguna Beach home, she transitioned into the field of luxury residential real estate after receiving a Masters in Public Administration. Working with the guidance of one of the industry’s best and most accomplished, John McMonigle, Danielle has gained an invaluable perspective on how to help clients and agents bring their most important goals to fruition.
As part of McMonigle Group, Danielle has access to a variety of tools and resources designed to foster the most rewarding experiences for clients with even the most complex goals at hand. Danielle focuses on a results-oriented approach by using cutting edge marketing techniques, innovative resources and modern-day thinking in each transaction. For agents, this allows Danielle to provide seamless real estate transactions that are smooth as they are rewarding.
Lauren Phillips, Director of Marketing 774.249.5694 | lauren@agentinc.co
DIRECTOR OF MARKETING A graduate of Chapman University and Native of Boston, Massachusetts, Lauren has a B.S. Business Administration and Marketing Degree. Lauren’s talent for helping others and her passion for real estate landed her in the epicenter of the Orange County marketplace where she can assist agents in the latest up-to-the-minute marketing strategies. Her knowledge of the Agent inc. Resource Center and her concierge level of service, is a valuable asset for all types of agents: whether experienced, or just beginning.
“Being successful and fulfilling your lifes purpose are not at all the same thing; You can reach all your personal goals, become a raving success by the worlds standard and still miss your purpose in this life.� -Rick Warren
W E ’ V E G O T YO U C O V E R E D Errors and Omissions
AGENT INC. We are please to provide our agents one of the highest quality insurance policies available to the industry, provided by Navigators Insurance Company, at an extremely competitive rate. This is not a profit center for Agent inc. and can be financed if so desired and deducted from your next two transactions. ERRORS & OMISSIONS INSURANCE POLICY COVERAGE LIMITS OF LIABILITY: A. $ 1,000,000.00 Damages Limit of Liability – Each Claim B. $ 1,000,000.00 Claim Expenses Limit of Liability – Each Claim C. $ 1,000,000.00 Damages Limit of Liability – Policy Aggregate D. $ 1,000,000.00 Claim Expenses Limit of Liability – Policy Aggregate DEDUCTIBLE (Inclusive of Claim Expenses): $5,000.00 Each Claim
Navigators Insurance Company 1 Penn Place New York, NY 10119