Keller Williams Arizona Realty Agent Passport

Page 1

TO BUILD CAREERS WORTH HAVING, BUSINESSES WORTH OWNING, LIVES WORTH LIVING, EXPERIENCES WORTH GIVING AND LEGACIES WORTH LEAVING.


VISION MISSION To build careers worth having, businesses worth owning, lives worth living, experiences worth giving and legacies worth leaving VISION To be the Real Estate company of choice VALUES God, Family and then Business

KW CULTURE Committees you can be involved in.

Inspirational Breakfast KWAZ|NOW FOUNDATION

    

Financial Planning Career Development Culture Growth Technology


Real Estate License #: ___________________Exp:_________ Realtor Board: _________________ KW Anniversary Month:________________________________ My KWU ID:________________________ KWCommand & MyKW.KW.com Login:____________Password:_____________ Docusign Login:_____________Password:_________________ KW Email:_________________________________________ KW Email Password:_________________________________ MLS ID#/Login:_________________ MLS Password:__________________ (You will be prompted to update this password quarterly) NRDS# ___________________________________________ Supra Lockbox Pin Code:________________ Copy Code:____________ Why not set up a new contact in your phone called Keller Williams Arizona Realty, save the office phone, fax and important emails in the notes field. Save all of your logins and passwords to the real estate sites that you use everyday!

You will never be without your password again!


Raintree Corporate Center 15333 N. Pima Rd. Ste. 130 Scottsdale, AZ 85260

Office Hours: Monday-Friday 8:00am-5:00pm

Market Center ID #: 280

Office Phone: 480-767-3000

Fax: 480-629-5105

Wi-Fi Password: KWAZ280!

Tax ID: 80-0937165

HUD/NAID #: GOBIGL7165

Main Office License #: LC534270000

Main Office MLS ID: KWAZ10

Things You Should Know 

You have a mailbox folder located in the file cabinet by the computer area.

If you purchase keys for $25.00, you will have 24/7 access to the office. The key fob works on the front main door and the door on the Northeast side of the building.

The monthly All Agent Partners Meeting is held on the THIRD TUESDAY of each month in the 2nd floor training room. All agents are invited to attend.

Parking: You may park on the 2nd level of the parking garage or the lot on the North side of the building.

The Keller Williams Arizona Realty Events and Education Calendar will be shared and posted monthly.


LEADERSHIP TEAM

David Morse

Kristan Cole

Jim Dunning

Owner/O.P. KristanCole@kw.com

Owner/Designated Broker JimD@kw.com

Team Leader DavidMorse@kw.com

Leslie Creswell

Kate Matteson

Casey Doty

MCA Klrw280@kw.com

Managing Broker KateMatteson@kw.com

Dir. of Technology CaseyDoty@kw.com

Susan Grass

Joe Quattrucci

Agent Services FrontDesk280@kw.com

Dir. Of Growth Quattrucci@kw.com

Lisa Hardin Assistant MCA LHardin@kw.com

Jacqie Vyskocil

Brandon Cohan

Productivity Coach jvyskocil@kw.com

Recruiter BrandonCohan@kw.com


Compliance Guidelines The marketing materials you develop are important because they are your identity as a Keller Williams Arizona Realty associate; they are the face of your business. As you begin to create your brand, here are some requirements you should keep in mind. All marketing materials must include: 1. Our market center DBA logo (The only logos that are approved are below and in our shared drive) 2. The REALTOR and Equal Housing Logos 3. he ownership statement: Each Office Is Independently Owned and Operated 4. You must SPELL OUT our ENTIRE NAME: Keller Williams Arizona Realty (#KWAZ, KW Arizona Realty are NOT allowed) on ALL advertising, e-mails and contracts Our market center DBA name is Keller Williams Arizona Realty.

Here are the Realtor and Equal Housing Logos (Also available on the shared Google Drive file)

**See Casey Doty or Jacqie Vyskocil for access to the Shared Google Drive File**


Compliance Guidelines You must ensure that your marketing materials comply with the local real estate laws and rules and any local MLS rules. 

The agency DBA name must be spoken in all voiced materials (voicemail).

Placement and Size of Logo – Whether print or digital the employing brokerage’s name must be prominent, which means it needs to be LARGER than any other team logo and must be placed 1st – so in front of or before the team logo or personal agent logo.

If you are using a third-party vendor to create websites, update profiles, create marketing material for you and/or your team it is the AGENT’S RESPONSIBILITY to make sure that the third-party company is in compliance with ADRE – it is not the responsibility of the third party!

If you are an agent on a team – it is the AGENT’S responsibility to make sure that anything that you send out or has your name attached to it is in compliance not just your RAINMAKER/TEAM LEADER.

All agents MUST submit all advertising through the Designated Broker, Jim Dunning and Managing Broker, Kate Matteson for approval. Please make sure you receive written confirmation before proceeding to print or distribute any materials.

Change of address, email address or any other personal information must be updated on your AZRE.gov Profile within 10 days of such changes. Please log into your AZRE.gov profile and make sure that all of your contact information is correct.

All marketing materials must be free from deception and shall not misrepresent the condition of the property, terms of sale, value of real estate, company policies or brokerage services.

All marketing must comply with RESPA guidelines.

All agents MUST review ALL current and previous – marketing materials, websites, social media to include LinkedIn, Pinterest, Twitter, Instagram, Facebook, Zillow, Realtor.com etc. and make sure that it is in compliance with ADRE. IF YOU CAN GOOGLE IT AND FIND IT ON THE INTERNET – YOU CAN GET FINED BY ADRE $500 PER INSTANCE - IF IT IS NOT IN COMPLIANCE. IT DOES NOT MATTER IF YOU ARE NO LONGER USING THE SITE OR NOT! So, if you have old websites that you are no longer using, or you no longer use Instagram, FB or any other platform YOU MUST DISABLE THOSE ACCOUNTS.

Please become familiar with these rules and others within our Broker’s Policies and Procedures Manual. This manual is located on the shared drive, and there are multiple hard copies in the office as well. There may be additional regional advertising guidelines as well. While vendors approved by Keller Williams are very familiar with Keller Williams’ requirements and your local rules and laws, they cannot guarantee compliance. Legally, that responsibility is yours.


Coaching Program The PCX Program will empower you to be successful. Our mission is to help you set, achieve, and surpass your personal and professional goals. We will equip you with tools and resources necessary to launch and grow your business. Jacqie Vyskocil Productivity Coach

Initial One-on-One Consultation Group Coaching Online Growth Challenge Private PCX Facebook Group

Tech Services 



One-on-One Technology & Marketing Consultation Website Set-up Set-Up & Train KW Technologies Database Set-Up Set-Up Marketing Campaigns Social Media Set-up In House Help Desk Casey Doty For Tech & Marketing Help Dir. of Technology


Affiliate Partners TRUE NORTH TITLE AGENCY Jordan Huffstetler 480.773.7592 Jordan@tntofaz.com

MOVEMENT MORTGAGE Alice Roe 602.534.7673 alice.roe@movement.com

Teri Thompson 480.399.2520 teri@tntofaz.com

Nilda Hitchcock 623.330.5089 nilda.hitchcock@movement.com

SECURITY TITLE AGENCY

Thomas Johns 480.326.5395 Thomas.johns@movement.com

Jacque Whitney 480.330.3818 Jacque.Whitney@SecurityTitle.com

OLD REPUBLIC HOME PROTECTION Tara Carter 480.707.7779 TaraC@orph.com

FIDELITY NATIONAL HOME WARRANTY Mary Boyan Slakey 480.540.3955 Mary.slakey@fnf.com Robin Brand 602.818.6962 Robin.brand@fnf.com

CHECKLIST INSPECTIONS John Tyler 480.361.8120 office@checklistaz.com

ADVANTAGE INSPECTION SERVICE Lisa Vandenburgh 602.864.8331 lisavandenburgh@cox.net

AJF INSPECTIONS & ENGINEERING Sharon Wolf-Furman 480.661.8888 Sharon@AJFengineering.com

HOME WARRANTY OF AMERICA Mystey Helm 480.492.7359 Mystey.helm@hwahomewarranty.com

PRO FLOORS Mike Wooldridge 480.277.7499 profloorsaz@gmail.com

LISTER ASSISTER PATRIOT PROPERTY MANAGEMENT Cassie McClenaghan 602.616.9751 Cassie@PatPM.com

Greg Janis 480.330.2446 greg@listerassister.com


We know starting a career in real estate can seem daunting and overwhelming, especially with all of the initial information and training provided! Don’t worry! We are here to help you set, achieve, and surpass your goals! The following checklist is designed to help you stay focused and launch your business. Please take your time and complete each task with integrity, as this will be the foundation of your business!

Before Moving Forward... 

You have 5 business days to join a board and ARMLS.

You must have an Active License Status with the Arizona Department of Real Estate (ADRE) and must be active under your company before joining a board.

“I’m already a member of ADRE. Why do I need to join a board?” You must join a board because Keller Williams Arizona Realty is a member of NAR (National Association of Realtors). It is a NAR requirement that you must join a board. **ARMLS fees are separate and paid directly to ARMLS. Each new member is responsible for paying their ARMLS/MLS fee. Instructions on paying the fee will be provided when applying for membership.


Activities 

Receive welcome email

Sign Productivity Coaching Commitment

Schedule your one-on-one technology appointment with Casey Doty

Schedule your one-on-one coaching appointment with Jacqie Vyskocil

Create your DocuSign account (Ask Kate or Casey to help you to do this)

Request to join “PCX Arizona Realty” Exclusive Facebook Group

Request to join “KWAZ Agent Dialogue” Group

Create a Facebook post announcing you joined Keller Williams Arizona Realty

Change cell phone voicemail to “Name at Keller Williams Arizona Realty”

Download your KW Mobile App

Download the Kelle App

Talk to 20 people that you know and tell them you’re now in Real Estate

Attend Command Lab: Basic Set Up Class in the Market Center

Login to Command and familiarize yourself with the Contacts Tab

Add people that you know to your Command Contacts

Complete your Facebook 5-5-5 Daily (5 “likes,” 5 “comments,” & 5 FB messages)

Introduce yourself to 5 agents in the office

Write 5 handwritten gratitude notes to people who have impacted your life

Shadow 2 Open Houses. Contact Jacqie to get set up with an agent to shadow. 630-336-6746 or jvyskocil@kw.com


Activities Read the following:

FOR BUYERS: 

Agency Disclosure

Buyer Advisory

Residential Purchase Contract

HOA Addendum

Buyer Broker Employment Agreement

AAR Pre Qualification Form

FOR SELLERS: 

Agency Disclosure

Exclusive Right to Sell (ER LISTING AGREEMENT)

HOA Addendum

Seller's Property Disclosure Statement (SPDS) Rentals:

Residential Lease Agreement

Tenant Advisory (If you are representing the Tenant)

Lease Owners Advisory (if you are representing the Landlord)

Agency Disclosure

Arizona Landlord Tenant Act - (AZ Department of Housing Publishes this)

Take action on the following: 

Attend Kate’s Classes on Contracts

Attend Kate’s Classes on Compliance within Command

Familiarize yourself with NAR’s code of ethics

Create a CMA on a friend’s house

Write practice offer on friend’s house

Attend “Empower Hour”

Introduce yourself to 2 new vendors & add them to you Command Contacts

Preview 2 Active Listings

Create Listing Presentation using Command Template (Found in Designs Tab)

Create Buyer Presentation using Command Template (Found in Designs Tab)

Practice Listing Presentation with fellow agents, friends, and family

Attend All Agent Partner’s Meeting (3rd Tuesday of every month, on 2nd floor)

Review Market Center Calendar and attend classes


Set.

Achieve. Surpass.


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.