Cayce Manager Packet

Our Sales Associate E xperience

Partner with the FOREVER BrandSM

Integrity, Strength, & Operational Excellence

FOUNDATION

When the Berkshire Hathaway name appears on a yard sign, it’s a sign that buyers and sellers trust. Our company has been built to last.

Berkshire Hathaway Inc. is a worldwide holding company based in Omaha, NE. Its Chairman and CEO is Warren Buffett and according to Time magazine’s ranking, among the world’s most influential people. “When people are making the decision of the magnitude of buying a house, it’s the biggest decision a great many families will ever make. They want to know who they’re working with and we think that the Berkshire Hathaway name will be reassuring to many of those people,” says Buffett.

NETWORK

Berkshire Hathaway HomeServices Carolinas Companies benefits from a globally respected reputation and a sound financial foundation. Our reach is global and our roots are local.

We are proud to be owned by HomeServices of America Inc., a Berkshire Hathaway affiliate and the largest home services provider in America.

As proud members of this remarkable network, we thrive on helping buyers and sellers find their perfect home whether around the corner, across the country, or anywhere in the world.

Our Culture

We embrace an attitude of abundance and foster a supportive and collaborative environment for our sales associates. We make great neighbors to those who trust us to guide them through the home buying and home selling process, as well as those who we work alongside each day.

In the Community

Our promise, WE MAKE GREAT NEIGHBORS®, is more than a tagline it is a shared vision. Our company has developed strong local partnerships to support neighbors in need. As an enterprise, we lead two major initiatives each year our BACKpack 2 School Drive and our Fall Food Drive. We also partner with our associates to support numerous local organizations throughout the year.

DIVERSITY & INCLUSION

Our vision is to be a leader in diversity and inclusion by encouraging a collaborative atmosphere focused on innovation and creativity.

We understand that a dynamic community is the product of distinct perspectives, life experiences and talents and we are committed to promoting an engaging culture that invites participation.

OUR INITIATIVES

• Mentorship program led by Tommy Camp, President & CEO, in partnership with Johnson C. Smith University.

• Home Buying Seminars, open to the public, alongside our in-house lender, Prosperity Home Mortgage’s Lending Program.

• In-House offering of the National Association of REALTORS® At Home with DiversityTM certification course led by our Director of Education and Training, Lici Fansler.

• 100% of our sales associates and staff have reaffirmed their commitment to fair housing by signing the REALTOR® Fair Housing Pledge.

The mentorship and training of the BHHS Carolinas Team has been vital to the success of my business. Mastering mindset, time management, and client relationships are what makes the coaching at our firm unique. BHHS Carolinas recognizes each agent’s talents which helps them take their business to the next level. As an experienced agent, the continuous training and support of fellow agents is still helping my business to evolve.

— Dalia

Strategic Coaching

Be the best in the industry by implementing our system for success. Our coaching system is based on a philosophy of building relationships, listening to the customer and then helping them achieve their goals. The mission of this system is to help you increase your income per hour through higher customer satisfaction and referrals, as well as enhanced sales systems and communication skills.

PRINCIPLES OF OUR COACHING PROGRAM

1. Create Value For People by being a trusted advisor.

2. Build a Business Strategy focused primarily on people who know you.

3. Become Customer Centric by understanding the customer’s needs.

4. Establish Personal Mastery

When you get better, your business gets better.

YOUR MINDSET

One-on-one coaching sessions

YOUR SKILLSET

Small group business development seminars

YOUR ACTIONS

Annual business planning and accountability tracking

As an experienced trainer with a passion for helping people develop their skills, I love being a resource, whether you are just starting out or are an experienced sales associate.

— Kassie Boggan Director Of Education & Training

Seamless Onboarding Support

Personalized IT Assistance

Proven Ninja Sales Training Program and Business Coaching

REdefine New and Experienced Associate Education and Training

Powerful National Professional Development and Networking Events

Relevant Legal Training Sessions

Twice a Month Hosted By Our InHouse Attorney

Education & Support

We are committed to providing you with a customized level of support to get your business going as quickly as possible. Whether you are new to the business or joining us from another firm, we are equipped to provide you with the appropriate level of support. Our diverse education and training programs are designed to help you develop and refine your skills throughout your career.

Meet our Leadership Team

Blending my real estate sales expertise with leadership experience allows me to support the growth of our sales associates’ business.

— Maria Kazakos Senior Vice President of Sales

With years of sales support experience, I enjoy working alongside our sales associates to promote our new home communities and support our builder and developer clients.

I am often asked what I love the most about where I work. My answer is always the same, our people. We have a culture of caring for one another, our clients, and our community.

— Cathy Larmore Senior Vice President of Support

When challenges arise during the course of your daily business, I’m only a phone call away to assist you and your clients in resolving those challenges and keeping your transactions on track.

— Susan Sanford

— Samantha Woltz Operations Manager

Director of

Relocation & Business Development

— Bryan Simpson Senior Vice President & Chief Legal Counsel

Exceed Expectations

OUR FULL-SERVICE ADVANTAGE

We’ve partnered with the top service providers to make the home buying and selling process simple for our sales associates and their clients.

We build lasting relationships with our sales associates and the clients we serve. The strength of these relationships allows us to provide families and companies moving to and from the Carolinas with the highest level of service.

— Susan Sanford Director Of Relocation & Business Development

Great Neighbors Marketing & Technology

Generating Business

People prefer to work with people they know, like and trust. We are committed to providing you with all of the resources you need to stay in communication with your sphere of influence so you can stay top of mind. In addition to training and support we offer access to the industry’s best tools and technology.

• CRM Platform

• Personalized Sales Associate Website

• Direct Mail Templates

• Newsletter

• Postcards

• Notecards and Stationery

• Email Templates

• Automated Email Nurture Campaigns

• Automated Social Media Posting

• Testimonial Manager

• Real Time Lead Management and Reporting

• Home Value Estimate Tool

• 60-Second Market Update

• Neighborhood Report

THERE ARE TWO PARTS OF THIS BUSINESS—GENERATING THE BUSINESS AND DOING THE BUSINESS. WE ARE HERE TO SUPPORT BOTH.

Doing Business

Spend more time engaged in activities that grow your business and less time on administrative tasks.

MARKETING

& TECHNOLOGY

• Brand and Listing Collateral

• Customizable Flyers

• Presentations

• Postcards

• Social Media Posts

• Email Templates

• Homepage for Every Listing

• Company Generated and Mailed

Just Listed/Just Sold Postcards

• Digital Advertising

• Digital Ad Builder

• Targeted Open House Ads

• Access to Professional Photography

• Video Creation Tool

• Differentiated Luxury Collection Branding and Collateral

• Mobile App

ESSENTIAL RESOURCES

• Brick and Mortar

• Print/Copy Solutions

• Signs and Lockboxes

• Website

• Cell Phone Carrier Discount

• Digital Transaction Management

• Business Cards

Client Experience

DIGITAL EXPERIENCE

• Digital Signatures

• My Home Finder

• Branded Mobile App

• Showing Scheduling Service

DATA & INSIGHTS

• Seller Advantage

• Seller Reports

• Neighborhood Reports

• Visual Pricing Graphs

• Personalized Digital Ad Performance Dashboard

100% of buyers search online during the home buying process.*

*Source: National Association of

“I have been with the company nearly 20 years. Our company has all of the tools and programs to help make the BHHS associates successful and to effectively advise property buyers and sellers. These programs are improving all of the time. I know what other franchises have to offer and I can’t imagine why anyone would be in the real estate industry and not be with Berkshire Hathaway.”

— Bill

“We love working with BHHS! It’s a truly supportive and collaborative environment with fellow agents, staff and management all working together to help us succeed, support our clients, and enjoy our work. Great technology and great people are a powerful combination and we are thrilled to have both here.”

— Jenny

“Starting a new career in real estate had me wondering how to schedule a productive day. Our company’s coaching program helped me learn which activities to focus on and how to plan my days and weeks. This was very helpful for me coming from a teaching career which had every minute of my day scheduled.”

— Kim

Meet Our Marketing Leadership

As an expert in our tools and technologies, I aim to provide you with the highest level of support and best recommendations in order for you to be successful in your business.

— Emily Sosinski Senior Marketing Manager

Do Business in Harmony With the Rest of Your Life

THE NINJA PATH PROVIDES US WITH A SYSTEM TO DELIVER PREDICTABLE RESULTS AND ACHIEVE A WORK LIFE BALANCE.

• Focus on your Life List

• Collaborate with your colleagues

• Celebrate success

• Enjoy long-term relationships with your clients

BENEFIT PROGRAM

• Access to complete suite of benefits and financial services

• Access to group healthcare options

THE MARKETING TEAM SAVES

ME SO MUCH TIME, AND I AM ABLE TO SPEND MORE TIME WITH MY FAMILY.

GO WHERE YOU CAN GROW

We offer 1:1 brand transition assistance and training for you and your team. Our streamlined onboarding process ensures that your business runs smoothly from day one.

BHHS has been a game changer. I switched companies and on the day I moved to BHHS, I had a listing already lined up. Their marketing is top notch and my clients can tell the difference between a BHHS listing and one of a competing firm. My managing brokers and the entire BHHS team have been instrumental in making my transition smooth and successful. I love that I can share my goals with them and they keep me accountable. I didn’t think I’d reach my yearly goal, but as it stands, I am on track to exceed that goal and I’ve done almost more volume in the fourth quarter than I did the first three! The marketing team saves me so much time and I am able to spend more time with my family. I couldn’t have asked for a better firm!

— Ashley

WHAT IS YOUR WHY?

My why is to have a significant positive impact on the lives of those I touch by assisting them and supporting them in the achievement of their why. To know them in a way that allows me to understand their why and support them in achieving it. For my family, for our team, for our clients.

The most important thing to our team is what is important to you. We are committed to understanding your goals so that we may support your vision for your personal and professional life.

— Tommy Camp President & CEO

Offering

GENERAL SESSIONS

Mondays | 9:30 am

Led by Kassie Boggan Director of Training & Education

DATE SESSION

Jan 8

Start Your Year Like A Ninja Showing up and implementing on purpose planning.

Jan 16 Legal Topic

Building Your Clientbase

Jan 22

Jan 29

LEGAL SESSIONS

Tuesdays | 1:00 pm

Led by Bryan Simpson

Senior Vice President & Chief Legal Counsel

IN PARTNERSHIP WITH

Teresa Brooks

Managing Broker & Sales Associate Development Trainer

DATE SESSION

Apr 8

Utilizing BHHS CONNECT to get connected with your sphere.

Lead Generation - Part 1 Digital & preparation activities to get focused and generate opportunities.

Feb 5 Lead Generation - Part 2 Live interactions to generate business.

Feb 6 Legal Topic

Feb 12

Feb 19

Feb 20

Feb 26

Mar 4

Mar 5

Mar 18

Fair Housing & Implicit Bias

Upholding fair housing laws and breaking through implicit bias.

Apr 16 Legal Topic

Relocation: Outgoing Referrals

Apr 22

CORE Present within BHHS CONNECT

Customize and beautify your CMA and listing presentations using CORE Present.

Sales Associate Websites

Customizing your personal sales associate website for an on-purpose presence.

Legal Topic

The REsource Center

Navigating our intranet & local tools to support your business.

Social Media REsource

Utilizing Social Media REsource to network and grow your business.

Legal Topic

Marketing REsource

Utilizing Marketing REsource to remain visible and stay in flow.

Mar 19 Legal Topic

What are outgoing referrals and how do they support your clients and benefit your business plan.

Digital Transaction Management

Apr 29

May 6 Reports within BHHS CONNECT

Putting data to use and creating reports.

May 7 Legal Topic

May 13

May 20

Utilizing DocuSign & zipForms to manage transactions.

Relocation: Agent Partnership Program

How to leverage relationships into growth mode with support from Relocation.

Our Affiliated Partners

How our in-house services benefit your clients.

May 21 Legal Topic

Manage Your Money: Dergalis

Jun 3

Dergalis: Understanding sales associate benefits.

Jun 4 Legal Topic

Working with Buyers

Jun 17

Basics: Buyer - from customer to closing table (and beyond).

Jun 18 Legal Topic

Working with Sellers

Jun 24

Basics: Seller - from customer to closing table (and beyond).

Cayce Levine

Managing Broker Cary Office

HOMETOWN: Wadesboro, NC

YEARS IN REAL ESTATE: 8

YEARS WITH OUR COMPANY: 8

WHY DID YOU CHOOSE THIS BRAND?

While taking my real estate classes, multiple firms came to my school to introduce themselves. BHHSYSU stood out with their marketing capabilities and was far superior than any other company I came across. I thought “if this is how they market to me as an agent, how do they market for buyers and sellers?” The impressive reputation BHHSYSU holds also stood out. From day one, BHHSYSU has put an emphasis on community and collaboration, showcasing how sales associates love working and growing together.

WHAT TYPE OF EDUCATION AND TRAINING ARE AVAILABLE TO YOUR SALES ASSOCIATES?

I will be offering professional Ninja Selling and Lunch & Learn trainings. Additionally, I will offer one-on-one trainings with small groups of sales associates from office book clubs and sales meetings to business collaborations.

WHY DO YOU BELIEVE THAT COACHING IS AN IMPORTANT PART OF SUCCESS?

Coaching is a great oportunity to foster accountability and have one-on-one time to take a deeper dive in your business. Coaching also provides time to strategize a marketing plan and learn how to handle business transactions in more productive ways.

BEING

HOW DO YOU LIVE OUT OUR PROMISE “WE MAKE GREAT NEIGHBORS”?

I have been a BHHSYSU sales associate my entire career. Being a great neighbor has not only become a part of who I am as a sales associate these past 8 years, but it has become a part of who I am as a person. I care about my clients and my sales associates and will always learn on their behalf to give back the best way I can.

WHAT ARE YOUR CORE BUSINESS VALUES?

My core values are transparency and communication. I believe success requires both and I practice them everyday. In my experience, being truthful and communicating with everyone creates a happy and good business.

HOW DO YOU PROMOTE A CULTURE OF ABUNDANCE IN YOUR OFFICE?

I am a glass half-full type of person - in any situation I am always looking for the positive. It has always been of the utmost importance to me to share knowledge and encouragement my sales associates in this way.

WHAT ARE YOUR 3 DEFINING LEADERSHIP QUALITIES?

Positive thinking, collaboration, and consistent willingness to learn and share.

WHAT ARE SOME DISTINCTIVE CHARACTERISTICS ABOUT YOUR OFFICE?

There are several sales associates in our office that have been here since day one. Their knowledge and experience of the area is unmatched. This office thrives off of collaboration and everyone is willing to help each other. We are truly like a second family that is constantly ready to learn and grow and also support one another.

Your Support Team

CAROL DERNBACH

MARIA KAZAKOS

TOMMY CAMP President & CEO 704-785-7321

KASSIE BOGGAN

EMILY SOSINSKI

MANDI

CATHY LARMORE

SAMANTHA WOLTZ

BILL MECKLENBURG

SUSAN SANFORD