Custom Recruiting Collateral

JANE AGENT

L AUNCH CALENDAR MONTH – MONTH MONTH

7

8

MEETINGS

9

10

14

11

12

MARKETING CONSULT

ONBOARDING MEETING

13

DELIVERABLES

15

16

17

18

19

22

23

24

25

26

2

3

9

10

IT CONSULT

20

21

MARKETING MEETING

27 TRANSACTION DATA MIGRATION COMPLETE

4

28

29

30

1

6

7

8

MOVE/OFFICE

ANNOUNCEMENT

TRAINING & EDUCATION CONSULT

5

ANNOUNCEMENT

11

MONTH

12 PRESS RELEASE

SHIP

POSTCARDS

LAUNCH DIGITAL

ANNOUNCEMENT

CAMPAIGN

JANE AGENT

L AUNCH SCHEDULE IMAGE

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Onboarding Meeting with XXXXX...........................X/X •



Complete Onboarding Commitment, License Affiliation

Marketing Consultation with Kerri and Maria......................................................X/X • • • • • • • •

Logo/Branding Name Tag Business Cards Yard Signs/Riders Luxury Signs Website Customization or Updates Customize Listing/Buyer Presentations Monthly Mailer (Our State/Raleigh Postcards) or Custom Content

•



Mailing List Management

IT Consultation with Robert and Maria.................X/X •

Transfer closed transaction data from Dotloop to Docusign Transaction Rooms

•

Create Transaction Room for all Active Transactions in Dotloop

•

Create BHHS Accounts



Marketing Meeting with Kerri and Maria..............X/X

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Transaction Data Migration Complete..................X/X



Training and Education Consultation with Lici and Maria.........................................................X/X •

BHHS Branded Forms



Move/Office Announcement.....................................X/X



Ship Announcement Postcards................................X/X



Launch Digital Announcement Campaign..........X/X



Press Release....................................................................X/X

Your Support Team MG

OT H S D HEA

MANAGING BROKER

Office Location Managing Broker xxx-xxx-xxxx

TOMMY CAMP President & CEO 704-785-7321

PAM GANTT

Senior Mortgage Executive, Prosperity Home Mortgage

910-315-8889

MARCUS SIMS

HomeServices Insurance 336-355-1602

CAROL DERNBACH

DAN WASHINGTON

Chief Financial Officer 336-655-3468

Senior Vice President of Sales 704-813-5459

MARIA KAZAKOS

SUSAN SANFORD

BRYAN SIMPSON Senior Vice President & Chief Legal Counsel 919-805-5013

ANDI LENTZ

Vice President of Operations 336-414-4749

Director, Relocation, & Business Development

Prosperity Home Mortgage 336-650-2499

LICI FANSLER

KERRI REED

CRAIG VAN STEENBURGH

Director of Education & Training 336-782-2381

919-695-2300

Director of Marketing 919-924-3918

IT Manager 336-399-8647

Managing Broker Name Office Address

•

City, NC XXXXX

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I am excited about all the opportunities we will create together.

With sincere thanks,

Managing Broker

COMPENSATION

FEES

XX/XX% Commission Split between agent & company $XXX/mo in marketing dollars through the end of 2021 to aid in marketing yourself to BHHS Carolinas Realty.

Release of Liability Insurance $XXX per year with a XX% discount if paid in full by Date $X Franchise fee per transaction $XXX Transaction fee per transaction side

BENEFITS

Non-Competing Managing Broker

•

One-on-one coaching tailored to your unique needs and business structure

•

I answer my phone 7 days a week and am always available

Office with parking for agents and clients In-House legal counsel, Bryan Simpson Available for agent needs and is highly responsive In-Office Administrator (file auditing, retention, training, and compliance) In-Office trainings – skills & strategy Home Office “new agent” training for future staff/team Fully supplied office: conference rooms, snacks and beverages, presentations, supplies, copies Collaborative office culture of like-minded high performers that work and play together Local legacy brand recognition and referral network National & International Brand recognition and reputation – referral & relocation network

MARKETING

World class marketing team available for ideation and execution “Auto-flow” emailings for your sphere All standard signage, riders, postcards, business cards, flyers, brochures 200 mailings allotment per month, color copies, and office supplies with state of the art in-office technology Luxury Listing Suite Company generated & sponsored “open house” ads Nationally syndicated agent & listing promotion

TECHNOLOGY

In-House IT department and tech support team

•

Dual verification encryption and monitoring against cyber attacks

•

Office 360 Suite

DocuSign, DocuSign Transaction Room (digital file retention & compliance) & ZipForms Company Intranet (wemakegreatneighbors.com) with report creation, CRM with auto-generated campaigns, marketing resources, auto-generated listing support created by our marketing team Agent website, testimonials, and listing website Office training video library

ACCOUNTING

Full Accounting Staff Berkshire Hathaway HomeServices Carolinas Realty holds earnest money Direct deposits for commissions Electronic payment of earnest monies, monies from closing attorneys, and agent payment portal

AFFILIATED SERVICES & RESOURCES

In-House Relocation Department Mortgage — Prosperity Home Mortgage Title — Attorney’s Title Insurance — HomeServices Insurance Home Warranty — Cinch Home Warranty

HOME TEAM, YOUR TEAM – HERE TO SUPPORT YOU 24/7

Without a doubt, we are a team. The agent, the managing broker and the home office team work together fluidly to not just solve problems but to go beyond the right now and to think critically, creatively, and collaboratively to support your goals. We all have an open-door policy that allows us to freely reach out to one another, at any time, so that business can continue to grow.

Jane Agent BUSINESS GROWTH

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XX

$XXX,X XX

TRANSACTIONS

VOLUME