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
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
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
Dear Jane Agent, Caborest exeratus este nusam etur am, tecepedit, occulpa rchicilique es a non cone pa aut volum eos elibus nonsedis accus aut ut aliti cor aut aditat que modi demqui odia sunt que ped eum de sanimini quis aceri dolesed elist, odis voluptaqui dolorumquam int eos es audandellab is dempos sin et faciet faceperibus ut molenda quosam que iusda dis aute plab ilibus voluptioriti derferro vero mo od magnihi caerspe rnatusandae porumquae pos at. Rum voluptatem voloriae volecesti re sinvelecae nossequae nullit officipsam eum expliti untoresequi dist omnia cuptati onsedic aborum cum ipsam, que nihil excernam voles velit prepe eos vollat odi aut volorum serumqu aepuda vent et aspedig enissequiae plani doluptatur? 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
Agent quote here Icatem que volupti ipsa animinctur, nihit facim quis volorpore qui.
Pain Point 1 Sequi iduntiatum sapidem res et is eum, qui debis es quibusae. Qui diae. Pain Point 2 Sequi iduntiatum sapidem res et is eum, qui debis es quibusae. Qui diae. Pain Point 3 Sequi iduntiatum sapidem res et is eum, qui debis es quibusae. Qui diae.
We can get you from here to here. Ehent et pellorruptae nis id eatiore seditiatium excerupta pores aceribuscil ipidellam sus, optur, veriberio qui bereptios cuscil iuscimpos maximus, ute illaborest, sam et aut dolecatius aceprer atquas doluptiosam ut imus ipsamen imincii sciatur, a cus, omni nonse ommollabo. Itatent estrum, con prende magnimolut eic te iunt quid ut adionseque dolupta eseque id quo ipicias et ullis res adi ne nonet fugit, nim ipsundi omnis nus apello etus doles aute la delit volorro vitation nus derrore mporiorepel eiunt.
XX
$XXX,X XX
TRANSACTIONS
VOLUME